2025-09-30T13:45:12-05:00 2024-09-30 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-10-01 954664672 BOUDJAKDJI FOUNDATION BOUD 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 ANISSA B BALSON SECRETARY/TREASURER 3108287547 2025-09-29 1 0 PETER GOLDBERG P00020952 3108287547 2023 2025-03-06 01:10:19Z X 3230040 X X 88 88 39096 39096 82187 118967 82187 121371 121371 0 0 0 14582 6500 8082 21855 21855 0 736 0 100 3 0 3 37176 28355 8185 137700 137700 174876 28355 145885 -53505 93016 5888 9186 9186 26340 6316 6316 181189 144410 751648 713375 713375 2462890 926792 873287 3230040 50 50 50 50 X 0 0 0 0 926742 873237 926742 873237 926792 873287 926742 -53505 0 873237 0 873237 946SHS DISNEY WALT CO P 1999-03-30 2024-09-24 88269 30727 57542 57542 329SHS DISNEY WALT CO P 2001-09-18 2024-09-24 30698 6053 24645 24645 82187 1293 0 1293 0 1293 840 0 0 0 840 0 453 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GIVEN COMPANY 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANISSA BALSON 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 CO-PRESIDENT 0.20 0 0 0 CHERIF BOUDJAKDJI 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 CO-PRESIDENT 0.10 0 0 0 SAMIA STAEHLE 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 CO-PRESIDENT 0.10 0 0 0 GEOFFREY C GIVEN 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 SECRETARY/TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 2975146 35220 0 3010366 0 0 3010366 45155 2965211 148261 148261 1293 1293 146968 0 146968 0 146968 145885 0 145885 146968 0 0 1618 1618 145885 0 0 0 145885 0 1083 1083 535 0 0 0 0 0 0 0 535 535 X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PUBLIC MEDICAL 2200 AMERICAN RED CROSS PO BOX 37243 WASHINGTON DC 20013 PUBLIC MEDICAL 3300 ARTHRITIS FOUNDATION 4311 WILSHIRE BLVD STE 530 LOS ANGELES CA 900103775 PUBLIC RESEARCH 6000 CALIFORNIA ONCOLOGY RESEARCH INSTITUTE 1158 26TH STREET 106 SANTA MONICA CA 90403 PUBLIC RESEARCH 4400 CASCADES-SISKIYOU NATIONAL MONUMENT 3040 BIDDLE ROAD MEDFORD OR 97504 PUBLIC EDUCATIONALENVIRONMENTAL 1100 CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD STE 2416 LOS ANGELES CA 90048 PUBLIC MEDICAL 3400 CHILDRENS HOSPITAL - LA 4650 SUNSET BLVD MAIL STOP 29 LOS ANGELES CA 90027 PUBLIC RESEARCH 5500 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE FL 2 NEW YORK NY 100015004 PUBLIC SOCIAL SERVICE 5500 HABITAT FOR HUMANITY INC 121 HABITAT ST AMERICUS GA 317093498 PUBLIC COMMUNITY SERVICE 10600 LIBRARY FOUNDATION 630 W FIFTH ST LOS ANGELES CA 90071 PUBLIC EDUCATIONAL 17000 LOS ANGELES COUNTY ART MUSEUM 5905 WILSHIRE BLVD LOS ANGELES CA 90036 PUBLIC ART 5500 MARYMOUNT HIGH SCHOOL 10643 SUNSET BLVD LOS ANGELES CA 90077 PUBLIC EDUCATIONAL 200 NATURAL HISTORY MUSEUM 900 EXPOSITION BLVD LOS ANGELES CA 90007 PUBLIC MUSEUM PROGRAMS 16000 NATUREBRIDGE 28 GEARY ST STE 650 SAN FRANCISCO CA 94108 PUBLIC EDUCATIONAL 2500 SAINT JOHN'S HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 PUBLIC RESEARCH 26000 SAINT JOHN'S HEALTH CENTER FOUNDATION 1328 TWENTY SECOND ST SANTA MONICA CA 904042091 PUBLIC MEDICAL 6500 SHASTA CASCADE HEALTH CENTERS PO BOX 1143 MCCLOUD CA 96057 PUBLIC MEDICAL 4400 UNICEF 333 EAST 38TH ST NEW YORK NY 10016 PUBLIC COMMUNITY SERVICE 4100 HEARST CASTLE PRESERVATION FOUNDATION 1104 BOLLINGER CANYON ROAD E183 SAN RAMON CA 94582 PUBLIC PRESERVATION 5000 137700 0 14 88 14 39096 18 82187 0 121371 0 121371 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14582 6500 8082 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION FORM 990PF PART VIII PAGE 6, LINE 1 FORM 990PF PART VII-B, PAGE 5, LINE 1A(3) REPORTABLE SERVICES PROVIDED TO THE FOUNDATIONTHE FOUNDATION PAID BALSON CAPITAL MANAGEMENT, A REGISTERED INVESTMENT ADVISOR, THE SUM OF $21,856 FOR INVESTMENT SERVICES. THESE SERVICES INCLUDED MANAGEMENT OF FOUNDATION FUNDS. PAUL BALSON, THE PRINCIPAL OF BALSON CAPITAL MANAGEMENT, IS THE SPOUSE OF A FOUNDATION DIRECTOR.NO COMPENSATION WAS PAID BY THE FOUNDATION TO ITS OFFICERS OR DIRECTORS.THE FOUNDATION ENGAGES GIVEN & COMPANY, INC. FOR VARIOUS MANAGEMENT SERVICES PROFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, FINANCIAL SERVICES AND GENERAL FOUNDATION MANAGEMENT. GEOFFREY GIVEN, AN OFFICER AND DIRECTOR OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES ON FOUNDATION MATTERS. $14,582 WAS PAID TO GIVEN & COMPANY, INC DURING THIS FISCAL YEAR. BERKSHIRE HATHAWAY INC DEL CL B 82745 460260 DISNEY WALT CO 3457 17883 PEPSICO INC 31689 119725 APPLE INC 26519 153780 ISHARES COHEN & STEERS AT COST 30331 98733 ISHARES RUSSELL 1000 AT COST 66457 188634 ISHARES TR RUSSELL 2000 AT COST 36019 177416 ISHARES US HEALTHCARE AT COST 51422 113750 INVESCO DIVID ACHIEVERS AT COST 18214 93100 INVESCO FTSE RAFI US AT COST 27717 81260 INVESCO QQQ TR SER 1 AT COST 53003 425597 SPDR DOW JONES INDUST AV AT COST 57304 236947 SPDR SP DIVID ETF AT COST 66543 147722 SPDR S&P 500 ETF TRUST AT COST 83762 290323 VANGUARD DIVIDEND AT COST 54712 170332 VANGUARD MID-CAP ETF AT COST 54833 158298 VANGUARD GROWTH ETF AT COST 87968 230358 VANGUARD MEGA CAP EFT AT COST 25090 50420 BANK CHARGES 3 0 3 PAYABLE - TRUSTEE 50 50 INVESTMENT EXPENSES 21855 21855 0 UNITED STATES TREASURY 636 0 0 REGISTRY OF CHARITY 75 0 75 CA SECRETARY OF STATE 25 0 25