2025-09-04T13:06:41-05:00 2025-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 w OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2024-06-01 956006019 IN & SUSANNA H VAN NUYS FOUNDATION % DORIS KARBAJ IN&S 3108886323 11444 W OLYMPIC BLVD 11TH FLOOR Los Angeles CA 90064 MARIBETH BORTHWICK Co-Trustee 3104591124 2025-10-15 true true MICHAEL S DREYER P00002084 3105661900 2024 2025-03-06 01:10:19Z X 27976778 X 0 X 887442 887442 887442 887442 6000 3000 3000 27459 13729 0 13728 135010 135010 3900 750 750 173119 151739 0 17478 905820 905820 1078939 151739 0 923298 -191497 735703 0 254724 212208 212208 1324498 1252261 1273399 257320 255903 239875 5063914 5013769 22715973 3525479 3509808 3535323 10425935 10243949 27976778 0 0 X 10425935 10243949 10425935 10243949 10425935 10243949 10425935 -191497 9511 10243949 10243949 10226 10226 10226 13018 0 13018 2792 2792 false false false false false false false true true CA true false false false false true DORIS KARBAJ 3108886300 15260 VENTURA BLVD 16TH FLOOR SHERMAN OAKS CA 91403 false false false true true false false false false false false false false false false false false false false false false false MARIBETH BORTHWICK 1056 AMALFI DR PACIFIC PALISADES CA 90272 CO-TRUSTEE 2.0 3000 0 0 BRUCE PHERSON JR 260 LORING AVE LOS ANGELES CA 90024 CO-TRUSTEE 2.0 3000 0 0 CITY NATIONAL BANK NA 555 S FLOWER STREET LOS ANGELES CA 90071 INVESTMENT MGMT 135010 25045494 1538420 0 26583914 0 26583914 398759 26185155 1309258 1309258 10226 10226 1299032 1299032 1299032 923298 0 0 0 0 923298 1299032 955251 2022 2021 2020 0 0 923298 923298 0 0 0 0 31953 1299032 0 0 NONE NONE X CALIFORNIA INSTITUTE OF TECHNOLOGY MC 105-40 PASADENA CA 91125 UNRELATED PC GENERAL SUPPORT 39725 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD MS 29 LOS ANGELES CA 90027 UNRELATED PC GENERAL SUPPORT 47669 THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC 1151 OXFORD ROAD SAN MARINO CA 91108 UNRELATED PC GENERAL SUPPORT 15889 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 UNRELATED PC GENERAL SUPPORT 7945 LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY 900 EXPOSITION BOULEVARD LOS ANGELES CA 90007 UNRELATED PC GENERAL SUPPORT 7945 ST JOHN'S EPISCOPAL CHURCH 514 WEST ADAMS BOULEVARD LOS ANGELES CA 90007 UNRELATED PC GENERAL SUPPORT 500 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 021818201 UNRELATED PC GENERAL SUPPORT 79449 Phillips Academy 3404 W 1st Street Los Angeles CA 90004 UNRELATED PC General Support 20000 EPISCOPAL HOME COMMUNITIES 605 E HUNTINGTON DR SUITE 207 MONROVIA CA 91016 UNRELATED PC GENERAL SUPPORT 20000 VIEWPOINT SCHOOL 23620 MULHOLLAND HWY CALABASAS CA 91302 UNRELATED PC GENERAL SUPPORT 50000 MARLBOROUGH SCHOOL 250 S ROSSMORE AVE LOS ANGELES CA 90004 UNRELATED PC GENERAL SUPPORT 50000 PIH HEALTH FOUNDATION 7612 GREENLEAF AVE WHITTIER CA 90602 UNRELATED PC GENERAL SUPPORT 397247 ST MATTHEW'S MUSIC GUILD 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 UNRELATED PC (1) DESCRIPTION: 1,225 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $24,500 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 03/24/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 29719 COMMUNITY PARTNERS FOR READY SET READ 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES CA 90012 UNRELATED PC (1) DESCRIPTION: 1,022 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $20,440 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 03/26/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 24732 PACIFIC CLINICS 3881 S WESTERN AVE LOS ANGELES CA 90062 UNRELATED PC GENERAL SUPPORT 20000 ANDERSON MUNGER FAMILY YMCA 4301 W 3RD STREET LOS ANGELES CA 90020 UNRELATED PC GENERAL SUPPORT 50000 ACCESS BOOKS PO BOX 64951 LOS ANGELES CA 90064 UNRELATED PC GENERAL SUPPORT 25000 Hollenbeck Palms 573 South Boyle Avenue Los Angeles CA 90033 Unrelated PC General Support 20000 905820 14 887442 887442 887442 false false false false false false false false false false ACCOUNTING FEES 27459 13729 13728 SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES TWO TRUSTEES WERE PAID $3,000 EACH IN TRUSTEE FEES. THE SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. INTL. BUSINESS MACHINES CORP. 243750 263025 FLEET FINANCIAL GROUP INC. 254550 264560 ALCOA, INC. 250732 255732 LOEWS CORP. 245258 268513 SUNTRUST BANKS 250657 251815 HSBC BANK USA 250000 259508 KINDER MORGAN ENERGY 263630 252695 AMERICAN EXPRESS CO 253225 249722 CVS HEALTH CORP 263920 257913 ENERGY TRANSFER PARTNERS 234295 212520 CITIGROUP INC 254171 250457 DOW CHEMICAL CO/THE 17220 16923 VERIZON COMMUNICATIONS INC 211796 210715 GOLDMAN SACHS GROUP INC 269609 268900 MORGAN STANLEY 246995 252325 VERIZON COMMUNICATIONS 93755 527520 AT&T 176705 700699 PFIZER INCORPORATED 54788 469800 EXXON MOBIL CORPORATION 22332 1023000 KIMBERLY CLARK CORPORATION 30186 1437600 3M CO 69043 1260975 JOHNSON & JOHNSON 175350 543235 SOUTHERN COMPANY 349560 1080000 ALTRIA GROUP INCORPORATED 5402 909150 PHILIP MORRIS INTERNATIONAL 12310 2708850 S&P GLOBAL INC 72464 1795010 INTEL CORP. 315060 307971 IBM 178388 388590 APPLE INC. 340706 3213600 WELLTOWER INC REIT 451531 1234240 JP MORGAN CHASE & CO. 367239 1848000 MERCK & CO. INC. 258960 484092 CISCO 172013 472800 DOW INC 109583 142251 INTERNATIONAL PAPER CO 564206 573720 DUKE ENERGY CORP 531210 706320 CHEVRON CORPORATION 662978 888550 255903 239875 LIABILITY COVERAGE FOR TTEES 750 750 BOOK/TAX DIFFERENCE OF DONATED STOCK 9511 INVESTMENT MANAGEMENT FEES 135010 135010 FEDERAL TAXES 3700 REGISTRY OF CHARITABLE TRUSTS 200