2017-09-14T19:23:21-05:00 2017-05-31 DREYER ROBBINS & ASSOCIATES 355 S GRAND AVE STE 1710 LOS ANGELES CA 900711532 990PF 2016-06-01 956006019 IN & SUSANNA H VAN NUYS FOUNDATION % MR GEORGE BENDER IN&S 3108886323 C/O DRA 355 S Grand Avenue Suite 1 Los Angeles CA 90071 GEORGE BENDER Co-Trustee 2136838790 2017-08-15 true MICHAEL S DREYER P00002084 2136838790 45.59.221.2 96005520172575000013 2017-09-14 P 2F8EE42C96FAA12D531C920EACE6D03C643A9DA9 27458702BD009B1F731B6A06BFDAC4CC114CC07E 2016 2021-01-29 14:40:06Z X 24773445 X 0 364614 547033 911647 88535 920842 88535 12706 2544 1012888 1002726 12000 19000 0 0 19000 94934 94934 43588 1623 123 1500 171145 95057 0 20500 940843 940843 1111988 95057 0 961343 -99100 907669 313291 147012 147012 298019 298019 376395 5260882 5212004 17704502 5566336 5725450 5880436 351025 351025 665100 11789553 11733510 24773445 0 0 X 11789553 11733510 11789553 11733510 11789553 11733510 11789553 -99100 43057 11733510 11733510 TELEFONICA EMISIONES 6.421% 2016-06-20 250000 270452 -20452 -20452 CITY NATL ROCHDALE PR MMKT 2016-08-26 2 2 2 S&P GLOBAL INC 2016-09-19 122302 20704 101598 101598 FORD MOTOR CREDIT CORP 8.0% 2016-12-15 200000 240592 -40592 -40592 COMCAST CORP 6.5% 2017-01-15 250000 273172 -23172 -23172 S&P GLOBAL INC 2017-05-01 13493 2070 11423 11423 APPLE INC 2017-05-22 30184 17035 13149 13149 S&P GLOBAL INC 2017-05-22 54861 8282 46579 46579 88535 false 968726 22918237 0.042269 1026740 22773043 0.045086 869590 21808394 0.039874 948853 20367714 0.046586 902070 18956712 0.047586 0.221401 0.04428 23674115 1048290 9077 1057367 961343 18153 18153 18153 25000 25000 6847 6847 false false false false false true true false true true CA true false false false false true MR GEORGE BENDER 3108886323 400 N ROXBURY DRIVE SUITE 600 Beverly Hills CA 90210 false false false true true false false false false false false false false false false false false false false false false GEORGE A BENDER 400 N Roxbury Drive Ste 600 Beverly Hills CA 90210 CO-TRUSTEE 0 4000 0 0 MARIBETH BORTHWICK 400 N Roxbury Drive Ste 600 Beverly Hills CA 90210 CO-TRUSTEE 0 4000 0 0 STUART M KETCHUM 400 N Roxbury Drive Ste 600 Beverly Hills CA 90210 CO-TRUSTEE 0 4000 0 0 23804483 230152 0 24034635 0 24034635 360520 23674115 1183706 1183706 18153 18153 1165553 1165553 1165553 961343 0 0 0 0 961343 961343 1165553 438310 2014 2013 2012 0 0 0 961343 438310 523033 0 0 0 0 0 0 642520 0 0 NONE NONE X CALIFORNIA INSTITUTE OF TECHNOLOGY MC 105-40 PASADENA CA 91125 UNRELATED PC GENERAL SUPPORT 50024 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD MS 29 LOS ANGELES CA 90027 UNRELATED PC GENERAL SUPPORT 60027 GOOD SAMARITAN HOSPITAL 1225 WILSHIRE BOULEVARD LOS ANGELES CA 90017 UNRELATED PC GENERAL SUPPORT 520228 HILLSIDES 940 AVENUE 64 PASADENA CA 91105 UNRELATED PC GENERAL SUPPORT 20000 THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC 1151 OXFORD ROAD SAN MARINO CA 91108 UNRELATED PC GENERAL SUPPORT 20009 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 UNRELATED PC GENERAL SUPPORT 10005 LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY 900 EXPOSITION BOULEVARD LOS ANGELES CA 90007 UNRELATED PC GENERAL SUPPORT 10005 MUSIC CENTER 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 UNRELATED PC GENERAL SUPPORT 20000 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 100045 Hollenbeck Palms 573 South Boyle Avenue Los Angeles CA 90033 Unrelated PC General Support 5000 The Episcopal Home Communities 1111 S Arroyo Parkway Suite 230 Pasadena CA 91105 Unrelated PC General Support 5000 Ocean Park Community Center 1453 16th Street Santa Monica CA 90404 UNRELATED PC GENERAL SUPPORT 20000 The Elephant Sanctuary 4103 Holly Knoll Drive Los Angeles CA 90027 UNRELATED PC GENERAL SUPPORT 20000 Hollygrove 815 N El Centro Ave Los Angeles CA 90038 UNRELATED PC General Support 5000 Phillips Academy 3404 W 1st Street Los Angeles CA 90004 UNRELATED PC General Support 5000 Campbell Hall 4533 Laurel Canyon Blvd North Hollywood CA 91607 unrelated PC general support 20000 Mid Valley Family YMCA 6901 Lennox Avenue Van Nuys CA 91405 unrelated PC general support 20000 Library Foundation of Los Angeles 630 W Fifth Strret Los Angeles CA 90071 unrelated PC general support 20000 Community Partners 1000 N Alameda St Los Angeles CA 90012 unrelated PC Ready Set Read program 5000 St Joseph's Indian School 1301 N Main Street Chamberlain SD 57325 unrelated PC general purposes 5000 940843 14 911647 900000 10162 01 2544 18 88535 10162 1002726 1012888 false false false false false false false false false false ACCOUNTING FEES 19000 19000 SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES EACH TRUSTEE WAS PAID A $4,000 TRUSTEE FEE. THE SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. INTL. BUSINESS MACHINES CORP. 243750 320138 MORGAN STANLEY MED. TERM NOTE 211300 252795 GOLDMAN SACHS GROUP INC. 246209 238205 E.I. DU PONT DE NEMOURS 258474 262042 CATERPILLAR INCORPORATED 257250 272940 FLEET FINANCIAL GROUP INC. 257150 305900 ALCOA, INC. 251250 273125 LOEWS CORP. 245258 306820 SUNTRUST BANKS 251208 287428 HSBC BK USA 250000 307535 FORD MOTOR CREDIT CO. LLC 230122 228276 MARATHON OIL CORPORATION 305555 257228 METLIFE INCORPORATED 261734 219392 JEFFERIES GROUP INCORPORATED 292572 281785 GENERAL ELECTRIC CAP CORP 243840 218502 KINDER MORGAN ENERGY 267228 270582 TELEFONICA EMISIONES PLAINS EXPL & PRODTN 179426 168705 MACQUARIE GROUP LTD. 223876 217770 COMCAST CORP NEW BEAR STEARNS CO INC 282455 259137 CITIGROUP INC 243970 234063 BARCLAYS BANK PLC 255823 245223 ANHEUSER-BUSCH INBEV WORLDWIDE 240068 229515 AMERICAN EXPRESS CO 226932 223330 VERIZON COMMUNICATIONS 93756 559680 AT&T 98302 770600 PFIZER INCORPORATED 57810 653000 EXXON MOBIL CORPORATION 22332 805000 GENERAL ELECTRIC COMPANY 22095 547600 KIMBERLY CLARK CORPORATION 30186 1297300 3M MINNESOTA MINING & MFG CORP 96509 2044700 JOHNSON & JOHNSON 175350 448875 SOUTHERN COMPANY 349560 607320 ALTRIA GROUP INCORPORATED 5402 1131600 DUPONT E. I. DE NEMOURS & CO. 337493 947040 UNITED TECHNOLOGIES CORP. 297840 727680 KRAFT HEINZ CO. 293 307303 PHILIP MORRIS INTERNATIONAL 12309 1797000 S&P GLOBAL (FKA MCGRAW-HILL) 93168 642645 INTEL CORP. 360000 649980 IBM 187273 228945 APPLE INC. 340706 611040 CONOCO PHILLIPS 878269 688226 WELLTOWER REIT (FKA HEALTHCARE 464984 580320 JP MORGAN CHASE & CO. 256491 492900 MERCK & CO. INC. 271751 410193 PS BUSINESS PKS INC. (PRFD) 251925 253700 CISCO 172013 236475 GLAXOSMITH KLINE 336187 265380 298019 376395 AMERIGAS PARTNERS FMV 351025 665100 LIABILITY COVERAGE FOR TTEES 750 750 EXPONENT PHILANTHROPY 750 750 ADR FEES 120 120 MISC 3 3 AMERIGAS PARTNERS, L.P. (UBI) 10162 AMERIGAS PARTNERS, L.P. (NON-UBI) 2544 2544 BOOK/TAX DIFFERENCE FROM K-1 43844 PRIOR PERIOD REFUNDS/BASIS ADJUSTMENT -787 INVESTMENT MANAGEMENT FEES 94934 94934 FORM 990-PF (ESTIMATE) 25000 FORM RRF-1 150 FORM 199 10 UBIT ESTIMATE 5000 FORM 990T - BALANCE DUE FORM 109 - BALANCE DUE 5 FORM 990PF - BALANCE DUE 2833 IRS NOTICE - ADDTL TAX 10590