2024-10-04T20:07:01-05:00 2024-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 w OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2023-06-01 956006019 IN & SUSANNA H VAN NUYS FOUNDATION % MS MARIBETH BORTHWICK IN&S 3108886323 11444 W OLYMPIC BLVD 11TH FLOOR Los Angeles CA 90064 MARIBETH BORTHWICK Co-Trustee 3104591124 2024-10-15 true true MICHAEL S DREYER P00002084 3105661900 2023 2024-10-15 13:58:12Z X 25191051 X 0 X 933909 933909 117444 686462 117444 1051353 1051353 8000 4000 4000 28126 14063 0 14063 120908 120908 31855 750 750 189639 138971 0 18813 1380138 1380138 1569777 138971 0 1398951 -518424 912382 1011643 254724 254724 1220163 1324498 1336510 556720 257320 230595 5082121 5063914 19850759 3073712 3525479 3518463 10944359 10425935 25191051 0 0 X 10944359 10425935 10944359 10425935 10944359 10425935 10944359 -518424 10425935 10425935 U.S. TREASURY BONDS 6.250% 8/15/23 P 2023-08-15 300000 298019 1981 1981 ZENECA WILMINGTON 7.000% 11/15/23 P 2023-11-15 250000 258009 -8009 -8009 SOLVENTUM CORP P 2024-05-16 136462 12990 123472 123472 117444 12682 12682 12682 22000 0 22000 9318 9318 false false false false false false false true true CA true false false false false true MS MARIBETH BORTHWICK 3104591124 1056 AMALFI DR PACIFIC PALISADES CA 90272 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 4000 0 0 BRUCE PHERSON JR 260 LORING AVE LOS ANGELES CA 90024 CO-TRUSTEE 2.0 4000 0 0 CITY NATIONAL BANK NA 555 S FLOWER STREET LOS ANGELES CA 90071 INVESTMENT MGMT 120908 22455927 1919176 0 24375103 0 24375103 365627 24009476 1200474 1200474 12682 12682 1187792 1187792 1187792 1398951 0 0 0 0 1398951 1187792 1166410 2021 2020 2019 0 0 1398951 1166410 232541 0 0 0 0 955251 0 0 NONE NONE X CALIFORNIA INSTITUTE OF TECHNOLOGY MC 105-40 PASADENA CA 91125 UNRELATED PC GENERAL SUPPORT 49642 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD MS 29 LOS ANGELES CA 90027 UNRELATED PC GENERAL SUPPORT 59571 BRAILLE INSTITUTE 741 N VERMONT AVE LOS ANGELES CA 90029 UNRELATED PC GENERAL SUPPORT 25000 THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC 1151 OXFORD ROAD SAN MARINO CA 91108 UNRELATED PC GENERAL SUPPORT 19857 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 UNRELATED PC GENERAL SUPPORT 9929 LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY 900 EXPOSITION BOULEVARD LOS ANGELES CA 90007 UNRELATED PC GENERAL SUPPORT 9929 HOMES 4 FAMILIES 21031 Ventura Blvd 610 WOODLAND HILLS CA 91364 UNRELATED PC GENERAL SUPPORT 25000 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 99285 Hollenbeck Palms 573 South Boyle Avenue Los Angeles CA 90033 Unrelated PC General Support 20000 Phillips Academy 3404 W 1st Street Los Angeles CA 90004 UNRELATED PC General Support 20000 GEORGE WASHINGTON MT VERNON ESTATE 3200 MOUNT VERNON MEMORIAL HWY MOUNT VERNON VA 22121 UNRELATED PC GENERAL SUPPORT 50000 CAMPBELL HALL 4533 LAUREL CANYON BLVD STUDIO CITY CA 91607 UNRELATED PC GENERAL SUPPORT 50000 HILLSIDES 815 COLORADO BLVD SUITE 300 LOS ANGELES CA 90041 UNRELATED PC GENERAL SUPPORT 50000 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 521425 ST MATTHEW'S MUSIC GUILD 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 UNRELATED PC GENERAL SUPPORT 30000 BALDWIN BETHANY COMMUNITY DEVELOPMENT CORP 4115 W MARTIN LUTHER KING JR BLVD LOS ANGELES CA 90008 UNRELATED PC GENERAL SUPPORT 50000 COMMUNITY PARTNERS FOR READY SET READ 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES CA 90012 UNRELATED PC GENERAL SUPPORT 25000 OUR COMMUNITY LA PO BOX 676 PACIFIC PALISADES CA 90272 UNRELATED PC GENERAL SUPPORT 50000 PACIFIC CLINICS 3881 S WESTERN AVE LOS ANGELES CA 90062 UNRELATED PC GENERAL SUPPORT 20000 ST JOSEPHS INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 UNRELATED PC GENERAL SUPPORT 25000 THE JOHN THOMAS DYE SCHOOL 11414 CHALON RD LOS ANGELES CA 90049 UNRELATED PC GENERAL SUPPORT 50000 1380138 14 933909 18 117444 1051353 1051353 false false false false false false false false false false ACCOUNTING FEES 28126 14063 14063 SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES TWO TRUSTEES WERE PAID $4,000 EACH IN TRUSTEE FEES. THE SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. INTL. BUSINESS MACHINES CORP. 243750 262918 FLEET FINANCIAL GROUP INC. 255102 263808 ALCOA, INC. 250844 252655 LOEWS CORP. 245258 262785 SUNTRUST BANKS 250774 250918 HSBC BANK USA 250000 259825 KINDER MORGAN ENERGY 264377 249915 AMERICAN EXPRESS CO 257053 246173 ZENECA WILMINGTON 0 0 CVS HEALTH CORP 268172 256480 ENERGY TRANSFER PARTNERS 234295 220150 CITIGROUP INC 259984 249770 DOW CHEMICAL CO/THE 17461 16765 VERIZON COMMUNICATIONS INC 210758 207466 GOLDMAN SACHS GROUP INC 270656 271335 MORGAN STANLEY 246995 247500 VERIZON COMMUNICATIONS 93755 493800 AT&T 176705 459235 PFIZER INCORPORATED 54788 573200 EXXON MOBIL CORPORATION 22332 1172600 KIMBERLY CLARK CORPORATION 30186 1333000 3M CO 69043 851190 JOHNSON & JOHNSON 175350 513345 SOUTHERN COMPANY 349560 961680 ALTRIA GROUP INCORPORATED 5402 693750 PHILIP MORRIS INTERNATIONAL 12310 1520700 S&P GLOBAL INC 72464 1496285 INTEL CORP. 360000 555300 IBM 178388 250275 APPLE INC. 340706 3076000 WELLTOWER INC REIT 456736 829360 JP MORGAN CHASE & CO. 367239 1418410 MERCK & CO. 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