2026-09-18T17:24:30-05:00 2026-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 w OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2025-06-01 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 2026-10-15 true P00002084 3105661900 2025 X 30884109 X 0 X 917240 917240 1547 1133562 1547 918787 918787 8000 4000 4000 14059 7030 0 7029 145984 145984 11100 179143 157014 0 11029 1367069 1367069 1546212 157014 0 1378098 -627425 761773 0 212208 573840 573840 1252261 1982491 1995160 255903 254449 242555 5013769 4567652 25544528 3509808 2477896 2528026 10243949 9856328 30884109 0 0 X 10243949 9856328 10243949 9856328 10243949 9856328 10243949 -627425 239804 9856328 9856328 CNB #8910 - LT COVERED P 1133557 1132015 1542 1542 CNB #8910 - ST COVERED P 5 5 5 1547 10589 10589 10589 13792 0 13792 3203 3203 0 false false false false false false false true true CA true false false false false true DORIS KARBAJ 8183821522 555 S FLOWER STREET 11TH FLOOR Los Angeles CA 90071 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 145984 27403148 2027303 0 29430451 0 29430451 441457 28988994 1449450 1449450 10589 10589 1438861 1438861 1438861 1378098 0 0 0 0 1378098 1438861 1299032 2023 2022 2021 31953 0 0 1378098 1299032 79066 0 0 0 0 31953 31953 1359795 0 0 NONE NONE X CALIFORNIA INSTITUTE OF TECHNOLOGY MC 105-40 PASADENA CA 91125 UNRELATED PC GENERAL SUPPORT 41992 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD MS 29 LOS ANGELES CA 90027 UNRELATED PC GENERAL SUPPORT 50604 THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC 1151 OXFORD ROAD SAN MARINO CA 91108 UNRELATED PC GENERAL SUPPORT 16868 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 UNRELATED PC GENERAL SUPPORT 8434 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 UNRELATED PC (1) DESCRIPTION: 126 SHARES OF AT&T INC (2) BOOK VALUE: $471.58 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 3069 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 81341 Phillips Academy 3404 W 1st Street Los Angeles CA 90004 UNRELATED PC (1) DESCRIPTION: 855 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $17,100 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 08/21/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 20127 MARLBOROUGH SCHOOL 250 S ROSSMORE AVE LOS ANGELES CA 90004 UNRELATED PC (1) DESCRIPTION: 2,043 SHARES OF AT&T INC (2) BOOK VALUE: $7,646.38 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 49767 PIH HEALTH FOUNDATION 7612 GREENLEAF AVE WHITTIER CA 90602 UNRELATED PC GENERAL SUPPORT 446708 ST MATTHEW'S MUSIC GUILD 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 UNRELATED PC GENERAL SUPPORT 35000 COMMUNITY PARTNERS FOR READY SET READ 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES CA 90012 UNRELATED PC GENERAL SUPPORT 25000 PACIFIC CLINICS 3881 S WESTERN AVE LOS ANGELES CA 90062 UNRELATED PC (1) DESCRIPTION: 820 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $16,400 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 09/02/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 19967 Hollenbeck Palms 573 South Boyle Avenue Los Angeles CA 90033 Unrelated PC (1) DESCRIPTION: 855 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $17,100 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 08/21/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 20127 CALIFORNIA INSTITUTE OF TECHNOLOGY MC 105-40 PASADENA CA 91125 UNRELATED PC (1) DESCRIPTION: 126 SHARES OF AT&T INC (2) BOOK VALUE: $471.58 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 3069 CALIFORNIA INSTITUTE OF TECHNOLOGY MC 105-40 PASADENA CA 91125 UNRELATED PC (1) DESCRIPTION: 310 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $6,200 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 11175 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD MS 29 LOS ANGELES CA 90027 UNRELATED PC (1) DESCRIPTION: 464 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $9,280 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 16727 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 2212 EL MOLINO AVE ALTADENA CA 91001 UNRELATED PC (1) DESCRIPTION: 597 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $11,940 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 09/30/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 20585 ASSOCIATION OF SMALL FOUNDATIONS PO BOX 65607 WASHINGTON DC 20035 UNRELATED PC GENERAL SUPPORT 850 THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 UNRELATED PC (1) DESCRIPTION: 2,135 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $42,700 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 08/21/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 50258 HILLSIDES 940 AVENUE 64 PASADENA CA 91105 UNRELATED PC GENERAL SUPPORT 25000 HILLSIDES 940 AVENUE 64 PASADENA CA 91105 UNRELATED PC (1) DESCRIPTION: 1,295 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $25,900 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 08/04/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 25006 HOMES FOR FAMILIES 21031 VENTURA BLVD 610 WOODLAND HILLS CA 91364 UNRELATED PC (1) DESCRIPTION: 1,022 SHARES OF AT&T INC (2) BOOK VALUE: $3,825.06 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/30/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 25315 THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC 1151 OXFORD ROAD SAN MARINO CA 91108 UNRELATED PC (1) DESCRIPTION: 252 SHARES OF AT&T INC (2) BOOK VALUE: $943.17 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 6139 THE JOHN THOMAS DYE SCHOOL 11414 CHALON ROAD LOS ANGELES CA 90049 UNRELATED PC (1) DESCRIPTION: 2,043 SHARES OF AT&T INC (2) BOOK VALUE: $7,646.38 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 49767 PIH HEALTH FOUNDATION 7612 GREENLEAF AVE WHITTIER CA 90602 UNRELATED PC (1) DESCRIPTION: 1,117 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $22,340 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 06/27/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 25132 PIH HEALTH FOUNDATION 7612 GREENLEAF AVE WHITTIER CA 90602 UNRELATED PC (1) DESCRIPTION: 3,868 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $77,360 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 139441 CONGREGATION OF THE PRIESTS OF THE SACRED HEART 1301 N MAIN ST CHAMBERLAIN SD 57325 UNRELATED PC (1) DESCRIPTION: 430 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $25,900 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 08/21/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 10122 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 021818201 UNRELATED PC (1) DESCRIPTION: 774 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $15,480 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 27903 Steadfast La Foundation 2350 KERNER BLVD STE 250 San Rafael CA 949015596 UNRELATED PC GENERAL SUPPORT 50000 Steadfast La Foundation 2350 KERNER BLVD STE 250 San Rafael CA 949015596 UNRELARED PC (1) DESCRIPTION: 2,333 SHARES OF INTEL CORPORATION (2) BOOK VALUE: $44,660 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT:06/26/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 49573 LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUND 900 EXPOSITION BLVD LOS ANGELES CA 90007 UNRELATED PC GENERAL SUPPORT 8434 LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUND 900 EXPOSITION BLVD LOS ANGELES CA 90007 UNRELATED PC (1) DESCRIPTION: 126 SHARES OF AT&T INC (2) BOOK VALUE: $471.58 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 12/18/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 3069 1367069 14 917240 18 1547 918787 918787 false false false false false false false false false false ACCOUNTING FEES 14059 7030 7029 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 258540 FLEET FINANCIAL GROUP INC. 253957 259505 ALCOA, INC. 0 0 LOEWS CORP. 245258 264348 SUNTRUST BANKS 0 0 HSBC BANK USA 250000 260863 KINDER MORGAN ENERGY 262836 260798 AMERICAN EXPRESS CO 0 0 CVS HEALTH CORP 259478 254813 ENERGY TRANSFER PARTNERS 234295 222838 CITIGROUP INC 0 0 DOW CHEMICAL CO/THE 0 0 VERIZON COMMUNICATIONS INC 212835 214533 GOLDMAN SACHS GROUP INC 268492 273388 MORGAN STANLEY 246995 258400 VERIZON COMMUNICATIONS 93755 573720 AT&T 155230 482782 PFIZER INCORPORATED 54788 523600 EXXON MOBIL CORPORATION 22332 1452600 KIMBERLY CLARK CORPORATION 30186 976000 3M CO 69043 1301605 JOHNSON & JOHNSON 175350 788655 SOUTHERN COMPANY 349560 1104600 ALTRIA GROUP INCORPORATED 5402 1043700 PHILIP MORRIS INTERNATIONAL 12310 2660700 S&P GLOBAL INC 72464 1484000 INTEL CORP. 0 0 IBM 178388 446700 APPLE INC. 340706 4992960 WELLTOWER INC REIT 451532 1642640 JP MORGAN CHASE & CO. 367239 2095170 MERCK & CO. INC. 258960 747936 CISCO 172013 903150 DOW INC 0 0 INTERNATIONAL PAPER CO 564206 401640 DUKE ENERGY CORP 531210 736380 CHEVRON CORPORATION 662978 1185990 254449 242555 BOOK/FMV ADJUSTMENT OF DONATED STOCK 239804 INVESTMENT MANAGEMENT FEES 145984 145984 FEDERAL TAXES 11000 REGISTRY OF CHARITABLE TRUSTS 100