Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

95-6587698
B Telephone number (see instructions)

(858) 410-0986
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$30,181,764J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 698,372 696,770  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,323,370
b Gross sales price for all assets on line 6a 8,798,904
7 Capital gain net income (from Part IV, line 2)... 3,323,370
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,021,742 4,020,140  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 173,063 155,757   17,306
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,049 4,392   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
324 324    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,436 160,473 0 18,306
25 Contributions, gifts, grants paid....... 1,411,268 1,411,268
26 Total expenses and disbursements. Add lines 24 and 25 1,590,704 160,473 0 1,429,574
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,431,038
b Net investment income (if negative, enter -0-) 3,859,667
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 94,485 164,940 164,940
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,504,773 Click to see attachment
List of Attached Documents:
// Content
1,596,498 		9,044,262
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,400,708 Click to see attachment
List of Attached Documents:
// Content
12,669,559 		20,972,562
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,188 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,001,154 14,430,997 30,181,764
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,001,154 14,430,997
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,001,154 14,430,997
30 Total liabilities and net assets/fund balances (see instructions). 12,001,154 14,430,997
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,001,154
2
Enter amount from Part I, line 27a .....................
2
2,431,038
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10
4
Add lines 1, 2, and 3 ..........................
4
14,432,202
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,205
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,430,997
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 49.37 GNMA #472685 7.000% 5/15/28   1998-05-14 2023-07-15
b 2500. ISHARES GOLD TRUST ETF   2000-01-01 2023-07-31
c 49.68 GNMA #472685 7.000% 5/15/28   1998-05-14 2023-08-15
d 5658.636 BLACKROCK TOTAL FACTOR K   2020-06-02 2023-08-21
e 2500. ISHARES GOLD TRUST ETF   2020-06-02 2023-08-21
900. WASTE MGMT INC     2023-08-21
49.99 GNMA #472685 7.000% 5/15/28   1998-05-14 2023-09-15
100. APPLE INC   2010-09-30 2023-09-21
1700. ISHARES S P 500 GROWTH ETF   2008-12-30 2023-09-21
100. J P MORGAN CHASE CO   2009-12-28 2023-09-21
100. MICROSOFT CORP   2006-05-22 2023-09-21
200. WEC ENERGY GROUP INC   2008-07-28 2023-09-21
1500. WASTE MGMT INC   2005-09-08 2023-09-21
50.31 GNMA #472685 7.000% 5/15/28   1998-05-14 2023-10-15
50.62 GNMA #472685 7.000% 5/15/28   1998-05-14 2023-11-15
50.94 GNMA #472685 7.000% 5/15/28   1998-05-14 2023-12-15
300. ALPHABET INC CL C   2010-09-30 2023-12-18
200. ANALOG DEVICES INC   2008-07-28 2023-12-18
100. AUTOMATIC DATA PROCESSING INC   2008-10-23 2023-12-18
214.003 BLACKROCK EVENT DRIVEN EQUITY FUND   2022-12-21 2023-12-18
15970.795 BLACKROCK EVENT DRIVEN EQUITY FUND     2023-12-18
1600. CITIGROUP INC   2018-05-04 2023-12-18
300. COMCAST CORP CL A   2015-07-21 2023-12-18
50. COSTCO WHSL CORP   2018-05-04 2023-12-18
666. DOW INC     2023-12-18
100. HOME DEPOT INC   2008-12-30 2023-12-18
500. INTEL CORP   2008-10-23 2023-12-18
2000. ISHARES RUSSELL 2000 VALUE ETF   2008-12-30 2023-12-18
800. ISHARES RUSSELL 2000 GROWTH ETF   2013-05-14 2023-12-18
150. MCDONALDS CORP   2008-10-23 2023-12-18
50. MICROSOFT CORP   2006-05-22 2023-12-18
100. NORTHROP GRUMMAN CORP   2004-04-14 2023-12-18
500. PFIZER INC COMMON STOCK   2005-09-08 2023-12-18
300. SCHWAB CHARLES CORP   2013-10-25 2023-12-18
200. TEXAS INSTRUMENTS INC   2008-10-23 2023-12-18
3700. VERIZON COMMUNICATIONS     2023-12-18
200. WEC ENERGY GROUP INC   2008-10-23 2023-12-18
100. LINDE PLC SHS   2018-10-31 2023-12-18
200. AMERICAN EXPRESS CO   2010-05-26 2023-12-27
1000. COMCAST CORP CL A     2023-12-27
1000. ISHARES RUSSELL 2000 VALUE ETF   2008-12-30 2023-12-27
600. ISHARES RUSSELL 2000 GROWTH ETF     2023-12-27
150. MCDONALDS CORP   2008-10-23 2023-12-27
500. SCHWAB CHARLES CORP   2013-10-25 2023-12-27
100. TEXAS INSTRUMENTS INC   2008-10-23 2023-12-27
100. UNITED HEALTH GROUP INC   2009-09-30 2023-12-27
41494.849 DODGE COX INCOME     2023-12-28
51.25 GNMA #472685 7.000% 5/15/28   1998-05-14 2024-01-15
6119.952 AQR MANAGED FUTURES STRATEGY FUND     2024-01-16
10706.639 DOUBLELINE CORE FIX INCOME I     2024-01-16
100. MCDONALDS CORP   2008-10-23 2024-01-16
50. MICROSOFT CORP   2006-05-22 2024-01-16
50. NORTHROP GRUMMAN CORP   2004-04-14 2024-01-16
8312.552 PGIM TOTAL RETURN BOND CL R6   2017-01-03 2024-01-16
200. SCHWAB CHARLES CORP   2013-10-25 2024-01-16
50. UNITED HEALTH GROUP INC   2009-09-30 2024-01-16
50. LINDE PLC SHS   2018-10-31 2024-01-16
200. ALPHABET INC CL C   2010-09-30 2024-01-30
100. AUTOMATIC DATA PROCESSING INC   2008-10-23 2024-01-30
100. HOME DEPOT INC   2008-12-30 2024-01-30
600. ISHARES S P 500 GROWTH ETF   2008-12-30 2024-01-30
400. ISHARES RUSSELL 2000 VALUE ETF   2008-12-30 2024-01-30
500. ISHARES RUSSELL 2000 GROWTH ETF   2008-12-30 2024-01-30
100. TEXAS INSTRUMENTS INC   2008-10-23 2024-01-30
300. ALPHABET INC CL C   2010-09-30 2024-02-05
100. ANALOG DEVICES INC   2008-07-28 2024-02-05
100. APPLE INC   2010-09-30 2024-02-05
300. E O G RES INC   2016-12-19 2024-02-05
200. FISERV INC   2006-05-22 2024-02-05
100. HOME DEPOT INC   2008-12-30 2024-02-05
400. ISHARES S P 500 GROWTH ETF   2008-12-30 2024-02-05
100. J P MORGAN CHASE CO   2009-12-28 2024-02-05
100. MCDONALDS CORP   2008-10-23 2024-02-05
100. MICROSOFT CORP   2006-05-22 2024-02-05
500. PFIZER INC COMMON STOCK   2005-09-08 2024-02-05
500. SCHWAB CHARLES CORP   2013-10-25 2024-02-05
50. UNITED HEALTH GROUP INC   2009-09-30 2024-02-05
200. WEC ENERGY GROUP INC   2008-10-23 2024-02-05
51.57 GNMA #472685 7.000% 5/15/28   1998-05-14 2024-02-15
200. ALPHABET INC CL C   2010-09-30 2024-02-26
42733.485 DOUBLELINE CORE FIX INCOME I     2024-02-26
100. E O G RES INC   2016-12-19 2024-02-26
100. MASTERCARD INC   2019-09-24 2024-02-26
50. NORTHROP GRUMMAN CORP   2004-04-14 2024-02-26
200. LINDE PLC SHS   2018-10-31 2024-02-26
51.9 GNMA #472685 7.000% 5/15/28   1998-05-14 2024-03-15
8320.586 AQR MANAGED FUTURES STRATEGY FUND   2012-04-19 2024-03-22
100. ALPHABET INC CL C   2010-09-30 2024-03-22
100. ANALOG DEVICES INC   2008-07-28 2024-03-22
666. CORTEVA INC     2024-03-22
1500. SCHWAB CHARLES CORP   2013-10-25 2024-03-22
300. ALPHABET INC CL C   2010-09-30 2024-04-02
100. ANALOG DEVICES INC   2008-07-28 2024-04-02
100. APPLE INC   2010-09-30 2024-04-02
100. AUTOMATIC DATA PROCESSING INC   2008-10-23 2024-04-02
100. CHEVRONTEXACO CORP COM   2006-05-22 2024-04-02
100. CONOCOPHILLIPS   2011-07-01 2024-04-02
50. COSTCO WHSL CORP   2018-05-04 2024-04-02
100. E O G RES INC   2016-12-19 2024-04-02
100. HOME DEPOT INC   2008-12-30 2024-04-02
1000. ISHARES S P 500 GROWTH ETF   2008-12-30 2024-04-02
1000. ISHARES RUSSELL 2000 VALUE ETF   2008-12-30 2024-04-02
600. ISHARES RUSSELL 2000 GROWTH ETF   2008-12-30 2024-04-02
100. J P MORGAN CHASE CO   2009-12-28 2024-04-02
100. MCDONALDS CORP   2008-10-23 2024-04-02
100. MICROSOFT CORP   2006-05-22 2024-04-02
100. NORTHROP GRUMMAN CORP     2024-04-02
200. PROCTER & GAMBLE CO   2015-07-21 2024-04-02
36137.266 PGIM TOTAL RETURN BOND CL R6     2024-04-02
100. UNITED HEALTH GROUP INC   2009-09-30 2024-04-02
35570.84 VANGUARD SHORT TERM INVT GRADE #539     2024-04-02
25700.097 VANGUARD SHORT TERM INVT GRADE #539     2024-04-02
300. WEC ENERGY GROUP INC   2008-10-23 2024-04-02
50. LINDE PLC SHS   2018-10-31 2024-04-02
14718.273 BLACKROCK STRATEGIC INCOME     2024-04-11
500. E O G RES INC   2016-12-19 2024-04-11
100. J P MORGAN CHASE CO   2009-12-28 2024-04-11
52.22 GNMA #472685 7.000% 5/15/28   1998-05-14 2024-04-15
100. AMGEN INC COMMON STOCK   2008-05-08 2024-05-09
100. APPLE INC   2010-09-30 2024-05-09
2900. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-05-09
100. MICROSOFT CORP   2006-05-22 2024-05-09
100. NORTHROP GRUMMAN CORP   2008-10-23 2024-05-09
50527.885 VANGUARD HIGH YIELD CORPORATE ADM   2021-03-11 2024-05-09
100. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-12-18 2024-05-14
1500. ISHARES S P 500 GROWTH ETF   2008-12-30 2024-05-14
52.55 GNMA #472685 7.000% 5/15/28   1998-05-14 2024-05-15
100. ALPHABET INC CL C   2010-09-30 2024-05-29
100. AUTOMATIC DATA PROCESSING INC   2008-10-23 2024-05-29
25. COSTCO WHSL CORP   2018-05-04 2024-05-29
5000. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-12-18 2024-05-29
200. TEXAS INSTRUMENTS INC   2008-10-23 2024-05-29
100. WEC ENERGY GROUP INC   2008-10-23 2024-05-29
1673.19 GNMA #472685 7.000% 5/15/28   1998-05-14 2024-06-15
200. DISNEY WALT CO   2010-05-26 2024-06-18
100. HOME DEPOT INC   2008-12-30 2024-06-18
200. ISHARES RUSSELL 2000 VALUE ETF   2008-12-30 2024-06-18
100. ISHARES RUSSELL 2000 GROWTH ETF   2008-12-30 2024-06-18
100. J P MORGAN CHASE CO   2009-12-28 2024-06-18
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 49   50 -1
b 20   18 2
c 50   50  
d 51,380   49,683 1,697
e 89,443   83,314 6,129
142,468   26,722 115,746
50   51 -1
17,453   1,014 16,439
117,702   18,717 98,985
14,735   4,199 10,536
32,059   2,286 29,773
17,378   4,345 13,033
237,356   42,615 194,741
50   51 -1
51   51  
51   52 -1
40,388   3,906 36,482
40,058   5,939 34,119
23,475   2,894 20,581
2,170   2,063 107
161,944   155,824 6,120
80,391   108,963 -28,572
13,320   9,554 3,766
33,236   9,808 23,428
36,300   16,119 20,181
35,332   2,315 33,017
22,962   7,320 15,642
306,050   93,983 212,067
197,060   89,522 107,538
43,184   8,277 34,907
18,545   1,143 17,402
46,192   4,545 41,647
13,467   12,586 881
21,205   7,038 14,167
33,654   3,308 30,346
139,258   115,695 23,563
16,557   3,991 12,566
41,152   16,346 24,806
37,268   7,771 29,497
43,885   24,651 19,234
157,904   46,992 110,912
154,124   35,589 118,535
44,074   8,277 35,797
34,513   11,730 22,783
17,114   1,654 15,460
52,137   2,526 49,611
524,495   565,278 -40,783
51   52 -1
49,633   60,449 -10,816
99,358   119,371 -20,013
29,090   5,518 23,572
19,480   1,143 18,337
23,896   2,273 21,623
99,335   116,139 -16,804
12,853   4,692 8,161
25,918   1,263 24,655
20,337   8,173 12,164
30,737   2,604 28,133
23,822   2,894 20,928
35,838   2,315 33,523
47,283   6,606 40,677
60,798   18,797 42,001
124,347   24,399 99,948
16,203   1,654 14,549
43,640   3,906 39,734
19,370   2,970 16,400
18,847   1,014 17,833
33,023   31,169 1,854
28,919   2,213 26,706
35,578   2,315 33,263
32,138   4,404 27,734
17,480   4,199 13,281
28,603   5,518 23,085
40,571   2,286 38,285
13,338   12,586 752
31,338   11,730 19,608
25,188   1,263 23,925
15,699   3,991 11,708
52   52  
27,993   2,604 25,389
392,721   473,481 -80,760
11,186   10,390 796
47,386   27,074 20,312
22,982   2,273 20,709
89,026   32,691 56,335
52   53 -1
75,301   78,385 -3,084
15,120   1,302 13,818
19,338   2,970 16,368
36,740   8,925 27,815
107,410   35,190 72,220
46,594   3,906 42,688
19,394   2,970 16,424
16,872   1,014 15,858
24,685   2,894 21,791
15,962   5,758 10,204
13,045   5,756 7,289
35,491   9,808 25,683
13,136   10,390 2,746
36,353   2,315 34,038
83,794   11,010 72,784
153,824   46,992 106,832
157,508   29,278 128,230
19,878   4,199 15,679
27,829   5,518 22,311
42,106   2,286 39,820
46,709   4,422 42,287
32,051   16,288 15,763
427,504   509,042 -81,538
45,773   2,526 43,247
361,755   382,097 -20,342
261,370   271,524 -10,154
24,538   5,987 18,551
23,091   8,173 14,918
137,027   152,309 -15,282
68,627   51,948 16,679
19,645   4,199 15,446
52   53 -1
30,682   4,219 26,463
18,321   1,014 17,307
278,992   286,464 -7,472
40,997   2,286 38,711
47,197   4,161 43,036
270,324   299,630 -29,306
9,655   9,860 -205
127,722   16,515 111,207
53   53  
17,791   1,302 16,489
24,238   2,894 21,344
20,210   4,904 15,306
478,319   492,975 -14,656
39,136   3,308 35,828
7,893   1,996 5,897
1,673   1,696 -23
20,197   6,682 13,515
35,410   2,315 33,095
29,998   9,398 20,600
26,119   4,880 21,239
19,634   4,199 15,435
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1
b       2
c        
d       1,697
e       6,129
      115,746
      -1
      16,439
      98,985
      10,536
      29,773
      13,033
      194,741
      -1
       
      -1
      36,482
      34,119
      20,581
      107
      6,120
      -28,572
      3,766
      23,428
      20,181
      33,017
      15,642
      212,067
      107,538
      34,907
      17,402
      41,647
      881
      14,167
      30,346
      23,563
      12,566
      24,806
      29,497
      19,234
      110,912
      118,535
      35,797
      22,783
      15,460
      49,611
      -40,783
      -1
      -10,816
      -20,013
      23,572
      18,337
      21,623
      -16,804
      8,161
      24,655
      12,164
      28,133
      20,928
      33,523
      40,677
      42,001
      99,948
      14,549
      39,734
      16,400
      17,833
      1,854
      26,706
      33,263
      27,734
      13,281
      23,085
      38,285
      752
      19,608
      23,925
      11,708
       
      25,389
      -80,760
      796
      20,312
      20,709
      56,335
      -1
      -3,084
      13,818
      16,368
      27,815
      72,220
      42,688
      16,424
      15,858
      21,791
      10,204
      7,289
      25,683
      2,746
      34,038
      72,784
      106,832
      128,230
      15,679
      22,311
      39,820
      42,287
      15,763
      -81,538
      43,247
      -20,342
      -10,154
      18,551
      14,918
      -15,282
      16,679
      15,446
      -1
      26,463
      17,307
      -7,472
      38,711
      43,036
      -29,306
      -205
      111,207
       
      16,489
      21,344
      15,306
      -14,656
      35,828
      5,897
      -23
      13,515
      33,095
      20,600
      21,239
      15,435
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,323,370
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 53,649
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 53,649
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 53,649
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,860
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,860
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 43,789
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (858) 410-0986

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow532010634
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
US BANK N A TRUSTEE
1 		173,063    
PO BOX 0634
MILWAUKEE,WI53201
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
28,113,478
b
Average of monthly cash balances.......................
1b
432,172
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,545,650
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
28,545,650
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
428,185
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,117,465
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,405,873
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,405,873
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
53,649
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
53,649
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,352,224
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,352,224
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,352,224
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,429,574
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,429,574
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,352,224
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 159,762
f Total of lines 3a through e ........ 159,762
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,429,574
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,352,224
e Remaining amount distributed out of corpus 77,350
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 237,112
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		237,112
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 159,762
e Excess from 2023.... 77,350
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BRAILLE INSTITUTE OF AMERICA INC
ATTN JOSEPH BRYANT
741 N VERMONT AVE
LOS ANGELES,CA90029 		NONE PC GENERAL OPERATING 500

PASADENA HUMANE SOCIETY & SPCA

361 SOUTH RAYMOND AVENUE
PASADENA,CA91105 		NONE PC GENERAL OPERATING 3,000

LOS ANGELES SOCIETY FOR THE
PREVENTION OF CRUELTY TO ANIMALS
5026 W JEFFERSON BLVD
LOS ANGELES,CA90016 		NONE PC GENERAL OPERATING 3,000

JB & EMILY VAN NUYS CHARITIES
C/O DIANE WINGERNING CPA
PO BOX 2946
PALOS VERDES PENINSULA,CA90274 		NONE PF GENERAL OPERATING 1,404,768
Total .................................right arrow 3a 1,411,268
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 698,372  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,323,370  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   4,021,742  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,021,742
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
JB & EMILY VAN NUYS CHARITIES
  		PO BOX 2946
PALOS VERDES PENINSULA,CA90274 		2024-06-30 1,404,768 CHARITABLE          

TY 2023 InvestmentsCorpStockSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 6,510 91,710
02079K305 ALPHABET INC CL A 40,304 546,450
023135106 AMAZON.COM INC 165,769 367,175
025816109 AMERICAN EXPRESS CO 46,623 277,860
031162100 AMGEN INC 46,404 343,695
032654105 ANALOG DEVICES INC 47,513 365,216
037833100 APPLE INC 50,677 1,053,100
053015103 AUTOMATIC DATA PROCE 34,727 286,428
166764100 CHEVRON CORPORATION 97,878 265,914
172967424 CITIGROUP INC    
191216100 COCA COLA COMPANY 53,600 140,030
20030N101 COMCAST CORP CL A 64,398 105,732
20825C104 CONOCOPHILLIPS 66,921 148,694
22052L104 CORTEVA INC    
22160K105 COSTCO WHSL CORP 83,365 361,246
254687106 DISNEY WALT CO 73,503 218,438
260557103 DOW INC    
26875P101 E O G RES INC    
337738108 FISERV INC 11,065 149,040
437076102 HOME DEPOT INC 27,785 413,088
458140100 INTEL CORP 45,384 96,007
46625H100 J P MORGAN CHASE CO 34,492 728,136
57636Q104 MASTERCARD INC 54,149 88,232
580135101 MCDONALDS CORP 49,662 229,356
594918104 MICROSOFT CORP 56,800 1,117,375
666807102 NORTHROP GRUMMAN COR 24,968 261,570
717081103 PFIZER INC 128,724 167,880
718546104 PHILLIPS 66 22,916 98,819
742718109 PROCTER GAMBLE CO 97,725 197,904
808513105 SCHWAB CHARLES CORP    
882508104 TEXAS INSTRUMENTS IN 24,810 291,795
911312106 UNITED PARCEL SERVIC 77,858 123,165
91324P102 UNITED HEALTH GROUP 17,685 356,482
92343V104 VERIZON COMMUNICATIO    
92939U106 WEC ENERGY GROUP INC 27,937 109,844
94106L109 WASTE MGMT INC    
G54950103 LINDE PLC SHS 16,346 43,881

TY 2023 InvestmentsOtherSchedule2
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00191K609 AQR MANAGED FUTURES      
09250J734 BLACKROCK EVENT DRIV      
09258N380 BLACKROCK TOTAL FACT      
09260B374 BLACKROCK STRATEGIC      
22540S836 CREDIT SUISSE FL RT AT COST 136,461 139,543
256210105 DODGE COX INCOME      
258620301 DOUBLELINE CORE FIX      
36209JCW9 GNMA #472685      
464285204 ISHARES GOLD TRUST E      
464287176 ISHARES TIPS BOND ET AT COST 267,251 266,950
464287234 ISHARES MSCI EMERGIN AT COST 623,802 758,102
464287309 ISHARES S P 500 GROW AT COST 418,371 3,516,520
464287408 ISHARES S P 500 VALU AT COST 592,735 2,457,135
464287465 ISHARES MSCI EAFE ET AT COST 1,359,783 1,879,920
464287564 ISHARES COHEN STEERS AT COST 310,911 504,152
464287606 ISHARES SP MIDCAP 40 AT COST 147,167 387,684
464287630 ISHARES RUSSELL 2000 AT COST 366,535 1,187,940
464287648 ISHARES RUSSELL 2000 AT COST 234,227 1,260,144
464287705 ISHARES S P MIDCAP 4 AT COST 160,649 351,726
464288877 ISHARES MSCI EAFE VA AT COST 1,001,852 1,039,584
464288885 ISHARES MSCI EAFE GR AT COST 976,446 1,145,760
693390841 P I M C O HIGH YIELD AT COST 582,518 602,030
693390882 P I M C O FOREIGN BO AT COST 138,886 140,933
74440B884 PGIM TOTAL RETURN BO      
922031760 VANGUARD HIGH YIELD      
922031836 VANGUARD SHORT TERM      
922042858 VANGUARD FTSE EMERGI AT COST 672,764 669,528
04314H568 ARTISAN HIGH INCOME AT COST 270,000 269,396
057071854 BAIRD AGGREGATE BOND AT COST 425,000 427,145
19765N518 COLUMBIA CORPORATE I AT COST 600,000 585,668
22544R305 CREDIT SUISSE COMMOD AT COST 130,000 124,871
464287226 ISHARES CORE U.S. AG AT COST 570,410 563,006
464287432 ISHARES 20 YEAR TREA AT COST 295,755 302,874
464288588 ISHARES MBS ETF AT COST 186,250 183,620
46429B267 ISHARES US TREASURY AT COST 275,460 270,840
78463V107 SPDR GOLD TRUST AT COST 200,138 215,010
861728400 STONE RIDGE HY REINS AT COST 400,000 396,636
87245P650 TIAA CREF SHORT TERM AT COST 400,000 400,401
87245P684 TIAA CREF CORE PLUS AT COST 925,000 925,442
991999566 CA LOS ANGELES MI(1- AT COST 1,188 2

TY 2023 OtherAssetsSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CA KINGS MI   0 0
XXX-XX-XXXX CA LOS ANGELES MI (1 1,188 0 0


TY 2023 OtherDecreasesSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Description Amount
ROC ON CY SALES 1,152
COST BASIS ADJUSTMENT 53


TY 2023 OtherExpensesSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - INTEREST 4 4   0
INVESTMENT EXPENSES - PROCEEDS 20 20   0
OMG OTHER ROYALTY EXPENSES 300 300   0


TY 2023 OtherIncreasesSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Description Amount
ROUNDING 10


TY 2023 TaxesSchedule
Name:
EMILY VAN NUYS CHARITABLE REMAINDER TRUST
EIN:
95-6587698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,692 2,692   0
FEDERAL ESTIMATES - PRINCIPAL 657 0   0
FOREIGN TAXES ON NONQUALIFIED 1,700 1,700   0