BECKMAN RESEARCH INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BECKMAN RESEARCH INSTITUTE (EIN 95-3432210)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-13
IRS object ID: 202412269349300996
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-13T10:23:42+00:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18101 VON KARMAN AVENUE	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	953432210	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BECK	BusinessNameControlTxt
Phone	6262564673	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1450 EAST DUARTE ROAD	AddressLine1Txt
City	DUARTE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Yvette Tremonti	PersonNm
Person Title	Treasurer & CFO	PersonTitleTxt
Signature	2024-08-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kara Adams	PreparerPersonNm
PTIN	P00023315	PTIN
Phone	9497942300	PhoneNum
Preparation	2024-08-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Robert W Stone	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 DUARTE ROAD	AddressLine1Txt
City	DUARTE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91010	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$819,655,313	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	https://www.cityofhope.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1979	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO DISCOVER AND TRANSLATE INNOVATIVE LABORATORY FINDINGS INTO NEW CLINICAL TREATMENTS BY USING PRACTICAL APPLICATIONS OF CHEMISTRY, PHYSICS AND BIOLOGY.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	1248	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$4,632,402	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$3,767,316	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$154,152,878	PYContributionsGrantsAmt
CY Contributions Grants	$150,737,172	CYContributionsGrantsAmt
PY Program Service Revenue	$25,203,801	PYProgramServiceRevenueAmt
CY Program Service Revenue	$15,969,208	CYProgramServiceRevenueAmt
PY Investment Income	$93,521,495	PYInvestmentIncomeAmt
CY Investment Income	$48,687,565	CYInvestmentIncomeAmt
PY Other Revenue	$15,397,839	PYOtherRevenueAmt
CY Other Revenue	$13,692,589	CYOtherRevenueAmt
PY Total Revenue	$288,276,013	PYTotalRevenueAmt
CY Total Revenue	$229,086,534	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$195,853,894	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$201,392,544	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$124,293	CYTotalFundraisingExpenseAmt
PY Other Expenses	$171,745,719	PYOtherExpensesAmt
CY Other Expenses	$152,103,799	CYOtherExpensesAmt
PY Total Expenses	$367,599,613	PYTotalExpensesAmt
CY Total Expenses	$353,496,343	CYTotalExpensesAmt
PY Revenues Less Expenses	-$79,323,600	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$124,409,809	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,755,270,549	TotalAssetsBOYAmt
Total Assets EOY	$1,946,470,774	TotalAssetsEOYAmt
Total Liabilities BOY	$626,893,914	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$828,494,912	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,128,376,635	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,117,975,862	NetAssetsOrFundBalancesEOYAmt
Mission	THE SPECIFIC AND PRIMARY PURPOSE of the Beckman Research Institute of the City of Hope IS TO DIRECTLY ENGAGE IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH. Please see Schedule O for a continuation of our mission.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$286,174,369	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$15,969,208	RevenueAmt
Desc	BIOMEDICAL RESEARCH AND DISEASE INVESTIGATIONS, INCLUDING DNA SYNTHESIS AND CELL ANALYSIS. BECKMAN RESEARCH INSTITUTE HAS PIONEERED SCIENTIFIC BREAKTHROUGHS RESULTING IN TREATMENTS THAT HAVE IMPROVED THE LIVES OF PATIENTS WORLDWIDE. NUMEROUS LIFE-SAVING DRUGS USE PATENTED TECHNOLOGY DEVELOPED AT BECKMAN RESEARCH INSTITUTE. THESE DRUGS INCLUDE SYNTHETIC HUMAN INSULIN (HUMULIN) FOR DIABETES, THE WIDELY USED CANCER DRUGS HERCEPTIN, RITUXAN AND AVASTIN, AND HUMIRA FOR ARTHRITIS. RESEARCHERS AT BECKMAN RESEARCH INSTITUTE UNDERTAKE FUNDAMENTAL INVESTIGATIONS IN DIABETES PROGRESSION AND TREATMENT, IMMUNOLOGY AND IMAGING, INTERFERING RNAS AND HIV TREATMENT, TOTAL SYNTHESIS OF COMPLEX AND THERAPEUTIC NATURAL PRODUCTS, MECHANISMS OF DRUG ACTION, NEUROGENESIS, STEM CELL THERAPY, DNA REPAIR AND RADIATION, AND THE IMMUNOBIOLOGY OF VIRAL INFECTION. THEY HAVE ACHIEVED MAJOR ADVANCES IN RECOMBINANT DNA TECHNOLOGY, MONOCLONAL ANTIBODIES, GENE THERAPY, EPIGENETICS, SI-RNA TECHNOLOGY AND CANCER IMMUNOTHERAPEUTICS. A DEPARTMENT IN BECKMAN RESEARCH INSTITUTE IS DEDICATED TO UNDERSTANDING AND DEVELOPING TREATMENTS BASED ON CANCER'S INTERACTION WITH THE IMMUNE SYSTEM. OTHER RESEARCH HAS IDENTIFIED PROTEINS THAT MAY PLAY CRITICAL ROLES IN IMMUNE RESPONSE AND MAY LEAD TO NEW TREATMENT STRATEGIES. ANOTHER MAJOR EMPHASIS FOR THE BECKMAN RESEARCH INSTITUTE SCIENTISTS IS PERSONALIZED RESEARCH AND MEDICINE -- ANALYZING A PATIENT'S UNIQUE GENETIC PROFILE TO DEVELOP TAILORED THERAPIES FOR THEIR SPECIFIC DISEASE. ALL OF THIS RESEARCH IS UNIQUELY SUPPORTED BY ONSITE MANUFACTURING FACILITIES THAT CAN TEST AND PRODUCE QUANTITIES OF CELL-BASED, GENE-BASED AND MOLECULAR THERAPIES. THESE FACILITIES FURTHER SERVE AS RESOURCES FOR MEDICAL AND SCIENTIFIC RESEARCH CENTERS NATIONWIDE. BECKMAN RESEARCH INSTITUTE SCIENTISTS SERVE AS FACULTY MEMBERS IN CITY OF HOPE'S IRELL & MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES. THE GRADUATE SCHOOL'S MISSION IS TO TRAIN STUDENTS TO BE OUTSTANDING RESEARCH SCIENTISTS IN CHEMICAL, MOLECULAR AND CELLULAR BIOLOGY. THE SCHOOL IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. GRADUATES OF THE PROGRAM, AWARDED A DOCTORATE OF PHILOSOPHY IN BIOLOGICAL SCIENCES, ARE EQUIPPED TO ADDRESS FUNDAMENTAL QUESTIONS IN LIFE SCIENCES AND BIOMEDICINE FOR CAREERS IN ACADEMIA, INDUSTRY AND GOVERNMENT.	Desc
Total Program Service Expenses	$286,174,369	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	447	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1248	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Yvette Tremonti	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6262564673	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 EAST DUARTE ROAD	AddressLine1Txt
City	DUARTE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91010	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
STEVEN B FINK
Director & CHAIR of the Board	2.0	12.0	Yes (X)	Yes (X)	$0	$0	$0
CHARLOTTE HUBBERT PHD
Director	2.0	0	Yes (X)		$0	$0	$0
Debbie C Thurmond PHD
Director; Professor	60.0	0	Yes (X)		$435,517	$0	$78,127
EMMET STEPHENSON
Director	2.0	0	Yes (X)		$0	$0	$0
JULIAN HUSBANDS MD
Director	2.0	0	Yes (X)		$0	$0	$0
NORMAN PAYSON MD
Director	2.0	0	Yes (X)		$0	$0	$0
Saro Armenian DO MPH
Director	2.0	0	Yes (X)		$0	$0	$0
SELWYN ISAKOW
Director	2.0	10.0	Yes (X)		$0	$0	$0
TODD M BINDER
Director	2.0	0	Yes (X)		$0	$0	$0
CRISTIN O'CALLAHAN
Corp. Secretary & General Counsel	12.0	52.0		Yes (X)	$198,068	$792,272	$190,870
DONALD J MATTHEWSON
Asst. Treasurer & VP, Treasury & Fin. Strategy	15.0	45.0		Yes (X)	$145,732	$437,196	$19,532
JENNIFER A PARKHURST
Treasurer & CFO - Until 6/30/23	12.0	52.0		Yes (X)	$412,900	$1,651,600	$143,720
Jo Ann Escasa-Haigh
Treasurer & CFO - Beg. 6/30/23	15.0	49.0		Yes (X)	$0	$0	$0
PHILIP OKALA
COH SYSTEM PRESIDENT - UNTIL 5/18/23	12.0	48.0		Yes (X)	$358,767	$1,435,068	$24,725
ROBERT W STONE
PRESIDENT	15.0	47.0		Yes (X)	$1,079,108	$3,237,323	$814,563
Ashley Baker Lee
SVP, Research Operations	30.0	30.0			$543,073	$543,073	$111,933	Yes (X)
David Horne PhD
Vice Provost & Deputy Director	51.0	9.0			$699,275	$123,402	$103,474	Yes (X)
Debra Fields
EVP & Chief Transformation Officer	15.0	45.0			$499,648	$1,498,944	$306,420	Yes (X)
Mark Hulse
Chief Digital Officer	15.0	45.0			$457,611	$1,372,833	$229,284	Yes (X)
Steven T Rosen MD
Provost & Chief Scientific Officer	33.0	27.0			$916,446	$749,820	$259,191	Yes (X)
HARLAN LEVINE MD
President, Health Innovation & policy	18.0	42.0			$858,705	$2,003,644	$307,094		Yes (X)
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER	3.0	57.0			$54,482	$1,035,161	$226,300		Yes (X)
Larry W Kwak MD PhD
Deputy Director, Comprehensive Cancer Center	60.0	0			$956,652	$0	$141,707		Yes (X)
Lloyd Silberstein
SVP, Chief Const. & Planning Officer	15.0	45.0			$257,652	$772,956	$85,020		Yes (X)
VIJAY TRISAL MD
Chief Medical Officer	6.0	54.0			$104,979	$944,813	$114,268		Yes (X)
GREGORY D SCHETINA
Former Officer	0.0	1.0			$43,544	$140,432	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,022,159	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$16,738,537	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,156,228	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	326	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Mintz Levin Cohn Ferris Glovsky and Popeo PC
2049 Century Park East Ste 300	Los Angeles	CA	90067	Legal Services	$3,420,972
BioReliance Corporation
14920 Broschart Rd	Rockville	MD	20850	Testing & Manufacturing Services	$1,381,942
Fish & Richardson PC
633 West 5th Street 26th Floor	Los Angeles	CA	90071	Legal Services	$1,372,605
Pacific Rim Mechanical
1701 E Edinger Ave	Santa Ana	CA	92705	Construction Services	$1,140,655
LCS CONSTRUCTORS INC
15205 Alton Parkway	Irvine	CA	92618	Construction Services	$1,128,731

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	42	CntrctRcvdGreaterThan100KCnt
Related Organizations	$44,083,442	RelatedOrganizationsAmt
Government Grants	$98,196,821	GovernmentGrantsAmt
All Other Contributions	$8,456,909	AllOtherContributionsAmt
Total Contributions	$150,737,172	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Research Activities	541700	$15,109,912	$15,109,912
Specialized Lab Revenue	541380	$551,203	$551,203
Graduate Education Program	611310	$236,454	$236,454
Rental Income - Graduate Education	721310	$71,639	$71,639

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$15,969,208	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,528,631	TotalRevenueColumnAmt
Exclusion	$13,528,631	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,998,487	TotalRevenueColumnAmt
Exclusion	$8,998,487	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$61,700	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$61,700	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,700	TotalRevenueColumnAmt
Exclusion	$61,700	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$625,727,713	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$590,568,779	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$35,158,934	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,158,934	TotalRevenueColumnAmt
Exclusion	$35,158,934	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT INCOME - SCHEDULES K-1	Desc
Business	901101	BusinessCd
Total Revenue Column	$4,632,402	TotalRevenueColumnAmt
Unrelated Business Revenue	$4,632,402	UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,632,402	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$229,086,534	TotalRevenueColumnAmt
Related Or Exempt Func Income	$15,969,208	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,632,402	UnrelatedBusinessRevenueAmt
Exclusion	$57,747,752	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,088,867	TotalAmt
Program Services	$1,677,181	ProgramServicesAmt
Management And General	$5,378,634	ManagementAndGeneralAmt
Fundraising	$33,052	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$156,825,551	TotalAmt
Program Services	$137,430,847	ProgramServicesAmt
Management And General	$19,329,600	ManagementAndGeneralAmt
Fundraising	$65,104	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,595,866	TotalAmt
Program Services	$8,649,960	ProgramServicesAmt
Management And General	$944,891	ManagementAndGeneralAmt
Fundraising	$1,015	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,885,953	TotalAmt
Program Services	$15,384,844	ProgramServicesAmt
Management And General	$2,491,613	ManagementAndGeneralAmt
Fundraising	$9,496	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,996,307	TotalAmt
Program Services	$8,520,678	ProgramServicesAmt
Management And General	$1,469,953	ManagementAndGeneralAmt
Fundraising	$5,676	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,764,484	TotalAmt
Program Services	$35,739	ProgramServicesAmt
Management And General	$5,728,742	ManagementAndGeneralAmt
Fundraising	$3	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$206,929	TotalAmt
Management And General	$206,929	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,228,628	TotalAmt
Management And General	$2,228,628	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$32,120,153	TotalAmt
Program Services	$22,921,894	ProgramServicesAmt
Management And General	$9,196,276	ManagementAndGeneralAmt
Fundraising	$1,983	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,637,449	TotalAmt
Program Services	$1,204,791	ProgramServicesAmt
Management And General	$432,550	ManagementAndGeneralAmt
Fundraising	$108	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,514,124	TotalAmt
Program Services	$5,224,549	ProgramServicesAmt
Management And General	$289,480	ManagementAndGeneralAmt
Fundraising	$95	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,551,702	TotalAmt
Program Services	$7,528,628	ProgramServicesAmt
Management And General	$3,022,422	ManagementAndGeneralAmt
Fundraising	$652	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$2,805,567	TotalAmt
Program Services	$2,805,567	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,557,788	TotalAmt
Program Services	$9,239,683	ProgramServicesAmt
Management And General	$3,317,278	ManagementAndGeneralAmt
Fundraising	$827	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,616,465	TotalAmt
Program Services	$1,189,352	ProgramServicesAmt
Management And General	$427,007	ManagementAndGeneralAmt
Fundraising	$106	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$588,430	TotalAmt
Program Services	$433,826	ProgramServicesAmt
Management And General	$154,565	ManagementAndGeneralAmt
Fundraising	$39	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,673,144	TotalAmt
Program Services	$4,246,394	ProgramServicesAmt
Management And General	$426,750	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,844,570	TotalAmt
Program Services	$20,653,709	ProgramServicesAmt
Management And General	$7,186,094	ManagementAndGeneralAmt
Fundraising	$4,767	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$356,066	TotalAmt
Program Services	$261,984	ProgramServicesAmt
Management And General	$94,059	ManagementAndGeneralAmt
Fundraising	$23	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Lab/Medical Supplies & Equipment	$30,598,028	$29,174,449	$1,423,092	$487
Repairs & Maintenance	$6,377,370	$4,701,369	$1,675,583	$418
UBIT & Excise Taxes	$1,217,302	$895,658	$321,564	$80
Dues & Subscriptions	$1,018,308	$749,244	$268,997	$67

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,427,292	TotalAmt
Program Services	$3,244,023	ProgramServicesAmt
Management And General	$1,182,974	ManagementAndGeneralAmt
Fundraising	$295	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$353,496,343	TotalAmt
Program Services	$286,174,369	ProgramServicesAmt
Management And General	$67,197,681	ManagementAndGeneralAmt
Fundraising	$124,293	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$7,545,012	BOYAmt
EOY	$60,820,327	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$17,336,792	BOYAmt
EOY	$17,954,726	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$35,176,879	BOYAmt
EOY	$32,939,589	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,521,672	BOYAmt
EOY	$11,529,531	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,753,644	BOYAmt
EOY	$5,021,682	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$306,843	BOYAmt
EOY	$535,171	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$592,600,029	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$305,573,133	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$300,180,002	BOYAmt
EOY	$287,026,896	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$282,925,843	BOYAmt
EOY	$292,147,105	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$897,988,765	BOYAmt
EOY	$1,050,475,531	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$194,535,097	BOYAmt
EOY	$188,020,216	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,755,270,549	BOYAmt
EOY	$1,946,470,774	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$42,372,436	BOYAmt
EOY	$41,235,914	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,407,922	BOYAmt
EOY	$15,776,874	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,104,751	BOYAmt
EOY	$49,451,350	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$50,000,000	BOYAmt
EOY	$50,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$475,008,805	BOYAmt
EOY	$672,030,774	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$626,893,914	BOYAmt
EOY	$828,494,912	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,100,918,157	BOYAmt
EOY	$1,087,515,597	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,458,478	BOYAmt
EOY	$30,460,265	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,128,376,635	BOYAmt
EOY	$1,117,975,862	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,755,270,549	BOYAmt
EOY	$1,946,470,774	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$124,409,809	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$111,488,830	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$2,520,206	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Medical Research Organization	Yes (X)	MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	City of Hope National Medical Center	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
City	Duarte	CityNm
State Abbreviation	CA	StateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$917,150,650	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
Investment Earnings Or Losses	$124,449,218	InvestmentEarningsOrLossesAmt
Other Expenditures	$717,504	OtherExpendituresAmt
End Year Balance	$1,040,912,364	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,038,955,240	BeginningYearBalanceAmt
Contributions	$29,999	ContributionsAmt
Investment Earnings Or Losses	-$121,654,359	InvestmentEarningsOrLossesAmt
Other Expenditures	$180,230	OtherExpendituresAmt
End Year Balance	$917,150,650	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$813,672,523	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
Investment Earnings Or Losses	$225,523,936	InvestmentEarningsOrLossesAmt
Other Expenditures	$271,219	OtherExpendituresAmt
End Year Balance	$1,038,955,240	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$765,484,958	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
Investment Earnings Or Losses	$48,653,478	InvestmentEarningsOrLossesAmt
Other Expenditures	$495,913	OtherExpendituresAmt
End Year Balance	$813,672,523	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$750,855,062	BeginningYearBalanceAmt
Contributions	$14,850	ContributionsAmt
Investment Earnings Or Losses	$15,019,931	InvestmentEarningsOrLossesAmt
Other Expenditures	$404,885	OtherExpendituresAmt
End Year Balance	$765,484,958	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.9707	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.0137	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0156	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,977,903	OtherCostOrOtherBasisAmt
Book Value	$13,977,903	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$372,741,081	OtherCostOrOtherBasisAmt
Depreciation	$166,399,494	DepreciationAmt
Book Value	$206,341,587	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$51,239	OtherCostOrOtherBasisAmt
Depreciation	$25,620	DepreciationAmt
Book Value	$25,619	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$197,928,244	OtherCostOrOtherBasisAmt
Depreciation	$139,148,019	DepreciationAmt
Book Value	$58,780,225	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,901,562	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$7,901,562	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$287,026,896	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$2,272,593	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Alternative Investments	$1,047,620,545	F
Equity Interests	$582,393	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,050,475,531	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
Due from Affiliates	$137,545,357
Right-of-use operating lease assets	$49,948,047
Right-of-use finance lease assets	$109,700
Workers Comp. Receivable	$414,239
Other Assets	$2,873

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$188,020,216	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Due to Affiliates	$618,784,959
Right-of-Use Operating Lease Liability	$50,020,405
Self-Insurance Liabilities	$1,958,394
Bond Issuance Premium	$1,155,826
Right of Use Finance Lease Liability	$111,190

Field	Value	IRS element (for citing)
Total Liability	$672,030,774	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4 Intended uses of endowment funds

BECKMAN RESEARCH INSTITUTE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT ENDOWMENT FUNDS WHICH ARE AVAILABLE TO FUND FUTURE RESEARCH PROGRAMS, CAPITAL EXPENDITURES AND OTHER EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2023 (which includes City of Hope, City of Hope National Medical Center (the "Center"), City of Hope Medical Foundation (the "Foundation"), and Beckman Research Institute of the City of Hope (the "Institute") (collectively, the "Obligated Group"); the Translational Genomics Research Institute and its Affiliates ("TGen"); Southern California Radiation Oncology, LLC ("SCRO"); AccessHope, LLC ("AH"); City of Hope Auxiliaries (the "Auxiliaries"); and COH HoldCo Inc. ("HoldCo"), the parent of Cancer Treatment Centers of America entities ("CTCA Entities") (collectively, the "Affiliated Group"). These entities represent the consolidated City of Hope organization (collectively referred to as "City of Hope")). City of Hope is exempt from federal income tax under Section 501(a) as described in Section 501(c)(3) of the U.S. Internal Revenue Code. City of Hope, the Center, the Foundation, and the Institute are exempt from California state franchise and income tax under Section 23701(d) of the California Revenue and Taxation Code. ASC 740, Income Taxes, clarifies the accounting for income taxes by prescribing a minimum recognition threshold that a tax position is required to meet before being recognized in the consolidated financial statements. ASC 740 also provides guidance on de-recognition, measurement, classification, interest and penalties, disclosure, and transition. The guidance contained in ASC 740 is applicable to pass-through entities and tax-exempt organizations. City of Hope has no significant uncertain tax positions or tax liability for tax benefits, interest, or penalties accrued as of September 30, 2023 or 2022.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	0	Investments	$197,483,536
Central America and the Caribbean	2	Conference Travel	$11,256	Attending Research Symposiums
East Asia and the Pacific	14	Conference Travel	$72,637	Attending Research Symposiums
Middle East and North Africa	1	Program Services	$29,077	Research Activities
Europe (Including Iceland and Greenland)	45	Conference Travel	$169,928	Attending Research Symposiums
North America (Canada & Mexico only)	0	Investments	$22,261,134
North America (Canada & Mexico only)	14	Conference Travel	$17,748	Attending Research Symposiums
South Asia	2	Conference Travel	$19,971	Attending Research Symposiums

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	78	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	78	TotalEmployeeCnt
Subtotal Spent	$220,065,287	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$220,065,287	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Debbie C Thurmond PHD
Director; Professor	$399,660	$0	$13,759	$0	$22,098	$0	$43,500	$0	$34,627	$0	$513,644	$0	$0	$0
GREGORY D SCHETINA
Former Officer	$0	$9,800	$0	$0	$43,544	$130,632	$0	$0	$0	$0	$43,544	$140,432	$43,544	$130,632
DONALD J MATTHEWSON
Asst. Treasurer & VP, Treasury & Fin. Strategy	$90,901	$272,703	$17,518	$52,554	$37,313	$111,939	$2,315	$6,945	$2,568	$7,704	$150,615	$451,845	$14,300	$42,900
CRISTIN O'CALLAHAN
Corp. Secretary & General Counsel	$115,652	$462,608	$74,646	$298,584	$7,770	$31,080	$28,962	$115,848	$9,212	$36,848	$236,242	$944,968	$8,836	$26,508
PHILIP OKALA
COH SYSTEM PRESIDENT - UNTIL 5/18/23	$76,003	$304,012	$250,000	$1,000,000	$32,764	$131,056	$2,583	$10,332	$2,362	$9,448	$363,712	$1,454,848	$0	$0
JENNIFER A PARKHURST
Treasurer & CFO - Until 6/30/23	$180,458	$721,832	$212,061	$848,244	$20,381	$81,524	$18,492	$73,968	$10,252	$41,008	$441,644	$1,766,576	$54,104	$162,312
ROBERT W STONE
PRESIDENT	$483,623	$1,450,868	$552,024	$1,656,072	$43,461	$130,383	$193,435	$580,305	$10,206	$30,617	$1,282,749	$3,848,245	$142,905	$428,715
Ashley Baker Lee
SVP, Research Operations	$325,599	$325,599	$178,382	$178,382	$39,092	$39,092	$39,512	$39,511	$16,455	$16,455	$599,040	$599,039	$24,426	$24,426
Debra Fields
EVP & Chief Transformation Officer	$203,066	$609,198	$277,133	$831,399	$19,449	$58,347	$62,798	$188,394	$13,807	$41,421	$576,253	$1,728,759	$46,850	$140,550
David Horne PhD
Vice Provost & Deputy Director	$479,485	$84,615	$174,587	$30,810	$45,203	$7,977	$58,583	$10,338	$29,369	$5,184	$787,227	$138,924	$38,305	$0
Mark Hulse
Chief Digital Officer	$193,859	$581,577	$238,735	$716,205	$25,017	$75,051	$49,651	$148,953	$7,670	$23,010	$514,932	$1,544,796	$41,763	$125,289
Steven T Rosen MD
Provost & Chief Scientific Officer	$505,556	$413,638	$343,909	$281,380	$66,981	$54,802	$132,708	$108,579	$9,847	$8,057	$1,059,001	$866,456	$128,604	$105,222
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER	$30,726	$607,553	$20,307	$365,528	$3,449	$62,080	$8,844	$168,029	$2,471	$46,956	$65,797	$1,250,146	$8,031	$152,586
Larry W Kwak MD PhD
Deputy Director, Comprehensive Cancer Center	$696,415	$0	$138,348	$0	$121,889	$0	$49,240	$0	$92,467	$0	$1,098,359	$0	$0	$0
HARLAN LEVINE MD
President, Health Innovation & policy	$305,612	$713,093	$521,338	$1,216,455	$31,755	$74,096	$79,108	$184,586	$13,020	$30,380	$950,833	$2,218,610	$76,050	$177,450
Lloyd Silberstein
SVP, Chief Const. & Planning Officer	$169,056	$507,168	$76,975	$230,925	$11,621	$34,863	$18,127	$54,381	$3,128	$9,384	$278,907	$836,721	$0	$0
VIJAY TRISAL MD
Chief Medical Officer	$69,784	$628,062	$26,278	$236,500	$8,917	$80,251	$6,583	$59,249	$4,844	$43,592	$116,406	$1,047,654	$5,645	$50,800

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travel	THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE BECKMAN RESEARCH INSTITUTE HAS A NON QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). PRIOR TO VESTING, THE ANNUAL CONTRIBUTION AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. For CALENDAR YEAR 2022, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Robert W. Stone - $42,937 Jennifer Parkhurst - $23,879 Debra Fields - $22,434 Mark Hulse - $25,046 Steven T. Rosen - $34,782 Kristin Bertell - $11,890 Ashley Lee - $16,645 Vijay Trisal - $19,139 David Horne - $13,648 Donald Matthewson - $36,790 Additionally, the following individuals received payments from the plan during the calendar year: GREGORY D. SCHETINA - $174,175
Schedule J, Part I, Line 7 Non-fixed payments	THE BECKMAN RESEARCH INSTITUTE 'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY PERFORMANCE INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED AT 50 PERCENT AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY THE MEDICAL FOUNDATION AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2022 WAS PAID IN CALENDAR YEAR 2022 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, THE BECKMAN RESEARCH INSTITUTE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 8) RAN FROM OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2022 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 9 RUNS FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2022, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 8 LTI INCENTIVES (OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2022) IN DECEMBER 2022. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J, Part II Employees serving as members of the board of directors	DEBBIE THURMOND, PH.D., IS MEMBER OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS IN ADDITION TO BEING AN EMPLOYEE OF BECKMAN RESEARCH INSTITUTE. DR. THURMOND IS THE DIRECTOR OF THE ARTHUR RIGGS DIABETES & METABOLISM RESEARCH INSTITUTE AND A RENOWNED RESEARCH SCIENTIST, PROFESSOR AND THE FOUNDING CHAIR OF THE DEPARTMENT OF MOLECULAR AND CELLULAR ENDOCRINOLOGY. NONE OF THESE INDIVIDUALS WERE COMPENSATED FOR THEIR SERVICES AS MEMBERS OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS. COMPENSATION EARNED BY THOSE INDIVIDUALS EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE IS REPORTED ON FORM 990, PART VII, SECTION A AND SUBSEQUENTLY ON SCHEDULE J, PART II.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
California Health Facilities Financing Authority
A	521643828	13033LN37	2012-11-14	$57,928,340	Refund prior issue/capital projects	false	false	false
California Health Facilities Financing Authority
B	521643828	000000000	2017-02-10	$32,680,000	Refunding Issue	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$37,693,633	$0	$57,928,742	$0	$0	$0	$534,551	$0	$0	$9,853,233	$47,540,958	$0	2014	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$32,680,000	$0	$0	$0	$180,000	$0	$0	$0	$32,500,000	$0	2017	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0036	0.0	0.0036	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.0057	0.0	0.0057	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Wells Fargo Bank NA
A	false	false	false	Yes (true)	Yes (true)	Yes (true)	30.0	false	false	false	false	Yes (true)
Wells Fargo Bank NA
B	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	25.8	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column (e) Line A	AN ELECTION WAS MADE UNDER 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING THE CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERIES 1999A. THE OTHER WAS FOR REFUNDING (1) THE CITY OF HOPE NATIONAL MEDICAL CENTER PROJECT SERIES 2006A, B, C ISSUES AND (2) THE BECKMAN RESEARCH INSTITUTE'S 2007 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY ISSUE. THIS SECOND FORM 8038 REPORTED AN ISSUE PRICE OF $198,734,018. FOR PURPOSES OF SCHEDULE K REPORTING, THE BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $57,928,340. THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING AN ISSUE PRICE OF $140,805,678. ADDITIONALLY, THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF $57,928,340 AND THE TOTAL PROCEEDS OF THE ISSUE OF $57,928,742 IS DUE TO INVESTMENT EARNINGS INCLUDED IN Line 3, Total proceeds of issue.
Schedule K, Part I, Column (f) Line A	THE 2012 ISSUE REFUNDED BECKMAN RESEARCH INSTITUTE'S TAX-EXEMPT PRIVATE PLACEMENT ISSUED ON JULY 12, 2007 THROUGH the CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY.
Schedule K, Part I, Column (e) Line B	THE bond issue dated FEBRUARY 10, 2017 WAS ORIGINALLY REPORTED ON A SINGLE FORM 8038 WITH AN ISSUE PRICE OF $65,360,000. FOR PURPOSES OF SCHEDULE K REPORTING, THE BECKMAN RESEARCH INSTITUTE of the City of Hope IS REPORTING its ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $32,680,000. THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING THE REMAINDER ON the Schedule K filed with its FORM 990.
Schedule K, Part I, Column (f) Line B	THE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH an ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: California Health Facilities Financing Authority The calculation for computing no rebate due was performed on 11/14/2022
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: California Health Facilities Financing Authority The calculation for computing no rebate due was performed on 02/10/2022

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (17 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Substantial contributor
Substantial contributor	$347,822	Research contract services	false
Substantial contributor
Substantial contributor	$598,542	Research contract services	false
Substantial contributor
Substantial contributor	$324,495	Research contract services	false
Substantial contributor
Substantial contributor	$163,451	Research contract services	false
Substantial contributor
Substantial contributor	$475,989	Research contract services	false
Substantial contributor
Substantial contributor	$263,638	Research contract services	false
Substantial contributor
Substantial contributor	$121,500	Research contract services	false
Substantial contributor
Substantial contributor	$142,494	Research contract services	false
Substantial contributor
Substantial contributor	$126,278	Research contract services	false
Substantial contributor
Substantial contributor	$2,423,728	Research contract services	false
Substantial contributor
Substantial contributor	$542,973	Research contract services	false
Substantial contributor
Substantial contributor	$518,916	Research contract services	false
Substantial contributor
Substantial contributor	$301,559	Research contract services	false
Substantial contributor
Substantial contributor	$105,208	Research contract services	false
Substantial contributor
Substantial contributor	$435,210	Research contract services	false
Substantial contributor
Substantial contributor	$158,475	Research contract services	false
Substantial contributor
Substantial contributor	$249,572	Research contract services	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 1 Organization's Mission	BECKMAN RESEARCH INSTITUTE'S MISSION IS TO SUPPORT INNOVATIVE AND CREATIVE RESEARCH AND TO EDUCATE FUTURE SCIENTISTS IN THE BIOLOGICAL SCIENCES. RESEARCH IS OF THE HIGHEST CALIBER AND DIRECTED TO AN UNDERSTANDING OF THE MOLECULES AND PROCESSES OF LIFE, INCLUDING THOSE PROCESSES IMPORTANT TO THE CAUSES, PREVENTION AND CURE OF HUMAN DISEASE. BECKMAN RESEARCH INSTITUTE IS PART OF AN INTEGRATED SYSTEM THAT COMBINES BENCH AND CLINICAL RESEARCH ACTIVITIES DIRECTLY WITH PATIENT CARE, IN BOTH AN IN-PATIENT AND OUT-PATIENT SETTING. THIS INTEGRATED SYSTEM, KNOWN AS CITY OF HOPE, COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, CITY OF HOPE AUXILIARIES, COH HoldCo Inc., WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA) AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). AS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, WE ARE COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH. EVERY DAY WE TURN SCIENCE INTO PRACTICAL BENEFIT. WE TURN HOPE INTO REALITY. WE ACCOMPLISH THIS THROUGH EXQUISITE CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES. CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF PHILANTHROPY.
Form 990, Part IV, Line 13 RESPONSES TO SCHEDULE E, PART I AND II:	THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE IS ENGAGED IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL AND SCIENTIFIC RESEARCH AND OPERATED THE IRELL & MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES (THE "GRADUATE SCHOOL") WHICH COMPLIES WITH REV. PROC. 75-50 EVEN THOUGH THE OPERATIONS OF THE GRADUATE SCHOOL REPRESENT LESS THAN 2 PERCENT OF THE ORGANIZATION'S TOTAL EXPENSES. DUE TO THE MECHANICS OF THE FORM 990 WE ARE UNABLE TO PROVIDE OUR RESPONSES DIRECTLY ON SCHEDULE E, SCHOOLS. BELOW ARE OUR RESPONSES TO SCHEDULE E, PART I AND PART II. 1. DOES THE ORGANIZATION HAVE A RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS BY STATEMENT IN ITS CHARTER, BYLAWS, OTHER GOVERNING INSTRUMENT, OR IN A RESOLUTION OF ITS GOVERNING BODY? - "YES" 2. DOES THE ORGANIZATION INCLUDE A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS IN ALL ITS BROCHURES, CATALOGUES, AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS? - "YES" 3. HAS THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE, OR THROUGH NEWSPAPER OR BROADCAST MEDIA DURING THE PERIOD OF SOLICITATION FOR STUDENTS, OR DURING THE REGISTRATION PERIOD IF IT HAS NO SOLICITATION PROGRAM, IN A WAY THAT MAKES THE POLICY KNOWN TO ALL PARTS OF THE GENERAL COMMUNITY IT SERVES? IF "YES," PLEASE DESCRIBE. IF "NO," PLEASE EXPLAIN. - "NO" SUPPLEMENTAL RESPONSE: THE GRADUATE SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM LARGE GEOGRAPHIC SECTIONS OF THE UNITED STATES AND INTERNATIONALLY AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS DEMONSTRATED BY ITS CURRENT ENROLLMENT OF STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. ACCORDINGLY, THE GRADUATE SCHOOL SATISFIES THE PUBLICITY REQUIREMENTS OF SECTION 4.03 BY COMPLYING WITH SECTION 4.02 IN THAT IT INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ITS CATALOGUES AND ON THE ORGANIZATION'S WEBSITE. 4. DOES THE ORGANIZATION MAINTAIN THE FOLLOWING: 4A. RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY, AND ADMINISTRATIVE STAFF? - "YES" 4B. RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE ARE AWARDED ON A RACIALLY NONDISCRIMINATORY BASIS? - "YES" 4C. COPIES OF CATALOGUES, BROCHURES, ANNOUNCEMENTS, AND OTHER WRITTEN COMMUNICATIONS TO THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS? - "YES" 4D. COPIES OF ALL MATERIAL USED BY THE ORGANIZATION OR ON ITS BEHALF TO SOLICIT CONTRIBUTIONS? - "YES" 5. DOES THE ORGANIZATION DISCRIMINATE BY RACE IN ANY WAY WITH RESPECT TO: 5A. STUDENT'S RIGHTS OR PRIVILEGES? - "NO" 5B. ADMISSIONS POLICIES? - "NO" 5C. EMPLOYMENT OF FACULTY OR ADMINISTRATIVE STAFF? - "NO" 5D. SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE? - "NO" 5E. EDUCATIONAL POLICIES? - "NO" 5F. USE OF FACILITIES? - "NO" 5.G ATHLETIC PROGRAMS? - "NO" 5H. OTHER EXTRACURRICULAR ACTIVITIES? - "NO" 6A. DOES THE ORGANIZATION RECEIVE ANY FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY? - "NO" 6B. HAS THE ORGANIZATION'S RIGHT TO SUCH AID EVER BEEN REVOKED OR SUSPENDED? - "N/A" 7. DOES THE ORGANIZATION CERTIFY THAT IT HAS COMPLIED WITH THE APPLICABLE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC. 75-50, 1975-2 C.B. 587, COVERING RACIAL NONDISCRIMINATION? - "YES"
Form 990, Part V, Line 2a COMMON PAYMASTER ARRANGEMENT	MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF THE CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
Form 990, Part VI, Line 6 Classes of members or stockholders	CITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	CITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE ELECTS THE DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE BECKMAN RESEARCH INSTITUTE, INCLUDING: BORROWING MONEY IN THE NAME OF THE BECKMAN RESEARCH INSTITUTE OR UTILIZING PROPERTY OWNED BY THE BECKMAN RESEARCH INSTITUTE AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE BECKMAN RESEARCH INSTITUTE EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE BECKMAN RESEARCH INSTITUTE; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE BECKMAN RESEARCH INSTITUTE; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE BECKMAN RESEARCH INSTITUTE OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE BECKMAN RESEARCH INSTITUTE OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS; OR ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS OF TAX EXEMPT BONDS OF CITY OF HOPE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE BECKMAN RESEARCH INSTITUTE; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body	There were no committees with the authority to act on behalf of the governing body.
Form 990, Part VI, Line 11b Review of form 990 by governing body	A COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE BECKMAN RESEARCH INSTITUTE. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE BECKMAN RESEARCH INSTITUTE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW.
Form 990, Part VI, Line 12c Conflict of interest policy	ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER OF CITY OF HOPE AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. As part of a conflict management plan, MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE PRESIDENT AND CEO IN DECEMBER.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL.
Form 990, Part VI, Line 19 Required documents available to the public	THE BECKMAN RESEARCH INSTITUTE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. THE BECKMAN RESEARCH INSTITUTE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section A Average Hours Devoted	FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED on Form 990, PART VII, Section A, Column (B), BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. The board of directors held four regularly scheduled meetings during fiscal year 2023. The Risk, Audit and Compliance Committee Held Five regularly scheduled meetings in Fiscal Year 2023.
Form 990, Part VII, Section B, Line 1, Column (C) Compensation Paid to Independent Contractors	It is possible that a portion of the amounts reported for construction services include reimbursement for expenses, in addition to amounts paid for services. However, the amounts are not distinguishable from one another.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Change in FMV of Interest Rate Swap Agreement - 2520206;
Schedule F, Part I, Line 3(e) Activities in Region(s)	INVESTMENT ACTIVITIES OF THE BECKMAN RESEARCH INSTITUTE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN Island EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 16.18 PERCENT OF THE BECKMAN RESEARCH INSTITUTE'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE BECKMAN RESEARCH INSTITUTE'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. THE BECKMAN RESEARCH INSTITUTE'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. The Beckman Research Institute ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE BECKMAN RESEARCH INSTITUTE'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. BECKMAN RESEARCH INSTITUTE MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. Beckman Research Institute had one employee outside of the United States and they have been disclosed on Schedule F, Part I, Line 3. RESEARCH SYMPOSIA CONSIST OF SCIENTIFIC MEETINGS THAT THE BECKMAN RESEARCH INSTITUTE PRINCIPAL INVESTIGATORS AND OTHER RESEARCH STAFF ATTEND FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES AND TO PRESENT AND SHARE RESEARCH OBJECTIVES AND RESULTS. RESEARCH ACTIVITIES SPAN GLOBALLY AND RESEARCH SYMPOSIA ARE OFTEN CONDUCTED IN THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. CITY OF HOPE SUPPORTS ATTENDANCE OF OUR RESEARCH STAFF AT THESE SYMPOSIA.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
City of Hope
1500 East Duarte Road	Duarte	CA	91010	953435919	Fundraising	CA	501(c)(3)	7	NA	false
City of Hope Medical Foundation
1500 East Duarte Road	Duarte	CA	91010	274803222	Healthcare	CA	501(c)(3)	3	City of Hope	Yes (true)
City of Hope National Medical Center
1500 East Duarte Road	Duarte	CA	91010	951683875	Hospital	CA	501(c)(3)	3	City of Hope	Yes (true)
COH HoldCo Inc
1500 East Duarte Road	Duarte	CA	91010	873651176	Support	DE	501(c)(3)	Type III-FI	City of Hope	Yes (true)
Midwestern Regional Medical Center Inc
1500 East Duarte Road	Duarte	CA	91010	362510771	Hospital	IL	501(c)(3)	3	COH HOLDCO INC	Yes (true)
Southeastern Regional Medical Center Inc
1500 East Duarte Road	Duarte	CA	91010	264572436	Hospital	GA	501(c)(3)	3	COH HOLDCO INC	Yes (true)
The Translational Genomics Research Institute
445 N 5th Street Suite 600	Phoenix	AZ	85004	753065445	Research	AZ	501(c)(3)	7	City of Hope	Yes (true)
The Translational Genomics Research Institute Foundation
445 N 5th Street Suite 120	Phoenix	AZ	85004	331092191	Fundraising	AZ	501(c)(3)	7	TGEN	Yes (true)
Western Regional Medical Center Inc
1500 East Duarte Road	Duarte	CA	91010	320197974	Hospital	AZ	501(c)(3)	3	COH HOLDCO INC	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
AccessHope LLC
1500 East Duarte Road	Duarte	CA	91010	842818450	Oncology Support	DE	NA	N/A
Southern California Radiation Oncology LLC
1500 East Duarte Road	Duarte	CA	91010	364887584	Radiation Oncology	DE	NA	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
City of Hope National Medical Center
L	$2,122,661	Book
City of Hope National Medical Center
M	$60,514,812	Book
City of Hope National Medical Center
O	$41,451,616	Book
City of Hope National Medical Center
P	$47,261,103	Book
City of Hope National Medical Center
Q	$10,127,766	Book
City of Hope Medical Foundation
O	$180,110	Book
The Translational Genomics Research Institute
C	$486,587	Book