EDWARDS LIFESCIENCES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDS LIFESCIENCES FOUNDATION (EIN 46-1702755)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349102526
- Schema version
- 2023v5.1
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:43:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461702755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS LIFESCIENCES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 9492502500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDWARDS WAY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA C FOWLER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9492502500 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,296,533 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,453,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,453,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,963,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,187 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $762 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,608,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,607,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,311 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,156 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,155 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,422,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,910 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,264,122 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $93,300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $93,300 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,754,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,557,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,175,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,397,097 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,930,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,954,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,322,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,428,149 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $375,806 | CashBOYAmt |
| Cash EOY | $607,900 | CashEOYAmt |
| Cash EOYFMV | $607,900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,750,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $551,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $551,219 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,562 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,583 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,583 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $40,940,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,743,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,743,590 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,212,996 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,146,812 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,146,812 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,902,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,201,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,201,861 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $26,934 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,568 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,568 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,215,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,296,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,296,533 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $247,640 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $333,318 | AccountsPayableEOYAmt |
| Grants Payable BOY | $873,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $407,501 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,512 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,120,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $743,331 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,094,847 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,553,202 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,094,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,553,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,215,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,296,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,094,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,322,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,780,400 | OtherIncreasesAmt |
| Subtotal | $55,553,202 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,553,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $55,963,089 | $55,951,807 | $11,282 | $11,282 | |
| CAPITAL GAIN DISTRIBUTION | 2023-01-01 | 2023-12-31 | $142,905 | $142,905 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,187 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,347 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,347 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,496 | OverpaymentAmt |
| Applied To ES Tax | $16,496 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.EDWARDS.COM/ABOUTUS/CORPORATEGIVING | WebsiteAddressTxt |
| Individual With Books | GEORGIS TZORTZAKIS | IndividualWithBooksNm |
| Phone | 9492500117 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDWARDS WAY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMANDA C FOWLER | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | EXECUTIVE DIRECTOR | 32.00 | $0 | $0 | $0 |
| DIRKSEN LEHMAN | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BERNARD ZOVIGHIAN | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK WILTERDING | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | TREASURER | 1.00 | $0 | $0 | $0 |
| LINDA PARK | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVEEN CHOPRA | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SETH CLANCY | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE Z MCCAULEY | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT ULLEM | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARTYN THOMAS | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINNETTE TORRES | ||||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS LIFESCIENCES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDWARDS WAY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL SERVICES | ServiceTypeTxt |
| Compensation | $1,099,638 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EVEVERY HEARTBEAT MATTERS IS THE SIGNATURE PHILANTHROPIC INITIATIVE OF EDWARDS LIFESCIENCES FOUNDATION. IN 2014, WE LAUNCHED EVERY HEARTBEAT MATTERS, AND BY 2020, THIS COMMUNITY OF CHARITABLE PARTNERS HAD IMPACTED OVER 1.7 MILLION UNDERSERVED PEOPLE, SURPASSING THE INITIAL GOAL OF 1 MILLION. NOW, WE ARE WORKING TOWARDS A NEW EVERY HEARTBEAT MATTERS GOAL: WE WILL IMPROVE THE LIVES OF 2.5 MILLION ADDITIONAL UNDERSERVED STRUCTURAL HEART AND CRITICAL CARE PATIENTS BY THE END OF 2025. TO DRIVE THIS GOAL, WE FUND IMPACTFUL CARDIAC AND PATIENT CENTRIC CHARITABLE PARTNERS, BUT ALSO INVEST IN CREATING A CLOSE-KNIT GLOBAL COMMUNITY THAT EMPOWERS PEOPLE AND ORGANIZATIONS TO SUSTAIN AND EXPAND THEIR EFFORTS TO IMPACT STRUCTURAL HEART DISEASE AND CRITICAL CARE PATIENTS, NOT JUST TODAY, BUT LONG AFTER OUR GRANTS ARE MADE. EHM DOES THIS BY BRINGING TOGETHER THE LEADERS OF OUR CHARITABLE PARTNERS, AND TELLING THE STORIES OF THEIR WORK TO SHARE THEIR IMPACT AND INSPIRE MORE GIVING. | Description1Txt |
| Expenses1 | $119,195 | Expenses1Amt |
| Description2 | EDWARDS LIFESCIENCES FOUNDATION ALSO FOCUSES FUNDING ON STRENGTHENING THE COMMUNITIES WHERE EDWARDS LIVES AND WORKS SUPPORTING HUNGER, HOUSING, WORKFORCE DEVELOPMENT, EDUCATION AND OTHER BASIC NEEDS THAT OUR COMMUNITIES NEED. WE RESPOND TO THE LOCAL COMMUNITY NEED, AND PARTNER WITH ORGANIZATIONS THAT ARE MAKING A DEMONSTRATED IMPACT. AN IMPORTANT PART OF OUR SUPPORT FOR THESE COMMUNITY-BASED CHARITIES IS GOING BEYOND OUR GRANT FUNDING AND LAYERING IN ADDITIONAL SUPPORT AS WE CAN. FOR EXAMPLE, OUR FOUNDATION HOSTS NONPROFITS ORGANIZATIONS AND COLLABORATIVE CONVENINGS FOR NONPROFIT LEADERS. | Description2Txt |
| Expenses2 | $26,654 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,581,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,990,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,242,047 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,814,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,814,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $912,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,901,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,995,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,995,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,851 | TotalTaxAmt |
| Distributable Before Adj | $2,975,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,975,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,975,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,954,285 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,954,285 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,975,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,111,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,049,612 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,691,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,491,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,751,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,095,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,954,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,975,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,979,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,074,586 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,111,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,962,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,049,612 | ExcessFromYear4Amt |
| Excess From Year3 | $5,691,171 | ExcessFromYear3Amt |
| Excess From Year2 | $6,491,167 | ExcessFromYear2Amt |
| Excess From Year1 | $7,751,975 | ExcessFromYear1Amt |
| Excess From Current Year | $7,979,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIFFANY SIMMONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDWARDS WAY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9492505184 | RecipientPhoneNum |
| Recipient Email Address | WWW.EDWARDS.COM/CORPORATEGIVING | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE FORM, AUDITED FINANCIAL REPORTS WHEN AVAILABLE FOR GRANT APPLICATIONS COMING THROUGH THE ANNUAL GRANT CYCLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE APPLICATION USUALLY OPENS IN MID-MAY AND CLOSES 30-DAYS LATER (THESE DATES VARY). | SubmissionDeadlinesTxt |
| Restrictions On Awards | TYPES OF PROGRAMS SUPPORTED - EVERY HEARTBEAT MATTERS PROGRAMS: PROGRAMS THAT EDUCATE, SCREEN AND/OR TREAT UNDERSERVED PEOPLE TO REDUCE THE GLOBAL BURDEN OF HEART VALVE DISEASE - OTHER HEALTH-FOCUSED PROGRAMS: PROGRAMS THAT ADVANCE HEALTH CARE AND ADDRESS UNDERSERVED PATIENTS. THIS CAN INCLUDE EDUCATION AND AWARENESS CAMPAIGNS, RESEARCH, AND/OR DIRECT CARE FOR UNDERSERVED PATIENTS - COMMUNITY PROGRAMS: PROGRAMS THAT STRENGTHEN THE COMMUNITIES WHERE OUR EMPLOYEES LIVE AND WORK, AND PROVIDE OPPORTUNITIES FOR EMPLOYEE VOLUNTEERISM REQUIREMENTS OF ORGANIZATIONS SUPPORTED BY OUR FOUNDATION: U.S.-BASED ORGANIZATIONS MUST BE A TAX-EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ORGANIZATIONS BASED OUTSIDE THE U.S. MAY BE ELIGIBLE FOR FUNDING FOR SPECIFIC CHARITABLE PROJECTS, ON WHICH ADDITIONAL DUE DILIGENCE AND DETAILED REPORTING OF EXPENDITURES WILL BE REQUIRED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (224 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | HEART HEALTH PROGRAMS | $1,357,463 | |
| MATCHING GIFTS | |||||||
| ONE EDWARDS WAY | IRVINE | CA | 92614 | PC | EMPLOYEE MATCHING GIFT | $754,549 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | MATCH 2021-2022 CAMPAIGN | $608,899 | |
| THE THORACIC SURGERY FOUNDATION | |||||||
| 633 N SAINT CLAIR STREET | CHICAGO | IL | 60611 | PC | 2024 TSF EVERY HEARTBEAT MATTERS PROGRAM | $550,000 | |
| PYXERA GLOBAL | |||||||
| 99 M ST SE STE 400 | WASHINGTON | DC | 20003 | PC | EVERY HEARTBEAT MATTERS PRO BONO CORPS | $370,000 | |
| PYXERA GLOBAL | |||||||
| 99 M ST SE STE 400 | WASHINGTON | DC | 20003 | PC | EVERY HEARTBEAT MATTERS PRO BONO CORPS | $323,000 | |
| AATS FOUNDATION | |||||||
| 800 CUMMINGS CENTER | BEVERLY | MA | 01915 | PC | AATS FOUNDATION EVERY HEARTBEAT MATTERS INITIATIVE | $300,000 | |
| PATIENT ADVOCATE FOUNDATION INC | |||||||
| 421 BUTLER FARM RD | HAMPTON | VA | 23666 | PC | STRUCTURAL HEART DISEASE CARELINE (SHDCL), HEART VALVE FINANCIAL AID FUND (HVFAF), AND SUMMIT | $250,000 | |
| SOCIETY OF CRITICAL CARE MEDICINE | |||||||
| 500 MIDWAY DR | MT PROSPECT | IL | 60056 | PC | EXPANDING ACCESS TO CARDIAC CRITICAL CARE TRAINING TO SUPPORT RECOVERY | $250,000 | |
| HEART TO HEART GLOBAL CARDIAC CARE | |||||||
| 655 13TH ST STE 200 | OAKLAND | CA | 94612 | PC | COSTA RICA NATIONWIDE CARDIAC CARE CAMPAIGN (2020-2030) | $200,000 | |
| EMERGENCY USA-LIFE SUPPORT FOR CIVILIAN VICTIMS OF WAR AND POVERTY | |||||||
| 31 WEST 34TH ST SUITE 8138 | NEW YORK | NY | 10001 | PC | THE SALAM CENTER FOR CARDIAC SURGERY, KHARTOUM - SUDAN | $191,500 | |
| AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION | |||||||
| 2400 N STREET NW | WASHINGTON | DC | 20037 | PC | EVERY HEART BEAT MATTERS: ADULT ECHOCARDIOGRAPHY TECHNICIAN COURSE | $190,000 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | IMPROVING DETECTION, TREATMENT AND RECOVERY IN UNDERSERVED PATIENTS WITH STRUCTURAL HEART DISEASE ACROSS THE LIFESPAN IN BRAZIL | $169,554 | |
| AMERICAN ASSOCIATION OF CRITICAL-CARE NURSES | |||||||
| 27071 ALISO CREEK RD | ALISO VIEJO | CA | 92656 | PC | OUTCOME IMPROVEMENT IN CARDIAC PROCEDURE RECOVERY OF UNDERSERVED/UNDERREPRESENTED POPULATIONS IMPACTING HEALTH DISPARITIES AND HEALTH EQUITY UTILIZING THE AACN CSI ACADEMY | $150,000 | |
| AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION | |||||||
| 2400 N ST NW | WASHINGTON | DC | 20037 | PC | EVERY HEARTBEAT MATTERS GRANT 2022 | $150,000 | |
| CEO LEADERSHIP ALLIANCE ORANGE COUNTY | |||||||
| 668 N COAST HIGHWAY 319 | LAGUNA BEACH | CA | 92651 | PC | BUSINESS AND ECONOMIC DEVELOPMENT FOR ORANGE COUNTY,CA | $150,000 | |
| HEINEMAN-ROBICSEK FOUNDATION INC | |||||||
| 1237 HARDING PLACE | CHARLOTTE | NC | 28204 | PC | CENTRAL AMERICAN HEART | $150,000 | |
| MAP INTERNATIONAL | |||||||
| 4700 GLYNCO PKWY | BRUNSWICK | GA | 31525 | PC | SHIPPING, CUSTOMER SERVICE AND MANAGEMENT EXPENSES FOR EDWARDS LIFESCIENCES DONATION PROGRAM WITH MAP INTERNATIONAL | $130,450 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | HEART OF ORANGE COUNTY | $125,000 | |
| HAITI CARDIAC ALLIANCE INC | |||||||
| 47 MAPLE STREET SUITE 213 | BURLINGTON | VT | 05401 | PC | EXPANDING CAPACITY FOR TREATMENT OF REGIONAL SHD PATIENTS IN DOMINICAN REPUBLIC | $125,000 | |
| ARRHYTHMIA ALLIANCE | |||||||
| PO BOX 5507 | HILTON HEAD | SC | 29938 | PC | A-A HEARTS OF GHANA | $110,000 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE MLC 9002 | CINCINNATI | OH | 45229 | PC | CINCINNATI CHILDREN'S STRUCTURAL HEART DISEASE OUTREACH PROGRAM | $100,000 | |
| COLUMBIA UNIVERSITY IRVING MEDICAL CENTER | |||||||
| 516 WEST 168TH STREET 5TH FLOOR | NEW YORK | NY | 10032 | PC | RHEUMATIC HEART DISEASE SCREENING IN THE RIVAS COHORT | $100,000 | |
| MITRAL FOUNDATION | |||||||
| 1190 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | INTERNATIONAL DEVELOPMENT PROJECT | $100,000 | |
| STANFORD BYERS CENTER FOR BIODESIGN | |||||||
| 318 CAMPUS DRIVE | STANFORD | CA | 94305 | PC | STANFORD BYERS CENTER FOR BIODESIGN | $100,000 | |
| TEAM HEART INC | |||||||
| PO BOX 446 | MILTON | MA | 02186 | PC | INCREASING ACCESS AND EXPERTISE THROUGH CAPACITY BUILDING ACROSS THE CONTINUUM OF CARE | $100,000 | |
| UCI FOUNDATION | |||||||
| 111 THEORY SUITE 200 | IRVINE | CA | 92617 | PC | SUMMER PROGRAM IN ENGINEERING EQUITABLE INNOVATIONS (EQUITI) | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| USC ADVANCEMENT GIFT SERVICES 1150 | LOS ANGELES | CA | 90015 | PC | EDWARDS LIFESCIENCES DOCTORAL FELLOWSHIP AT THE USC SCHAEFFER CENTER | $94,000 | S OLIVE ST 25TH FLOOR |
| OCTANE FOUNDATION FOR INNOVATION | |||||||
| 4041 MACARTHUR BLVD | NEWPORT BEACH | CA | 92660 | PC | NON-PROFIT ACCELERATOR (NPA) & NPA 2.0 BUILDING CAPACITY, IMPROVING SUSTAINABILITY AND INCREASING COMMUNITY IMPACT | $90,000 | |
| UNIVERSITY OF VIRGINIA HEALTH SYSTEM | |||||||
| 1215 LEE ST | CHARLOTTESVILLE | VA | 22908 | PC | UVA-DOMINICAN REPUBLIC / ZAMBIA HEART VALVE DISEASE MISSION | $80,000 | |
| TEAM HEART INC | |||||||
| PO BOX 446 | MILTON | MA | 02186 | PC | EVERY HEARTBEAT MATTERS GRANT 2022 | $75,000 | |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS CHARITABLE FOUNDATION | |||||||
| 1061 AMERICAN LN | SCHAUMBURG | IL | 60173 | PC | 2024 GLOBAL SCHOLARS PROGRAM | $70,000 | |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | PC | EDWARDS LIFESCIENCES SCHOLARSHIP PROGRAM | $65,000 | |
| ST LUKE'S HEALTH CARE FOUNDATION | |||||||
| PO BOX 4465 | WHEATON | IL | 60189 | PC | SCHOOL BASED ECHOCARDIOGRAM SCREENING PROGRAM FOR RHEUMATIC HEART DISEASE | $50,000 | |
| THE UNIVERSITY OF MICHIGAN | |||||||
| 5331N FRANKEL CARDIOVASCULAR CENTER | ANN ARBOR | MI | 48109 | PC | SAVE MI HEARTS | $50,000 | |
| CARDIOSTART INTERNATIONAL INCORPORATED | |||||||
| 4905 34TH STREET SOUTH SUITE 114 | ST PETERSBURG | FL | 33711 | PC | IN THE HEART OF AFRICA - ENUGU & LAGOS, NIGERIA | $45,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | SALT LAKE CITY | UT | 75231 | PC | UTAH HEART WALK AND GO RED FOR WOMEN | $40,000 | |
| CARDIAC KIDS FOUNDATION OF FLORIDA | |||||||
| 3874 TAMPA ROAD | OLDSMAR | FL | 34677 | PC | CARDIAC KIDS FOUNDATION OF FLORIDA 2024 JAMAICA MISSION | $40,000 | |
| ALTAMED HEALTH SERVICES CORP | |||||||
| 2040 CAMFIELD AVENUE | LOS ANGELES | CA | 90040 | PC | ALTAMEDS CONTINUING MEDICAL EDUCATION ON STRUCTURAL HEART DISEASE AND NURSE PRACTITIONER FELLOW ROTATION IN CARDIOLOGY | $35,000 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT - PILOT TEAM | $29,515 | |
| AMERICAN RED CROSS - ORANGE COUNTY | |||||||
| 600 PARKCENTER DR | SANTA ANA | CA | 92705 | PC | BLOOD SAVES LIVES: GENERAL OPERATIONS | $25,000 | |
| DISCOVERY CUBE | |||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | PC | HEALTHY HEART MONTH AT DISCOVERY CUBE | $25,000 | |
| HEART TO HEART GLOBAL CARDIAC CARE | |||||||
| 655 13TH ST STE 200 | OAKLAND | CA | 94612 | PC | LATAM SUPPORT FOR COSTA RICA CARDIAC PROGRAMS (HEART MONTH) | $25,000 | |
| ONEOC | |||||||
| 1901 E 4TH STREET | SANTA ANA | CA | 92705 | PC | ACCELERATING NONPROFIT SUCCESS- SIGNATURE EVENT SERIES SPONSORSHIP | $25,000 | |
| PATIENT ADVOCATE FOUNDATION | |||||||
| 421 BUTLER FARM RD | HAMPTON | VA | 23666 | PC | HEART VALVE FINANCIAL AID FUND (HEART MONTH) | $25,000 | |
| UCI FOUNDATION | |||||||
| 111 THEORY SUITE 200 | IRVINE | CA | 92617 | PC | UCI-OC ALLIANCE SCHOLARSHIPS | $25,000 | |
| UCI FOUNDATION | |||||||
| 111 THEORY SUITE 200 | IRVINE | CA | 92617 | PC | UCI BEALL APPLIED INNOVATION BOARD OF DIRECTORS | $25,000 | |
| UCLA BIODESIGN | |||||||
| 1001 GAYLEY AVENUE | LOS ANGELES | CA | 90402 | PC | UCLA BIODESIGN | $25,000 | |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | UNICEF ASIA PACIFIC (HEART MONTH) | $25,000 | |
| 2FT PROSTHETICS | |||||||
| 636 OAKVIEW LN | BOUNTIFUL | UT | 840101451 | PC | AIDING UNDERSERVED AMPUTEES IN THE DOMINICAN REPUBLIC AND PHILIPPINES | $20,000 | |
| AMERICAN INDIA FOUNDATION | |||||||
| 211 E 43RD ST | NEW YORK | NY | 10017 | PC | PROJECT SAKHI FOR ANEMIA PREVENTION AND MENSTRUAL HYGIENE MANAGEMENT | $20,000 | |
| EASTER SEALS SOUTHERN CALIFORNIA INC | |||||||
| 1063 MCGAW AVENUE | IRVINE | CA | 92614 | PC | INCREASING EQUAL ACCESS TO AUTISM SERVICES FOR BIPOC COMMUNITIES | $20,000 | |
| FUNDACION DR RAUL GARCIA RINALDI INC | |||||||
| PO BOX 8816 | SAN JUAN | PR | 009100816 | PC | PREVENTION, PROMOTION, EVALUATION AND RESULTS PROGRAM (PPER) | $20,000 | |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 1801 E EDINGER AVENUE SUITE 255A | SANTA ANA | CA | 92705 | PC | GIRLS MEET THE WORKFORCE | $20,000 | |
| GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA | |||||||
| 410 N FAIRVIEW | SANTA ANA | CA | 92703 | PC | TIERNEY CENTER FOR VETERAN SERVICES | $20,000 | |
| MEDWISH INTERNATIONAL | |||||||
| 1625 E 31ST STREET | CLEVELAND | OH | 44114 | PC | MEDICAL SUPPLY AID FOR THE DOMINICAN REPUBLIC | $20,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 19200 VON KARMAN AVE | IRVINE | CA | 92612 | PC | OC OPPORTUNITY INITIATIVE AND OCCF 2023 ANNUAL MEETING | $20,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | NUTRITIOUS FOOD FOR FAMILIES IN ORANGE COUNTY | $20,000 | |
| SISTER PARISH MINISTRY INC | |||||||
| 4348 SOUTHPOINT BLVD SUITE 101 | JACKSONVILLE | FL | 32216 | PC | SISTER PRARISH MINISTRY - 2023 ACTIVITIES | $20,000 | |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA | |||||||
| 1600 FORBES WAY SUITE 200 | LONG BEACH | CA | 90810 | PC | SOSC CHAMPIONSHIP EVENTS AND HEALTHY ATHLETES | $20,000 | |
| WORKING WARDROBES FOR A NEW START | |||||||
| 2000 EAST MCFADDEN AVENUE | SANTA ANA | CA | 92705 | PC | REBUILDING CAREERS FOR VETERANS | $20,000 | |
| MAKE A WISH INTERNATIONAL | |||||||
| 1702 E HIGHLAND AVE STE 305 | PHOENIX | AZ | 85016 | PC | GLOBAL MONTH OF GIVING - MAKE A WISH LATAM (BRAZIL, MEXICO, COLOMBIA) | $17,500 | |
| ACHIEVEMENT INSTITUTE FOR STEM SCHOLARS | |||||||
| 1505 E 17TH ST STE 118 | SANTA ANA | CA | 92705 | PC | COLLEGE TO CAREER READINESS STEM PROGRAM EXPANSION SUPPORT | $15,000 | |
| CENTRO DE AYUDA Y TERAPIA AL NINO CON IMPEDIMENTO INC | |||||||
| 140 CALLE MONSENOR JOSE TORRES | MOCA | PR | 00676 | PC | CENTRO AYANI, INNOVATION | $15,000 | |
| CHILDREN'S HEART FUND DBA CHILDREN'S HEARTLINK | |||||||
| 5075 ARCADIA AVENUE | MINNEAPOLIS | MN | 55436 | PC | BUILDING REGIONAL CAPACITY IN PEDIATRIC CARDIAC CARE AND LIFELONG CARDIAC CARE IN MALAYSIA AND SE ASIA | $15,000 | |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | PC | 2024 CHOC HEART PARTY | $15,000 | |
| FOGARTY INSTITUTE FOR INNOVATION | |||||||
| 2495 HOSPITAL DRIVE SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PC | DIVERSITY BY DOING HEALTHTECH (DXD) | $15,000 | |
| HUMAN OPTIONS INC | |||||||
| 5540 TRABUCO ROAD SUITE 100 | IRVINE | CA | 92620 | PC | RESIDENTIAL SERVICES PROGRAM | $15,000 | |
| INTERNATIONAL CENTER FOR PROFESSIONAL DEVELOPMENT | |||||||
| 27890 CLINTON KEITH ROAD | MURRIETTA | CA | 92562 | PC | 2023 SCIENTIST MENTORING & DIVERSITY PROGRAM FOR MEDICAL TECHNOLOGY (SMDP MEDTECH) | $15,000 | |
| KECK GRADUATE INSTITUTE OF APPLIED LIFE SCIENCES | |||||||
| 535 WATSON DR | CLAREMONT | CA | 91711 | PC | EDWARDS LIFESCIENCES SCHOLARSHIP FUND | $15,000 | |
| MAKE-A-WISH FOUNDATION OF UTAH | |||||||
| 771 E WINCHESTER | MURRAY | UT | 84107 | PC | GRANTING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES | $15,000 | |
| MENDING KIDS | |||||||
| 21255 BURBANK BLVD | WOODLAND HILLS | CA | 91367 | PC | HEARTBEATS | $15,000 | |
| ST JEANNE DE LESTONNAC FREE CLINIC | |||||||
| 1215 E CHAPMAN AVE | ORANGE | CA | 92866 | PC | ITS THE HEART THAT MATTERS | $15,000 | |
| TEAMFUND HEALTH | |||||||
| 11890 SUNRISE VALLEY DRIVE C/O | RESTON | VA | 20191 | PC | EDUCATION, TRAINING AND IDENTIFICATION OF APPROPRIATE MEDICAL TECHNOLOGY IN AFRICA AND INDIA | $15,000 | SMART CHARITY |
| THOMAS HOUSE TEMPORARY SHELTER | |||||||
| PO BOX 2737 | GARDEN GROVE | CA | 92842 | PC | NEW BEGINNINGS FOR UNHOUSED FAMILIES WITH CHILDREN | $15,000 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | RALLY FOR CHANGE 2023 | $15,000 | |
| UNITED WAY PUERTO RICO - FONDOS UNIDOS | |||||||
| PO BOX 191914 | SAN JUAN | PR | 00919 | PC | MONTH OF GIVING MATCH - PR | $13,989 | |
| ALL THINGS MADE NEW | |||||||
| 2240 W FIFTH ST | IRVING | CA | 75060 | PC | VOLUNTEER GRANT - SCHOOL SUPPLIES FOR SUCCESS | $13,490 | |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE SUITE 202 | COSTA MESA | CA | 92627 | PC | ON-SITE CASE MANAGEMENT FOR YOUTH EXPERIENCING HOMELESSNESS | $12,500 | |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | PC | EDWARDS LIFESCIENCES SCHOLARSHIP PROGRAM | $12,500 | |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | PC | ADAPTIVE RECREATION PROGRAMMING FOR MILITARY | $11,500 | |
| AIDS SERVICES FOUNDATION ORANGE COUNTY | |||||||
| 17982 SKY PARK CIRCLE SUITE J | IRVINE | CA | 92614 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AUSTIN STREET CENTER | |||||||
| PO BOX 710729 | DALLAS | TX | 75371 | PC | NATIONAL SALES MEETING VOLUNTEER GRANT | $10,000 | |
| BOYS & GIRLS CLUB OF GREATER SALT LAKE | |||||||
| PO BOX 57071 | MURRAY | UT | 84107 | PC | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | |||||||
| 2600 E NUTWOOD AVENUE SUITE 850 | FULLERTON | CA | 92831 | PC | CSUF WOMEN IN COMPUTER SCIENCE AND ENGINEERING (WICSE) PROGRAM SUPPORT | $10,000 | |
| CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH | |||||||
| PO BOX 19340 | SACRAMENTO | CA | 95819 | PC | A PROPOSAL FOR LIFESCIENCE EDUCATIONAL MATERIALS DEVELOPMENT AND A CAMPAIGN OF EXPANDED CONTACT WITH TEACHERS AND STUDENTS IN THE WESTERN REGION | $10,000 | |
| CAMP HAWKINS | |||||||
| 4253 W 9580 S | SOUTH JORDAN | UT | 84009 | PC | CAMP HAWKINS 2023 | $10,000 | |
| CASA TERESA INC | |||||||
| P O BOX 429 | ORANGE | CA | 92856 | PC | EMERGENCY MATERNITY SHELTER (EMS) | $10,000 | |
| FAMILIES FORWARD | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | PC | GENERAL OPERATING- COMPREHENSIVE SERVICES FOR HOMELESS FAMILIES | $10,000 | |
| GUADALUPE CENTER EDUCATIONAL PROGRAMS | |||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | PC | ADULT EDUCATION AT GUADALUPE SCHOOL | $10,000 | |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | |||||||
| 2200 RITCHEY ST | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - ERG'S | $10,000 | |
| KIDWORKS | |||||||
| 1902 W CHESTNUT AVE | SANTA ANA | CA | 92703 | PC | KIDWORKS AFTER SCHOOL PROGRAM | $10,000 | |
| PUERTO RICO CONSERVATION TRUST | |||||||
| TETUAN STREET 155 | SAN JUAN | PR | 00901 | PC | COASTAL BIRD MONITORING WESTERN REGION | $10,000 | |
| RISE AGAINST HUNGER | |||||||
| 4801 GLENWOOD AVENUE SUITE 200 | RALEIGH | NC | 27612 | PC | VOLUNTEER GRANT - MEAL PACKING MALAYSIA | $10,000 | |
| RONALD MCDONALD HOUSE SO CAL CHAPTER - ORANGE COUNTY | |||||||
| 383 S BATAVIA | ORANGE | CA | 92868 | PC | SHARE-A-NIGHT | $10,000 | |
| THE WOODEN FLOOR FOR YOUTH MOVEMENT | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | PC | LIFTING YOUTH OUT OF POVERTY: A 10-YEAR JOURNEY | $10,000 | |
| THINK TOGETHER | |||||||
| 2101 E FOURTH STREET SUITE 200B | SANTA ANA | CA | 92705 | PC | STEM WORKFORCE READINESS PROGRAM | $10,000 | |
| VITAL LINK | |||||||
| 12365 LEWIS ST SUITE 101 | GARDEN GROVE | CA | 92840 | PC | EMPOWERING OC STUDENTS FOR TOMORROW | $10,000 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | STEAM KIT BUILDING VOLUNTEER GRANT IRVINE FINANCE AND GLOBAL FINANCE | $9,543 | |
| MENDED LITTLE HEARTS OF THE SAN DIEGO REGION | |||||||
| 1579 US HIGHWAY 19 | CARLSBAD | CA | 92010 | PC | VOLUNTEER GRANT - UNIVERSITY RELATIONS TEAM | $8,318 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | EDWARDS MANUFACTURING DAY OF SERVICE | $7,800 | |
| AGE WELL SENIOR SERVICES INC | |||||||
| 23101 LAKE CENTER DRIVE | LAKE FOREST | CA | 92630 | PC | MEALS ON WHEELS FOR SOUTH ORANGE COUNTY SENIORS | $7,500 | |
| ILLUMINATION FOUNDATION | |||||||
| 2871 PULLMAN ST | SANTA ANA | CA | 92705 | PC | ILLUMINATION FOUNDATION HOMELESS SERVICES | $7,500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | 2023 RESEARCH ROUNDTABLE | $7,000 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - GLOBAL LEADERS CONFERENCE | $6,658 | |
| UTAH FOOD BANK | |||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | PC | MOBILE SCHOOL PANTRY SPONSORSHIP | $6,500 | |
| GIRL SCOUTS OF ORANGE COUNTY | |||||||
| 9500 TOLEDO WAY | IRVINE | CA | 92618 | PC | VOLUNTEER GRANT | $6,338 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT | $6,025 | |
| RISE AGAINST HUNGER | |||||||
| 4801 GLENWOOD AVENUE SUITE 200 | RALEIGH | NC | 27612 | PC | VOLUNTEER GRANT - MEAL PACKING MALAYSIA | $6,000 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT CLINICAL AFFAIRS | $5,950 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | FINANCIAL LITERACY KITS - VOLUNTEER GRANT | $5,675 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | VOLUNTEER ACTIVITY - CC GSC & QA | $5,350 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT - TM&L | $5,160 | |
| 100 BLACK MEN OF ORANGE COUNTY INCORPORATED | |||||||
| 100 SPECTRUM CENTER DRIVE SUITE 900 | IRVINE | CA | 92618 | PC | PASSPORT TO THE FUTURE | $5,000 | |
| ABILITY FOUNDATION | |||||||
| 2324 S CONSTITUTION BLVD | WEST VALLEY CITY | UT | 84119 | PC | EQUIPMENT PLACEMENT PROGRAM | $5,000 | |
| ARTS & LEARNING CORPORATION | |||||||
| 151 KALMUS DRIVE SUITE G-3 | COSTA MESA | CA | 92626 | PC | AFTER SCHOOL ARTS PROGRAM (ASAP) | $5,000 | |
| ASOCIACION MAYAGUEZANA DE PERSONAS CON IMPEDIMENTOS INC | |||||||
| PO BOX 745 | MAYAGUEZ | PR | 00681 | PC | RESIDENTAL SUPPORT SERVICES | $5,000 | |
| BEYOND BLINDNESS | |||||||
| 18542 VANDERLIP AVE STE B | SANTA ANA | CA | 92705 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE | |||||||
| 1801 E EDINGER AVE | SANTA ANA | CA | 92705 | PC | ENHANCING WORKFORCE DEVELOPMENT IN ORANGE COUNTY THROUGH ONE-TO-ONE MENTORSHIP | $5,000 | |
| BIG BROTHERS BIG SISTERS OF UTAH INC | |||||||
| 2121 SOUTH STATE STREET | SALT LAKE CITY | UT | 84115 | PC | ONE-TO-ONE YOUTH MENTORING | $5,000 | |
| BOYS & GIRLS CLUB OF LAGUNA BEACH | |||||||
| 1085 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | PC | CLUB STEAM PROGRAM | $5,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST | |||||||
| 17701 COWAN | IRVINE | CA | 92614 | PC | IMPACT MODEL | $5,000 | |
| BUILDING YOUTH AROUND THE WORLD | |||||||
| 7678 SOUTH 5040 WEST | WEST JORDAN | UT | 84088 | PC | 2023 THE NAVAJO NATION'S CALL FOR HELP | $5,000 | |
| CAMINO HEALTH CENTER | |||||||
| 31351 RANCHO VIEJO RD SUITE 201 | SAN JUAN CAPISTRANO | CA | 92675 | PC | TRANSFORMING CARE MANAGEMENT FOR OUR AT RISK PATIENTS | $5,000 | |
| CAMP HOBE | |||||||
| 2536 SOUTH 1900 EAST | SALT LAKE CITY | UT | 84106 | PC | PSYCHOSOCIAL SUPPORT OF KIDS WITH CANCER (& SIMILARLY-TREATED DISORDERS) AND THEIR FAMILIES | $5,000 | |
| CASA JUAN BOSCO INC | |||||||
| PO BOX 1836 | AGUADILLA | PR | 00605 | PC | "TIEMPO LIBRE;TIEMPO PARA CRECER" " FREE TIME;TIME TO GROW" | $5,000 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | OC KIDS STEAM AHEAD | $5,000 | |
| CODE ORANGE ROBOTICS | |||||||
| 20 ADA | IRVINE | CA | 92618 | PC | PROVIDING QUALITY STEM AND ROBOTICS EXPERIENCE TO HIGH SCHOOL STUDENTS IN THE COMMUNITY | $5,000 | |
| COMMUNITY SENIORSERV INC DBA MEALS ON WHEELS ORANGE COUNTY | |||||||
| 1200 N KNOLLWOOD CIRCLE | ANAHEIM | CA | 92801 | PC | SENIOR NUTRITION PROGRAM | $5,000 | |
| COUNCIL ON AGING - SOUTHERN CALIFORNIA INC | |||||||
| 2 EXECUTIVE CIRCLE STE175 | IRVINE | CA | 92614 | PC | CONCIERGE CARE NAVIGATORS PROGRAM | $5,000 | |
| COURT APPOINTED SPECIAL ADVOCATE | |||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | PC | MENTOR-ADVOCATE PROGRAM | $5,000 | |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVE | ORANGE | CA | 92868 | PC | DONATION IN MEMORY OF DOUB KUSH | $5,000 | |
| ECO CENTER (THE ECOLOGY CENTER) | |||||||
| 32701 ALIPAZ STREET | SAN JUAN CAPISTRANO | CA | 92675 | PC | STEM EDUCATION PROGRAMMING AT THE ECOLOGY CENTER | $5,000 | |
| GAY AND LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY | |||||||
| 1605 N SPURGEON STREET | SANTA ANA | CA | 92701 | PC | TRANSITIONS HEALTH AND WELLNESS | $5,000 | |
| GIRL SCOUTS OF ORANGE COUNTY | |||||||
| 9500 TOLEDO WAY | IRVINE | CA | 92618 | PC | GSOCS STEM CONSORTIUM | $5,000 | |
| GIVING CHILDREN HOPE | |||||||
| 8332 COMMONWEALTH AVE | BUENA PARK | CA | 90621 | PC | WE'VE GOT YOUR BACK (WGYB) | $5,000 | |
| GOLD RUSH CURE FOUNDATION | |||||||
| 27671 ROSEBUD WAY | LAGUNA NIGUEL | CA | 92677 | PC | POTS OF GOLD | $5,000 | |
| HAITI CARDIAC ALLIANCE INC | |||||||
| 47 MAPLE STREET SUITE 213 | BURLINGTON | VT | 05401 | PC | LEADERSHIP BOD MATCH ON BEHALF OF ROY SOUTH | $5,000 | |
| HIGH SCHOOL INC ACADEMIES FOUNDATION | |||||||
| 18017 SKY PARK CIRCLE | IRVINE | CA | 92614 | PC | HIGH SCHOOL INC. ACADEMIES | $5,000 | |
| HOGAR ALBERGUE PARA NINOS JESUS DE NAZARET INC | |||||||
| APARTADO 1147 | MAYAGUEZ | PR | 00681 | PC | SCHOOL, TUTORING AND PSYSICAL DEVELOPMENT | $5,000 | |
| INNOVOS ROBOTICS | |||||||
| 2254 N ANDOVER DR | ORANGE | CA | 92867 | PC | FIRST ROBOTICS COMPETITION | $5,000 | |
| IRVINE VALLEY COLLEGE FOUNDATION | |||||||
| 5500 IRVINE CENTER DRIVE | IRVINE | CA | 92618 | PC | BASIC NEEDS FOR STUDENTS | $5,000 | |
| J F SHEA THERAPEUTIC RIDING CENTER INC | |||||||
| 26284 OSO ROAD | SAN JUAN CAPISTRANO | CA | 92675 | PC | EQUINE ASSISTED SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES | $5,000 | |
| KIDS ON THE MOVE | |||||||
| 475 WEST 260 NORTH | OREM | UT | 84057 | PC | KIDS ON THE MOVE RESPITE CENTER GRANT REQUEST 2023 | $5,000 | |
| LAURA'S HOUSE | |||||||
| 33 JOURNEY SUITE 150 | ALISO VIEJO | CA | 92656 | PC | DOMESTIC VIOLENCE SERVICES PROGRAM | $5,000 | |
| NATIONAL CHARITY LEAGUE MONARCH BEACH | |||||||
| PO BOX 3403 | DANA POINT | CA | 92629 | PC | LEADERSHIP BOARD MATCH - KATIE SZYMAN | $5,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN ORANGE COUNTY | |||||||
| PO BOX 4096 | IRVINE | CA | 92616 | PC | NEXT GENERATION OF WOMEN'S LEADERS (NWGL) PROGRAM | $5,000 | |
| ONEOC | |||||||
| 1901 E 4TH STREET | SANTA ANA | CA | 92705 | PC | EDWARDS VOLUNTEER HOLIDAY PROJECT | $5,000 | |
| ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY ALLIANCE INC | |||||||
| 12912 BROOKHURST ST STE 410 | GARDEN GROVE | CA | 92840 | PC | ROOTED YOUTH LEADERSHIP AND DEVELOPMENT PROGRAM | $5,000 | |
| ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH | |||||||
| 1971 E 4TH STREET SUITE 130A | SANTA ANA | CA | 92705 | PC | STREET MEDICINE OUTREACH PROGRAM | $5,000 | |
| ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 2 IRVINE PARK ROAD | ORANGE | CA | 92869 | PC | ORANGE COUNTY COUNCIL BOY SCOUTS AMERICA | $5,000 | |
| ORANGE COUNTY HUMAN RELATIONS COUNCIL | |||||||
| 1801 EDINGER AVE STE 115 | SANTA ANA | CA | 92705 | PC | GENERAL OPERATIONS | $5,000 | |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | PC | VILLAGE OF HOPE | $5,000 | |
| ORANGE COUNTY STEM INITIATIVE - A FISCALLY SPONSORED PROJECT OF ONEOC | |||||||
| 2101 PACIFIC COAST HWY SUITE 300 | CORONA DEL MAR | CA | 92625 | PC | OC STEM INITIATIVE | $5,000 | |
| PROJECT ACCESS INC | |||||||
| 2100 WEST ORANGEWOOD AVENUE SUITE | ORANGE | CA | 92868 | PC | NEIGHBORHOOD RESOURCE CENTER PROGRAM | $5,000 | 230 |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE SUITE 202 | COSTA MESA | CA | 92627 | PC | GLOBAL MONTH OF GIVING VOLUNTEER ACTIVITY | $5,000 | |
| PROJECT SCIENTIST | |||||||
| 548 MARKET ST PMB 83994 | LAGUNA BEACH | CA | 92652 | PC | PROJECT SCIENTIST STEAM CLUB | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA | |||||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | PC | RONALD MCDONALD HOUSE CHARITIES' EMERGENCY MEDICAL HOUSING & RESPITE PROGRAM | $5,000 | |
| SAMUELI ACADEMY | |||||||
| 1901 NORTH FAIRVIEW STREET | SANTA ANA | CA | 92706 | PC | SAMUELI ACADEMY: PROJECT BASED LEARNING | $5,000 | |
| SOUTH COUNTY OUTREACH | |||||||
| 7 WHATNEY SUITE B | IRVINE | CA | 92618 | PC | HUNGER AND HOMELESS PREVENTION/GENERAL OPERATING | $5,000 | |
| STEM ADVANTAGE | |||||||
| 117 22ND ST | HUNTINGTON BEACH | CA | 92648 | PC | ADVANCING GENDER AND RACIAL EQUITY THROUGH EDUCATION AND CAREER DEVELOPMENT | $5,000 | |
| TEAM HEART INC | |||||||
| PO BOX 446 | MILTON | MA | 02186 | PC | BOD LEADERSHIP MATCH - ON BEHALF OF DIRKSEN LEHMAN | $5,000 | |
| THE CHRISTMAS BOX INTERNATIONAL | |||||||
| 3660 S WEST TEMPLE | SALT LAKE CITY | UT | 84115 | PC | CHRISTMAS BOX CHILDREN AND TEENS PROGRAMS | $5,000 | |
| THE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE OF TRAUMA INC | |||||||
| 1940 E DEERE AVE | SANTA ANA | CA | 92705 | PC | BRIGHT FUTURES | $5,000 | |
| UNITED CEREBRAL PALSY ASSOCIATION OF ORANGE COUNTY INC | |||||||
| 1251 EAST DYER ROAD SUITE 150 | SANTA ANA | CA | 92705 | PC | PEDIATRIC THERAPY PROGRAM | $5,000 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | WASHINGTON ELEMENTARY MURAL PAINTING - WA ELEMENTARY VOLUNTEER COMMITTEE | $5,000 | |
| UTAH PARENT CENTER | |||||||
| 5296 SCOMMERCE DRIVESUITE 302 | MURRAY | UT | 84107 | PC | UTAH PARENT CENTER GENERAL OPERATING SUPPORT | $5,000 | |
| WASATCH ADAPTIVE SPORTS | |||||||
| 417 W WINCHESTER ST | MURRAY | UT | 84107 | PC | EMPOWERING UTAHNS WITH DISABILITIES THROUGH THE 2023 WASATCH ADAPTIVE SPORTS BIKING PROGRAM | $5,000 | |
| WESTMINSTER COLLEGE | |||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | PC | SCIENCE OUTREACH PROGRAMMING | $5,000 | |
| WOMEN OF THE WORLD | |||||||
| 415 EAST 3900 SOUTH | SALT LAKE CITY | UT | 84107 | PC | SELF-SUFFICIENCY FOR FORCIBLY DISPLACED WOMEN | $5,000 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | VOLUNTEER GRANT - SELF-CARE KITS, ERG/AHF | $4,988 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT - TM&L | $4,740 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | HEART MONTH VOLUNTEER GRANT AT JACKSON ELEMENTARY | $4,462 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - PAGS 2023 | $4,353 | |
| ESTANCIA CORAZON INC | |||||||
| PO BOX 3309 | MAYAGUEZ | PR | 00681 | PC | ESTANCIA CORAZON COMMUNITY HEALTH PREVENTION PROGRAM | $4,000 | |
| FRIENDS OF SANTA ANA ZOO | |||||||
| 1801 EAST CHESTNUT AVENUE | SANTA ANA | CA | 92701 | PC | LEADERSHIP BOARD MATCH - JANE OLIN | $4,000 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | VOLUNTEER GRANT - BEACH CLEANUP | $4,000 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - GLOBAL MONTH OF GIVING IRVINE | $3,953 | |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | PC | EDWARDS LIFESCIENCES SCHOLARSHIP PROGRAM MANAGEMENT | $3,840 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - THV CLINICAL | $3,715 | |
| UNITED WAY SALT LAKE CITY | |||||||
| 257 E 200 S STE 300 | SALT LAKE CITY | UT | 84111 | PC | MEAL PACKING VOLUNTEER GRANT - DRAPER | $3,400 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | STEAM KIT BUILDING VOLUNTEER GRANT - TMTT | $2,730 | |
| BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST | |||||||
| 17701 COWAN | IRVINE | CA | 92614 | PC | WOMEN OF GREATNESS SPONSORSHIP | $2,500 | |
| CALIFORNIA HUGH O'BRIAN YOUTH LEADERSHIP INC | |||||||
| PO BOX 2100 | MISSION VIEJO | CA | 92690 | PC | 2023-2024 HOBY SOCAL YOUTH LEADERSHIP SEMINAR | $2,500 | |
| CHARITABLE VENTURES ORANGE COUNTY (ORANGE COUNTY GRANTMAKERS) | |||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | PC | ORANGE COUNTY GRANTMAKERS | $2,500 | |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | PC | VOLUNTEER GRANT - THV CLINICAL | $2,500 | |
| COURT APPOINTED SPECIAL ADVOCATE | |||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | PC | CASA VOLUNTEERS APPRECIATION BAGS - VOLUNTEER GRANT | $2,500 | |
| DRAGON KIM FOUNDATION | |||||||
| 13217 JAMBOREE RD | TUSTIN | CA | 927829158 | PC | THE DRAGON KIM FOUNDATION FELLOWSHIP PROGRAM | $2,500 | |
| J F SHEA THERAPEUTIC RIDING CENTER INC | |||||||
| 26284 OSO ROAD | SAN JUAN CAPISTRANO | CA | 92675 | PC | THE SHEA CENTER VOLUNTEER PROJECT | $2,500 | |
| JESSE REES FOUNDATION | |||||||
| PO BOX 80667 | RANCHO STA MARGARITA | CA | 92688 | PC | VOLUNTEER ACTIVITY, JOY JARS - FINANCE | $2,500 | |
| SURFRIDER FOUNDATION | |||||||
| 9151 ATLANTA AVE | DANA POINT | CA | 92629 | PC | VOLUNTEER GRANT - BEACH CLEANUP - THV MARKETING AND EMPLOYEE RELATIONS TEAMS | $2,500 | |
| SURFRIDER FOUNDATION | |||||||
| 34145 PCH 619 | DANA POINT | CA | 92629 | PC | VOLUNTEER GRANT - BEACH CLEAN, CORPORATE | $2,500 | |
| TOGETHER WE RISE | |||||||
| 560 WEST LAMBERT ROAD | BREA | CA | 92821 | PC | VOLUNTEER GRANT - FERTILITY, ADOPTION, FOSTERING HOPE ERG | $2,468 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | VOLUNTEER GRANT - HR SUMMIT VOLUNTEER ACTIVITY | $2,250 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - PUBLIC AFFAIRS | $2,202 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | VOLUNTEER GRANT - MANUFACTURING, PROCESS ENGINEERING TEAM | $2,000 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | VOLUNTEER GRANT - BEACH CLEANUP | $2,000 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | VOLUNTEER GRANT - GLOBAL LABELING AND PACKING TEAM | $2,000 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE STE F110 | COSTA MESA | CA | 92626 | PC | VOLUNTEER GRANT - DATA GOVERNANCE, SUPPLY CHAIN TEAM | $2,000 | |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 1801 E EDINGER AVENUE SUITE 255A | SANTA ANA | CA | 92705 | PC | GIRLS INC. COLLEGE BOUND PROGRAM - ON BEHALF OF AF | $1,700 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | VOLUNTEER ACTIVITY - GHER TMTT | $1,554 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT TMTT | $1,540 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT - ELLPII | $1,520 | |
| ILLUMINATION FOUNDATION | |||||||
| 2871 PULLMAN ST | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - SUPPLY CHAIN MENTORSHIP PROGRAM | $1,500 | |
| SURFRIDER FOUNDATION | |||||||
| 9151 ATLANTA AVE | HUNTINGTON BEACH | CA | 92615 | PC | VOLUNTEER GRANT - BEACH CLEANUP | $1,500 | |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | VOLUNTEER GRANT TMTT PRAGUE | $1,450 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | VOLUNTEER ACTIVITY GDC OPS TEAM | $1,450 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | VOLUNTEER ACTIVITY GDC OPS TEAM | $1,310 | |
| UCI ALUMNI ASSOCIATION | |||||||
| 450 ALUMNI COURT | IRVINE | CA | 92697 | PC | UCI ALUMNI LAUDS & LAURELS | $1,300 | |
| WORKING WARDROBES FOR A NEW START | |||||||
| 2000 EAST MCFADDEN AVENUE | SANTA ANA | CA | 92705 | PC | LEADERSHIP BOD MATCH - JIM BOURNE | $1,200 | |
| WORKING WARDROBES FOR A NEW START | |||||||
| 2000 EAST MCFADDEN AVENUE | SANTA ANA | CA | 92705 | PC | LEADERSHIP BOD MATCH - JIM BOURNE | $1,052 | |
| CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH | |||||||
| PO BOX 19340 | SACRAMENTO | CA | 19340 | PC | LEADERSHIP BOARD MATCH - JANE OLIN | $1,000 | |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | PC | FAMILY NIGHT AT CHOC | $1,000 | |
| ORANGE COUNTY POLICE CANINE ASSOCIATION | |||||||
| PO BOX 51870 | IRVINE | CA | 92619 | PC | OC POLICE CANINE PROGRAM | $1,000 | |
| RONALD MCDONALD HOUSE SO CAL CHAPTER - ORANGE COUNTY | |||||||
| 383 S BATAVIA | ORANGE | CA | 92868 | PC | LEADERSHIP BOARD MATCH - GARY SORSHER | $1,000 | |
| UNITED WAY ORANGE COUNTY | |||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | WOMEN'S PHILANTHROPY FUND | $1,000 | |
| WORKING WARDROBES FOR A NEW START | |||||||
| 2000 EAST MCFADDEN AVENUE | SANTA ANA | CA | 92705 | PC | FUNDRAISING SUPPORT - STEFAAN PORTMAN | $1,000 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - HR TECH | $750 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT SURGICAL | $750 | |
| CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH | |||||||
| PO BOX 19340 | SACRAMENTO | CA | 19340 | PC | LEADERSHIP BOARD MATCH - JANE OLIN | $600 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - CAREER DAY BOYS & GIRLS CLUB, EDWARDS VOLUNTEERS | $598 | |
| CHILD CREATIVITY LAB | |||||||
| 1901 CARNEGIE AVE 1A | SANTA ANA | CA | 92705 | PC | VOLUNTEER GRANT - ADVANCED TECH | $500 | |
| ONEOC | |||||||
| 1901 E 4TH STREET | SANTA ANA | CA | 92705 | PC | US NSM CHARITY REFERAL | $500 | |
| ORANGE COUNTY PROFESSIONAL FIREFIGHTERS | |||||||
| 14252 CULVER DR | IRVINE | CA | 92604 | PC | FALLEN FIREFIGHTER RELIEF FUND | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,397,101 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MUSSALLEM CHARITABLE IMPACT AWARD | ||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | PC | IMPACT AWARD HOLD | $250,000 |
| UNITED WAY ORANGE COUNTY | ||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | MATCH JAN 2023 ONE-TIME PAYROLL (2022 CAMPAIGN) | $102,501 |
| RILEY CHILDREN'S FOUNDATION | ||||||
| 30 S MERIDIAN ST SUITE 200 | INDIANAPOLIS | IN | 46202 | PC | ACADEMIC MODEL PROVIDING ACCESS TO HEALTHCARE: SYSTEMATIC DEVELOPMENT OF CARDIAC SURGERY AT MOI UNIVERSITY | $50,000 |
| PROJECT HOPE ALLIANCE | ||||||
| 1954 PLACENTIA AVE SUITE 202 | COSTA MESA | CA | 92627 | PC | COMMUNITY GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $407,501 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,453,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,187 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,608,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,608,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,900 | Amt |
| Net Investment Income | $20,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,560 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME-I | $1,993,282 | $1,993,282 |
| ISHARES 7-10 YEAR TREASURY B | $1,349,267 | $1,349,267 |
| SCHWAB U.S. TIPS ETF | $694,991 | $694,991 |
| VANGUARD TTL BD MKT IDX-ADM | $6,657,886 | $6,657,886 |
| FIDELITY ADV CONV INC BD-Z | $4,451,386 | $4,451,386 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $14,804,750 | $14,804,750 |
| INVESCO QQQ TRUST SERIES 1 | $2,493,158 | $2,493,158 |
| INVESCO S&P 500 EQUAL WEIGHT | $1,395,740 | $1,395,740 |
| PARNASSUS CORE EQUITY-INST | $2,500,246 | $2,500,246 |
| VANECK OIL SERVICES ETF | $828,585 | $828,585 |
| ISHARES CORE S&P MIDCAP ETF | $1,515,456 | $1,515,456 |
| ISHARES BIOTECHNOLOGY ETF | $414,207 | $414,207 |
| ARTISAN INTL VAL-INST | $966,059 | $966,059 |
| FIDELITY INTL INDX-INST PRM | $2,655,672 | $2,655,672 |
| ISHARES MSCI CANADA ETF | $547,596 | $547,596 |
| SPDR EURO STOXX 50 ETF | $1,094,658 | $1,094,658 |
| VANGUARD FTSE EUROPE ETF | $1,664,293 | $1,664,293 |
| ISHARES MSCI JAPAN ETF | $1,740,503 | $1,740,503 |
| WISDOMTREE JAPAN HEDGED EQ | $499,902 | $499,902 |
| ISHARES CORE MSCI EMERGING | $3,620,314 | $3,620,314 |
| MATTHEWS CHINA FUND-INS | $448,891 | $448,891 |
| VANECK GOLD MINERS ETF | $553,560 | $553,560 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COHEN & STEERS RL EST-F | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,201,861 | BookValueAmt |
| EOYFMV | $2,201,861 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,311 | LegalFeesAmt |
| Net Investment Income | $1,156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,155 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $26,934 | BOYBookValueAmt |
| EOY Book Value | $40,568 | EOYBookValueAmt |
| EOYFMV | $40,568 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OPERATION EXPENSES | $177,440 | $0 | $177,440 |
| MEMBERSHIP DUES | $7,600 | $0 | $7,600 |
| BANK CHARGES | $11 | $0 | $11 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $762 | $762 |
| CAPITAL GAIN DISTRIBUTION | $142,905 | $142,905 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $6,780,400 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,512 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $1,099,638 | $0 | $1,099,638 |
| GRANT ADM. FEES | $129,693 | $0 | $129,693 |
| ADMINISTRATIVE FEES | $52,083 | $26,042 | $26,041 |
| CONSULTING FEES | $8,750 | $0 | $8,750 |
| INVESTMENT MANAGEMENT FEES | $131,868 | $131,868 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $17,907 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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