HENRY L GUENTHER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENRY L GUENTHER FOUNDATION (EIN 95-6026937)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349103977
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:39:05-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maginnis Knechtel & McIntyre LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 West Colorado Blvd | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | 956026937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry L Guenther Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSANNE SUNDBERG | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 5627995544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 Old Ranch Parkway STE 300 | AddressLine1Txt |
| City | Seal Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNE SUNDBERG | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 5627995544 | PhoneNum |
| Signature | 2024-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda E G Ballesteros | PreparerPersonNm |
| PTIN | P00366852 | PTIN |
| Phone | 6264493466 | PhoneNum |
| Preparation | 2024-11-10 | 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 | $109,294,511 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,968,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,968,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,199,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,434,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,199,047 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $250,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $22,167,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,167,889 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $250,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,035,666 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $207,133 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $828,533 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $92,288 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,458 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,830 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $165,777 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,155 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $132,622 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,752 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $950 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,802 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,132 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $68,528 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $353,654 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $322,976 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,678 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $346,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,979 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35,918 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $45,043 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,009 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,034 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,069 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,814 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,255 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,684 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,739 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,161,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $624,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,235,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,212,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,462,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,373,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $624,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,697,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,794,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,543,599 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,364 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,206 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $94,836 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $94,836 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,994,442 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,883,744 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,883,744 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $80,717,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,142,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,142,766 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,334,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,932,222 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,932,222 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,115,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,011,579 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,011,579 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $97,251,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,294,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,294,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $97,251,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $109,294,511 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,251,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,294,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,251,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,294,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,251,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,794,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,462,000 | OtherIncreasesAmt |
| Subtotal | $117,507,506 | SubtotalAmt |
| Other Decreases | $8,212,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,294,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012285 | P | $133,350 | $117,957 | $15,393 | $15,393 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 | P | $538,834 | $449,855 | $88,979 | $88,979 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 | P | $43,242 | $19,872 | $23,370 | $23,370 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012283 | P | $93,089 | $81,071 | $12,018 | $12,018 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012281 | P | $55,089 | $48,833 | $6,256 | $6,256 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 | P | $146,316 | $144,552 | $1,764 | $1,764 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 | P | $5,640 | $638 | $5,002 | $5,002 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 | P | $4,376,156 | $4,244,786 | $131,370 | $131,370 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 | P | $29,208,351 | $16,881,764 | $12,326,587 | $12,326,587 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 | P | $2,201,095 | $1,705,571 | $495,524 | $495,524 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 | P | $10,347,258 | $6,850,268 | $3,496,990 | $3,496,990 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 | P | $4,764,731 | $5,516,964 | -$752,233 | -$752,233 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 | P | $7,172,751 | $6,806,874 | $365,877 | $365,877 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY025006 | P | $300,000 | $291,773 | $8,227 | $8,227 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY024808 | P | $9,347,626 | $9,239,839 | $107,787 | $107,787 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY024808 | P | $4,664,079 | $5,064,854 | -$400,775 | -$400,775 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194186 | P | $3,739,350 | $3,695,603 | $43,747 | $43,747 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194186 | P | $1,214,752 | $1,231,701 | -$16,949 | -$16,949 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194194 | P | $3,252,318 | $3,466,386 | -$214,068 | -$214,068 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194194 | P | $6,250,615 | $5,720,513 | $530,102 | $530,102 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194194 | P | $7,074,376 | $2,691,509 | $4,382,867 | $4,382,867 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194202 | P | $166,008 | $168,828 | -$2,820 | -$2,820 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194202 | P | $1,232,734 | $1,282,292 | -$47,957 | -$49,558 |
| PUBLIC TRADED SECURITIES- JP MORGAN 194202 | P | $2,107,069 | $2,333,934 | -$226,865 | -$226,865 |
| PUBLIC TRADED SECURITIES-BASIS ADJUSTMENT | P | $0 | $181,146 | -$181,146 | -$181,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,199,047 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $299,456 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $299,456 | SubtotalAmt |
| Tax Based On Investment Income | $299,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $394,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $394,292 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $827 | EsPenaltyAmt |
| Overpayment | $94,009 | OverpaymentAmt |
| Applied To ES Tax | $94,009 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://guentherfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSANNE SUNDBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5627995544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ANN LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | VICE PRESIDENT/SECRETARY | 40.0 | $260,245 | $11,924 | $0 |
| SUSANNE SUNDBERG | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | CHAIRMAN OF THE BOARD | 40.0 | $280,286 | $9,490 | $0 |
| SARAH C MILLIKEN | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | FORMER DIRECTOR/OFFICER | 0.0 | $0 | $47,301 | $0 |
| RICHARD BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $84,287 | $20,402 | $0 |
| CHARLES LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | TREASURER | 40.0 | $242,274 | $15,925 | $0 |
| PHILLIP BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $84,287 | $23,138 | $0 |
| ERIC MOOBERRY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $84,287 | $1,159 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBA COLORADO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2863 TULANE AVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $92,288 | CompensationAmt |
| Employee Benefits | $36,438 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMENT | |||||
| 1200 STATE ST | SANTA BARBARA | CA | 93101 | INV MANAGEMENT | $186,591 |
| MAGINNIS KNECHTEL & MCINTYRE LLP | |||||
| 300 W COLORADO BLVD | PASADENA | CA | 91105 | ACCOUNTING & TAX | $91,160 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,523,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,967,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,490,912 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,490,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,522,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,968,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,998,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,998,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $299,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $299,456 | TotalTaxAmt |
| Distributable Before Adj | $4,698,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,948,971 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,948,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,697,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,697,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,948,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $51,993 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $51,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,697,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,697,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,993 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $51,993 | ExcessDistributionCyovAppCYAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $199,039 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HENRY L GUENTHER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5627995544 | RecipientPhoneNum |
| Form And Info And Materials | The Guenther Foundation accepts applications for grants from qualified tax-exempt charitable organizations operating within the State of California. Applications are not accepted from individuals. Regular meetings of the Guenther Foundation Board of Directors are held semi-annually in the winter and summer to consider and take final action on pending applications for grants. Effective with the October 31, 2021 deadline, all applications must be submitted online; the Guenther Foundation will no longer accept mailed or hand-delivered paper copies. Applications must be fully completed directly on the henry L. Guenther Foundation website by October 31 for consideration at the board of directors meeting held in January, and by May 31 for consideration at the meeting held in July. Prospective applicants are requested to communicate with the Guenther Foundation office only by letter or email (no telephone calls please). Please visit guentherfoundation.org/how-to-apply/ for more information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31ST AND MAY 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN GENERAL, THE FOUNDATION APPLIES ITS RESOURCES TO PRESERVE AND ENRICH THE BENEFITS TO BE DERIVED BY CALIFORNIA RESIDENTS, AND PRINCIPALLY THOSE RESIDING IN SOUTHERN CALIFORNIA. THE FOUNDATION HAS ESTABLISHED POLICIES (ATTACHED) TO GUIDE ITS BOARD OF DIRECTORS IN ALLOCATING ITS DONATIONS. THESE POLICIES ARE NOT RIGID AND OCCASIONAL EXCEPTIONS MAY BE MADE TO SOME OF THEM UNDER UNUSUAL CIRCUMSTANCES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Anthesis | ||||||||
| 1063 W 6th St | Ontario | CA | 91762 | UNRELATED | PC | advance the requisite supports and skills to develop and build "Bloom", a food service social enterprise program for our intellectually and developmentally disabled community. | $19,000 | |
| Caterina's Club | ||||||||
| 451 W Lincoln Avenue Suite 251 | Anaheim | CA | 92805 | UNRELATED | PC | support various programs including signature program- Feeding the Kids. Since COVID 19 the program as increased from serving 11,000 individuals annually to over 200,000. | $20,000 | |
| Children's Hospital of Orange County Foundation | ||||||||
| 1201 West La Veta Avenue | Orange | CA | 92868 | UNRELATED | PC | $50,000 to upgrade equipment and furniture for reconfigured speech and audiology treatment rooms at Providence Speech and Hearing Center's Orange clinic. | $50,000 | |
| Chrysalis Center | ||||||||
| 522 S Main St | Los Angeles | CA | 90013 | UNRELATED | PC | provide wraparound support to unstably housed and low-income clients, including case management, job- readiness training, transitional employment opportunities, and job retention services. | $7,000 | |
| East Los Angeles Women's Center | ||||||||
| 1431 S Atlantic Blvd | Los Angeles | CA | 90022 | UNRELATED | PC | support the renovation and refurbishment of the 9,714 sq. ft., two-story building recently purchased in Commerce, California. | $100,000 | |
| Emanate Health Foundation | ||||||||
| 1041 W Badillo St Suite 106 | Covina | CA | 91722 | UNRELATED | PC | purchase and install new medical equipment and technology to enhance patient care. | $250,000 | |
| Foothill Family Service | ||||||||
| 2500 East Foothill Blvd Suite 300 | Pasadena | CA | 91107 | UNRELATED | PC | provide School-Based Mental Health Services composed of behavioral assessments, counseling, support, and social skills groups to 100 youth & their families. | $20,000 | |
| The Harmony Project | ||||||||
| 325 N Larchmont Boulevard 604 | Los Angeles | CA | 90004 | UNRELATED | PC | serve an additional 500 program participants, which includes children and youth from its growing waiting list of more than 3,000 names and recent expansion within the cities of Altadena, Crenshaw, and Pasadena. | $25,000 | |
| Human Services Association | ||||||||
| 6800 Florence Ave | Bell Gardens | CA | 90201 | UNRELATED | PC | pay salaries and benefits for a registered nurse and two care managers for the Alzheimer's Day Care Resource Center (ADCRC). Additional funds will be used for operating expenses relating to the program. | $150,000 | |
| Los Angeles Regional Food Bank | ||||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | UNRELATED | PC | support a range of hunger relief programs serving food insecure children, seniors, adults and families. | $25,000 | |
| Memorial Medical Center Foundation FBO Miller | ||||||||
| PO BOX 1650 | Long Beach | CA | 90801 | UNRELATED | PC | purchase and install essential equipment for the expansion of the ECMO advanced life support program serving pediatric heart and lung failure patients and those receiving complex heart surgeries. | $500,000 | |
| Newstart Housing Corporation | ||||||||
| 3355 Gage Ave | Huntington Park | CA | 90255 | UNRELATED | PC | purchase three vehicles for the Maintenance Dept and Outreach Dept. The current vehicles are over 15 years old and need to be replaced. | $50,000 | |
| Paws for Purple Hearts | ||||||||
| 5550 Oberlin Dr Suite B | San Diego | CA | 92121 | UNRELATED | PC | pay expenses including the cost of labor to train six Service Dogs, the equipment used in training, consumable supplies like food, medicine, and veterinary care, acquiring contractual services, and running the canine-assisted therapy. | $10,000 | |
| Reading Legacies | ||||||||
| 2750 Historic Decatur Road Suite 2 | San Diego | CA | 92106 | UNRELATED | PC | grow our 4 volunteer-driven, community outreach programs: Book Bridges, Youth Readers, First Teachers, and Storybook Legacies that serve over 3,000 children, youth, seniors, and families across San Diego each year. | $15,000 | |
| Aquarium of the Pacific | ||||||||
| 320 Golden Shore Suite 350 | Long Beach | CA | 90802 | UNRELATED | PC | offer outreach at schools and field trips. | $20,000 | |
| Assistance League of Fullerton | ||||||||
| 233 West Amerige Ave | Fullerton | CA | 92832 | UNRELATED | PC | replace folding chairs. | $5,000 | |
| Boys & Girls Club of West San Gabriel Valley and E | ||||||||
| 328 S Ramona Ave | Monterey Park | CA | 91754 | UNRELATED | PC | support the STEM program at public housing sites. | $15,000 | |
| Boys & Girls Clubs of Central Orange Coast | ||||||||
| 17701 Cowan Suite 110 | Irvine | CA | 92614 | UNRELATED | PC | expand the College Bound program's annual reach. | $50,000 | |
| Center for the Pacific-Asian Family Inc | ||||||||
| 3424 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90010 | UNRELATED | PC | support the Community Violence Prevention Program. | $10,000 | |
| Children's Institute Inc | ||||||||
| 2121 West Temple Street | Los Angeles | CA | 90026 | UNRELATED | PC | support enrichment activities and mental health programs at Dalzell Lance High School. | $50,000 | |
| Court Appointed Special Advocates (CASA) of Orange | ||||||||
| 765 The City Drive South Suite 300 | Orange | CA | 92868 | UNRELATED | PC | bring in two new volunteers. | $8,500 | |
| Didi Hirsch Psychiatric Services | ||||||||
| 4760 S Sepulveda Boulevard | Culver City | CA | 90230 | UNRELATED | PC | upgrade the Via Avanta site. | $100,000 | |
| Dignity Health Foundation - Inland Empire | ||||||||
| PO BOX 2637 | San Bernardino | CA | 92406 | UNRELATED | PC | get the da Vinci Robotic Surgery program started at Community Hospital San Bernardino. | $250,000 | |
| Discovery Science Center of Los Angeles | ||||||||
| 11800 Foothill Blvd | Los Angeles | CA | 91342 | UNRELATED | PC | provide additional field trip sponsorships. | $15,000 | |
| Fallbrook Healthcare Foundation Inc | ||||||||
| PO BOX 2155 | Fallbrook | CA | 92088 | UNRELATED | PC | provide additional health services for seniors. | $22,500 | |
| Hav A Sole | ||||||||
| 1250 Long Beach Ave Suite 204 | Los Angeles | CA | 90021 | UNRELATED | PC | purchase footwear for homeless and low-income students. | $15,000 | |
| Foodbank of Southern California | ||||||||
| 1444 San Fransico Avenue | Long Beach | CA | 90813 | UNRELATED | PC | purchase two super-sized fans for the warehouse. | $25,000 | |
| Healthy Smiles for Kids of Orange County | ||||||||
| 10602 Chapman Ave Suite 200 | Garden Grove | CA | 92840 | UNRELATED | PC | support the Dental Sedation program. | $50,000 | |
| Henry Mayo Newhall Memorial Health Foundation | ||||||||
| 23845 McBean Parkway | Valencia | CA | 91355 | UNRELATED | PC | hire two specialty nurses and a registered nurse. | $200,000 | |
| Junior League of San Diego (JLSD) | ||||||||
| 210 Maple Street | San Diego | CA | 92103 | UNRELATED | PC | purchase diapers and period products. | $10,000 | |
| Magan Hall Loma Linda University | ||||||||
| 11060 Anderson St | Loma Linda | CA | 92350 | UNRELATED | PC | renovate the mannequin laboratory for the School of Nursing. | $275,000 | |
| Manna Conejo Valley Food Bank | ||||||||
| PO BOX 1114 | Thousand Oaks | CA | 91358 | UNRELATED | PC | provide food, relief, and caring support to the needy. | $10,000 | |
| MiraCosta College Foundation | ||||||||
| 1 Barnard Drive m/s 7 | Oceanside | CA | 92056 | UNRELATED | PC | renovate the playground at Mira Costa Childhood Development Center. | $25,000 | |
| NTC Foundation | ||||||||
| 2820 Roosevelt Road Suite 201 | San Diego | CA | 92106 | UNRELATED | PC | provide arts education at Liberty School. | $10,000 | |
| Olive Crest | ||||||||
| 2130 East Fourth St Suite 200 | Santa Ana | CA | 92705 | UNRELATED | PC | support the "Transforming Lives" capital campaign. | $100,000 | |
| Operation HOPE-North County | ||||||||
| 859 E Vista Way | Vista | CA | 92084 | UNRELATED | PC | support the Steps to Independence program. | $15,000 | |
| San Diego Blood BankSouthern California Blood Ban | ||||||||
| 3636 Gateway Center Avenue Suite 1 | San Diego | CA | 92102 | UNRELATED | PC | purchase a new bloodmobile. | $100,000 | |
| St Anthony High School | ||||||||
| 620 Olive Ave | Long Beach | CA | 90802 | UNRELATED | PC | purchase furniture for the sports medicine treatment room, turf, and track equipment. | $50,000 | |
| St Joseph Center | ||||||||
| 204 Hampton Dr | Venice | CA | 90291 | UNRELATED | PC | support the Bread and Roses Training Kitchen. | $20,000 | |
| St Joseph Hospital of Orange Foundation | ||||||||
| 1010 West La Veta Suite 300 | Orange | CA | 92868 | UNRELATED | PC | support the addition of a new Cath Lab room. | $300,000 | |
| St Joseph's Catholic Church | ||||||||
| 6180 E Willow Street | Long Beach | CA | 90815 | UNRELATED | PC | refurbish and upgrade the parish/school hall/gym. | $250,000 | |
| UCLA Health Sound Body Sound Mind | ||||||||
| 1001 Gayley Avenue | Los Angeles | CA | 90024 | UNRELATED | PC | bring a state-of-the-art fitness center to a middle or high school in Los Angeles. | $60,000 | 2nd Floor Suite 20 |
| Wellnest | ||||||||
| 3031 S Vermont Ave | Los Angeles | CA | 91007 | UNRELATED | PC | complete the Housing for Promise capital campaign at The Nest. | $75,000 | |
| West Slope Foundation Inc | ||||||||
| PO BOX 467 | Somerset | CA | 95684 | UNRELATED | PC | fund 2023 seasonal needs with in-kind goods. | $50,000 | |
| Western Los Angeles County Council Boy Scouts of | ||||||||
| 16525 Sherman Way Suite C8 | Van Nuys | CA | 91406 | UNRELATED | PC | support the outreach program. | $10,000 | |
| Woodbury University | ||||||||
| 7500 N Glenoaks Blvd | Burbank | CA | 91504 | UNRELATED | PC | provide meals to students with financial need. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,462,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Anthesis | ||||||||
| 1063 W 6th St | Ontario | CA | 91762 | UNRELATED | PC | advance the requisite supports and skills to develop and build "Bloom", a food service social enterprise program for our intellectually and developmentally disabled community. | $19,000 | |
| Caterina's Club | ||||||||
| 451 W Lincoln Avenue Suite 251 | Anaheim | CA | 92805 | UNRELATED | PC | support various programs including signature program- Feeding the Kids. Since COVID 19 the program as increased from serving 11,000 individuals annually to over 200,000. | $20,000 | |
| Children's Hospital of Orange County Foundation | ||||||||
| 1201 West La Veta Avenue | Orange | CA | 92868 | UNRELATED | PC | $50,000 to upgrade equipment and furniture for reconfigured speech and audiology treatment rooms at Providence Speech and Hearing Center's Orange clinic. | $50,000 | |
| Chrysalis Center | ||||||||
| 522 S Main St | Los Angeles | CA | 90013 | UNRELATED | PC | provide wraparound support to unstably housed and low-income clients, including case management, job- readiness training, transitional employment opportunities, and job retention services. | $7,000 | |
| East Los Angeles Women's Center | ||||||||
| 1431 S Atlantic Blvd | Los Angeles | CA | 90022 | UNRELATED | PC | support the renovation and refurbishment of the 9,714 sq. ft., two-story building recently purchased in Commerce, California. | $100,000 | |
| Emanate Health Foundation | ||||||||
| 1041 W Badillo St Suite 106 | Covina | CA | 91722 | UNRELATED | PC | purchase and install new medical equipment and technology to enhance patient care. | $250,000 | |
| Foothill Family Service | ||||||||
| 2500 East Foothill Blvd Suite 300 | Pasadena | CA | 91107 | UNRELATED | PC | provide School-Based Mental Health Services composed of behavioral assessments, counseling, support, and social skills groups to 100 youth & their families. | $20,000 | |
| The Harmony Project | ||||||||
| 325 N Larchmont Boulevard 604 | Los Angeles | CA | 90004 | UNRELATED | PC | serve an additional 500 program participants, which includes children and youth from its growing waiting list of more than 3,000 names and recent expansion within the cities of Altadena, Crenshaw, and Pasadena. | $25,000 | |
| Human Services Association | ||||||||
| 6800 Florence Ave | Bell Gardens | CA | 90201 | UNRELATED | PC | pay salaries and benefits for a registered nurse and two care managers for the Alzheimer's Day Care Resource Center (ADCRC). Additional funds will be used for operating expenses relating to the program. | $150,000 | |
| Los Angeles Regional Food Bank | ||||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | UNRELATED | PC | support a range of hunger relief programs serving food insecure children, seniors, adults and families. | $25,000 | |
| Memorial Medical Center Foundation FBO Miller c&w | ||||||||
| PO BOX 1650 | Long Beach | CA | 90801 | UNRELATED | PC | purchase and install essential equipment for the expansion of the ECMO advanced life support program serving pediatric heart and lung failure patients and those receiving complex heart surgeries. | $500,000 | |
| Newstart Housing Corporation | ||||||||
| 3355 Gage Ave | Huntington Park | CA | 90255 | UNRELATED | PC | purchase three vehicles for the Maintenance Dept and Outreach Dept. The current vehicles are over 15 years old and need to be replaced. | $50,000 | |
| Paws for Purple Hearts | ||||||||
| 5550 Oberlin Dr Suite B | San Diego | CA | 92121 | UNRELATED | PC | pay expenses including the cost of labor to train six Service Dogs, the equipment used in training, consumable supplies like food, medicine, and veterinary care, acquiring contractual services, and running the canine-assisted therapy. | $10,000 | |
| Reading Legacies | ||||||||
| 2750 Historic Decatur Road Suite 2 | San Diego | CA | 92106 | UNRELATED | PC | grow our 4 volunteer-driven, community outreach programs: Book Bridges, Youth Readers, First Teachers, and Storybook Legacies that serve over 3,000 children, youth, seniors, and families across San Diego each year. | $15,000 | |
| Aquarium of the Pacific | ||||||||
| 320 Golden Shore Suite 350 | Long Beach | CA | 90802 | UNRELATED | PC | offer outreach at schools and field trips. | $20,000 | |
| Assistance League of Fullerton | ||||||||
| 233 West Amerige Ave | Fullerton | CA | 92832 | UNRELATED | PC | replace folding chairs. | $5,000 | |
| Boys & Girls Club of West San Gabriel Valley and E | ||||||||
| 328 S Ramona Ave | Monterey Park | CA | 91754 | UNRELATED | PC | support the STEM program at public housing sites. | $15,000 | |
| Boys & Girls Clubs of Central Orange Coast | ||||||||
| 17701 Cowan Suite 110 | Irvine | CA | 92614 | UNRELATED | PC | expand the College Bound program's annual reach. | $50,000 | |
| Center for the Pacific-Asian Family Inc | ||||||||
| 3424 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90010 | UNRELATED | PC | support the Community Violence Prevention Program. | $10,000 | |
| Children's Institute Inc | ||||||||
| 2121 West Temple Street | Los Angeles | CA | 90026 | UNRELATED | PC | support enrichment activities and mental health programs at Dalzell Lance High School. | $50,000 | |
| Court Appointed Special Advocates (CASA) of Orange | ||||||||
| 765 The City Drive South Suite 300 | Orange | CA | 92868 | UNRELATED | PC | To bring in two new volunteers | $8,500 | |
| Didi Hirsch Psychiatric Services | ||||||||
| 4760 S Sepulveda Boulevard | Culver City | CA | 90230 | UNRELATED | PC | To upgrade the Via Avanta site | $100,000 | |
| Dignity Health Foundation - Inland Empire | ||||||||
| PO BOX 2637 | San Bernardino | CA | 92406 | UNRELATED | PC | To get the da Vinci Robotic Surgery program started at Community Hospital San Bernardino | $250,000 | |
| Discovery Science Center of Los Angeles | ||||||||
| 11800 Foothill Blvd | Los Angeles | CA | 91342 | UNRELATED | PC | To provide additional field trip sponsorships | $15,000 | |
| Fallbrook Healthcare Foundation Inc | ||||||||
| PO BOX 2155 | Fallbrook | CA | 92088 | UNRELATED | PC | provide additional health services for seniors. | $22,500 | |
| Hav A Sole | ||||||||
| 1250 Long Beach Ave Suite 204 | Los Angeles | CA | 90021 | UNRELATED | PC | purchase footwear for homeless and low-income students. | $15,000 | |
| Foodbank of Southern California | ||||||||
| 1444 San Fransico Avenue | Long Beach | CA | 90813 | UNRELATED | PC | purchase two super-sized fans for the warehouse. | $25,000 | |
| Healthy Smiles for Kids of Orange County | ||||||||
| 10602 Chapman Ave Suite 200 | Garden Grove | CA | 92840 | UNRELATED | PC | support the Dental Sedation program. | $50,000 | |
| Henry Mayo Newhall Memorial Health Foundation | ||||||||
| 23845 McBean Parkway | Valencia | CA | 91355 | UNRELATED | PC | hire two specialty nurses and a registered nurse. | $200,000 | |
| Junior League of San Diego (JLSD) | ||||||||
| 210 Maple Street | San Diego | CA | 92103 | UNRELATED | PC | purchase diapers and period products. | $10,000 | |
| Magan Hall Loma Linda University | ||||||||
| 11060 Anderson St | Loma Linda | CA | 92350 | UNRELATED | PC | renovate the mannequin laboratory for the School of Nursing. | $275,000 | |
| Manna Conejo Valley Food Bank | ||||||||
| PO BOX 1114 | Thousand Oaks | CA | 91358 | UNRELATED | PC | provide food, relief, and caring support to the needy. | $10,000 | |
| MiraCosta College Foundation | ||||||||
| 1 Barnard Drive m/s 7 | Oceanside | CA | 92056 | UNRELATED | PC | renovate the playground at Mira Costa Childhood Development Center. | $25,000 | |
| NTC Foundation | ||||||||
| 2820 Roosevelt Road Suite 201 | San Diego | CA | 92106 | UNRELATED | PC | provide arts education at Liberty School. | $10,000 | |
| Olive Crest | ||||||||
| 2130 East Fourth St Suite 200 | Santa Ana | CA | 92705 | UNRELATED | PC | support the "Transforming Lives" capital campaign. | $100,000 | |
| Operation HOPE-North County | ||||||||
| 859 E Vista Way | Vista | CA | 92084 | UNRELATED | PC | support the Steps to Independence program. | $15,000 | |
| San Diego Blood BankSouthern California Blood Ban | ||||||||
| 3636 Gateway Center Avenue Suite 1 | San Diego | CA | 92102 | UNRELATED | PC | purchase a new bloodmobile. | $100,000 | |
| St Anthony High School | ||||||||
| 620 Olive Ave | Long Beach | CA | 90802 | UNRELATED | PC | purchase furniture for the sports medicine treatment room, turf, and track equipment. | $50,000 | |
| St Joseph Center | ||||||||
| 204 Hampton Dr | Venice | CA | 90291 | UNRELATED | PC | support the Bread and Roses Training Kitchen. | $20,000 | |
| St Joseph Hospital of Orange Foundation | ||||||||
| 1010 West La Veta Suite 300 | Orange | CA | 92868 | UNRELATED | PC | support the addition of a new Cath Lab room. | $300,000 | |
| St Joseph's Catholic Church | ||||||||
| 6180 E Willow Street | Long Beach | CA | 90815 | UNRELATED | PC | refurbish and upgrade the parish/school hall/gym. | $250,000 | |
| UCLA Health Sound Body Sound Mind | ||||||||
| 1001 Gayley Avenue | Los Angeles | CA | 90024 | UNRELATED | PC | bring a state-of-the-art fitness center to a middle or high school in Los Angeles. | $60,000 | 2nd Floor Suite 20 |
| Wellnest | ||||||||
| 3031 S Vermont Ave | Los Angeles | CA | 91007 | UNRELATED | PC | complete the Housing for Promise capital campaign at The Nest. | $75,000 | |
| West Slope Foundation Inc | ||||||||
| PO BOX 467 | Somerset | CA | 95684 | UNRELATED | PC | fund 2023 seasonal needs with in-kind goods. | $50,000 | |
| Western Los Angeles County Council Boy Scouts of | ||||||||
| 16525 Sherman Way Suite C8 | Van Nuys | CA | 91406 | UNRELATED | PC | support the outreach program. | $10,000 | |
| Woodbury University | ||||||||
| 7500 N Glenoaks Blvd | Burbank | CA | 91504 | UNRELATED | PC | provide meals to students with financial need. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,462,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,968,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,199,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,167,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,167,889 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | ALL ACTIVITIES CONDUCTED BY THE FOUNDATION ARE FOR THE PURPOSES OF PROMOTING AND ENGAGING IN EXCLUSIVELY CHARITABLE ENDEAVORS WHICH WILL TEND TO IMPROVE SOCIAL CONDITIONS, PROMOTE HUMAN WELFARE AND/OR ALLEVIATE PAIN AND SUFFERING. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX ACCOUNTING FEES | CategoryTxt |
| Amt | $85,660 | Amt |
| Net Investment Income | $17,132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,528 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| FIRST REPUBLIC INVESTMENT MANAGEMEN |
| INVESTMENT MANAGEMENT SERVICE |
| MAGINNIS KNECHTEL MCINTYRE LLP |
| ACCOUNTING & TAX SERVICES |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST REPUBLIC | $0 | $0 |
| MORGAN STANLEY | $12,932,222 | $12,932,222 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITIES: | ||
| FIRST REPUBLIC - SEE ATTACHED | $0 | $0 |
| MORGAN STANLEY - SEE ATTACHED | $90,142,766 | $90,142,766 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,883,744 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,883,744 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER MANAGED INVESTMENTS | |||
| -CASH AND EQUIVALENTS | FMV | $933,957 | $933,957 |
| -FOREIGN & OTHER FIXED INCOME | FMV | $77,622 | $77,622 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $4,752 | LegalFeesAmt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,802 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS ACCRUED (BOOK) | $3,462,000 |
| UNREALIZED LOSS (BOOK) | $4,750,995 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND OTHER | $11,676 | $2,335 | $9,341 |
| OTHER | $7,255 | $1,451 | $5,806 |
| INSURANCE | $4,168 | $834 | $3,334 |
| FILING FEE | $200 | $40 | $160 |
| TELEPHONE AND FAX | $122 | $24 | $98 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAID (TAX) | Desc |
| Amt | $3,462,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIRST REPUBLIC | $186,591 | $186,591 | |
| CONSULTING FEE | $38,347 | $7,669 | $30,678 |
| MORGAN STANLEY | $128,716 | $128,716 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $44,897 | $8,979 | $35,918 |
| FEDERAL EXCISE TAX | $301,370 |
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