2024-11-13T17:39:05-06:00 2023-12-31 Maginnis Knechtel & McIntyre LLP 300 West Colorado Blvd Pasadena CA 91105 990PF 2023-01-01 956026937 Henry L Guenther Foundation % SUSANNE SUNDBERG HENR 5627995544 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 SUSANNE SUNDBERG BOARD CHAIRMAN 5627995544 2024-11-10 true true Linda E G Ballesteros P00366852 6264493466 2024-11-10 2023 2024-10-15 13:58:12Z X 109294511 X 0 X 1968842 1968842 20199047 98434829 20199047 250000 22167889 22167889 250000 1035666 207133 828533 92288 18458 73830 165777 33155 132622 4752 950 0 3802 85660 17132 0 68528 353654 322976 30678 346267 8979 35918 45043 9009 36034 9069 1814 7255 23421 4684 18739 2161597 624290 0 1235939 3212000 3462000 5373597 624290 0 4697939 16794292 21543599 250000 83062 229364 229364 7206 94836 94836 3994442 4883744 4883744 80717009 90142766 90142766 11334135 12932222 12932222 1115360 1011579 1011579 97251214 109294511 109294511 0 0 X 97251214 109294511 97251214 109294511 97251214 109294511 97251214 16794292 3462000 117507506 8212995 109294511 PUBLIC TRADED SECURITIES- MORGAN STANLEY012285 P 133350 117957 15393 15393 PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 P 538834 449855 88979 88979 PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 P 43242 19872 23370 23370 PUBLIC TRADED SECURITIES- MORGAN STANLEY012283 P 93089 81071 12018 12018 PUBLIC TRADED SECURITIES- MORGAN STANLEY012281 P 55089 48833 6256 6256 PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 P 146316 144552 1764 1764 PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 P 5640 638 5002 5002 PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 P 4376156 4244786 131370 131370 PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 P 29208351 16881764 12326587 12326587 PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 P 2201095 1705571 495524 495524 PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 P 10347258 6850268 3496990 3496990 PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 P 4764731 5516964 -752233 -752233 PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 P 7172751 6806874 365877 365877 PUBLIC TRADED SECURITIES- MORGAN STANLEY025006 P 300000 291773 8227 8227 PUBLIC TRADED SECURITIES- MORGAN STANLEY024808 P 9347626 9239839 107787 107787 PUBLIC TRADED SECURITIES- MORGAN STANLEY024808 P 4664079 5064854 -400775 -400775 PUBLIC TRADED SECURITIES- JP MORGAN 194186 P 3739350 3695603 43747 43747 PUBLIC TRADED SECURITIES- JP MORGAN 194186 P 1214752 1231701 -16949 -16949 PUBLIC TRADED SECURITIES- JP MORGAN 194194 P 3252318 3466386 -214068 -214068 PUBLIC TRADED SECURITIES- JP MORGAN 194194 P 6250615 5720513 530102 530102 PUBLIC TRADED SECURITIES- JP MORGAN 194194 P 7074376 2691509 4382867 4382867 PUBLIC TRADED SECURITIES- JP MORGAN 194202 P 166008 168828 -2820 -2820 PUBLIC TRADED SECURITIES- JP MORGAN 194202 P 1232734 1282292 -47957 -49558 PUBLIC TRADED SECURITIES- JP MORGAN 194202 P 2107069 2333934 -226865 -226865 PUBLIC TRADED SECURITIES-BASIS ADJUSTMENT P 0 181146 -181146 -181146 20199047 299456 299456 299456 394292 0 394292 X 827 94009 94009 false false false false false false false true true CA true false false false false true HTTPS://guentherfoundation.org SUSANNE SUNDBERG 5627995544 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 false false false false true false false false false false false false false false false false false false false false false false ANN LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 VICE PRESIDENT/SECRETARY 40.0 260245 11924 0 SUSANNE SUNDBERG 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 CHAIRMAN OF THE BOARD 40.0 280286 9490 0 SARAH C MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 47301 0 RICHARD BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 84287 20402 0 CHARLES LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 TREASURER 40.0 242274 15925 0 PHILLIP BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 84287 23138 0 ERIC MOOBERRY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 84287 1159 0 ALBA COLORADO 2863 TULANE AVE LONG BEACH CA 90815 OFFICE ADMINISTRATOR 40.0 92288 36438 FIRST REPUBLIC INVESTMENT MANAGEMENT 1200 STATE ST SANTA BARBARA CA 93101 INV MANAGEMENT 186591 MAGINNIS KNECHTEL & MCINTYRE LLP 300 W COLORADO BLVD PASADENA CA 91105 ACCOUNTING & TAX 91160 NOT APPLICABLE NOT APPLICABLE 99523109 1967803 0 101490912 0 101490912 1522364 99968548 4998427 4998427 299456 299456 4698971 250000 4948971 4948971 4697939 0 0 0 0 4697939 4948971 0 2021 2020 2019 51993 51993 4697939 0 4697939 0 51993 51993 0 199039 NONE NONE HENRY L GUENTHER FOUNDATION 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 5627995544 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. OCTOBER 31ST AND MAY 31ST 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. 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. 19000 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. 20000 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. 50000 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. 7000 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. 100000 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. 250000 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. 20000 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. 25000 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. 150000 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. 25000 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. 500000 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. 50000 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. 10000 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. 15000 Aquarium of the Pacific 320 Golden Shore Suite 350 Long Beach CA 90802 UNRELATED PC offer outreach at schools and field trips. 20000 Assistance League of Fullerton 233 West Amerige Ave Fullerton CA 92832 UNRELATED PC replace folding chairs. 5000 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. 15000 Boys & Girls Clubs of Central Orange Coast 17701 Cowan Suite 110 Irvine CA 92614 UNRELATED PC expand the College Bound program's annual reach. 50000 Center for the Pacific-Asian Family Inc 3424 Wilshire Blvd Suite 1000 Los Angeles CA 90010 UNRELATED PC support the Community Violence Prevention Program. 10000 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. 50000 Court Appointed Special Advocates (CASA) of Orange 765 The City Drive South Suite 300 Orange CA 92868 UNRELATED PC bring in two new volunteers. 8500 Didi Hirsch Psychiatric Services 4760 S Sepulveda Boulevard Culver City CA 90230 UNRELATED PC upgrade the Via Avanta site. 100000 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. 250000 Discovery Science Center of Los Angeles 11800 Foothill Blvd Los Angeles CA 91342 UNRELATED PC provide additional field trip sponsorships. 15000 Fallbrook Healthcare Foundation Inc PO BOX 2155 Fallbrook CA 92088 UNRELATED PC provide additional health services for seniors. 22500 Hav A Sole 1250 Long Beach Ave Suite 204 Los Angeles CA 90021 UNRELATED PC purchase footwear for homeless and low-income students. 15000 Foodbank of Southern California 1444 San Fransico Avenue Long Beach CA 90813 UNRELATED PC purchase two super-sized fans for the warehouse. 25000 Healthy Smiles for Kids of Orange County 10602 Chapman Ave Suite 200 Garden Grove CA 92840 UNRELATED PC support the Dental Sedation program. 50000 Henry Mayo Newhall Memorial Health Foundation 23845 McBean Parkway Valencia CA 91355 UNRELATED PC hire two specialty nurses and a registered nurse. 200000 Junior League of San Diego (JLSD) 210 Maple Street San Diego CA 92103 UNRELATED PC purchase diapers and period products. 10000 Magan Hall Loma Linda University 11060 Anderson St Loma Linda CA 92350 UNRELATED PC renovate the mannequin laboratory for the School of Nursing. 275000 Manna Conejo Valley Food Bank PO BOX 1114 Thousand Oaks CA 91358 UNRELATED PC provide food, relief, and caring support to the needy. 10000 MiraCosta College Foundation 1 Barnard Drive m/s 7 Oceanside CA 92056 UNRELATED PC renovate the playground at Mira Costa Childhood Development Center. 25000 NTC Foundation 2820 Roosevelt Road Suite 201 San Diego CA 92106 UNRELATED PC provide arts education at Liberty School. 10000 Olive Crest 2130 East Fourth St Suite 200 Santa Ana CA 92705 UNRELATED PC support the "Transforming Lives" capital campaign. 100000 Operation HOPE-North County 859 E Vista Way Vista CA 92084 UNRELATED PC support the Steps to Independence program. 15000 San Diego Blood BankSouthern California Blood Ban 3636 Gateway Center Avenue Suite 1 San Diego CA 92102 UNRELATED PC purchase a new bloodmobile. 100000 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. 50000 St Joseph Center 204 Hampton Dr Venice CA 90291 UNRELATED PC support the Bread and Roses Training Kitchen. 20000 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. 300000 St Joseph's Catholic Church 6180 E Willow Street Long Beach CA 90815 UNRELATED PC refurbish and upgrade the parish/school hall/gym. 250000 UCLA Health Sound Body Sound Mind 1001 Gayley Avenue 2nd Floor Suite 20 Los Angeles CA 90024 UNRELATED PC bring a state-of-the-art fitness center to a middle or high school in Los Angeles. 60000 Wellnest 3031 S Vermont Ave Los Angeles CA 91007 UNRELATED PC complete the Housing for Promise capital campaign at The Nest. 75000 West Slope Foundation Inc PO BOX 467 Somerset CA 95684 UNRELATED PC fund 2023 seasonal needs with in-kind goods. 50000 Western Los Angeles County Council Boy Scouts of 16525 Sherman Way Suite C8 Van Nuys CA 91406 UNRELATED PC support the outreach program. 10000 Woodbury University 7500 N Glenoaks Blvd Burbank CA 91504 UNRELATED PC provide meals to students with financial need. 25000 3462000 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. 19000 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. 20000 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. 50000 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. 7000 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. 100000 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. 250000 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. 20000 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. 25000 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. 150000 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. 25000 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. 500000 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. 50000 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. 10000 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. 15000 Aquarium of the Pacific 320 Golden Shore Suite 350 Long Beach CA 90802 UNRELATED PC offer outreach at schools and field trips. 20000 Assistance League of Fullerton 233 West Amerige Ave Fullerton CA 92832 UNRELATED PC replace folding chairs. 5000 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. 15000 Boys & Girls Clubs of Central Orange Coast 17701 Cowan Suite 110 Irvine CA 92614 UNRELATED PC expand the College Bound program's annual reach. 50000 Center for the Pacific-Asian Family Inc 3424 Wilshire Blvd Suite 1000 Los Angeles CA 90010 UNRELATED PC support the Community Violence Prevention Program. 10000 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. 50000 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 8500 Didi Hirsch Psychiatric Services 4760 S Sepulveda Boulevard Culver City CA 90230 UNRELATED PC To upgrade the Via Avanta site 100000 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 250000 Discovery Science Center of Los Angeles 11800 Foothill Blvd Los Angeles CA 91342 UNRELATED PC To provide additional field trip sponsorships 15000 Fallbrook Healthcare Foundation Inc PO BOX 2155 Fallbrook CA 92088 UNRELATED PC provide additional health services for seniors. 22500 Hav A Sole 1250 Long Beach Ave Suite 204 Los Angeles CA 90021 UNRELATED PC purchase footwear for homeless and low-income students. 15000 Foodbank of Southern California 1444 San Fransico Avenue Long Beach CA 90813 UNRELATED PC purchase two super-sized fans for the warehouse. 25000 Healthy Smiles for Kids of Orange County 10602 Chapman Ave Suite 200 Garden Grove CA 92840 UNRELATED PC support the Dental Sedation program. 50000 Henry Mayo Newhall Memorial Health Foundation 23845 McBean Parkway Valencia CA 91355 UNRELATED PC hire two specialty nurses and a registered nurse. 200000 Junior League of San Diego (JLSD) 210 Maple Street San Diego CA 92103 UNRELATED PC purchase diapers and period products. 10000 Magan Hall Loma Linda University 11060 Anderson St Loma Linda CA 92350 UNRELATED PC renovate the mannequin laboratory for the School of Nursing. 275000 Manna Conejo Valley Food Bank PO BOX 1114 Thousand Oaks CA 91358 UNRELATED PC provide food, relief, and caring support to the needy. 10000 MiraCosta College Foundation 1 Barnard Drive m/s 7 Oceanside CA 92056 UNRELATED PC renovate the playground at Mira Costa Childhood Development Center. 25000 NTC Foundation 2820 Roosevelt Road Suite 201 San Diego CA 92106 UNRELATED PC provide arts education at Liberty School. 10000 Olive Crest 2130 East Fourth St Suite 200 Santa Ana CA 92705 UNRELATED PC support the "Transforming Lives" capital campaign. 100000 Operation HOPE-North County 859 E Vista Way Vista CA 92084 UNRELATED PC support the Steps to Independence program. 15000 San Diego Blood BankSouthern California Blood Ban 3636 Gateway Center Avenue Suite 1 San Diego CA 92102 UNRELATED PC purchase a new bloodmobile. 100000 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. 50000 St Joseph Center 204 Hampton Dr Venice CA 90291 UNRELATED PC support the Bread and Roses Training Kitchen. 20000 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. 300000 St Joseph's Catholic Church 6180 E Willow Street Long Beach CA 90815 UNRELATED PC refurbish and upgrade the parish/school hall/gym. 250000 UCLA Health Sound Body Sound Mind 1001 Gayley Avenue 2nd Floor Suite 20 Los Angeles CA 90024 UNRELATED PC bring a state-of-the-art fitness center to a middle or high school in Los Angeles. 60000 Wellnest 3031 S Vermont Ave Los Angeles CA 91007 UNRELATED PC complete the Housing for Promise capital campaign at The Nest. 75000 West Slope Foundation Inc PO BOX 467 Somerset CA 95684 UNRELATED PC fund 2023 seasonal needs with in-kind goods. 50000 Western Los Angeles County Council Boy Scouts of 16525 Sherman Way Suite C8 Van Nuys CA 91406 UNRELATED PC support the outreach program. 10000 Woodbury University 7500 N Glenoaks Blvd Burbank CA 91504 UNRELATED PC provide meals to students with financial need. 25000 3462000 14 1968842 18 20199047 22167889 22167889 13 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. false false false false false false false false false false AUDIT AND TAX ACCOUNTING FEES 85660 17132 68528 FIRST REPUBLIC INVESTMENT MANAGEMEN INVESTMENT MANAGEMENT SERVICE MAGINNIS KNECHTEL MCINTYRE LLP ACCOUNTING & TAX SERVICES FIRST REPUBLIC 0 0 MORGAN STANLEY 12932222 12932222 PUBLICLY TRADED EQUITIES: FIRST REPUBLIC - SEE ATTACHED 0 0 MORGAN STANLEY - SEE ATTACHED 90142766 90142766 4883744 4883744 OTHER MANAGED INVESTMENTS -CASH AND EQUIVALENTS FMV 933957 933957 -FOREIGN & OTHER FIXED INCOME FMV 77622 77622 LEGAL FEE 4752 950 3802 GRANTS ACCRUED (BOOK) 3462000 UNREALIZED LOSS (BOOK) 4750995 OFFICE SUPPLIES AND OTHER 11676 2335 9341 OTHER 7255 1451 5806 INSURANCE 4168 834 3334 FILING FEE 200 40 160 TELEPHONE AND FAX 122 24 98 GRANTS PAID (TAX) 3462000 FIRST REPUBLIC 186591 186591 CONSULTING FEE 38347 7669 30678 MORGAN STANLEY 128716 128716 PAYROLL TAXES 44897 8979 35918 FEDERAL EXCISE TAX 301370