2023-08-15T20:01:43+00:00 2022-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2021-10-01 953435919 CITY OF HOPE CITY 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 ROBERT W STONE PRESIDENT & CEO 2023-08-15 true Jo Ann Escasa-Haigh 999009999 Kara Adams P00023315 9497942300 2023-08-09 2021 2023-04-26 12:10:37Z ROBERT W STONE 1500 EAST DUARTE ROAD DUARTE CA 91010 1811932563 false 4037 X https://www.cityofhope.org X 1980 CA TO RAISE FUNDS TO SUPPORT AND TRANSFORM THE FUTURE OF HEALTH CARE BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE FOR CURES INTO REALITY. 10 10 218 10000 4171954 3547629 274401758 203662896 3991312 675000 156301934 117644928 44929742 12989518 479624746 334972342 181576283 75184112 0 0 53460334 44303850 8436601 6839850 41748848 34116031 33074466 277589249 159402278 202035497 175570064 2429270991 2515430638 102515382 266854763 2326755609 2248575875 X CITY OF HOPE PROVIDES FINANCIAL SUPPORT FOR ADVANCEMENT OF TREATMENTS TO PERSONS SUFFERING FROM CANCER, DIABETES, AND OTHER LIFE-THREATENING DISEASES. Please see Schedule O for a continuation of our mission. false true 75424357 75184112 675000 CONTRIBUTIONS ARE SOLICITED FOR SUPPORT OF PROGRAMS IN SCIENTIFIC AND MEDICAL RESEARCH, PATIENT CARE AND RELATED SERVICES AND PUBLIC INFORMATION AND EDUCATION PERFORMED AT CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, ACCESSHOPE, LLC, TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. 0 0 0 A VARIETY OF SOCIAL SERVICES INCLUDING COMMUNITY OUTREACH, ADVOCACY AND HEALTH EDUCATION; HEALTH, PREVENTION, TREATMENT AND SURVIVORSHIP INFORMATION FOR PATIENTS AND FAMILIES; AND VARIOUS MEDICAL EDUCATION ACTIVITIES INCLUDING CANCER, DIABETES AND HIV/AIDS AWARENESS AND PREVENTION THAT ARE CONDUCTED AT THE MEDICAL CENTER, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, AND CITY OF HOPE MEDICAL FOUNDATION. 75424357 true true false false false false false true true true true false true true true false true false false true false false true true true false true false true false false false false false false false false true true false false false true true true false false true X 92 0 true 218 true true true false false false false true true false false false false false true false X 10 10 true false false false false false false true false false true true true true true true true true true true false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA AR WV WI X Jo Ann Escasa-Haigh 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 GLENN D STEELE MD PHD Director & CHAIR of the Board 2.0 0.0 X X 0 0 0 BARBARA BRUSER CFA Director 2.0 0.0 X 0 0 0 MALISSIA CLINTON Director 2.0 0.0 X 0 0 0 MORGAN CHU Esq Director 2.0 5.0 X 0 0 0 PHILIP FASANO Director 2.0 0.0 X 0 0 0 RONALD L SARGENT Director, Vice Chair 2.0 0.0 X 0 0 0 SELWYN ISAKOW Director, Immediate Past Chair 2.0 2.0 X 0 0 0 STEVEN B FINK Director 2.0 4.0 X 0 0 0 SUZANNE VAUTRINOT Director 2.0 0.0 X 0 0 0 WILLIAM J POST Director 2.0 2.0 X 0 0 0 CRISTIN O'CALLAHAN Gen. Counsel & Corp. Secretary - Beg. 1/1/22 15.0 46.0 X 143639 430917 121560 DONALD J MATTHEWSON Asst. Treasurer & VP, Treasury & Fin. Strategy 15.0 45.0 X 122018 366054 47752 GREGORY D SCHETINA GEN. COUNSEL & Corp. SECRETARY - Thru 12/31/21 15.0 46.0 X 316714 950142 184060 JENNIFER A PARKHURST Treasurer & CFO 15.0 46.0 X 476838 1430514 274536 KRISTIN BERTELL Asst. Secretary & CHIEF PHILANTHROPY OFFICER 51.0 9.0 X 1097493 193674 221087 ROBERT W STONE PRESIDENT & CEO 21.0 40.0 X 1213816 2254231 645461 Debra Fields EVP & Chief Transformation Officer 15.0 45.0 X 329274 987822 272088 Mark Hulse Chief Digital Officer 15.0 45.0 X 374801 1124402 211800 Annette M Walker MHA President, COH OC Cancer Center 15.0 45.0 X 491097 1473290 224753 HARLAN LEVINE MD President, Health Innovation & policy 21.0 39.0 X 745214 1383969 306391 Patrick Anderson Chief Information Officer - Thru 12/31/21 15.0 45.0 X 256320 768959 53256 Steven T Rosen MD Chief Scientific Officer 9.0 51.0 X 277592 1599034 267963 VIJAY TRISAL MD Chief Medical Officer 3.0 57.0 X 64419 1223956 110535 Cornelis Van den Berg Former Officer 15.0 45.0 X 192240 576720 78516 Jeffrey Walker Former Officer 15.0 30.0 X 84698 254094 15644 6186173 15017778 3035402 97 true true false Chapman Cubine Allen & Hussey Inc 1600 Wilson Blvd Arlington VA 22209 Professional Fundraising Services 6670988 Three-Sixty Advisory Group LLC 301 North Lake Ave Ste 930 Pasadena CA 91101 Consulting Services 1938486 Acclaro Solutions LLC 634 Meadowmont Village Circle Chapel Hill NC 27517 Consulting Services 1221093 KDD Philanthropy Inc 11324 Shorepointe Court San Diego CA 92130 Consulting Services 758715 Blackbaud Inc 65 Fairchild Street Charleston SC 29492 IT Consulting Services 700184 24 17811 21653110 181991975 7742346 203662896 Rental Income from Related Entity 531120 675000 675000 0 0 0 0 675000 17838286 17838286 7164538 7164538 201180 0 201180 0 201180 201180 1573348680 1473542038 99806642 0 99806642 99806642 4044652 21653110 3415445 629207 629207 565024 2738 562286 562286 Investment Income - Schedules K-1 901101 4171954 4171954 Cash Surrender Value 900099 243827 243827 Other Revenue 900099 16526 16526 0 0 0 0 4432307 334972342 675000 4171954 126462492 75184112 75184112 4760693 227992 2616637 1916064 97683 97683 33584647 19831419 13753228 638332 432243 206089 2962881 1746806 1216075 2259614 12253 1328802 918559 881349 881349 9083 9083 6839850 6839850 3254099 3254099 12425420 0 4370766 8054654 745592 411130 334462 2280292 525646 1754646 3243579 1140961 2102618 726336 400512 325824 616105 339729 276376 1846852 653973 1192879 1898338 1392222 506116 782542 431505 351037 UBIT & Excise Taxes 2795242 1541336 1253906 Other Expenses 923958 484823 439135 Dues & Subscriptions 320036 176472 143564 Repairs & Maintenance 237643 130922 106721 88000 0 30955 57045 159402278 75424357 42229073 41748848 1822026 52709158 5895554 69473206 130185614 206222748 4174682 1006299 0 0 0 0 0 35000000 0 0 781976 955409 33879538 17812920 17222585 16066618 801508249 336370611 1117198126 1128670847 81418958 82993958 0 0 269063221 585961784 2429270991 2515430638 14353942 45077963 0 0 1340634 3493049 0 0 0 0 0 0 0 0 0 0 86820806 218283751 102515382 266854763 X 1478023933 1348314312 848731676 900261563 2326755609 2248575875 2429270991 2515430638 175570064 -253749798 0 X false true X true false X 141961318 113932956 164381915 274401758 203662896 898340843 0 0 141961318 113932956 164381915 274401758 203662896 898340843 103265228 795075615 467357611 407091608 174728859 68824325 29375958 1147378361 56740 116048 4085 431734 1191493 1800100 92367 218457 102300 870102 260353 1543579 2049062883 4557321 0.3880 0.3113 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - CASH SURRENDER VALUE, COLUMN A - 85628.0, COLUMN B - 93028.0, COLUMN C - 93633.0, COLUMN D - 867032.0, COLUMN E - 243827.0, COLUMN F - 1383148.0; DESCRIPTION - OTHER INCOME, COLUMN A - 6739.0, COLUMN B - 125429.0, COLUMN C - 8667.0, COLUMN D - 3070.0, COLUMN E - 16526.0, COLUMN F - 160431.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 0 82000000 20585908 61414092 false 457290253 35457157 -82973403 1467058 1230720 407076229 353427277 6400878 114921220 16311814 1147308 457290253 330000397 3447830 26759217 5875668 904499 353427277 322069491 14531040 394645 6177172 817607 330000397 296264548 4604142 27012931 5166877 645253 322069491 0.2457 0.5353 0.219 false false 1847000 8736281 10583281 6777257 3368991 3408266 319833 240331 79502 15667094 14203598 1463496 532073 0 532073 16066618 49417605 F Alternative Investments 1079253242 F 1128670847 Due from Affiliates 474702664 Contributions Receivable from Split-Interest Agreements 106867381 Right-of-Use Operating Lease Assets 71272 Other Assets 4320467 585961784 0 Due to Affiliates 189996921 Annuitant Obligations 27854435 Right-of-use Operating Lease Liabilities 68571 Other Liabilities 363824 218283751 X Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement City of Hope has an investment program for its affiliated entities who have chosen to invest in its unitized City of Hope Development Group Long-Term Investments Portfolio ("Investment Portfolio"). During the year, Translational Genomics Research Institute, a related tax-exempt entity, made a revocable transfer into City of Hope's pooled investment portfolio. City of Hope acts as agent for these funds. At all times, the funds are the property of Translational Genomics Research Institute. Schedule D, Part V, Line 4 Intended uses of endowment funds CITY OF HOPE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT FUNDS THAT ARE AVAILABLE TO FUND RESEARCH, PATIENT CARE, HEALTH EDUCATION AND MEDICAL EQUIPMENT AND BUILDINGS, AS DETERMINED BY DONOR AGREEMENTS, MANAGEMENT AND THE BOARD OF DIRECTORS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2022 (which includes City of Hope, CITY OF HOPE NATIONAL MEDICAL CENTER, City of Hope Medical Foundation, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, the CITY OF HOPE AUXILIARIES and COH HoldCo, Inc.: ASC 740, Income Taxes, clarifies the accounting for income taxes by prescribing a minimum recognition threshold that a tax position is required to meet before being recognized in the financial statements. ASC 740 also provides guidance on de-recognition, measurement, classification, interest and penalties, disclosure, and transition. The guidance contained in ASC 740 is applicable to pass-through entities and tax-exempt organizations. City of Hope has no significant uncertain tax positions or tax liability for tax benefits, interest, or penalties accrued as of September 30, 2022 or 2021. Central America and the Caribbean 0 0 Investments 245303879 North America (Canada & Mexico only) 0 0 Investments 36834622 East Asia and the Pacific 0 0 Fundraising 0 Europe (Including Iceland and Greenland) 0 0 Fundraising 0 North America (Canada & Mexico only) 0 0 Fundraising 0 0 0 0 0 0 0 282138501 0 282138501 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual X X X X X X true Chapman Cubine Allen & Hussey Inc 1600 Wilson Blvd Ste 300 Arlington VI 22209 Email/Mail Solicits false 15213258 6562747 8650511 Mal Warwick & Associates Inc 2550 Ninth Street Berkeley CA 94710 Mail Solicits false 0 118570 -118570 MarketSmart LLC 5906 Maiden Lane Bethesda MD 20817 Email Solicits false 0 158533 -158533 15213258 6839850 8373408 CA CO CT FL GA AL HI IL KS KY ME AK MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI Spirit of Life Reception & Golf Tournament 2327950 2126335 201615 238797 6946 3775 Walk for Hope - LA 1538815 1538815 0 6075 64820 124 21830997 17987960 3843037 1983550 123005 988477 25697762 21653110 4044652 2228422 129951 1057072 3415445 629207 0 0 0 0 0 0 0 0 0 0 565024 0 2738 0 0 true 1.0 565024 0 2738 0 0 2738 562286 CA true false true false 0.0 1.0 Diana Keim - VP - Philanthropy 1500 East Duarte Road Duarte CA 91010 false Diana Keim VP Philanthropy 0 Management and oversight X true 508521 Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses CHAPMAN CUBINE ALLEN & HUSSEY, INC.-CHAPMAN CUBINE ALLEN & HUSSEY, INC. ("CCAH") IS A DIRECT RESPONSE FUNDRAISING CONSULTING FIRM WHICH PROVIDED CITY OF HOPE SERVICES DIRECTED TO RAISING FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $1,873,986 TO CCAH TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES IS REPORTED IN SCHEDULE G, PART I, LINE 2B, COLUMN (V).;MAL WARWICK & ASSOCIATES, INC.-MAL WARWICK & ASSOCIATES, INC. IS A TELEMARKETING FUNDRAISING FIRM WHICH PROVIDED CITY OF HOPE FUNDRAISING SERVICES FOR SOLICITING CONTRIBUTIONS FROM THE PUBLIC.;MARKETSMART, L.L.C-MARKETSMART L.L.C. PROVIDED CITY OF HOPE WITH DESIGN OF INTERNET WEBSITES AND/OR COLLATERAL MATERIALS RELATED TO PLANNED GIVING AND ESTATE PLANNING OPPORTUNITIES. THERE IS NO MEANINGFUL WAY FOR CITY OF HOPE TO ATTRIBUTE GROSS RECEIPTS FROM DONOR SOURCES TO THESE ACTIVITIES DUE TO THE LONG-TIME HORIZON TYPICALLY ASSOCIATED WITH THESE GIFT GIVING VEHICLES. ADDITIONALLY, INTERNET AND OTHER NEW MEDIA TECHNOLOGIES ARE DIRECTED TOWARD LARGE, HETEROGENEOUS, AND ANONYMOUS AUDIENCES. THE ABILITY TO TRACK WHETHER DONATIONS WERE A RESULT OF THIS TYPE OF MARKETING OUTREACH WOULD BE UNKNOWN TO CITY OF HOPE UNLESS THE DONOR SELF-IDENTIFIED AS HAVING BEEN INFLUENCED BY THIS OUTREACH.; Schedule G, Part III, Line 17 Distributions required under state law STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=508521; true Beckman Research Institute of the COH 1450 East Duarte Road Duarte CA 91010 953432210 501(c)(3) 48529658 Operating Support City of Hope National Medical Center 1500 East Duarte Road Duarte CA 91010 951683875 501(c)(3) 26214443 Operating Support City of Hope Medical Foundation 1500 East Duarte Road Duarte CA 91010 274803222 501(c)(3) 206333 Operating Support The Translational Genomics Research Institute 445 N 5th Street Suite 600 Phoenix AZ 85004 753065445 501(c)(3) 233678 Operating Support 4 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. CITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE CITY OF HOPE NATIONAL MEDICAL CENTER, THE CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THESE SUBSIDIARY ORGANIZATIONS AND MONITORS THEIR ACTIVITIES TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS AND TO ENSURE THEY ARE OPERATING IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE. X true true X X X X X X false true false false false false false true false Cornelis Van den Berg Former Officer 115389 346167 47865 143595 28986 86958 13163 39489 6466 19398 211869 635607 8039 24117 Jeffrey Walker Former Officer 53117 159351 0 0 31581 94743 1479 4436 2432 7297 88609 265827 0 0 KRISTIN BERTELL Asst. Secretary & CHIEF PHILANTHROPY OFFICER 507948 89637 456760 80604 132785 23433 148385 26187 39537 6978 1285415 226839 0 0 DONALD J MATTHEWSON Asst. Treasurer & VP, Treasury & Fin. Strategy 87560 262680 20711 62133 13747 41241 8976 26928 2962 8886 133956 401868 0 0 CRISTIN O'CALLAHAN Gen. Counsel & Corp. Secretary - Beg. 1/1/22 87966 263898 31179 93537 24494 73482 18241 54723 12149 36447 174029 522087 0 0 JENNIFER A PARKHURST Treasurer & CFO 205167 615501 168406 505218 103265 309795 57200 171600 11434 34302 545472 1636416 92758 278274 GREGORY D SCHETINA GEN. COUNSEL & Corp. SECRETARY - Thru 12/31/21 155010 465030 118689 356067 43015 129045 34199 102597 11816 35448 362729 1088187 30304 90912 ROBERT W STONE PRESIDENT & CEO 561793 1043330 506074 939853 145949 271048 211999 393713 13912 25837 1439727 2673781 150023 278614 Debra Fields EVP & Chief Transformation Officer 159733 479199 135278 405834 34263 102789 54590 163770 13432 40296 397296 1191888 34239 102717 Mark Hulse Chief Digital Officer 174245 522734 122455 367365 78101 234303 45888 137664 7062 21186 427751 1283252 79522 238566 Patrick Anderson Chief Information Officer - Thru 12/31/21 133356 400067 60203 180609 62761 188283 10259 30777 3055 9165 269634 808901 42962 128886 HARLAN LEVINE MD President, Health Innovation & policy 345827 642250 308737 573369 90650 168350 92433 171661 14804 27493 852451 1583123 71119 132078 Steven T Rosen MD Chief Scientific Officer 131629 758233 106758 614968 39205 225833 36022 207503 3615 20823 317229 1827360 27915 160801 VIJAY TRISAL MD Chief Medical Officer 32209 611965 14337 272402 17873 339589 3261 61951 2266 43057 69946 1328964 0 0 Annette M Walker MHA President, COH OC Cancer Center 212398 637194 177496 532488 101203 303608 49184 147552 7004 21013 547285 1641855 103070 309210 Schedule J, Part I, Line 1a First-class or charter travel CITY OF HOPE PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2021 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Robert W. Stone - $43,349 Annette M. Walker - $150,690 Steven T. Rosen - $35,425 Mark Hulse - $69,283 Debra Fields - $22,506 Kristin Bertell - $12,302 Gregory D. Schetina - $12,186 Vijay Trisal - $125,176 Patrick Anderson - $47,025 Cornelis Van Den Berg - $15,942 Schedule J, Part I, Line 7 Non-fixed payments City of Hope's EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY PERFORMANCE INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED AT 50 PERCENT AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY City of Hope AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2021 WAS PAID IN CALENDAR YEAR 2021 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, City of Hope HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 7) RAN FROM OCTOBER 1, 2018 THROUGH SEPTEMBER 30, 2021 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 8 RUNS FROM OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2022). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY City of Hope AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2021, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 7 LTI INCENTIVES (OCTOBER 1, 2018 THROUGH SEPTEMBER 30, 2021) IN DECEMBER 2021. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II). X 21 32347 Other - FMV X 106976 Other X 1 75000 Other - FMV X 191 7067207 Other - FMV X 87 48002 Other - FMV X Experience Tickets and Packages 126 254419 Other - FMV X Gift Baskets 187 56912 Other - FMV X Gift Cards and Certificates 326 68550 Other - FMV X Sporting Goods 39 32933 Other - FMV 1 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions CITY OF HOPE USES THIRD PARTY REAL ESTATE BROKERS AND AGENTS TO ASSIST IN THE SALE OF DONATED REAL ESTATE. THIRD PARTY ACTIVITIES ARE MONITORED CLOSELY THROUGH CITY OF HOPE CORPORATE REAL ESTATE STAFF. SELECTION OF THIRD PARTIES IS DONE THROUGH INTERVIEWS OF SEVERAL QUALIFIED INDIVIDUALS OR FIRMS AND SELECTIONS ARE BASED ON QUALIFICATIONS, SUCH AS SKILL, KNOWLEDGE, EXPERIENCE, EDUCATION, LICENSURE, CERTIFICATIONS, ETC. BACKGROUND AND REFERENCE CHECKS ARE CONDUCTED ON THE SELECTED THIRD PARTY. ADDITIONALLY, SELECTION IS BASED ON COST AND WE REQUEST THIRD PARTIES TO DISCOUNT STANDARD COMMISSIONS, FEES AND COSTS ASSOCIATED WITH THE SERVICES THEY PROVIDE. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - City of Hope is reporting the number of contributions received. Art - Works of art - City of Hope is reporting the number of items received. Cars and other vehicles - City of Hope is reporting the number of items received. Collectibles - City of Hope is reporting the number of items received. Other - Experience Tickets and Packages City of Hope is reporting the number of items received. Other - Gift Baskets City of Hope is reporting the number of items received. Other - Gift Cards and Certificates City of Hope is reporting the number of items received. Other - Sporting Goods City of Hope is reporting the number of items received. Form 990, Part I, Line 6 Number of Volunteers THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND ITS AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS SUPPORT PROVIDES A MAJOR PORTION OF OUR RESEARCH AND TREATMENT BUDGET EACH YEAR AND HELPS US HELP THOSE IN NEED THROUGHOUT THE YEAR. IN THE CURRENT YEAR, A SUBSTANTIAL NUMBER OF UNPAID VOLUNTEERS HAVE MADE SIGNIFICANT CONTRIBUTIONS OF THEIR TIME TO DEVELOP CITY OF HOPE'S FUNDRAISING NETWORK, PRINCIPALLY THROUGH DEVELOPMENT AND EDUCATIONAL PROGRAMS. THE VALUE OF THIS CONTRIBUTED TIME IS NOT REFLECTED IN THE INFORMATION RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. Form 990, Part III, Line 1 Organization's Mission CITY OF HOPE, AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, ACCOMPLISHES THIS DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE SUBSIDIARIES OR AFFILIATES THAT WERE FORMED TO RAISE FUNDS IN SUPPORT OF OUTSTANDING PATIENT CARE, TO CONDUCT INNOVATIVE RESEARCH AND THE OFFERING OF VITAL EDUCATION PROGRAMS FOCUSED ON RAISING AWARENESS AND ELIMINATING DISEASES. CITY OF HOPE COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC, ACCESSHOPE, LLC, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION and COH Holdco Inc. FOUNDED IN 1913, CITY OF HOPE HAS BEEN DESIGNATED BY THE NATIONAL CANCER INSTITUTE AS A COMPREHENSIVE CANCER CENTER. OUR ROLE AS LEADERS IN PATIENT CARE, BASIC AND CLINICAL RESEARCH, AND THE TRANSLATION OF SCIENCE INTO TANGIBLE BENEFIT IS WIDELY ACKNOWLEDGED. OUR COMMUNITY INCLUDES RESEARCH ASSOCIATES, SCIENTISTS, DOCTORS, NURSES, ALLIED HEALTH PROFESSIONALS, GRADUATE STUDENTS, FUNDRAISING SPECIALISTS, MARKETING PROFESSIONALS, VOLUNTEERS AND EXTENSIVE OTHER SUPPORT STAFF. WE ARE UNITED BY OUR DESIRE TO FIND CURES, SAVE LIVES AND TRANSFORM THE FUTURE OF HEALTH. EVERY DISCOVERY WE MAKE AND EVERY NEW TREATMENT WE CREATE GIVES PEOPLE THE CHANCE TO LIVE LONGER, BETTER AND MORE FULLY. CITY OF HOPE CONTINUES TO BE A PIONEER OF PATIENT-CENTERED CARE AND REMAINS COMMITTED TO ITS TRADITION OF EXCEPTIONAL CARE FOR PATIENTS, FAMILIES AND COMMUNITIES AND IS SUPPORTED BY A NATIONAL FOUNDATION OF PHILANTHROPY. Form 990, Part III, Line 3 Significant changes in program services The activities of AccessHope, LLC, F/K/A Access City of Hope, LLC, are no longer being carried out directly by the filing organization as of Fiscal Year 2022. However, the activities of AccessHope, LLC continue on as AccessHope, LLC is no longer a disregarded entity of the filing organization and is now a partnership comprised of several NCI-Designated Comprehensive Cancer Centers, including City of Hope. Form 990, Part V, Line 2a Common Paymaster Arrangement MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF THE CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Ronald Sargent and Suzanne Vautrinot - Business relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE CITY OF HOPE. The Form 990 information is compiled by the enterprise controller's tax function and provided to EY, an external accounting firm, for the preparation of Form 990, which is reviewed thoroughly with internal leadership and external participants, including EY, and retained outside tax counsel. PRIOR TO FILING, THE CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UP ON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMMITTEE TARGETS THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR the President and CEO AND THIS WAS LAST COMPLETED ON DECEMBER 9, 2021. Additionally, and with respect to the filing date of this return, the most recent review of compensation performed by the committee was completed in December 2022. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Executive Compensation and Governance Committee of the City of Hope Board of Directors ("Committee") pursuant to a delegation of authority from the City of Hope Board of Directors, is responsible for setting the compensation of, or establishing compensation levels for total compensation consistent with City of Hope's compensation philosophy, for senior leaders at the senior vice president or equivalent level. The Committee also serves as the Executive Compensation and Governance Committee of City of Hope. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMMITTEE TARGETS THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. The Committee conducts annual compensation reviews for senior leaders at the senior vice president or equivalent level, and this was last completed on December 9, 2021. Additionally, and with respect to the filing date of this return, the most recent review of compensation performed by the committee was completed in December 2022. Form 990, Part VI, Line 19 Required documents available to the public CITY OF HOPE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. CITY OF HOPE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A Average Hours Devoted FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS HER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2022. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FOUR REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2022. Schedule F, Part I, Line 3(e) ACTIVITIES IN REGION(S) INVESTMENT ACTIVITIES OF THE CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 18.44 PERCENT OF THE CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE CITY OF HOPE'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. THE CITY OF HOPE'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. CITY OF HOPE ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE CITY OF HOPE'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. CITY OF HOPE MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OUTSIDE OF THE UNITED STATES. HOWEVER, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, CITY OF HOPE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. Beckman Research Institute of the City of Hope 1450 East Duarte Road Duarte CA 91010 953432210 Research CA 501(c)(3) 4 City of Hope true City of Hope National Medical Center 1500 East Duarte Road Duarte CA 91010 951683875 Hospital CA 501(c)(3) 3 City of Hope true City of Hope Medical Foundation 1500 East Duarte Road Duarte CA 91010 274803222 Healthcare CA 501(c)(3) 3 City of Hope true The Translational Genomics Research Institute 445 N 5th Street Suite 600 Phoenix AZ 85004 753065445 Research AZ 501(c)(3) 7 City of Hope true The Translational Genomics Research Institute Foundation 445 N 5th Street Suite 120 Phoenix AZ 85004 331092191 Fundraising AZ 501(c)(3) 7 TGEN true COH HoldCo Inc 1500 East Duarte Road Duarte CA 91010 873651176 Support DE 501(c)(3) Type III-FI City of Hope true AccessHope LLC 1500 East Duarte Road Duarte CA 91010 842818450 Oncology Support DE City of Hope Related -22757982 31108336 false true 0.9496 Southern California Radiation Oncology LLC 1500 East Duarte Road Duarte CA 91010 364887584 Radiation Oncology DE NA N/A Charitable Remainder Trusts (31) 1500 East Duarte Road Duarte CA 91010 Support CA City of Hope Trust false COH HOLDCO INC(CONVERTED TO TAX-EXEMPT ON 93022) 1500 EAST DUARTE ROAD DUARTE CA 91010 873651176 SUPPORT DE CITY OF HOPE C Corporation true true true false false false false false false false false false true true false true true true false false AccessHope LLC A 1083127 Book Beckman Research Institute of the City of Hope B 48529658 Book Beckman Research Institute of the City of Hope O 58329 Book City of Hope National Medical Center B 26214443 Book City of Hope National Medical Center L 169275 Book City of Hope National Medical Center M 12729641 Book City of Hope National Medical Center O 11353855 Book City of Hope National Medical Center P 3437102 Book City of Hope National Medical Center Q 60133 Book City of Hope Medical Foundation A 675000 Book City of Hope Medical Foundation B 206333 Book The Translational Genomics Research Institute B 233678 Book