EDWARDS LIFESCIENCES FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EDWARDS LIFESCIENCES FOUNDATION (EIN 46-1702755)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349100913
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T06:20:05-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951777440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 SOUTH FLOWER STREET SUITE 3300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461702755EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARDS LIFESCIENCES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone9492502500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE EDWARDS WAYAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMANDA C FOWLERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9492502500PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMANDAPersonFirstNm
Person LastFOWLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIZBETH G NEVAREZPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum
Preparation2023-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,215,487FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,469,865DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,469,865DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,037,458NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$102,881,048GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,037,458CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$82,579OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$27,589,902TotalRevAndExpnssAmt
Total Net Invst Incm$27,507,323TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,423LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,212LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,211LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,790AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,860AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,055,014OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$181,314OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$873,700OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$53,156TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$53,156TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$157,799OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$157,799OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,292,042TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$196,316TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,095,726TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,827,602ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,702,034ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,119,644TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$196,316TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,797,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,470,258ExcessRevenueOverExpensesAmt
Net Investment Income$27,311,007NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,660,134CashBOYAmt
Cash EOY$375,806CashEOYAmt
Cash EOYFMV$375,806CashEOYFMVAmt
Sav And Temp Cash Invst BOY$28,980SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,750,993SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,750,993SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$5,562PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,562PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$67,092,934CorporateStockBOYAmt
Corporate Stock EOY$40,940,246CorporateStockEOYAmt
Corporate Stock EOYFMV$40,940,246CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,340,535CorporateBondsBOYAmt
Corporate Bonds EOY$13,212,995CorporateBondsEOYAmt
Corporate Bonds EOYFMV$13,212,995CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$2,902,951OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,902,951OtherInvestmentsEOYFMVAmt
Other Assets BOY$42,271OtherAssetsBOYAmt
Other Assets EOY$26,934OtherAssetsEOYAmt
Other Assets EOYFMV$26,934OtherAssetsEOYFMVAmt
Total Assets BOY$84,164,854TotalAssetsBOYAmt
Total Assets EOY$59,215,487TotalAssetsEOYAmt
Total Assets EOYFMV$59,215,487TotalAssetsEOYFMVAmt
Accounts Payable BOY$154,312AccountsPayableBOYAmt
Accounts Payable EOY$247,640AccountsPayableEOYAmt
Grants Payable BOY$845,000GrantsPayableBOYAmt
Grants Payable EOY$873,000GrantsPayableEOYAmt
Other Liabilities BOY$471,586OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,470,898TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,120,640TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$82,693,956NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$58,094,847NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$82,693,956TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$58,094,847TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$84,164,854TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,215,487TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,693,956TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,470,258ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$99,164,214SubtotalAmt
Other Decreases$41,069,367OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$58,094,847TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES2022-01-012022-12-31$102,881,048$77,421,997$25,459,051$25,459,051
CAPITAL GAIN DISTRIBUTION2022-01-012022-12-31$578,407$578,407P
FieldValueIRS element (for citing)
Capital Gain Net Income$26,037,458CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$379,623InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$379,623SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$379,623TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$388,558EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$388,558TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5,588EsPenaltyAmt
Overpayment$3,347OverpaymentAmt
Applied To ES Tax$3,347AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.EDWARDS.COM/ABOUTUS/CORPORATEGIVINGWebsiteAddressTxt
Individual With BooksGEORGIS TZORTZAKISIndividualWithBooksNm
Phone9492500117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EDWARDS WAYAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMANDA C FOWLER
ONE EDWARDS WAYIRVINECA92614EXECUTIVE DIRECTOR32.00$0$0$0
DIRKSEN LEHMAN
ONE EDWARDS WAYIRVINECA92614CHAIRMAN1.00$0$0$0
BERNARD ZOVIGHIAN
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
MARK WILTERDING
ONE EDWARDS WAYIRVINECA92614TREASURER1.00$0$0$0
LINDA PARK
ONE EDWARDS WAYIRVINECA92614SECRETARY1.00$0$0$0
DAVEEN CHOPRA
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
SETH CLANCY
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
CHRISTINE Z MCCAULEY
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
SCOTT ULLEM
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
MARTYN THOMAS
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
LINNETTE TORRES
ONE EDWARDS WAYIRVINECA92614DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARDS LIFESCIENCES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE EDWARDS WAYAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Service TypePROFESSIONAL SERVICESServiceTypeTxt
Compensation$711,680CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EVEVERY HEARTBEAT MATTERS IS THE SIGNATURE PHILANTHROPIC INITIATIVE OF EDWARDS LIFESCIENCES FOUNDATION. IN 2014, WE LAUNCHED EVERY HEARTBEAT MATTERS, AND BY 2020, THIS COMMUNITY OF CHARITABLE PARTNERS HAD IMPACTED OVER 1.7 MILLION UNDERSERVED PEOPLE, SURPASSING THE INITIAL GOAL OF 1 MILLION. NOW, WE ARE WORKING TOWARDS A NEW EVERY HEARTBEAT MATTERS GOAL: WE WILL IMPROVE THE LIVES OF 2.5 MILLION ADDITIONAL UNDERSERVED STRUCTURAL HEART AND CRITICAL CARE PATIENTS BY THE END OF 2025. TO DRIVE THIS GOAL, WE FUND IMPACTFUL CARDIAC AND PATIENT CENTRIC CHARITABLE PARTNERS, BUT ALSO INVEST IN CREATING A CLOSE-KNIT GLOBAL COMMUNITY THAT EMPOWERS PEOPLE AND ORGANIZATIONS TO SUSTAIN AND EXPAND THEIR EFFORTS TO IMPACT STRUCTURAL HEART DISEASE AND CRITICAL CARE PATIENTS, NOT JUST TODAY, BUT LONG AFTER OUR GRANTS ARE MADE. EHM DOES THIS BY BRINGING TOGETHER THE LEADERS OF OUR CHARITABLE PARTNERS, AND TELLING THE STORIES OF THEIR WORK TO SHARE THEIR IMPACT AND INSPIRE MORE GIVING.Description1Txt
Expenses1$111,941Expenses1Amt
Description2EDWARDS LIFESCIENCES FOUNDATION ALSO FOCUSES FUNDING ON STRENGTHENING THE COMMUNITIES WHERE EDWARDS LIVES AND WORKS SUPPORTING HUNGER, HOUSING, WORKFORCE DEVELOPMENT, EDUCATION AND OTHER BASIC NEEDS THAT OUR COMMUNITIES NEED. WE RESPOND TO THE LOCAL COMMUNITY NEED, AND PARTNER WITH ORGANIZATIONS THAT ARE MAKING A DEMONSTRATED IMPACT. AN IMPORTANT PART OF OUR SUPPORT FOR THESE COMMUNITY-BASED CHARITIES IS GOING BEYOND OUR GRANT FUNDING AND LAYERING IN ADDITIONAL SUPPORT AS WE CAN. FOR EXAMPLE, OUR FOUNDATION HOSTS NONPROFITS ORGANIZATIONS AND COLLABORATIVE CONVENINGS FOR NONPROFIT LEADERS.Description2Txt
Expenses2$44,391Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$62,703,460AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,918,085AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,929,885FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$69,551,430TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$69,551,430AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,043,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$68,508,159NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,425,408MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,425,408MinimumInvestmentReturnAmt
Tax Based On Investment Income$379,623TaxBasedOnInvestmentIncomeAmt
Total Tax$379,623TotalTaxAmt
Distributable Before Adj$3,045,785DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,045,785DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,045,785DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,797,760ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,797,760QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,045,785DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,475,133ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,111,622ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,049,612ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,691,171ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,491,167ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,818,705TotalExcessDistributionCyovAmt
Qualifying Distributions$10,797,760QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,045,785AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,751,975RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,570,680TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,475,133ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$29,095,547ExcessDistriCyovToNextYrAmt
Excess From Year4$4,111,622ExcessFromYear4Amt
Excess From Year3$5,049,612ExcessFromYear3Amt
Excess From Year2$5,691,171ExcessFromYear2Amt
Excess From Year1$6,491,167ExcessFromYear1Amt
Excess From Current Year$7,751,975ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTIFFANY SIMMONSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EDWARDS WAYAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9492505184RecipientPhoneNum
Recipient Email AddressWWW.EDWARDS.COM/CORPORATEGIVINGRecipientEmailAddressTxt
Form And Info And MaterialsONLINE FORM, AUDITED FINANCIAL REPORTS WHEN AVAILABLE FOR GRANT APPLICATIONS COMING THROUGH THE ANNUAL GRANT CYCLE.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE APPLICATION USUALLY OPENS IN MID-MAY AND CLOSES 30-DAYS LATER (THESE DATES VARY).SubmissionDeadlinesTxt
Restrictions On AwardsTYPES OF PROGRAMS SUPPORTED - EVERY HEARTBEAT MATTERS PROGRAMS: PROGRAMS THAT EDUCATE, SCREEN AND/OR TREAT UNDERSERVED PEOPLE TO REDUCE THE GLOBAL BURDEN OF HEART VALVE DISEASE - OTHER HEALTH-FOCUSED PROGRAMS: PROGRAMS THAT ADVANCE HEALTH CARE AND ADDRESS UNDERSERVED PATIENTS. THIS CAN INCLUDE EDUCATION AND AWARENESS CAMPAIGNS, RESEARCH, AND/OR DIRECT CARE FOR UNDERSERVED PATIENTS - COMMUNITY PROGRAMS: PROGRAMS THAT STRENGTHEN THE COMMUNITIES WHERE OUR EMPLOYEES LIVE AND WORK, AND PROVIDE OPPORTUNITIES FOR EMPLOYEE VOLUNTEERISM REQUIREMENTS OF ORGANIZATIONS SUPPORTED BY OUR FOUNDATION: U.S.-BASED ORGANIZATIONS MUST BE A TAX-EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ORGANIZATIONS BASED OUTSIDE THE U.S. MAY BE ELIGIBLE FOR FUNDING FOR SPECIFIC CHARITABLE PROJECTS, ON WHICH ADDITIONAL DUE DILIGENCE AND DETAILED REPORTING OF EXPENDITURES WILL BE REQUIRED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (199 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314PCHEART HEALTH PROGRAMS$1,448,505
STANFORD MEDICINE
485 BROADWAY ST MSC 8838REDWOOD CITYCA94063PCSTANFORD BIODESIGN$1,000,000
MATCHING GIFTS
ONE EDWARDS WAYIRVINECA92614PCEMPLOYEE MATCHING GIFT$621,920
THE THORACIC SURGERY FOUNDATION
633 N SAINT CLAIR STREETCHICAGOIL60611PC2023 TSF EVERY HEARTBEAT MATTERS AWARDS$500,000
PYXERA GLOBAL INC
99 M ST SE STE 400WASHINGTONDC200033958PCEVERY HEARTBEAT MATTERS PRO BONO CORPS$473,000
UNITED WAY ORANGE COUNTY
18012 MITCHELL SIRVINECA92614PCANNUAL CAMPAIGN MATCH$409,540
AATS FOUNDATION
800 CUMMINGS CENTERBEVERLYMA01915PCAATS FOUNDATION EVERY HEARTBEAT MATTERS INITIATIVE$300,000
HEART TO HEART GLOBAL CARDIAC CARE
655 13TH ST STE 200OAKLANDCA946121218PCCOSTA RICA NATIONWIDE CARDIAC CARE CAMPAIGN (2020-2030)$250,000
PATIENT ADVOCATE FOUNDATION
421 BUTLER FARM RDHAMPTONVA236669904PCSTRUCTURAL HEART DISEASE CARELINE (SHDCL) FORMERLY KNOWN AS HEART VALVE CARELINE (HVCL); HEART VALVE FINANCIAL AID FUND (HVFAF) AND OUTREACH AND MATTERS OF THE HEART ONLINE EDUCATION RESOURCE$250,000
SOCIETY OF CRITICAL CARE MEDICINE
500 MIDWAY DRMT PROSPECTIL600565811PCEXPANDING ACCESS TO CARDIAC CRITICAL CARE TRAINING TO SUPPORT RECOVERY$250,000
DISCOVERY SCIENCE CENTER OF ORANGE COUNTY
2500 N MAIN STSANTA ANACA92705PCHEART HEALTHY INTERACTIVE SCIENCE EDUCATION PROGRAMMING$200,000
EMERGENCY USA-LIFE SUPPORT FOR CIVILIAN VICTIMS OF WAR AND POVERTY
31 WEST 34TH ST SUITE 8138NEW YORKNY10001PCTHE SALAM CENTRE FOR CARDIAC SURGERY$200,000
MAP INTERNATIONAL
4700 GLYNCO PKWYBRUNSWICKGA315256901PCSHIPPING, CUSTOMER SERVICE AND MANAGEMENT EXPENSES FOR EDWARDS LIFESCIENCES DONATION PROGRAM WITH MAP INTERNATIONAL$175,000
UNITED WAY ORANGE COUNTY
18012 MITCHELL SIRVINECA92614PC2022 ANNUAL CAMPAIGN MATCH$155,790
AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION
2400 N ST NWWASHINGTONDC20037PCEVERY HEARTBEAT MATTERS: ADULT ECHOCARDIOGRAPHY TECHNICIAN COURSE$150,000
CEO LEADERSHIP ALLIANCE ORANGE COUNTY
668 N COAST HIGHWAY 319LAGUNA BEACHCA926511513PCBUSINESS AND ECONOMIC DEVELOPMENT FOR ORANGE COUNTY, CA$150,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVE NWWASHINGTONDC200102916PCIMPROVING DETECTION, TREATMENT AND RECOVERY IN UNDERSERVED PATIENTS WITH STRUCTURAL HEART DISEASE ACROSS THE LIFESPAN IN BRAZIL$150,000
ASA CHARITABLE FOUNDATION & GLOBAL HUMANITARIAN OUTREACH
1061 AMERICAN LANESCHAUMBURGIL60173PC2022 GLOBAL SCHOLARS PROGRAM$138,500
AMERICAN HEART ASSOCIATION ORANGE COUNTY
7272 GREENVILLE AVEDALLASTX752315129PCAMERICAN HEART ASSOCIATION ORANGE COUNTY$125,000
HAITI CARDIAC ALLIANCE INC
47 MAPLE STREET SUITE 213BURLINGTONVT05401PCEXPANDING ACCESS TO SHD DIAGNOSIS AND TREATMENT IN HAITI AND DOMINICAN REPUBLIC$125,000
SCHOLARSHIP AMERICA
ONE SCHOLARSHIP WAYST PETERMN56082PCEDWARDS LIFESCIENCES SCHOLARSHIP PROGRAM$105,907
AMERICAN ASSOCIATION OF CRITICAL CARE NURSES
27071 ALISO CREEK RDALISO VIEJOCA926561455PCOUTCOME IMPROVEMENT IN CARDIAC SURGERY RECOVERY - UNDERSERVED POPULATIONS$100,000
CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUE MLC 9002CINCINNATIOH45229PCCINCINNATI CHILDREN'S STRUCTURAL HEART DISEASE OUTREACH PROGRAM$100,000
HEINEMAN-ROBICSEK FOUNDATION INC
1237 HARDING PLACECHARLOTTENC28204PCCENTRAL AMERICAN HEART$100,000
STANFORD BYERS CENTER FOR BIODESIGN
318 CAMPUS DRIVESTANFORDCA94305PCSTANFORD BYERS CENTER FOR BIODESIGN TARGET EK LAKH: TRAINING AND EQUIPPING CARDIOVASCULAR HEALTHCARE PROFESSIONALS TO SERVE 100,000 RHEUMATIC HEART DISEASE (RHD) PATIENTS IN RESOURCE-CONSTRAINED COMMUNITIES IN INDIA$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
USC ADVANCEMENT GIFT SERVICES 1150LOS ANGELESCA90015PCEDWARDS LIFESCIENCES DOCTORAL FELLOWSHIP AT USC SCHAEER CENTER$99,000S OLIVE ST 25TH FLOOR
COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
516 WEST 168TH STREET 5TH FLOORNEW YORKNY10032PCRHEUMATIC HEART DISEASE SCREENING IN THE RIVAS COHORT$83,000
ALTAMED HEALTH SERVICES CORP
2040 CAMFIELD AVENUELOS ANGELESCA90040PCINCREASING CAPACITY TO ASSESS STRUCTURAL HEART DISEASE AMONG THE UNDERSERVED$75,000
ARRHYTHMIA ALLIANCE
68 CLUBHOUSE DRIVEHILTON HEADSC299385507PCARRHYTHMIA ALLIANCE - HEARTS OF GHANA: COMBINED UNITS OF JAMES COOK UNIVERSITY HOSPITAL AND CARDIOSTART INTERNATIONAL USA PRESENT: A COMPREHENSIVE CARDIAC MISSION PROGRAMME FOR THE UNIVERSITY OF GHANA MEDICAL CENTRE$75,000
CHAINE DE L'ESPOIR USA
106 WEST 32ND STREETBETHESDAMD20814PCCAPACITY BUILDING OF MALIAN MEDICAL TEAMS ON TETRALOGY OF FALLOT AND RHEUMATIC HEART DISEASES TREATMENT.$75,000
OCTANE FOUNDATION FOR INNOVATION
4041 MACARTHUR BLVDALISO VIEJOCA92656PCNON-PROFIT ACCELERATOR (NPA) & NPA 2.0 BUILDING CAPACITY, IMPROVING SUSTAINABILITY AND INCREASING COMMUNITY IMPACT$75,000
TEAM HEART INC
PO BOX 446MILTONMA02186PCIMPACTING CARDIAC CARE AND ACCESS THROUGH SKILL TRANSFER,EDUCATION AND MENTORING$75,000
CARDIOSTART INTERNATIONAL INCORPORATED
4905 34TH STREET SOUTH SUITE 114ST PETERSBURGFL33711PCIN THE HEART OF AFRICA ENUGU & LAGOS$45,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVENUEDALLASTX75231PCSTEM SPONSORSHIP, UTAH HEART WALK AND GO RED FOR WOMEN$40,000
ST JEANNE DE LESTONNAC FREE CLINIC
1215 E CHAPMAN AVEORANGECA92866PCIT'S THE HEART THAT MATTERS$30,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX75231PCHEART MONTH - HEART OF ORANGE COUNTY$25,000
AMERICAN RED CROSS - ORANGE COUNTY
600 PARKCENTER DRSANTA ANACA92705PCBLOOD SAVES LIVES: GENERAL OPERATIONS$25,000
CLEVELAND CLINIC
9500 EUCLID AVE/DV-3CLEVELANDOH44195PCEVERY HEARTBEAT MATTERS STRUCTURAL HEART DISEASE (SHD) PROGRAM AT CCF$25,000
FOGARTY INSTITUTE FOR INNOVATION
2495 HOSPITAL DRIVE SUITE 300MOUNTAIN VIEWCA940404125PCDIVERSITY BY DOING (DXD) AND LEFTEROFF INTERNSHIP PROGRAM$25,000
HEART TO HEART GLOBAL CARDIAC CARE
655 13TH ST STE 200OAKLANDCA94612PCCOSTA RICA CARDIAC PROGRAMS$25,000
MAP INTERNATIONAL
4700 GLYNCO PKWYBRUNSWICKGA315256901PCEVERY HEARTBEAT MATTERS PATIENT CARE PACKAGES$25,000
ONEOC
1901 E 4TH STREETSANTA ANACA92705PCACCELERATING NONPROFIT SUCCESS$25,000
SHARE OUR SELVES SOS
1550 SUPERIOR AVENUECOSTA MESACA926273778PCSHARE OUR SELVES (SOS) HEART HEALTH PROGRAM$25,000
UCLA BIODESIGN
1001 GAYLEY AVENUELOS ANGELESCA90024PCUCLA BIODESIGN FELLOWSHIP$25,000
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038PCPROGRAM SUPPORT EAST ASIA/PACIFIC - HEART MONTH$25,000
UNIVERSITY OF CALIFORNIA IRVINE
100 THEORY SUITE 250IRVINECA92617PCUCI BEALL APPLIED INNOVATION$25,000
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
100 THEORYIRVINECA92617PCUCI - OC ALLIANCE LATINX$25,000
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
100 THEORY SUITE 250IRVINECA92617PCWOMEN OF THE DEAN'S LEADERSHIP SOCIETY$25,000
CAMP DEL CORAZON
11615 HESBY STIRVINECA91403PCEDWARDS LIFESCIENCES CAMP DEL CORAZON HAPPY HEART FESTIVAL$24,453
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038PC1:1 MATCHING FOR UKRAINE CRISIS RELIEF$23,084
EASTERSEALS SOUTHERN CALIFORNIA
1063 MCGAW AVENUEIRVINECA92614PCBRIDGING THE GAP PROJECT OUTREACH$20,000
FUNDACION DR RAUL GARCIA RINALDI INC
PO BOX 8816SAN JUANPR009100816PCPREVENTION, PROMOTION, EVALUATION AND RESULTS PROGRAM (PPER)$20,000
GIRLS INC OF ORANGE COUNTY
1801 E EDINGER AVENUE SUITE 255ASANTA ANACA92705PCGIRLS MEET THE WORKFORCE$20,000
GOODWILL INDUSTRIES OF ORANGE COUNTY
410 N FAIRVIEWSANTA ANACA92703PCTIERNEY CENTER FOR VETERAN SERVICES$20,000
HUMAN OPTIONS INC
5540 TRABUCO ROAD SUITE 100IRVINECA926193745PCRESIDENTIAL PROGRAM FOR HOMELESS VICTIMS OF ABUSE$20,000
MEDWISH INTERNATIONAL
1625 E 31ST STREETCLEVELANDOH44114PCMEDICAL SUPPLY AID FOR THE DOMINICAN REPUBLIC$20,000
ORANGE COUNTY COMMUNITY FOUNDATION
19200 VON KARMAN AVENEWPORT BEACHCA92660PCOC OPPORTUNITY INITIATIVE AND OCCF 2022 ANNUAL MEETING$20,000
ORANGE COUNTY STEM INITIATIVE - A FISCALLY SPONSORED PROJECT OF ONEOC
2101 PACIFIC COAST HWY SUITE 300CORONA DEL MARCA92625PCOC STEM INITIATIVE$20,000
RISE AGAINST HUNGER
4801 GLENWOOD AVENUE SUITE 200RALEIGHNC27612PCFOOD AID FOR INDIGENOUS COMMUNITIES IN MALAYSIA$20,000
SECOND HARVEST FOOD BANK OF ORANGE COUNTY
8014 MARINE WAYIRVINECA92618PCNUTRITIOUS FOOD FOR FAMILIES IN ORANGE COUNTY$20,000
SPECIAL OLYMPICS SOUTHERN CALIFORNIA
1600 FORBES WAY SUITE 200LONG BEACHCA90810PCSOSC CHAMPIONSHIP EVENTS AND HEALTHY LIFESTYLE CHALLENGE$20,000
TEAMFUND HEALTH
11890 SUNRISE VALLEY DRIVE C/ORESTONVA20191PCEDUCATION, TRAINING, AND IDENTIFICATION OF APPROPRIATE MEDICAL TECHNOLOGY IN LOW RESOURCE SETTINGS FOCUSING ON INDIA AND SUB-SAHARAN AFRICA$20,000SMART CHARITY
WORKING WARDROBES FOR A NEW START
2000 EAST MCFADDEN AVENUESANTA ANACA92705PCVETNET - A SAFETY NET FOR VETERANS$20,000
CHARITABLE VENTURES OF ORANGE COUNTY
4041 MACARTHUR BLVD STE 510NEWPORT BEACHCA92660PCORANGE COUNTY GRANTMAKERS 2022 MEMBERSHIP AND SPONSORSHIP$17,500
FONDOS UNIDOS UNITED WAY PUERTO RICO
PO BOX 191914SAN JUANPR00919PCEMPLOYEE MATCHING GIFT$15,425
FONDOS UNIDOSUNITED WAY OF PUERTO RICO
PO BOX 191914SAN JUANPR00919PCANNUAL EMPLOYEE MATCH$15,390
AMERICAN FAMILY HOUSING
15161 JACKSON STMIDWAY CITYCA926551432PCTHE HOMEKEY PROGRAM AND OUR CAPACITY TO END HOMELESSNESS$15,000
CHILDREN'S HEART FUND DBA CHILDREN'S HEARTLINK
5075 ARCADIA AVENUEMINNEAPOLISMN554362306PCBUILDING PEDIATRIC CARDIAC CARE CAPACITY IN MALAYSIA AND SE ASIA$15,000
INTERNATIONAL CENTER FOR PROFESSIONAL DEVELOPMENT
27890 CLINTON KEITH ROADMURRIETTACA92562PC2022 SCIENTIST MENTORING & DIVERSITY PROGRAM FOR MEDICAL TECHNOLOGY (SMDP MEDTECH)$15,000
KECK GRADUATE INSTITUTE OF APPLIED LIFE SCIENCES
535 WATSON DRCLAREMONTCA917114817PCEDWARDS LIFESCIENCES SCHOLARSHIP FUND$15,000
MENDING KIDS
21255 BURBANK BLVDWOODLAND HILLSCA91367PCHEARTBEATS$15,000
NORTHWESTERN UNIVERSITY - FARLEY CENTER FOR ENTREPRENEURSHIP & INNOVATION
555 CLARK STREETEVANSTONIL602080001PCNUVENTION: MEDICAL INNOVATION$15,000
RISE AGAINST HUNGER
4801 GLENWOOD AVENUE SUITE 200RALEIGHNC27612PCMEAL PACKING VOLUNTEER EVENT$15,000
THOMAS HOUSE TEMPORARY SHELTER
PO BOX 2737GARDEN GROVECA92842PCOPERATING SUPPORT FOR HOMELESS FAMILIES AND THEIR CHILDREN$15,000
UNITED WAY ORANGE COUNTY
18012 MITCHELL SIRVINECA92614PC2022 RALLY FOR CHANGE$15,000
WASATCH HOMELESS HEALTH CARE INC DBA FOURTH STREET CLINIC
409 WEST 400 SOUTHSALT LAKE CITYUT84101PCFOURTH STREET CLINIC'S WELLNESS AND CARDIOVASCULAR PROGRAM$15,000
UNITED WAY WORLDWIDE
701 NORTH FAIRFAX STREETALEXANDRIAVA22314PCVIVO UNIDO (LIVE UNITED) DAY$13,093
PROJECT HOPE ALLIANCE
1954 PLACENTIA AVE SUITE 202COSTA MESACA92627PCON-SITE CASE MANAGEMENT FOR YOUTH EXPERIENCING HOMELESSNESS$12,500
EMERGENCY USA-LIFE SUPPORT FOR CIVILIAN VICTIMS OF WAR AND POVERTY
31 WEST 34TH ST SUITE 8138NEW YORKNY10001PCFREE SOCIO-SANITARY ASSISTANCE AND HEALTH CARE TO INDIGENTS AND MIGRANTS IN MILAN, ITALY$12,000
FOUNDATION FOR HOSPITAL ART
131 VILLAGE CENTRE WESTWOODSTOCKGA30188PCHOSPITAL ART PROJECT$10,750
ACHIEVEMENT INSTITUTE FOR STEM SCHOLARS
1505 E 17TH ST STE 118SANTA ANACA92705PCCOLLEGE TO CAREER READINESS STEM PROGRAM AND EXPANSION SUPPORT$10,000
AIDS SERVICES FOUNDATION ORANGE COUNTY
17982 SKY PARK CIRCLE SUITE JIRVINECA92614PCGENERAL OPERATING SUPPORT$10,000
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE
1801 E EDINGER AVESANTA ANACA92705PCCORPORATE ENGAGEMENT OPPORTUNITIES WITH ONE-TO-ONE MENTORING$10,000
BOYS & GIRLS CLUB OF GREATER SALT LAKE
PO BOX 57071MURRAYUT84107PCYOUTH DEVELOPMENT IN AFTERSCHOOL AND SUMMER PROGRAMS$10,000
CEO LEADERSHIP ALLIANCE ORANGE COUNTY
668 N COAST HIGHWAY 319LAGUNA BEACHCA92651PCCLAOC GRANT WRITING AND PROPOSAL$10,000
CHOC FOUNDATION
1201 W LA VETA AVEORANGECA92868PCEXPANSION OF OPHTHALMOLOGY SERVICES - THOMPSON AUTISM CENTER$10,000
CITY OF HOPE
2000 FIVEPOINT SUITE 230IRVINECA92618PCCITY OF HOPE ORANGE COUNTY PRESIDENT'S VENTURE FUND$10,000
FAMILIES FORWARD
8 THOMASIRVINECA92618PCFAMILIES FORWARD: UNTIL EVERY FAMILY HAS A HOME$10,000
MAKE-A-WISH FOUNDATION OF UTAH
771 E WINCHESTERMURRAYUT84107PCGRANTING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES$10,000
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060PCPROJECT CAMO (CREATING ACCESS FOR MILITARY)$10,000
THE WOODEN FLOOR FOR YOUTH MOVEMENT
1810 NORTH MAIN STREETSANTA ANACA92706PCLIFTING YOUTH OUT OF POVERTY: A 10-YEAR JOURNEY$10,000
FOUNDATION FOR HOSPITAL ART
131 VILLAGE CENTRE WESTWOODSTOCKGA30188PCPAINTFEST FOR HOSPITALS AND PATIENTS$8,150
2FT PROSTHETICS
636 OAKVIEW LNBOUNTIFULUT84010PCRESTORING MOBILITY FOR UNDERSERVED AMPUTEES IN THE DOMINICAN REPUBLIC AND COSTA RICA$7,500
AGE WELL SENIOR SERVICES INC
23101 LAKE CENTER DRIVELAKE FORESTCA92630PCMEALS ON WHEELS FOR SOUTH ORANGE COUNTY SENIORS$7,500
CALIFORNIA HUGH O'BRIAN YOUTH LEADERSHIP INC
PO BOX 2100MISSION VIEJOCA926900100PC2022-2023 HOBY SOCAL YOUTH LEADERSHIP SEMINAR$7,500
CAMP HAWKINS
4253 W 9580 SSOUTH JORDANUT84009PCCAMP HAWKINS$7,500
CASA TERESA INC
P O BOX 429ORANGECA92856PCEMERGENCY MATERNITY SHELTER$7,500
GUADALUPE CENTER EDUCATIONAL PROGRAMS
1385 N 1200 WSALT LAKE CITYUT841163792PCADULT EDUCATION AT GUADALUPE SCHOOL$7,500
ILLUMINATION FOUNDATION
2871 PULLMAN STORANGECA92867PCILLUMINATION FOUNDATION HOMELESS SERVICES$7,500
KIDWORKS COMMUNITY DEVELOPMENT CORP
1902 W CHESTNUT AVESANTA ANACA92703PCKIDWORKS AFTER SCHOOL PROGRAM$7,500
RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA
383 S BATAVIAORANGECA92868PCGENERAL OPERATING SUPPORT$7,500
ORANGE COUNTY COASTKEEPER
3151 AIRWAY AVE STE F110COSTA MESACA92626PCCLEANUP OC$7,250
FOUNDATION FOR HOSPITAL ART
131 VILLAGE CENTRE WESTWOODSTOCKGA30188PCTMTT EXTENDED LEADERSHIP TEAM PAINT FEST$7,025
CENTRO DE AYUDA Y TERAPIA AL NINO CON IMPEDIMENTO INC
140 CALLE MONSENOR JOSE TORRESMOCAPR006760000PCAYANI'S HELP TO OTHER$7,000
PUERTO RICO CONSERVATION TRUST
TETUAN STREET 155SAN JUANPR00901PCCOASTAL BIRD MONITORING WESTERN REGION$7,000
UNITED WAY ORANGE COUNTY
18012 MITCHELL SIRVINECA92614PCEMPLOYEE VOLUNTEER ACTIVITY - MANUFACTURING$7,000
CHILD CREATIVITY LAB
1901 CARNEGIE AVE 1ASANTA ANACA92705PCEMPLOYEE VOLUNTEER ACTIVITY$5,770
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX752315129PC2022 RESEARCH ROUNDTABLE$5,535
100 BLACK MEN OF ORANGE COUNTY INCORPORATED
100 SPECTRUM CENTER DRIVE SUITE 900IRVINECA92618PCPASSPORT TO THE FUTURE$5,000
ABILITY FOUNDATION
2324 S CONSTITUTION BLVDWEST VALLEY CITYUT84119PCEQUIPMENT PLACEMENT PROGRAM$5,000
AMERICAN HEART ASSOCIATION ORANGE COUNTY
7272 GREENVILLE AVEDALLASTX752315129PCLEADERSHIP BOARD MATCH$5,000
BEYOND BLINDNESS (BB)
18542 VANDERLIP AVE STE BSANTA ANACA927058201PCCAPACITY BUILDING$5,000
BIG BROTHERS BIG SISTERS OF UTAH INC
2121 SOUTH STATE STREETSALT LAKE CITYUT841152897PCONE-TO-ONE YOUTH MENTORING$5,000
BOYS & GIRLS CLUB BREA PLACENTIA YORBA LINDA
502 S SIEVERS AVEBREACA928215357PCPROJECT STEM$5,000
BOYS & GIRLS CLUB OF LAGUNA BEACH
1085 LAGUNA CANYON RDLAGUNA BEACHCA926511836PCCLUB STEAM PROGRAM$5,000
BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST
17701 COWANIRVINECA92614PCIMPACT MODEL$5,000
BOYS & GIRLS CLUBS OF FULLERTON
340 W COMMONWEALTH AVEFULLERTONCA928321711PCSTEM YOUTH PROGRAMMING$5,000
BUILDING YOUTH AROUND THE WORLD
7678 SOUTH 5040 WESTWEST JORDANUT84088PC2022 NAVAJO NATION HUMANITARIAN PROJECT$5,000
CAL STATE FULLERTON PHILANTHROPIC FOUNDATION
2600 E NUTWOOD AVENUE SUITE 850FULLERTONCA92831PCCSUF WOMEN IN COMPUTER SCIENCE AND ENGINEERING (WICSE) PROGRAM SUPPORT$5,000
CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH
PO BOX 19340SACRAMENTOCA95819PCPROPOSAL TO SUPPORT K-3 EDUCATION IN THE LIFESCIENCES AND FOR THE DEVELOPMENT OF EDUCATIONAL VIDEOS TO CULTIVATE INTEREST IN CAREERS FOR FUTURE LIFESCIENCE RESEARCHERS$5,000
CAMP HOBE
2536 SOUTH 1900 EASTSALT LAKE CITYUT84106PCPSYCHOSOCIAL SUPPORT OF KIDS WITH CANCER (& SIMILARLY-TREATED DISORDERS) AND THEIR FAMILIES$5,000
CHILD CREATIVITY LAB
1901 CARNEGIE AVE 1ASANTA ANACA92705PCOC KIDS STEAM AHEAD$5,000
COMMUNITY SENIORSERV INC DBA MEALS ON WHEELS ORANGE COUNTY
1200 N KNOLLWOOD CIRCLEANAHEIMCA92801PCSENIOR NUTRITION PROGRAM$5,000
COUNCIL ON AGING - SOUTHERN CALIFORNIA INC
2 EXECUTIVE CIRCLE STE175IRVINECA92614PCCONCIERGE CARE NAVIGATORS PROGRAM$5,000
COURT APPOINTED SPECIAL ADVOCATE
765 THE CITY DRIVE SOUTH SUITE 300SANTA ANACA92705PCMENTOR-ADVOCATE PROGRAM$5,000
DEPAUW UNIVERSITY
PO BOX 37GREENCASTLEIN46135PCBOARD LEADERSHIP MATCH$5,000
EMORY UNIVERSITY
1762 CLIFTON ROAD MS 0970-001-9AAATLANTAGA30322PCGOIZUETA ALZHEIMER'S DISEASE RESEARCH CENTER DONATION IN MEMORY OF DR. CRAVER$5,000
GAY AND LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY
1605 N SPURGEON STREETSANTA ANACA92701PCTRANS HEALTH AND WELLNESS$5,000
GLENNWOOD HOUSING FOUNDATION
2130 SOUTH COAST HIGHWAYLAGUNA BEACHCA92651PCCOMMUNITY ENGAGEMENT$5,000
GLENNWOOD HOUSING FOUNDATION
2130 SOUTH COAST HIGHWAYLAGUNA BEACHCA92651PCLEADERSHIP BOARD MATCH$5,000
GLOBAL OPERATIONS AND DEVELOPMENT - GIVING CHILDREN HOPE
8332 COMMONWEALTH AVEBUENA PARKCA906212526PCWE'VE GOT YOUR BACK$5,000
GOLD RUSH CURE FOUNDATION
27671 ROSEBUD WAYLAGUNA NIGUELCA92677PCPOTS OF GOLD$5,000
HAITI CARDIAC ALLIANCE INC
47 MAPLE STREET SUITE 213BURLINGTONVT05401PCLEADERSHIP BOARD MATCH$5,000
HIGH SCHOOL INC ACADEMIES FOUNDATION
18017 SKY PARK CIRCLE SUITE NCOSTA MESACA92626PCHIGH SCHOOL INC. ACADEMIES$5,000
INNOVOS ROBOTICS
2254 N ANDOVER DRORANGECA928676452PCFIRST ROBOTICS COMPETITION$5,000
IRVINE VALLEY COLLEGE FOUNDATION
5500 IRVINE CENTER DRIVEIRVINECA92618PCBASIC NEEDS FOR IVC STUDENTS$5,000
JSERRA CATHOLIC HIGH SCHOOL
26351 JUNIPERO SERRA ROADRANCHO STA MARGARITACA92688PCLEADERSHIP BOARD MATCH$5,000
KIDS ON THE MOVE
475 WEST 260 NORTHOREMUT84057PCKIDS ON THE MOVE RESPITE CENTER GRANT REQUEST 2022$5,000
NATIONAL CHARITY LEAGUE MONARCH BEACH
PO BOX 3403NEWPORT BEACHCA92660PCOPERATING SUPPORT KATIE SZYMAN$5,000
ORANGE COUNTY COMMUNITY FOUNDATION
19200 VON KARMAN AVENEWPORT BEACHCA92660PCBOARD LEADERSHIP MATCH$5,000
ORANGE COUNTY RESCUE MISSION
ONE HOPE DRIVETUSTINCA92782PCVILLAGE OF HOPE$5,000
PRETEND CITY CHILDREN'S MUSEUM
29 HUBBLEIRVINECA926184209PCHEART HEALTHY EXHIBIT - PERMANENT AND POP-UP AT PRETEND CITY$5,000
PROJECT HOPE ALLIANCE
1954 PLACENTIA AVE SUITE 202COSTA MESACA92627PCEMPLOYEE VOLUNTEER ACTIVITY - PROJECT HOPE ALLIANCE HYGIENE KITS$5,000
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA
935 E SOUTH TEMPLESALT LAKE CITYUT841021411PCRONALD MCDONALD HOUSE CHARITIES' EMERGENCY MEDICAL HOUSING & RESPITE PROGRAM$5,000
SOUTH COUNTY OUTREACH
7 WHATNEY SUITE BIRVINECA92618PCHUNGER & HOMELESS PREVENTION$5,000
TEAM HEART INC
PO BOX 446MILTONMA02186PCLEADERSHIP BOARD MATCH$5,000
THE CHRISTMAS BOX INTERNATIONAL
3660 S WEST TEMPLESALT LAKE CITYUT84115PCCHRISTMAS BOX CHILDREN AND TEENS PROGRAMS$5,000
THE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE OF TRAUMA INC
1940 E DEERE AVESANTA ANACA927055718PCBRIGHT FUTURES$5,000
THE THORACIC SURGERY FOUNDATION (TSF)
633 N SAINT CLAIR STREETCHICAGOIL60611PCTHORACIC SURGERY FOUNDATION MEDICAL VOLUNTEER SCHOLARSHIP$5,000
THINK TOGETHER
2101 E FOURTH STREET SUITE 200BSANTA ANACA92705PCSTEM WORKFORCE READINESS PROGRAM$5,000
UNITED CEREBRAL PALSY ASSOCIATION OF ORANGE COUNTY INC
1251 EAST DYER ROAD SUITE 150SANTA ANACA92705PCPEDIATRIC THERAPY PROGRAM$5,000
UTAH FOOD BANK
3150 SOUTH 900 WESTSALT LAKE CITYUT841192471PCMOBILE SCHOOL PANTRY SPONSORSHIP$5,000
UTAH PARENT CENTER
5296 S COMMERCE DRIVESUITE 302MURRAYUT841075371PCEARLY HEARING DETECTION AND INTERVENTION$5,000
VITAL LINK EDUCATION-BUSINESS CONSORTIUM
12365 LEWIS ST SUITE 101TUSTINCA92780PCEMPOWERING OCS STUDENTS FOR TOMORROW$5,000
WESTMINSTER COLLEGE
1840 SOUTH 1300 EASTSALT LAKE CITYUT84105PCSCIENCE OUTREACH PROGRAMMING$5,000
WOMEN OF THE WORLD
GAMAR REFUGEE RESOURCE CENTERSALT LAKE CITYUT84107PCSELF-SUFFICIENCY PROGRAM$5,000
TOGETHER WE RISE
560 WEST LAMBERT ROADBREACA92821PCSTEM BOXES FOR FOSTER YOUTH$4,804
ASOCIACION MAYAGUEZANA DE PERSONAS CON IMPEDIMENTOS INC
PO BOX 745MAYAGUEZPR006810745PCASISTENTES DE AMOR$4,000
CASA JUAN BOSCO
PO BOX 1836AGUADILLAPR006061836PCTIEMPO LIBRE; TIEMPO PARA CRECER$4,000
ESTANCIA CORAZN INC
PO BOX 3309MAYAGUEZPR00681PCESTANCIA CORAZON COMMUNITY HEALTH PREVENTION PROGRAM$4,000
HOGAR ALBERGUE PARA NIOS JESS DE NAZARET INC
PO BOX 1147MAYAGUEZPR00681PCTUTORING PROGRAM DEVELOPMENT$4,000
FRIENDS OF SANTA ANA ZOO
1801 EAST CHESTNUT AVENUESANTA ANACA92701PCLEADERSHIP BOARD MATCH$3,750
ONEOC
1901 E 4TH STREETSANTA ANACA92705PCVOLUNTEER CONCIERGE$3,600
WORKING WARDROBES
2000 EAST MCFADDEN AVENUESANTA ANACA92705PCBOARD LEADERSHIP MATCH$3,130
COURT APPOINTED SPECIAL ADVOCATE
765 THE CITY DRIVE SOUTH SUITE 300SANTA ANACA92705PCCASA GRADUATING CLASS OF 2022 GIFT BOXES$3,000
ONEOC
1901 E 4TH STREETSANTA ANACA92705PCLEADERSHIP BOARD MATCH$3,000
AMERICAN HEART ASSOCIATION ORANGE COUNTY
7272 GREENVILLE AVEDALLASTX752315129PCHEART BALL DONATION$2,500
AMERICAN NATIONAL RED CROSS
600 PARKCENTER DRSANTA ANACA92705PCORANGE COUNTY HEROES AWARDS$2,500
BOYS & GIRLS CLUBS OF GREATER ANAHEIM-CYPRESS
1260 N RIVIERA STANAHEIMCA92801PCPROJECT LEARN - STEM ENRICHMENT$2,500
BOYS AND GIRLS CLUB OF BUENA PARK
7758 KNOTT AVENUEBUENA PARKCA90620PCBOYS & GIRLS CLUB OF BUENA PARKS STEM PROGRAMMING$2,500
CITY OF HOPE
2000 FIVEPOINT SUITE 230IRVINECA92619PCHOPE GALA$2,500
DRAGON KIM FOUNDATION
13217 JAMBOREE RDTUSTINCA927829158PCDRAGON KIM FELLOWSHIP PROGRAM$2,500
GIRL SCOUTS OF ORANGE COUNTY
9500 TOLEDO WAYIRVINECA92618PCGSOCS STEM CONSORTIUM$2,500
IRVINE ADULT DAY HEALTH SERVICES
20 LAKE RDIRVINECA926044567PCPROGRAM ADVANCEMENT, RECOVERY, & REIMAGINATION$2,500
J F SHEA THERAPEUTIC RIDING CENTER INC
26284 OSO ROADSAN JUAN CAPISTRANOCA92675PCEQUINE ASSISTED SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES$2,500
JESSIE REES FOUNDATION
PO BOX 80667RANCHO STA MARGARITACA80667PCJOYFACTORY VOLUNTEER EVENT$2,500
LAURA'S HOUSE
33 JOURNEY SUITE 150ALISO VIEJOCA92656PCDOMESTIC VIOLENCE SERVICES PROGRAM$2,500
MOMS ORANGE COUNTY
1128 W SANTA ANA BLVDSANTA ANACA92703PCHYBRID HOME VISITATION FOR AT-RISK FAMILIES$2,500
ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA
2 IRVINE PARK ROADORANGECA92869PCOUTDOOR PROGRAMMING AND STEM$2,500
ORANGE COUNTY HUMAN RELATIONS COUNCIL
1801 EDINGER AVE STE 115SANTA ANACA927054776PCGENERAL OPERATING SUPPORT$2,500
PROJECT ACCESS INC
2100 WEST ORANGEWOOD AVENUE SUITEORANGECA92868PCNEIGHBORHOOD RESOURCE CENTER PROGRAM$2,500230
PROJECT SCIENTIST
PO BOX 515LAGUNA BEACHCA92652PCPROJECT SCIENTIST AFTERSCHOOL STEM CLUB$2,500
UNITED WAY ORANGE COUNTY
18012 MITCHELL SIRVINECA92614PCZEST OF OC EVENT DONATION ON BEHALF OF AMANDA FOWLER$2,500
UNIVERSITY OF UTAH COLLEGE OF SCIENCE
332 SOUTH 1400 EAST SUITE 160SALT LAKE CITYUT84112PCTHE UNIVERSITY OF UTAH SCIENCE AND ENGINEERING FAIR$2,500
CHILD CREATIVITY LAB
1901 CARNEGIE AVE 1ASANTA ANACA92705PCSTEAM KIT VOLUNTEER ACTIVITY FOR THV$2,493
WORLD VISION INTERNATIONAL
PO BOX 9716FEDERAL WAYWA98063PCBOARD LEADERSHIP MATCH$2,170
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEIRVINECA92616PCGO RED FOR WOMEN FUNDRAISING SUPPORT$2,000
HUMAN OPTIONS INC
5540 TRABUCO ROAD SUITE 100IRVINECA926193746PCHUMAN OPTIONS FALL LUNCHEON$2,000
CHILD CREATIVITY LAB
1901 CARNEGIE AVE 1ASANTA ANACA92705PCHR GLOBAL SUMMIT COMMUNITY SERVICE PROJECT$1,750
CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH
PO BOX 19340SACRAMENTOCA95819PCBOARD LEADERSHIP MATCH$1,200
DISCOVERY SCIENCE CENTER OF ORANGE COUNTY
2500 N MAIN STSANTA ANACA92705PCDISCOVERY CUBE GALA SUPPORT ON BEHALF OF AMANDA FOWLER$1,000
FOLDS OF HONOR FOUNDATION
3434 VIA LIDO STE 300NEWPORT BEACHCA92663PCFOLDS OF HONOR SOUTHERN CALIFORNIA$1,000
JOYFUL CHILD FOUNDATION
PO BOX 12680IRVINECA92614PCPREVENTING CRIMES AGAINST CHILDREN$1,000
ORANGE COUNTY POLICE CANINE ASSOCIATION
PO BOX 51870IRVINECA92619PCPUBLIC SERVANT SUPPORT$1,000
TUSTIN POLICE FOUNDATION
300 CENTENIAL WAYTUSTINCA927803715PCCOMMUNITY OUTREACH - LEADERSHIP TRAINING AND SAFETY & SURVIVAL$1,000
FALLEN FIREFIGHTER RELIEF FUND
14252 CULVER DRIRVINECA92604PCFALLEN FIREFIGHTERS RELIEF FUND$500
ORANGE COUNTY PROFESSIONAL FIREFIGHTERS
14252 CULVER DRIRVINECA92604PCFALLEN FIREFIGHTERS RELIEF FUND$500
CHILD CREATIVITY LAB
1901 CARNEGIE AVE 1ASANTA ANACA92705PCTHV CLINICAL RESEARCH MITRAL/PULMONIC VOLUNTEER PROJECT$300
UNITED WAY ORANGE COUNTY
18012 MITCHELL SIRVINECA92614PCWOMEN'S PHILANTHROPY FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,702,034TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION
2400 N ST NWWASHINGTONDC20037PCEVERY HEARTBEAT MATTERS$150,000
PYXERA GLOBAL INC
99 M ST SE STE 400WASHINGTONDC200033958PCEVERY HEARTBEAT MATTERS$150,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314PCEVERY HEARTBEAT MATTERS$144,000
STANFORD BYERS CENTER FOR BIODESIGN
318 CAMPUS DRIVESTANFORDCA94305PCEVERY HEARTBEAT MATTERS$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
USC ADVANCEMENT GIFT SERVICES 1150LOS ANGELESCA90015PCGENERAL OPERATING SUPPORT$99,000S OLIVE ST 25TH FLOOR
CHAINE DE L'ESPOIR USA
106 WEST 32ND STREETBETHESDAMD20814PCEVERY HEARTBEAT MATTERS$75,000
TEAM HEART INC
PO BOX 446MILTONMA02186PCEVERY HEARTBEAT MATTERS$75,000
UCLA BIODESIGN
1001 GAYLEY AVENUELOS ANGELESCA90024PCGENERAL OPERATING SUPPORT$25,000
TEAMFUND HEALTH
11890 SUNRISE VALLEY DRIVE C/ORESTONVA20191PCGENERAL OPERATING SUPPORT$20,000SMART CHARITY
INTERNATIONAL CENTER FOR PROFESSIONAL DEVELOPMENT
27890 CLINTON KEITH ROADMURRIETTACA92562PCGENERAL OPERATING SUPPORT$15,000
NORTHWESTERN UNIVERSITY - FARLEY CENTER FOR ENTREPRENEURSHIP & INNOVATION
555 CLARK STREETEVANSTONIL602080001PCGENERAL OPERATING SUPPORT$15,000
PRETEND CITY CHILDREN'S MUSEUM
29 HUBBLEIRVINECA926184209PCCOMMUNITY GRANT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$873,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,469,865ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,037,458ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
TAX BENEFIT01$73,481
MISCELLANEOUS INCOME01$9,098

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,589,902ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,589,902TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,650Amt
Net Investment Income$11,790NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,860DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INCOME-I$1,736,357$1,736,357
DOUBLELINE TTL RTRN BND-R6$1,015,297$1,015,297
ISHARES 7-10 YEAR TREASURY B$620,271$620,271
SCHWAB U.S. TIPS ETF$1,515,324$1,515,324
VANGUARD TTL BD MKT IDX-ADM$7,214,799$7,214,799
VANGUARD LONG-TERM TREASURY ETF$1,110,947$1,110,947

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$10,939,986$10,939,986
HEALTH CARE SELECT SECTOR$2,609,135$2,609,135
INVESCO QQQ TRUST SERIES 1$2,914,168$2,914,168
ISHARES RUSSELL 1000 VALUE E$2,797,033$2,797,033
PARNASSUS CORE EQUITY-INST$3,230,653$3,230,653
VANECK OIL SERVICES ETF$948,940$948,940
VANGUARD MID-CAP ETF$1,466,413$1,466,413
FIDELITY INTL INDX-INST PRM$3,183,496$3,183,496
ISHARES MSCI CANADA ETF$572,350$572,350
OAKMARK INTERNATIONAL-R6$1,637,775$1,637,775
VANGUARD FTSE EUROPE ETF$1,823,865$1,823,865
ISHARES MSCI JAPAN ETF$2,259,151$2,259,151
T ROWE PRICE NEW ASIA-I$750,577$750,577
ISHARES CORE MSCI EMERGING$2,552,249$2,552,249
ISHARES MSCI INDIA ETF$604,562$604,562
MATTHEWS CHINA FUND-INS$1,770,490$1,770,490
VANECK GOLD MINERS ETF$879,403$879,403

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCOHEN & STEERS RL EST-FCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,902,951BookValueAmt
EOYFMV$2,902,951EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,423LegalFeesAmt
Net Investment Income$3,212NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,211DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST AND DIVIDENDS RECEIVABLEDesc
BOY Book Value$42,271BOYBookValueAmt
EOY Book Value$26,934EOYBookValueAmt
EOYFMV$26,934EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$41,069,367Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OPERATION EXPENSES$139,358$0$139,358
MEMBERSHIP DUES$17,200$0$17,200
BANK CHARGES$1,241$0$1,241

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TAX BENEFIT$73,481$73,481
MISCELLANEOUS INCOME$9,098$9,098
CAPITAL GAIN DISTRIBUTION$578,407$578,407

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$460,801$0
FEDERAL INCOME TAX PAYABLE$10,785$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$716,129$0$716,129
GRANT ADM. FEES$123,821$0$123,821
ADMINISTRATIVE FEES$50,000$25,000$25,000
CONSULTING FEES$8,750$0$8,750
INVESTMENT MANAGEMENT FEES$156,314$156,314$0

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