HENRY L GUENTHER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HENRY L GUENTHER FOUNDATION (EIN 95-6026937)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349104179
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:07:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maginnis Knechtel & McIntyre LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Colorado Blvd | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956026937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry L Guenther Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSANNE SUNDBERG | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 5627995544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 Old Ranch Parkway STE 300 | AddressLine1Txt |
| City | Seal Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNE SUNDBERG | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 5627995544 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSANNE | PersonFirstNm |
| Person Last | SUNDBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda E G Ballesteros | PreparerPersonNm |
| PTIN | P00366852 | PTIN |
| Phone | 6264493466 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,251,214 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,384,326 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,384,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,581,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,228,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,581,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,965,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,965,896 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,012,422 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $202,484 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $809,938 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $92,015 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,403 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,612 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $136,455 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,291 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $109,164 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $737 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $147 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $590 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $61,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $422,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $400,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,222 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,814 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35,254 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $39,945 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,989 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,956 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,604 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,891,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $685,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,161,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,753,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,753,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,644,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $685,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,914,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,678,644 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,280,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,563,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,062 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,206 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,206 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $852,873 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,994,442 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,994,442 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $97,206,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,717,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,717,009 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,880,743 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,334,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,334,135 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,108,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,115,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,115,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $120,612,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,251,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,251,214 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,360 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $67,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $120,544,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $97,251,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,544,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,251,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,612,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,251,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,544,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,678,644 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,753,300 | OtherIncreasesAmt |
| Subtotal | $122,619,414 | SubtotalAmt |
| Other Decreases | $25,368,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,251,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC | P | $2,693,030 | $2,995,839 | -$302,809 | -$302,809 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC | P | $11,174,857 | $9,006,739 | $2,169,451 | $2,168,118 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC | P | $1,230,667 | $1,340,206 | -$109,539 | -$109,539 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC | P | $4,494,996 | $4,610,292 | -$115,074 | -$115,296 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC | P | $7,634,710 | $7,695,546 | -$60,459 | -$60,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,581,570 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,601 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $45,601 | SubtotalAmt |
| Tax Based On Investment Income | $45,601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,893 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $50,893 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,292 | OverpaymentAmt |
| Applied To ES Tax | $5,292 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://guentherfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSANNE SUNDBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5627995544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | VICE PRESIDENT/SECRETARY | 40.0 | $256,112 | $10,820 | $0 |
| SUSANNE SUNDBERG | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | CHAIRMAN OF THE BOARD | 40.0 | $276,094 | $10,906 | $0 |
| SARAH C MILLIKEN | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | FORMER DIRECTOR/OFFICER | 0.0 | $0 | $28,337 | $0 |
| RICHARD BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $80,674 | $22,810 | $0 |
| CHARLES LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | TREASURER | 40.0 | $238,194 | $16,407 | $0 |
| PHILIP BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $80,674 | $16,171 | $0 |
| ERIC MOOBERRY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $80,674 | $224 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBA COLORADO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2863 TULANE AVE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $88,607 | CompensationAmt |
| Employee Benefits | $30,780 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMENT | |||||
| 1200 STATE ST | SANTA BARBARA | CA | 93101 | INV MANAGEMENT | $394,920 |
| MAGINNIS KNECHTEL & MCINTYRE LLP | |||||
| 300 W COLORADO BLVD | PASADENA | CA | 91105 | ACCOUNTING & TAX | $76,500 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,779,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,147,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,926,654 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,926,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,528,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,397,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,019,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,019,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,601 | TotalTaxAmt |
| Distributable Before Adj | $4,974,287 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,974,287 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,974,287 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,914,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,914,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,974,287 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $111,759 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,914,521 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,914,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $59,766 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $59,766 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,993 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $51,993 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $51,993 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HENRY L GUENTHER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5627995544 | RecipientPhoneNum |
| Form And Info And Materials | The Guenther Foundation accepts applications for grants from qualified tax-exempt charitable organizations operating within the State of California. Applications are not accepted from individuals. Regular meetings of the Guenther Foundation Board of Directors are held semi-annually in the winter and summer to consider and take final action on pending applications for grants. Effective with the October 31, 2021 deadline, all applications must be submitted online; the Guenther Foundation will no longer accept mailed or hand-delivered paper copies. Applications must be fully completed directly on the henry L. Guenther Foundation website by October 31 for consideration at the board of directors meeting held in January, and by May 31 for consideration at the meeting held in July. Prospective applicants are requested to communicate with the Guenther Foundation office only by letter or email (no telephone calls please). Please visit guentherfoundation.org/how-to-apply/ for more information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31ST AND MAY 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN GENERAL, THE FOUNDATION APPLIES ITS RESOURCES TO PRESERVE AND ENRICH THE BENEFITS TO BE DERIVED BY CALIFORNIA RESIDENTS, AND PRINCIPALLY THOSE RESIDING IN SOUTHERN CALIFORNIA. THE FOUNDATION HAS ESTABLISHED POLICIES (ATTACHED) TO GUIDE ITS BOARD OF DIRECTORS IN ALLOCATING ITS DONATIONS. THESE POLICIES ARE NOT RIGID AND OCCASIONAL EXCEPTIONS MAY BE MADE TO SOME OF THEM UNDER UNUSUAL CIRCUMSTANCES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boy Scouts of AmericaLong Beach Area Council | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | UNRELATED | PC | Grant funds will purchase eight (8) Zoll AED Plus Packages @ $1799.00 ea for a total of $15,867.20: five (5) for Camp Tahquiz; two (2) for SeaBase, the Council's community center; and one (1) for LBAC's office in the City of Long Beach. | $16,000 |
| Boys & Girls Clubs of Long Beach | |||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | UNRELATED | PC | Funds to renovate Fairfield Westside Center | $30,000 |
| Break the Barriers Inc | |||||||
| 8555 N Cedar | Fresno | CA | 93720 | UNRELATED | PC | Break the Barriers will serve up to 2,000 kids and teens through the Buddy Program for students with disabilities, including Down's syndrome, autism, spina bifida, and paralysis, providing skills and opportunities to help them thrive. | $25,000 |
| California Hospital Medical Center Foundation | |||||||
| 1401 S Grand Ave | Los Angeles | CA | 90015 | UNRELATED | PC | Contruct expansion of 150,000 sq.ft. four story tower | $200,000 |
| Canine Support Teams | |||||||
| PO BOX 75 | Murrieta | CA | 92564 | UNRELATED | PC | Support training for 2 puppies for veteran clients. | $10,000 |
| Casa Pacifica Centers for Children & Families | |||||||
| 1722 S Lewis Road | Camarillo | CA | 93012 | UNRELATED | PC | Supports the campus based residential treatment center serving at-risk youth. | $25,000 |
| Casa Youth Shelter | |||||||
| 10911 Reagan St | Los Alamitos | CA | 90720 | UNRELATED | PC | To help stabilize youth experiencing crises; teach them life skills and behaviors to cope with imminent challenges; give them hope and help them become strong and capable young adults in our community. | $10,000 |
| City of Hope | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | UNRELATED | PC | New blood mobile (Ahmanson supports) | $300,000 |
| Desert Arc | |||||||
| 73255 County Club Drive | Palm Desert | CA | 92260 | UNRELATED | PC | Forklift for recycling academy employment training program | $10,000 |
| Door of Hope | |||||||
| 221 E Walnut St Suite 112 | Pasadena | CA | 91101 | UNRELATED | PC | To help pay for the addition of one new bathroom and renovations to three other bathrooms at the Los Robles home. | $20,000 |
| Downtown Women's Center | |||||||
| 442 S San Pedro St | Los Angeles | CA | 90013 | UNRELATED | PC | Health and wellness program for women in low income and poverty | $20,000 |
| Exceptional Children's Foundation (ECF) | |||||||
| 5350 Machado Rd | Culver City | CA | 90230 | UNRELATED | PC | To purchase a 10 person passenger van to transport special needs students to and from school | $54,000 |
| Feeding San Diego | |||||||
| 9477 Waples St Suite 100 | San Diego | CA | 92121 | UNRELATED | PC | Support school pantry program | $25,000 |
| Food Finders Inc | |||||||
| 10539 Humboldt St | Los Alamitos | CA | 90720 | UNRELATED | PC | Grant funds will be utilized to cover program expenses related to the transportation and distribution of an average of 1,000,000 pounds of food each month from donors directly to our nonprofit partner agencies located throughout Southern California. | $20,000 |
| Food on Foot | |||||||
| 7119 W Sunset Blvd 290 | Los Angeles | CA | 90046 | UNRELATED | PC | Provide operating support for the unique provision of food, clothing, job development services, and housing for homeless individuals and families in the Hollywood/Los Angeles community. | $10,000 |
| Girl Scouts of Greater Los Angeles | |||||||
| 1150 S Olive St Suite 600 | Los Angeles | CA | 90015 | UNRELATED | PC | Community partner program | $10,000 |
| Hoag Hospital Foundation | |||||||
| 330 Placentia Ave Suite 100 | Newport Beach | CA | 92663 | UNRELATED | PC | Support the capital expansion of the Women's Health Pavilion at Hoag Hospital Irvine. | $250,000 |
| Hollywood Food Coalition | |||||||
| PO BOX 480157 | LOS ANGELES | CA | 90048 | UNRELATED | PC | provide direct hunger relief and comprehensive supportive services to ultimately promote the immediate and long-term health of those most in need in our community through our Community Dinner, Exchange, and Wellness programs. | $10,000 |
| ICAN California Abilities Network | |||||||
| 2375 Sepulveda Blvd | Torrance | CA | 90501 | UNRELATED | PC | Grant funds will be used to expand and enhance ICAN's Marketplace Initiative microbusiness, Hermosa Coffee Co. by purchasing an additional coffee cart with an espresso machine that will enable it to serve more clients with disabilities. | $25,000 |
| La Maestra Family Clinic Inc | |||||||
| 4060 Fairmount Ave | San Diego | CA | 92105 | UNRELATED | PC | Purchase dental equipment to increase access to services for the vulnerable in central east county | $30,000 |
| Long Beach Medical Center | |||||||
| 2801 Atlantic Ave | LONG BEACH | CA | 90806 | UNRELATED | PC | Grant funds will be used towards construction and equipment for a new Cardiovascular Hybrid Operating Room which combines the benefits of open surgery, interventional cardiology, and advanced imaging. | $250,000 |
| Mama's Kitchen | |||||||
| 3960 Home Ave | San Diego | CA | 92105 | UNRELATED | PC | to provide 3816 meals to critically ill San Diegans and their children - the cost is $2.62 per meal | $10,000 |
| McKinley Children's Center Inc | |||||||
| 762 W Cypress St | San Dimas | CA | 91773 | UNRELATED | PC | Funds for paint, fixtures, furniture, and improvements to their common space and rec center | $10,000 |
| Mending Kids | |||||||
| 21255 Burbank Blvd Suite 120 | Woodland Hills | CA | 91367 | UNRELATED | PC | The annual Hometown Mission provides underserved kids in Southern California with free life-changing surgery. Most of the Hometown Mission surgeries repair highly visible and stigmatizing physical conditions which can have life-long negative effects. | $5,000 |
| Methodist Hospital Foundation | |||||||
| 300 W Huntington Dr | Arcadia | CA | 91007 | UNRELATED | PC | Purchase of 320 slice tomography CT Scanner for emergency room | $300,000 |
| North County Education Foundation | |||||||
| 355 E Grand Ave | Escondido | CA | 92025 | UNRELATED | PC | Trailer to transport equipment and instruments to offsite practice and competitions | $15,800 |
| Orange County School of the Arts Foundation | |||||||
| 1010 N Main St | Santa Ana | CA | 92701 | UNRELATED | PC | Provide annual financial scholarships through the Artist Scholar Program to hundreds of talented students | $15,000 |
| Outdoor Outreach | |||||||
| 5275 Market St 21 | San Diego | CA | 92114 | UNRELATED | PC | 500 adventure-based youth development programs in San Diego and nature-based job training | $15,000 |
| Pasadena Senior Center | |||||||
| 85 E Holly St | Pasadena | CA | 91103 | UNRELATED | PC | Funding will support the operations of the Social Services Program, which provides nutrition, information/referrals, health education, support groups, and homebound services to low-income seniors. | $20,000 |
| Pediatric and Family Medical Center-Eisner Health | |||||||
| 1530 S Olive St | Los Angeles | CA | 90015 | UNRELATED | PC | to support the purchase of an Optical Coherence Tomography (OCT) machine to enhance the delivery of optometry services at the downtown Los Angeles (1530 S. Olive St.) health center location. | $50,000 |
| PIH Health Foundation | |||||||
| 12401 Washington Blvd | Whittier | CA | 90602 | UNRELATED | PC | To purchase a tomosynthesis digital mammography unit and associated software to be housed at the PIH Health Good Samaritan Hospital (PHGSH) Wilshire Outpatient Imaging Center. | $200,000 |
| Planes of Fame Air Museum | |||||||
| 14998 Cal Aero Drive | Chino | CA | 91710 | UNRELATED | PC | Stem carts program | $15,000 |
| Project Hope Alliance | |||||||
| 1954 Placentia Ave Suite 202 | Costa Mesa | CA | 92627 | UNRELATED | PC | Support In-Place-Case Management program for middle school and post high school | $15,000 |
| Reading to Kids | |||||||
| 1600 Sawtelle Blvd Suite 210 | Los Angeles | CA | 90025 | UNRELATED | PC | Grant funds would be utilized towards the general operating expenses, including hardcover read-aloud books, paperback "prize" books for kids, parents, & teachers, occupancy expenses, staff salaries, telecommunications, and reading club supplies. | $10,000 |
| San Diego County Dental Foundation | |||||||
| 1275 W Morena Blvd Suite B | San Diego | CA | 92110 | UNRELATED | PC | Support Dental clinic at Veteran Village San Diego to cover 2 months of lab fees for the clinic | $7,500 |
| San Diego Rescue Mission Inc | |||||||
| PO Box 80427 | San Diego | CA | 92138 | UNRELATED | PC | Support Mission Academy program - 12 month residential program for overcoming addiction & poverty | $10,000 |
| Santa Teresita Inc | |||||||
| 819 Buena Vista St | Duarte | CA | 91010 | UNRELATED | PC | Funds to replace 5 hospital beds with Wound Care mattresses | $15,000 |
| Scripps Health Foundation | |||||||
| PO BOX 2669 | La Jolla | CA | 92038 | UNRELATED | PC | Funds to reconfigure clinical workspace to improve patient flow, care, new furniture, and medical trailer | $300,000 |
| Simpson University | |||||||
| 2211 College View Dr | Redding | CA | 96003 | UNRELATED | PC | Purchase a laerdal Simulated maniquin to teach nursing | $50,000 |
| Sharp Healthcare Foundation | |||||||
| 8695 Spectrum Center Blvd | San Diego | CA | 92123 | UNRELATED | PC | to benefit the Prebys Innovation & Education Center (PIEC) and the Sharp Grossmont Hospital Neurosciences Center. | $250,000 |
| Step Up on Second Street Inc | |||||||
| 1460 4th St Suite 200 | Santa Monica | CA | 90401 | UNRELATED | PC | Grants funds will be used to purchase and assemble Welcome Home Kits for transition age youth (TAY) moving into permanent supportive housing. Each kit includes a variety of essential items such as dishes, cleaning supplies, and bedding. | $10,000 |
| Maple Counseling Center | |||||||
| 439 N Canon Dr Suite 209 | Beverly Hills | CA | 90210 | UNRELATED | PC | support towards the construction of the new headquarters in mid-city Los Angeles. The 10,000-square-foot center will increase its capacity to ensure safe, accessible, and expanded mental health services to more clients. | $25,000 |
| Midnight Mission | |||||||
| 601 S San Pedro St | Los Angeles | CA | 90014 | UNRELATED | PC | Support Homeless Services program; meal cost $1.49 for 13,000 meals | $20,000 |
| Think Together | |||||||
| 2101 E Fourth St Suite 200B | Santa Ana | CA | 92705 | UNRELATED | PC | Academic support for 3 hours, 180 days, 1700 students | $30,000 |
| Torrance Memorial Medical center | |||||||
| 3330 Lomita Blvd | Torrance | CA | 90505 | UNRELATED | PC | Purchase critical care equipment for ICU and cardiology. A lung cancer orchestrator, and an ultrasound machine for ICU. | $400,000 |
| USC Verdugo Hills Hospital Foundation | |||||||
| 1812 Verdugo Blvd | Glendale | CA | 91208 | UNRELATED | PC | Construction of an Interventional Radiology Cardic Center Lab. | $500,000 |
| Villa Esperanza Services | |||||||
| 2116 E Villa St | Pasadena | CA | 91107 | UNRELATED | PC | Grant funding will help complete Phase 2a of Villa's Hope Moves Forward capital campaign - to include the construction of a new Occupational Therapy Clinic, a Sports and Therapeutic Center, and three additional classrooms for Villa's School. | $20,000 |
| Waymakers | |||||||
| 1221 E Dyer Rd Suite 120 | Santa Ana | CA | 92705 | UNRELATED | PC | to support the provision of therapeutic services for 100 extremely low-income children, many are survivors of trauma. | $15,000 |
| Workshops for Warriors Inc | |||||||
| 2970 Main St | San Diego | CA | 92113 | UNRELATED | PC | to pay for a portion of the cost of the Advanced Manufacturing Training Program during the 2022 operating year. The program provides machining and welding education to low-income veterans. | $10,000 |
| Alzheimer's Family Service Center (AFSC) | |||||||
| 9421 Indianapolis Ave | Huntington Beach | CA | 92646 | UNRELATED | PC | Fund 2278 trip to the center | $50,000 |
| Aviva Family and Childrens Services | |||||||
| 7120 Franklin Ave | Los Angeles | CA | 90046 | UNRELATED | PC | help ability to provide 3 nutritious meals to over 200 women and children | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,753,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimers Family Center | |||||||
| 9421 Indianapolis Ave | Huntington Beach | CA | 92646 | UNRELATED | PC | Fund 2278 trip to the center | $50,000 |
| Aviva Family and Childrens Services | |||||||
| 7120 Franklin Ave | Los Angeles | CA | 90046 | UNRELATED | PC | help ability to provide 3 nutritious meals to over 200 women and children | $10,000 |
| Boy Scouts of AmericaLong Beach Council | |||||||
| 401 E 37TH STREET | LONG BEACH | CA | 90807 | UNRELATED | PC | Grant funds will purchase eight (8) Zoll AED Plus Packages @ $1799.00 ea for a total of $15,867.20: five (5) for Camp Tahquiz; two (2) for SeaBase, the Council's community center; and one (1) for LBAC's office in the City of Long Beach. | $16,000 |
| Boys & Girls Clubs of Long Beach | |||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | UNRELATED | PC | Funds to renovate Fairfield Westside Center | $30,000 |
| Break the Barriers Inc | |||||||
| 8555 N Cedar | Fresno | CA | 93720 | UNRELATED | PC | Break the Barriers will serve up to 2,000 kids and teens through the Buddy Program for students with disabilities, including Down's syndrome, autism, spina bifida, and paralysis, providing skills and opportunities to help them thrive. | $25,000 |
| California Hospital Medical Center Foundation | |||||||
| 1401 S Grand Ave | Los Angeles | CA | 90015 | UNRELATED | PC | Contruct expansion of 150,000 sq.ft. four story tower | $200,000 |
| Canine Support Teams | |||||||
| PO BOX 75 | Murrieta | CA | 92564 | UNRELATED | PC | Support training for 2 puppies for veteran clients | $10,000 |
| Casa Pacifica Centers for Children & Families | |||||||
| 1722 S Lewis Road | Camarillo | CA | 93012 | UNRELATED | PC | Supports its campus based residential treatment center serving at risk youth | $25,000 |
| Casa Youth Shelter | |||||||
| 10911 Reagan St | Los Alamitos | CA | 90720 | UNRELATED | PC | help stabilize youth experiencing crises; teach them life skills and behaviors to cope with imminent challenges; give them hope and help them become strong and capable young adults in our community. | $10,000 |
| City of Hope | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | UNRELATED | PC | New blood mobile (Ahmanson supports) | $300,000 |
| Desert Arc | |||||||
| 73255 County Club Drive | Palm Desert | CA | 92260 | UNRELATED | PC | Forklift for recycling academy employment training program | $10,000 |
| Door of Hope | |||||||
| 221 E Walnut St Suite 112 | Pasadena | CA | 91101 | UNRELATED | PC | to help pay for the addition of one new bathroom and renovations to three other bathrooms at the Los Robles home. | $20,000 |
| Downtown Women's Center | |||||||
| 442 S San Pedro St | Los Angeles | CA | 90013 | UNRELATED | PC | Health and wellness program for woman in low income and poverty | $20,000 |
| Exceptional Children's Foundation (ECF) | |||||||
| 5350 Machado Rd | Culver City | CA | 90230 | UNRELATED | PC | to purchase a 10 person passenger van to transport special needs students to and from school | $54,000 |
| Feeding San Diego | |||||||
| 9477 Waples St Suite 100 | San Diego | CA | 92121 | UNRELATED | PC | School pantry program | $25,000 |
| Food Finders Inc | |||||||
| 10539 Humboldt St | Los Alamitos | CA | 90720 | UNRELATED | PC | Grant funds will be utilized to cover program expenses related to the transportation and distribution of an average of 1,000,000 pounds of food each month from donors directly to our nonprofit partner agencies located throughout Southern California. | $20,000 |
| Food on Foot | |||||||
| 7119 W Sunset Blvd 290 | Los Angeles | CA | 90046 | UNRELATED | PC | provide operating support for the unique provision of food, clothing, job development services, and housing for homeless individuals and families in the Hollywood/Los Angeles community. | $10,000 |
| Girl Scouts of Greater Los Angeles | |||||||
| 1150 S Olive St Suite 600 | Los Angeles | CA | 90015 | UNRELATED | PC | Community partner program | $10,000 |
| Hoag Hospital Foundation | |||||||
| 330 Placentia Ave Suite 100 | Newport Beach | CA | 92663 | UNRELATED | PC | support the capital expansion of the Women's Health Pavilion at Hoag Hospital Irvine. | $250,000 |
| Hollywood Food Coalition | |||||||
| PO BOX 480157 | LOS ANGELES | CA | 90048 | UNRELATED | PC | provide direct hunger relief and comprehensive supportive services to ultimately promote the immediate and long-term health of those most in need in our community through our Community Dinner, Exchange, and Wellness programs. | $10,000 |
| ICAN California Abilities Network | |||||||
| 2375 Sepulveda Blvd | Torrance | CA | 90501 | UNRELATED | PC | Grant funds will be used to expand and enhance ICAN's Marketplace Initiative microbusiness, Hermosa Coffee Co. by purchasing an additional coffee cart with an espresso machine that will enable it to serve more clients with disabilities. | $25,000 |
| La Maestra Family Clinic Inc | |||||||
| 4060 Fairmount Ave | San Diego | CA | 92105 | UNRELATED | PC | Purchase dental equipment to increase access to services for the vulnerable in central east county | $30,000 |
| Long Beach Medical Center | |||||||
| 2801 Atlantic Ave | LONG BEACH | CA | 90806 | UNRELATED | PC | Grant funds will be used towards construction and equipment for a new Cardiovascular Hybrid Operating Room which combines the benefits of open surgery, interventional cardiology, and advanced imaging. | $250,000 |
| Mama's Kitchen | |||||||
| 3960 Home Ave | San Diego | CA | 92105 | UNRELATED | PC | to provide 3816 meals to critically ill San Diegans and their children - the cost is $2.62 per meal | $10,000 |
| McKinley Children's Center Inc | |||||||
| 762 W Cypress St | San Dimas | CA | 91773 | UNRELATED | PC | Funds for paint, fixtures, furniture, and improvements to their common space and rec center | $10,000 |
| Mending Kids | |||||||
| 21255 Burbank Blvd Suite 120 | Woodland Hills | CA | 91367 | UNRELATED | PC | The annual Hometown Mission provides underserved kids in Southern California with free life-changing surgery. Most of the Hometown Mission surgeries repair highly visible and stigmatizing physical conditions which can have life-long negative effects. | $5,000 |
| Methodist Hospital Foundation | |||||||
| 300 W Huntington Dr | Arcadia | CA | 91007 | UNRELATED | PC | Purchase of 320 slice tomography CT Scanner for emergency room | $300,000 |
| North County Education Foundation | |||||||
| 355 E Grand Ave | Escondido | CA | 92025 | UNRELATED | PC | Trailer to transport equipment and instruments to offsite practice and competitions | $15,800 |
| Orange County School of the Arts Foundation | |||||||
| 1010 N Main St | Santa Ana | CA | 92701 | UNRELATED | PC | Provide annual financial scholarships through the Artist Scholar Program to hundreds of talented students | $15,000 |
| Outdoor Outreach | |||||||
| 5275 Market St 21 | San Diego | CA | 92114 | UNRELATED | PC | 500 adventure-based youth development programs in San Diego and nature-based job training | $15,000 |
| Pasadena Senior Center | |||||||
| 85 E Holly St | Pasadena | CA | 91103 | UNRELATED | PC | Funding will support the operations of the Social Services Program, which provides nutrition, information/referrals, health education, support groups, and homebound services to low-income seniors. | $20,000 |
| Pediatric and Family Medical Center-Eisner Health | |||||||
| 1530 S Olive St | Los Angeles | CA | 90015 | UNRELATED | PC | to support the purchase of an Optical Coherence Tomography (OCT) machine to enhance the delivery of optometry services at the downtown Los Angeles (1530 S. Olive St.) health center location. | $50,000 |
| PIH Health Foundation | |||||||
| 12401 Washington Blvd | Whittier | CA | 90602 | UNRELATED | PC | to purchase a tomosynthesis digital mammography unit and associated software to be housed at the PIH Health Good Samaritan Hospital (PHGSH) Wilshire Outpatient Imaging Center. | $200,000 |
| Planes of Fame Air Museum | |||||||
| 14998 Cal Aero Drive | Chino | CA | 91710 | UNRELATED | PC | Stem carts program | $15,000 |
| Project Hope Alliance | |||||||
| 1954 Placentia Ave Suite 202 | Costa Mesa | CA | 92627 | UNRELATED | PC | Support In-Place-Case Management program for middle school and post high school | $15,000 |
| Reading to Kids | |||||||
| 1600 Sawtelle Blvd Suite 210 | Los Angeles | CA | 90025 | UNRELATED | PC | to support general operating expenses, including hardcover read-aloud books, paperback "prize" books for kids, parents, & teachers, occupancy expenses, staff salaries, telecommunications, and reading club supplies. | $10,000 |
| San Diego County Dental Foundation | |||||||
| 1275 W Morena Blvd Suite B | San Diego | CA | 92110 | UNRELATED | PC | Support Dental clinic at Veteran Village San Diego to cover 2 months of lab fees for the clinic | $7,500 |
| San Diego Rescue Mission Inc | |||||||
| PO Box 80427 | San Diego | CA | 92138 | UNRELATED | PC | Support Mission Academy program - 12 month residential program for overcoming addiction & poverty | $10,000 |
| Santa Teresita Inc | |||||||
| 819 Buena Vista St | Duarte | CA | 91010 | UNRELATED | PC | Funds to replace 5 hospital beds with Wound Care mattresses | $15,000 |
| Scripps Health Foundation | |||||||
| PO BOX 2669 | La Jolla | CA | 92038 | UNRELATED | PC | Funds to reconfigure clinical workspace to improve patient flow, care, new furniture, and medical trailer | $300,000 |
| Simpson University | |||||||
| 2211 College View Dr | Redding | CA | 96003 | UNRELATED | PC | Purchase a laerdal Simulated maniquin to teach nursing | $50,000 |
| Sharp Healthcare Foundation | |||||||
| 8695 Spectrum Center Blvd | San Diego | CA | 92123 | UNRELATED | PC | to benefit the Prebys Innovation & Education Center (PIEC) and the Sharp Grossmont Hospital Neurosciences Center. | $250,000 |
| Step Up on Second Street Inc | |||||||
| 1460 4th St Suite 200 | Santa Monica | CA | 90401 | UNRELATED | PC | Grants funds will be used to purchase and assemble Welcome Home Kits for transition age youth (TAY) moving into permanent supportive housing. Each kit includes a variety of essential items such as dishes, cleaning supplies, and bedding. | $10,000 |
| Maple Counseling Center | |||||||
| 439 N Canon Dr Suite 209 | Beverly Hills | CA | 90210 | UNRELATED | PC | support towards the construction of the new headquarters in mid-city Los Angeles. The 10,000-square-foot center will increase its capacity to ensure safe, accessible, and expanded mental health services to more clients. | $25,000 |
| Midnight Mission | |||||||
| 601 S San Pedro St | Los Angeles | CA | 90014 | UNRELATED | PC | Support Homeless Services program; meal cost $1.49 for 13,000 meals | $20,000 |
| Think Together | |||||||
| 2101 E Fourth St Suite 200B | Santa Ana | CA | 92705 | UNRELATED | PC | Academic support for 3 hours, 180 days, 1700 students | $30,000 |
| Torrance Memorial Medical center | |||||||
| 3330 Lomita Blvd | Torrance | CA | 90505 | UNRELATED | PC | Purchase critical care equipment for ICU and cardiology. A lung cancer orchestrator, and an ultrasound machine for ICU. | $400,000 |
| USC Verdugo Hills Hospital Foundation | |||||||
| 1812 Verdugo Blvd | Glendale | CA | 91208 | UNRELATED | PC | Construction of an Interventional Radiology Cardic Center Lab. | $500,000 |
| Villa Esperanza Services | |||||||
| 2116 E Villa St | Pasadena | CA | 91107 | UNRELATED | PC | Grant funding will help complete Phase 2a of Villa's Hope Moves Forward capital campaign - to include the construction of a new Occupational Therapy Clinic, a Sports and Therapeutic Center, and three additional classrooms for Villa's School. | $20,000 |
| Waymakers | |||||||
| 1221 E Dyer Rd Suite 120 | Santa Ana | CA | 92705 | UNRELATED | PC | to support the provision of therapeutic services for 100 extremely low-income children, many are survivors of trauma. | $15,000 |
| Workshops for Warriors Inc | |||||||
| 2970 Main St | San Diego | CA | 92113 | UNRELATED | PC | to pay for a portion of the cost of the Advanced Manufacturing Training Program during the 2022 operating year. The program provides machining and welding education to low-income veterans. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,753,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,384,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,581,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,965,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,965,896 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | ALL ACTIVITIES CONDUCTED BY THE FOUNDATION ARE FOR THE PURPOSES OF PROMOTING AND ENGAGING IN EXCLUSIVELY CHARITABLE ENDEAVORS WHICH WILL TEND TO IMPROVE SOCIAL CONDITIONS, PROMOTE HUMAN WELFARE AND/OR ALLEVIATE PAIN AND SUFFERING. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX ACCOUNTING FEES | CategoryTxt |
| Amt | $76,500 | Amt |
| Net Investment Income | $15,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,200 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| FIRST REPUBLIC INVESTMENT MANAGEMEN |
| INVESTMENT MANAGEMENT SERVICE |
| MAGINNIS KNECHTEL MCINTYRE LLP |
| ACCOUNTING & TAX SERVICES |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST REPUBLIC | BondNm |
| EOY Book Value | $11,334,135 | EOYBookValueAmt |
| EOYFMV | $11,334,135 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITIES: | ||
| FIRST REPUBLIC - SEE ATTACHED | $80,717,009 | $80,717,009 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,994,442 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,994,442 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER MANAGED INVESTMENTS | |||
| -CASH AND EQUIVALENTS | FMV | $508,955 | $508,955 |
| -FOREIGN & OTHER FIXED INCOME | FMV | $606,405 | $606,405 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $737 | LegalFeesAmt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $590 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS ACCRUED (BOOK) | $3,753,300 |
| UNREALIZED LOSS (BOOK) | $21,614,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND OTHER | $10,529 | $2,106 | $8,423 |
| OTHER | $6,403 | $1,281 | $5,124 |
| INSURANCE | $4,120 | $824 | $3,296 |
| FILING FEE | $400 | $80 | $320 |
| TELEPHONE AND FAX | $152 | $30 | $122 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAID (TAX) | Desc |
| Amt | $3,753,300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIRST REPUBLIC | $394,920 | $394,920 | |
| CONSULTING FEE | $27,778 | $5,556 | $22,222 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $44,068 | $8,814 | $35,254 |
| FEDERAL EXCISE TAX | $44,796 |
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