HENRY L GUENTHER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HENRY L GUENTHER FOUNDATION (EIN 95-6026937)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202223069349101317
- Schema version
- 2021v4.2
- 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
- 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 | 2022-11-02T13:45:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-26 | 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 | 2022-10-26 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,612,118 | 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 |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,539,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,539,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,308,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,290,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,308,158 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,847,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,847,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $935,359 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $187,072 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $748,287 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $83,438 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,688 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $108,233 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,647 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,586 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $69,020 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $422,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $413,713 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,532 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $172,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,032 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,128 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $35,180 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,036 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,144 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,773 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,876,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $678,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,066,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,354,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,354,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,231,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $678,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,421,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,616,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,169,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,226,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,563,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,563,798 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,179,859 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $852,873 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $852,873 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $87,818,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,206,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,206,278 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,811,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,880,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,880,743 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,498,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,108,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,108,426 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $105,534,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,612,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,612,118 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $67,360 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $106,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,360 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $105,427,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $120,544,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,427,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,544,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,534,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,612,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,427,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,616,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,854,856 | OtherIncreasesAmt |
| Subtotal | $124,899,258 | SubtotalAmt |
| Other Decreases | $4,354,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,544,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194194 | P | $3,321,128 | $2,868,952 | $452,176 | $452,176 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194194 | P | $16,051,471 | $6,222,372 | $9,829,099 | $9,829,099 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194202 | P | $1,917,500 | $1,890,617 | $26,883 | $26,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,308,158 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $169,159 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $169,159 | SubtotalAmt |
| Tax Based On Investment Income | $169,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,799 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $92,360 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $194,159 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,000 | OverpaymentAmt |
| Applied To ES Tax | $25,000 | 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 | $235,483 | $5,626 | $0 |
| SUSANNE SUNDBERG | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | CHAIRMAN OF THE BOARD | 40.0 | $253,595 | $6,611 | $0 |
| SARAH C MILLIKEN | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | FORMER DIRECTOR/OFFICER | 0.0 | $0 | $26,271 | $0 |
| RICHARD BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $76,450 | $20,666 | $0 |
| CHARLES LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | TREASURER | 40.0 | $216,931 | $8,152 | $0 |
| PHILIP BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $76,450 | $13,363 | $0 |
| ERIC MOOBERRY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $76,450 | $919 | $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 | 3020 OLD RANCH PARKWAY STE 30 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,438 | CompensationAmt |
| Employee Benefits | $26,627 | 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 | $411,580 |
| MAGINNIS KNECHTEL & MCINTYRE LLP | |||||
| 300 W COLORADO BLVD | PASADENA | CA | 91105 | ACCOUNTING & TAX | $69,775 |
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 | $106,670,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,990,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,661,092 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,661,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,659,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,001,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,450,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,450,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169,159 | TotalTaxAmt |
| Distributable Before Adj | $5,280,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,280,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,280,900 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,421,038 | 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 | $5,421,038 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,280,900 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,379 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $5,421,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,379 | AppliedToYear1Amt |
| Applied To Current Year | $5,280,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,759 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,759 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $111,759 | ExcessFromCurrentYearAmt |
| 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, 2020 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 (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Sense of Home | |||||||
| 3457 W El Segundo Blvd | Hawthorne | CA | 90250 | UNRELATED | PC | ASOH'S HOME CREATIONS AND COMPREHENSIVE RESOURCE SERVICES WILL IMPACT SOUTHERN CALIFORNIA'S YOUTH TRANSITIONING OUT OF FOSTER CARE BY GIVING THEM THE MOST IMPORTANT PLATFORM THEY NEED TO THRIVE: STABLE HOUSING. | $10,000 |
| Alisa Ann Ruch Burn Foundation | |||||||
| 50 N Hill Ave Ste 305 | Pasadena | CA | 91106 | UNRELATED | PC | TO FACILITATE 10 SUPPORT GROUPS, PROVIDE 75 INDIVIDUALS WITH EMERGENCY FINANCIAL ASSISTANCE, and BRING 570 SURVIVORS AND THEIR LOVED ONES TO CAMPS, RETREATS, AND REGIONAL RECREATION EVENTS. | $15,000 |
| AltaSea at the Port of Los Angeles | |||||||
| 2456 Signal St | San Pedro | CA | 90731 | UNRELATED | PC | Students will learn how cultivating kelp, seaweed, and shellfish is used in biopharma, biofuels, replacements for petroleum plastics and for cattle feed reducing harmful methane gas. Field trips to AltaSea will provide students the opportunity to "job shadowsee careers available in aquafarming: boat pilots, husbandry managers, lab technicians, and research scientists. | $50,000 |
| Angelica Center for Arts and Music | |||||||
| 1345 S Burlington Ave | LOS ANGELES | CA | 90006 | UNRELATED | PC | to support dance, music, and theatre program, nine teaching artists, staff and supplies, serving 250 disadvantaged youth, 4-18 with after-school, sequential, standards-based classes: ballet, hip hop, cello, drums, guitar, recorder, theatre, theory, trombone, trumpet, violin. | $10,000 |
| Any Body Can Youth Foundation | |||||||
| 3131 Market Street | San Diego | CA | 92102 | UNRELATED | PC | to extend ABC's Youth After-School Boxing, Tutoring and Mentoring, and Bridge the Gap Summer Programs. The ABC Youth Programs are changing the lives of young students (ages 8-18) in Southeast San Diego. | $18,000 |
| Boys & Girls Club of Santa Clara Valley | |||||||
| 802 Orchard St | Piru | CA | 93040 | UNRELATED | PC | to fund the Education Enrichment Addressing Learning Loss, School Closures and Blended Distance Learning Program. | $10,000 |
| Boys & Girls Club of Greater Redlands-Riverside | |||||||
| 2750 Topaz Dr | Riverside | CA | 92507 | UNRELATED | PC | TO FUND THE FAMILY SUPPORT PROGRAM WHICH INCLUDES ALL-DAY COVID SAFETY-COMPLIANT DISTANCE LEARNING SUPPORT AND ENRICHMENT PROGRAMS FOR THE KIDS, AND WEEKLY FOOD DISTRIBUTION FOR THEIR FAMILIES. | $10,000 |
| California State San Marcos University Foundation | |||||||
| 333 S Twin Oaks Valley Road | San Marcos | CA | 92096 | UNRELATED | PC | to advance current hands-on nursing simulation and skills labs. Funding would be used to fully equip three labs with advanced technology and equipment, including virtual reality, simulation mannequins and industry-standard instruments that will mirror real health care settings. | $200,000 |
| California State University Dominguez Hills Phila | |||||||
| 1000 E Victoria Street WH-425 | Carson | CA | 90747 | UNRELATED | PC | to complete the purchase of one of two convertible Anatomage Tables, a 3D anatomy visualization and virtual dissection tool that will provide students in the Biology Department with ultra-high-quality visualization of the human anatomy and a variety of clinical case studies. | $117,000 |
| Cancer Support Community Los Angeles | |||||||
| 76 E Del Mar Blvd Ste 215 | Pasadena | CA | 91105 | UNRELATED | PC | to support program for cancer patients and their families in the Los Angeles area, including traditionally underserved communities. CSCLA offers a wide range of free of charge support groups and counseling, healthy lifestyle classes, education, mindfulness courses, social activities, and child, teen and family programs. | $25,000 |
| Canine Companions for Independence | |||||||
| 124 Rancho del Oro Drive | Oceanside | CA | 92057 | UNRELATED | PC | to fund the Team Training program. Team Training is the intensive course to match clients with their new assistance dog and learn to work together as a team. | $10,000 |
| Casa Teresa | |||||||
| PO Box 429 | Orange | CA | 92856 | UNRELATED | PC | to support the Emergency Maternity Shelter program (EMS) which is the first step in helping some of the community's most vulnerable mothers get off the streets, give birth to healthy babies, and move toward long-term self-sufficiency. In a communal-style home over three 30-day phases, residents receive food, shelter, case management, counseling, career and educational assistance, parenting classes, & access to health care. | $15,000 |
| Children of the Night Inc | |||||||
| 3450 Cahuenga Blvd W Unit 602 | Los Angeles | CA | 90068 | UNRELATED | PC | to support Case Managers to provide children with 24-hour services, 7 days a week. the organization rescues youth from pimps, help with medical services, public health insurance, social security/disability benefits, housing, transportation, mental health services, medications, advocacy with the courts, resumes, jobs and higher education. | $15,000 |
| Community Legal Aid SoCal | |||||||
| 2101 N Tustin Ave | Santa Ana | CA | 92705 | UNRELATED | PC | CLA SoCal provides free legal assistance related to health care coverage and access issues involving Medi-Cal, Medicare, Covered California, Cal Medi-Connect, Medical Safety Net Program, and private health insurance plans. Legal advocates help community members with issues such as denial or termination of health coverage, find the appropriate provider, navigate the healthcare system, prevent disruption in care, and address and resolve billing problems. | $10,000 |
| Covenant House California | |||||||
| 1325 N Western Ave | LOS ANGELES | CA | 90027 | UNRELATED | PC | Support of the Safe Haven shelter program assists nearly 2,000 youth experiencing homelessness and human trafficking in Los Angeles annually. These funds will help provide direct assistance including basic needs such as food, clothing, housing and medical care as well as, case management, mental health care, activities and other services that help youth heal from their time on the streets and move towards a life of independence. | $15,000 |
| Fallbrook Food Pantry | |||||||
| 140 N Brandon Rd | Fallbrook | CA | 92028 | UNRELATED | PC | to reduce food insecurity in the Fallbrook region, (Fallbrook, Bonsall, Pala, De Luz, and Rainbow), and reach the goal of providing 1.2 million pounds of nutritious food to members of the community, with additional support for children and families. | $50,000 |
| From the Ground Up Farms Inc | |||||||
| 1692 Mangrove Ave Ste 105 | Chico | CA | 95926 | UNRELATED | PC | STIPEND TO 3 LOCALS, 3 INDUSTRIAL BRUSH CUTTING WEED WHACKERS, GAS AND OIL, SAFETY GEAR, MAINTENANCE NEEDS, INSURANCE, DUMP FEES, SAW BLADES, AND DR TRIMMER/BRUSH CUTTER. | $25,000 |
| Glendale Memorial Health Foundation | |||||||
| 1420 S Central Ave | Glendale | CA | 91204 | UNRELATED | PC | to purchase the da Vinci Xi robotic technology to assist in maintaining the ability to deliver safe and effective health care to the neighboring communities. | $300,000 |
| Greater Los Angeles Zoo Association | |||||||
| 5333 Zoo Drive | Los Angeles | CA | 90027 | UNRELATED | PC | to purchase a new radiology system that allows for better resolution and enhanced imaging capabilities, reduced time of radiation exposure, and a table to image larger animals like great apes and hoofstock. | $50,000 |
| Harvest Home | |||||||
| 2118 Wilshire Blvd PMB 358 | Santa Monica | CA | 90403 | UNRELATED | PC | for the purchase of two 15-passenger vans to assist with the transportation needs of two transitional housing sites - one site is located in the City of Venice and the other in the City of Los Angeles. Van transportation will support up to 65 mothers/infants per year and will also take them to medical appointments, college or employment classes and other activities as part of their recovery plans. | $35,000 |
| Homeboy Industries | |||||||
| 130 Bruno St | Los Angeles | CA | 90012 | UNRELATED | PC | to support the Education and Curriculum programming that enables formerly incarcerated or gang-involved individuals to pursue goals that lead to self-sufficiency and promotes equity in access to education for the most marginalized. | $20,000 |
| Lodi Memorial Hospital Foundation | |||||||
| 845 S Fairmont Ave Ste 3 | Lodi | CA | 95240 | UNRELATED | PC | to fund Lodi capital campaign. This comprehensive campaign to expand and enhance AHLM's cancer prevention and treatment services has included the acquisition of $2.6 million of new diagnostic equipment, including a new 60-channel magnetic resonance imaging (MRI) unit, a 128-slice CT scanner, and 3D Mammography. | $20,000 |
| Marshall B Ketchum University (MBKU) | |||||||
| 2575 Yorba Linda Blvd | Fullerton | CA | 92831 | UNRELATED | PC | Funding to support the Underserved Vision Care Program at UECLA, which provides economically disadvantaged patients with comprehensive eye exams, frames and lenses, treatment and follow-up care for diagnosed eye disorders. Funding would also enable us to purchase optometry equipment that will allow health care professionals to see more patients and increase precision and efficiency of specialty contact lens fittings for patients with corneal disease. | $35,000 |
| Meals on Wheels La Mirada | |||||||
| 13810 La Mirada Blvd | La Mirada | CA | 90638 | UNRELATED | PC | to provide hot, nutritious, balanced meals to very low income clients. | $15,000 |
| Optimist Boys Home & Ranch | |||||||
| 6957 N Figueroa St 1076 | Los Angeles | CA | 90041 | UNRELATED | PC | for renovations, repairs, and replacements at the community-based group homes. these improvements will provide the high-risk youth we serve with an environment of care that provides a respite - a place to rest and heal. | $20,000 |
| Pancreatic Cancer Action Network | |||||||
| 1500 Rosecrans Ave Ste 200 | Manhattan Beach | CA | 90266 | UNRELATED | PC | Patient Central is a one-to-one call center and case management program that creates an environment of comfort and ease at a time when patients and their families are scared and overwhelmed. Patients in crisis can call the organization and get quickly matched with a highly trained case manager who provides vital information, resources and support to help patients get on the right track in fighting this deadly disease. | $50,000 |
| Providence Health & Services Foundation | |||||||
| 501 S BUENA VISTA ST | Burbank | CA | 91505 | UNRELATED | PC | To purchase seven GE Wireless Electrocardiogram (ECG) machines. These lifesaving devices will significantly improve patient care and outcomes. | $139,000 |
| Ronald McDonald House Orange County | |||||||
| 383 S Batavia St | Orange | CA | 92868 | UNRELATED | PC | to expand the capacity of the 20-room Guest House to 44 guest rooms, increase facility amenities, and enhance the breadth of support services available to children and families referred to the organization by CHOC Children's and other hospitals across Southern California. The capital expansion is expected to double the capacity, ensuring all families are able to remain close to their hospitalized child, regardless of ability to pay. | $50,000 |
| San Pedro City Ballet | |||||||
| 1231 S Pacific Ave | San Pedro | CA | 90731 | UNRELATED | PC | TO SUPPORT THE DANCED STEPS UP PROGRAM SO THAT ALL CHILDREN, REGARDLESS OF INCOME, NATIONALITY, OR ETHNICITY HAVE THE OPPORTUNITY TO EXCEL BOTH PHYSICALLY AND EMOTIONALLY. | $10,000 |
| SoLa I Can Foundation | |||||||
| 8629 S Vermont Ave | Los Angeles | CA | 90044 | UNRELATED | PC | The SoLa Technology and Entrepreneurship Center (the first in South LA) will close the digital divide, provide access to high quality, cutting edge technology and entrepreneurship education AND OPEN NEW PATHWAYS FOR BLACK AND LATIN YOUTH TO BECOME THE NEXT GENERATION OF TECH LEADERS AND ENTREPRENEURS. | $25,000 |
| St Barnabas Senior Center of Los Angeles | |||||||
| 675 S Carondelet St | Los Angeles | CA | 90057 | UNRELATED | PC | funding for our GOAL: Tech program (Giving Older Adults a Lifeline via Technology) to help low-income older adults reap the benefits of technology. The program seeks to overcome barriers to technology adoption and promote use of telehealth, virtual socialization, and online health and wellness programming. | $50,000 |
| St Peters by the Sea Presbyterian Church Preschoo | |||||||
| 6410 Palos Verdes Dr S | Rancho Palos Verdes | CA | 90275 | UNRELATED | PC | to refurbish the inside of the classrooms. These capital improvements are the next phase of five year plan to improve indoor and outdoor environments for the benefit of the children. | $15,000 |
| Students Run America | |||||||
| 5252 Crebs Ave | Tarzana | CA | 91356 | UNRELATED | PC | The pandemic has disproportionately affected our students, who predominately live in low-income communities of color. Students need a community of supportive teachers and peers; a physical outlet for their stress; and a strategy for setting goals and overcoming obstacles. Through the marathon-training program, SRLA has provided these resources and seeks critical funding to keep its program running for students who need it most. | $30,000 |
| The Let It Be Foundation | |||||||
| 14720 Central Ave | Chino | CA | 91710 | UNRELATED | PC | Overall sustainability of the youth program, an expansion of youth program offerings that will increase interactions the youth have with our families. | $60,000 |
| The Salvation Army Orange County | |||||||
| 1515 W North St | Anaheim | CA | 92801 | UNRELATED | PC | The Center of Hope is The Salvation Army Orange County's comprehensive solution to the catastrophic homeless epidemic. It will model a public/private partnership that leverages a 325-bed low-barrier emergency shelter, 72-apartment permanent supportive housing, a comprehensive care center including on-site medical, dental, and pet care, alongside an award-winning 175-bed drug and alcohol rehabilitation center. | $250,000 |
| Urban Corps of San Diego County | |||||||
| 3127 Jefferson St | San Diego | CA | 92110 | UNRELATED | PC | to provide supportive services to Corpsmembers while in the program. Through Corps-to-Career support services, the organization is able to provide showers, transit passes, toiletries, socks and undergarments, and emergency food supplies, while case managers help youth search for and stabilize in housing. | $5,000 |
| Western University of Health Sciences | |||||||
| 309 E SECOND ST | Pomona | CA | 91766 | UNRELATED | PC | funding for simulation training equipment. Funding will allow WesternU to purchase procedural training equipment to prepare College of Graduate Nursing students for practice in urgent care and emergency department settings. | $97,000 |
| Youth Employment Service of the Harbor Area Inc | |||||||
| 114 E 19th St | Costa Mesa | CA | 92627 | UNRELATED | PC | Funding to provide direct job-related education and support services to approximately 550 youth this year, roughly 75% of whom qualify as low-income. YES' services empower disadvantaged youth to become independent, self-sufficient, and productive members of the community. The organization provides individualized and curriculum-based services to prepare youth and young adults for successful employment. | $50,000 |
| Access Books | |||||||
| PO Box 64951 | Los Angeles | CA | 90064 | unrelated | PC | To replenish, refurbish, and revitalize 20 libraries per academic school year and to donate library furniture. | $15,000 |
| Airport Marina Counseling Service | |||||||
| 7891 La Tijera Blvd | Los Angeles | CA | 90028 | unrelated | PC | To fund mental health programs for the 2020-2021 fiscal year. | $10,000 |
| Alzheimer's Orange County (AlzOC) | |||||||
| 2515 McCabe Way | Irvine | CA | 92614 | unrelated | PC | To sustain efforts in the face of strained organizational resources (both human and financial) and ongoing community needs in the immediate short-term, as well as to prepare for sustaining efforts for the unknown long-term need. | $15,000 |
| Angel Faces | |||||||
| 770 Rancho Santa Fe Road | Encinitas | CA | 92024 | unrelated | PC | To provide, free of charge, intensive educational retreats and ongoing psychological support for girls and women with burn/trauma injuries. | $10,000 |
| Assistance League of Saddleback Valley | |||||||
| 26111 Antonio Parkway Suite 500 | Rancho Santa Margarita | CA | 92688 | unrelated | PC | To improve the social condition and educational experience of vulnerable high-risk children by providing basic and necessary school clothing and shoes. | $36,000 |
| Boys & Girls Club of Vista | |||||||
| 410 W California Ave | Vista | CA | 92083 | unrelated | PC | To increase capacity to serve Vista-area youth. | $15,000 |
| Burn Institute | |||||||
| 8825 Aero Drive Unit 200 | San Diego | CA | 92123 | unrelated | GOV | To provide support services to burn-injured children in San Diego and Imperial Counties who primarily come from low to moderate income households. | $20,000 |
| Casa de Amaro | |||||||
| 325 Buena Creek Road | San Marcos | CA | 92069 | unrelated | PC | To provide general operating funds for therapeutically based programs for children, teens, and families of ages prenatal to 25-years-old who are impacted by child abuse and neglect. | $25,000 |
| Children's Hospital Los Angeles | |||||||
| 4650 Sunset Blvd 29 | Los Angeles | CA | 90027 | unrelated | PC | To purchase five Artic Sun 5000 Temperature Management Systems for the neonatal intensive critical care unit. | $293,000 |
| Claris Health | |||||||
| 11500 Olympic Blvd Suite 570 | Los Angeles | CA | 90064 | unrelated | PC | To support the start-up of a new clinic that was opened in July 2020. | $20,000 |
| Dragon Kim Foundation | |||||||
| 13217 Jamboree Road Suite 158 | Tustin | CA | 92782 | unrelated | PC | To support the youth empowerment, exploration, and enrichment program. | $50,000 |
| Elementary Institute of Science | |||||||
| 608 51st Street | San Diego | CA | 92114 | unrelated | PC | To support the Girls Take Flight program, which teaches females in 10th and 11th grade from Title I schools to build, program, and fly drones to become FAA-certified commercial drone pilots. | $10,000 |
| Family Health Care Centers of Greater Los Angeles | |||||||
| 6513 Garfield Ave | Bell Gardens | CA | 90201 | unrelated | PC | To purchase new optometry equipment, including an ophthalmic imaging platform and retinal camera, digital refractor/phoropter, and a Goldmann Tonometer. | $55,000 |
| Fresh Start Surgical Gifts | |||||||
| 2011 Palomar Airport Road | Carlsbad | CA | 92011 | unrelated | PC | To support the weekend program, which provides high-quality comprehensive medical care to low-income underserved children with physical deformities at no cost. | $5,000 |
| Girls Incorporated of Orange County | |||||||
| 1801 E Edinger Avenue Suite 255-A | Santa Ana | CA | 92705 | unrelated | PC | To support the Literacy Lab Program. | $5,000 |
| Global Operations & Development - Giving Children | |||||||
| 8332 Commonwealth Ave | Buena Park | CA | 90621 | unrelated | PC | To purchase a new truck to pick-up and deliver food to vulnerable Southern California families for the We've Got Your Back program. | $67,500 |
| Happy Hats for Kids in Hospitals | |||||||
| 923 Van Ness Avenue | Torrance | CA | 90501 | unrelated | PC | To provide Super Hero Club Program gift packages to hospitalized children fighting cancer, COVID-19, and other life threating illnesses in 66 hospitals. | $5,000 |
| Hollenbeck Palms | |||||||
| 573 S Boyle Avenue | Los Angeles | CA | 90033 | unrelated | PC | To fund a new memory care center to house and care for residents living with Alzheimer's disease and other forms of dementia. | $50,000 |
| Hollenbeck Police Activities League | |||||||
| 126 N St Louis Street | Los Angeles | CA | 90033 | unrelated | PC | To support Get It Straight (GIS), a delinquency prevention, intervention, and diversion program. | $15,000 |
| Khalsa Peace Corps | |||||||
| 1431 W Jefferson Blvd | Los Angeles | CA | 90007 | unrelated | PC | To support general operating costs. | $10,000 |
| Laguna Beach Community Clinic | |||||||
| 362 Third Street | Laguna Beach | CA | 92651 | unrelated | PC | To provide access to direct medical care for approximately 2,400 disadvantaged patients during 2021-those with Medi-Cal insurance and those with no health insurance-in Orange County; the program provides care for urgent needs; preventive/primary needs; chronic conditions; COVID-19 testing and treatment; and case management. | $10,000 |
| Mission Hospital Regional Medical Center | |||||||
| 27700 Medical Center Road | Mission Viejo | CA | 92691 | unrelated | PC | To support the acquisition of the Monarch Advanced Robotic Bronchoscopy Platform to revitalize care for lung cancer patients in the Leonard Cancer Institute. | $300,000 |
| National Conflict Resolution Center | |||||||
| 530 B Street 17th Floor | San Diego | CA | 92101 | unrelated | PC | To support the Conflict Coaching Initiative with a homeless shelter at the convention center. | $25,000 |
| National University | |||||||
| 11255 North Torrey Pines Road | La Jolla | CA | 92037 | unrelated | PC | To purchase 30 virtual reality (VR) headsets to provide VR training opportunities for nursing and healthcare students. | $27,000 |
| Orange County Adult Achievement Center DBA My Day | |||||||
| 225 West Carl Karcher Way | Anaheim | CA | 92801 | unrelated | PC | To purchase sensory room equipment, adaptive technology, and communicative equipment for the Life Unlimited program participants. | $10,000 |
| PADRE Foundation | |||||||
| 1201 W La Veta Avenue | Orange | CA | 92868 | unrelated | PC | To support the Real Care Initiative (RCI), which underwrites full or partial costs for continuous glucose monitoring and/or insulin pumps to children and teens from low-income families. | $10,000 |
| Project Self-Sufficiency | |||||||
| 307 Placentia Ave Ste 203 | Newport Beach | CA | 92663 | unrelated | PC | To fund the Scholars Program for single-parent college students. | $10,000 |
| Providence TrinityCare Foundation | |||||||
| 5315 Torrance Blvd B1 | Torrance | CA | 90503 | unrelated | PC | To support a home-based palliative care program. | $50,000 |
| Saddleback Memorial Foundation | |||||||
| 24451 Health Center Drive | Laguna Hills | CA | 92653 | unrelated | PC | To update three CATH labs. | $600,000 |
| South County Outreach | |||||||
| 7 Whatney suite b | Irvine | CA | 92618 | unrelated | PC | To purchase discounted food from its grocery and food bank partners in order to keep the food pantry supplied. | $10,000 |
| The Beacon House Association of San Pedro | |||||||
| 1004 South Beacon Street | San Pedro | CA | 90731 | unrelated | PC | To invest in the Beacon House thrift shop. | $50,000 |
| Torrance-Lomita Meals on Wheels Inc | |||||||
| 3525 Maricopa Street | Torrance | CA | 90503 | unrelated | PC | To supply food and delivery bags to needy residents; formerly funded by Palos Verdes Recycle Thrift Shop, which had to close due to COVID-19. | $37,000 |
| United Through Reading | |||||||
| 1455 Frazee Road Ste 500 | San Diego | CA | 92108 | unrelated | PC | To get high-quality children's books to military children and families at Fort Irwin, Naval Air Facility El Centro, Naval Air Station China Lake, Naval Base Ventura County, and Marine Corps Logistics Base Barstow, including family read-alongs even when parents are deployed through video recorded story time. | $28,000 |
| University of Southern California | |||||||
| 1975 Zonal Avenue KAM 516 | Los Angeles | CA | 90033 | unrelated | PC | To purchase equipment and fund two post-doctoral scholars for building an artificial intelligence model that will optimize diagnostic accuracy of prostate cancer. | $500,000 |
| Variety Boys & Girls Club | |||||||
| 2530 Cincinnati Street | Los Angeles | CA | 90033 | unrelated | PC | To fund the College Bound, Career Readiness, and Beyond program for 800 youth in Boyle Heights. | $10,000 |
| Youth Business Alliance | |||||||
| 800 Wilshire Blvd Suite 200 | los Angeles | CA | 90017 | unrelated | PC | To expand the educational program for under-served high school youth. | $5,000 |
| YWCA Glendale | |||||||
| 735 E Lexington Dr | Glendale | CA | 91206 | unrelated | PC | To support the Girls Empowerment Program. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,354,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Sense of Home | ||||||||
| 3457 W El Segundo Blvd | Hawthorne | CA | 90250 | UNRELATED | PC | ASOH's Home Creations and comprehensive resource services will impact Southern California's youth transitioning out of foster care by giving them the most important platform they need to thrive: stable housing. | $10,000 | |
| Alisa Ann Ruch Burn Foundation | ||||||||
| 50 N Hill Ave Ste 305 | Pasadena | CA | 91106 | UNRELATED | PC | To Facilitate 10 support groups, Provide 75 individuals with emergency financial assistance, and Bring 570 survivors and their loved ones to camps, retreats, and regional recreation events. | $15,000 | |
| AltaSea at the Port of Los Angeles | ||||||||
| 2456 Signal St | San Pedro | CA | 90731 | UNRELATED | PC | Students will learn how cultivating kelp, seaweed, and shellfish is used in biopharma, biofuels, replacements for petroleum plastics and for cattle feed reducing harmful methane gas. Field trips to AltaSea will provide students the opportunity to "job shadowsee careers available in aquafarming: boat pilots, husbandry managers, lab technicians, and research scientists. | $50,000 | |
| Angelica Center for Arts and Music | ||||||||
| 1345 S Burlington Ave | Los Angeles | CA | 90006 | UNRELATED | PC | to support dance, music, and theatre program, nine teaching artists, staff and supplies, serving 250 disadvantaged youth, 4-18 with after-school, sequential, standards-based classes: ballet, hip hop, cello, drums, guitar, recorder, theatre, theory, trombone, trumpet, violin. | $10,000 | |
| Any Body Can Youth Foundation | ||||||||
| 3131 Market Street | San Diego | CA | 92102 | UNRELATED | PC | to extend ABC's Youth After-School Boxing, Tutoring and Mentoring, and Bridge the Gap Summer Programs. The ABC Youth Programs are changing the lives of young students (ages 8-18) in Southeast San Diego. | $18,000 | |
| Boys & Girls Club of Santa Clara Valley | ||||||||
| 802 Orchard St | Piru | CA | 93040 | UNRELATED | PC | To fund the Education Enrichment Addressing Learning Loss, School Closures and Blended Distance Learning Program. | $10,000 | |
| Boys & Girls Club of Greater Redlands-Riverside | ||||||||
| 2750 Topaz Dr | Riverside | CA | 92507 | UNRELATED | PC | to fund The Family Support program which includes all-day COVID safety-compliant distance learning support and enrichment programs for the kids, and weekly food distribution for their families. | $10,000 | |
| California State San Marcos University Foundation | ||||||||
| 333 S Twin Oaks Valley Road | San Marcos | CA | 92096 | UNRELATED | PC | to advance current hands-on nursing simulation and skills labs. Funding would be used to fully equip three labs with advanced technology and equipment, including virtual reality, simulation mannequins and industry-standard instruments that will mirror real health care settings. | $200,000 | |
| California State University Dominguez Hills Phila | ||||||||
| 1000 E Victoria Street WH-425 | Carson | CA | 90747 | UNRELATED | PC | to complete the purchase of one of two convertible Anatomage Tables, a 3D anatomy visualization and virtual dissection tool that will provide students in the Biology Department with ultra-high-quality visualization of the human anatomy and a variety of clinical case studies. | $117,000 | |
| Cancer Support Community Los Angeles | ||||||||
| 76 E Del Mar Blvd Ste 215 | Pasadena | CA | 91105 | UNRELATED | PC | to support programs for cancer patients and their families in the Los Angeles area, including traditionally underserved communities. CSCLA offers a wide range of free of charge support groups and counseling, healthy lifestyle classes, education, mindfulness courses, social activities, and child, teen and family programs. | $25,000 | |
| Canine Companions for Independence | ||||||||
| 124 Rancho del Oro Drive | Oceanside | CA | 92057 | UNRELATED | PC | to fund the Team Training program. Team Training is the intensive course to match clients with their new assistance dog and learn to work together as a team. | $10,000 | |
| Casa Teresa | ||||||||
| PO Box 429 | Orange | CA | 92856 | UNRELATED | PC | to support the Emergency Maternity Shelter program (EMS) which is the first step in helping some of the community's most vulnerable mothers get off the streets, give birth to healthy babies, and move toward long-term self-sufficiency. In a communal-style home over three 30-day phases, residents receive food, shelter, case management, counseling, career and educational assistance, parenting classes, & access to health care. | $15,000 | |
| Children of the Night Inc | ||||||||
| 3450 Cahuenga Blvd W Unit 602 | Los Angeles | CA | 90068 | UNRELATED | PC | to support Case Managers to provide children 24-hour services, 7 days a week. The organization rescues youth from pimps, helps with medical services, public health insurance, social security/disability benefits, housing, transportation, mental health services, medications, advocacy with the courts, resumes, jobs and higher education. | $15,000 | |
| Community Legal Aid SoCal | ||||||||
| 2101 N Tustin Ave | Santa Ana | CA | 92705 | UNRELATED | PC | CLA SoCal provides free legal assistance related to health care coverage and access issues involving Medi-Cal, Medicare, Covered California, Cal Medi-Connect, Medical Safety Net Program, and private health insurance plans. Legal advocates help community members with issues such as denial or termination of health coverage, find the appropriate provider, navigate the healthcare system, prevent disruption in care, and address and resolve billing problems. | $10,000 | |
| Covenant House California | ||||||||
| 1325 N Western Ave | Los Angeles | CA | 90027 | UNRELATED | PC | Support of the Safe Haven shelter program assists nearly 2,000 youth experiencing homelessness and human trafficking in Los Angeles annually. These funds will help provide direct assistance including basic needs such as food, clothing, housing and medical care as well as, case management, mental health care, activities and other services that help youth heal from their time on the streets and move towards a life of independence. | $15,000 | |
| Fallbrook Food Pantry | ||||||||
| 140 N Brandon Rd | Fallbrook | CA | 92028 | UNRELATED | PC | to reduce food insecurity in the Fallbrook region, (Fallbrook, Bonsall, Pala, De Luz, and Rainbow), and reach the goal of providing 1.2 million pounds of nutritious food to members of the community, with additional support for children and families. | $50,000 | |
| From the Ground Up Farms Inc | ||||||||
| 1692 Mangrove Ave Ste 105 | Chico | CA | 95926 | UNRELATED | PC | Stipend to 3 locals, 3 Industrial brush cutting weed whackers, gas and oil, safety gear, maintenance needs, insurance, dump fees, saw blades, and DR Trimmer/Brush Cutter. | $25,000 | |
| Glendale Memorial Health Foundation | ||||||||
| 1420 S Central Ave | Glendale | CA | 91204 | UNRELATED | PC | To purchase the da Vinci Xi robotic technology to assist in maintaining the ability to deliver safe and effective health care to the neighboring communities. | $300,000 | |
| Greater Los Angeles Zoo Association | ||||||||
| 5333 Zoo Drive | Los Angeles | CA | 90027 | UNRELATED | PC | to purchase a new radiology system that allows for better resolution and enhanced imaging capabilities, reduced time of radiation exposure, and a table to image larger animals like great apes and hoofstock. | $50,000 | |
| Harvest Home | ||||||||
| 2118 Wilshire Blvd PMB 358 | Santa Monica | CA | 90403 | UNRELATED | PC | for the purchase of 15-passenger vans to assist with the transportation needs of two transitional housing sites - one site is located in the City of Venice and the other in the City of Los Angeles. Van transportation will support up to 65 mothers/infants per year and will also take them to medical appointments, college or employment classes and other activities as part of their recovery plans. | $35,000 | |
| Homeboy Industries | ||||||||
| 130 Bruno St | Los Angeles | CA | 90012 | UNRELATED | PC | to support the Education and Curriculum programming that enables formerly incarcerated or gang-involved individuals to pursue goals that lead to self-sufficiency and promotes equity in access to education for the most marginalized. | $20,000 | |
| Lodi Memorial Hospital Foundation | ||||||||
| 845 S Fairmont Ave Ste 3 | Lodi | CA | 95240 | UNRELATED | PC | to fund Lodi capital campaign. This comprehensive campaign to expand and enhance AHLM's cancer prevention and treatment services has included the acquisition of $2.6 million of new diagnostic equipment, including a new 60-channel magnetic resonance imaging (MRI) unit, a 128-slice ct scanner, and 3d mammography. | $20,000 | |
| Marshall B Ketchum University (MBKU) | ||||||||
| 2575 Yorba Linda Blvd | Fullerton | CA | 92831 | UNRELATED | PC | Funding to support the Underserved Vision Care Program at UECLA, which provides economically disadvantaged patients with comprehensive eye exams, frames and lenses, treatment and follow-up care for diagnosed eye disorders. Funding to purchase optometry equipment that will allow health care professionals to see more patients and increase precision and efficiency of specialty contact lens fittings for patients with corneal disease. | $35,000 | |
| Meals on Wheels La Mirada | ||||||||
| 13810 La Mirada Blvd | La Mirada | CA | 90638 | UNRELATED | PC | to provide hot, nutritious, balanced meals to very low income clients. | $15,000 | |
| Optimist Boys Home & Ranch | ||||||||
| 6957 N Figueroa St 1076 | Los Angeles | CA | 90041 | UNRELATED | PC | for renovations, repairs, and replacements at the community-based group homes. these improvements will provide the high-risk youth with an environment of care that provides a respite - a place to rest and heal. | $20,000 | |
| Pancreatic Cancer Action Network | ||||||||
| 1500 Rosecrans Ave Ste 200 | Manhattan Beach | CA | 90266 | UNRELATED | PC | Patient Central is a one-to-one call center and case management program that creates an environment of comfort and ease at a time when patients and their families are scared and overwhelmed. Patients in crisis can call the organization and get quickly matched with a highly trained case manager who provides vital information, resources and support to help patients get on the right track in fighting this deadly disease. | $50,000 | |
| Providence Health & Services Foundation | ||||||||
| 501 S BUENA VISTA ST | Burbank | CA | 91505 | UNRELATED | PC | to support the purchase of seven GE Wireless Electrocardiogram (ECG) machines. These lifesaving devices will significantly improve patient care and outcomes. | $139,000 | |
| Ronald McDonald House Orange County | ||||||||
| 383 S Batavia St | Orange | CA | 92868 | UNRELATED | PC | to expand the capacity of the 20-room Guest House to 44 guest rooms, increase facility amenities, and enhance the breadth of support services available to children and families referred to the organization by CHOC Children's and other hospitals across Southern California. The capital expansion is expected to double the capacity, ensuring all families are able to remain close to their hospitalized child, regardless of ability to pay. | $50,000 | |
| San Pedro City Ballet | ||||||||
| 1231 S Pacific Ave | San Pedro | CA | 90731 | UNRELATED | PC | to support the DancEd Steps Up program so that all children, regardless of income, nationality, or ethnicity have the opportunity to excel both physically and emotionally. | $10,000 | |
| SoLa I Can Foundation | ||||||||
| 8629 S Vermont Ave | Los Angeles | CA | 90044 | UNRELATED | PC | The SoLa Technology and Entrepreneurship Center (the first in South LA) will close the digital divide, provide access to high quality, cutting edge technology and entrepreneurship education and open new pathways for Black and Latin youth to become the next generation of tech leaders and entrepreneurs. | $25,000 | |
| St Barnabas Senior Center of Los Angeles | ||||||||
| 675 S Carondelet St | Los Angeles | CA | 90057 | UNRELATED | PC | funding for the GOAL Tech program (Giving Older Adults a Lifeline via Technology) to help low-income older adults reap the benefits of technology. The program seeks to overcome barriers to technology adoption and promote use of telehealth, virtual socialization, and online health and wellness programming. | $50,000 | |
| St Peters by the Sea Presbyterian Church Preschoo | ||||||||
| 6410 Palos Verdes Dr S | Rancho Palos Verdes | CA | 90275 | UNRELATED | PC | to refurbish the inside of the classrooms. These capital improvements are the next phase of the five year plan to improve indoor and outdoor environments for the benefit of the children. | $15,000 | |
| Students Run America | ||||||||
| 5252 Crebs Ave | Tarazna | CA | 91356 | UNRELATED | PC | The pandemic has disproportionately affected students, who predominately live in low-income communities of color. Students need a community of supportive teachers and peers; a physical outlet for their stress; and a strategy for setting goals and overcoming obstacles. Through the marathon-training program, SRLA has provided these resources and seeks critical funding to keep its program running for students who need it most. | $30,000 | |
| The Let It Be Foundation | ||||||||
| 14720 Central Ave | Chino | CA | 91710 | UNRELATED | PC | OVERALL SUSTAINABILITY OF THE YOUTH PROGRAM, AN EXPANSION OF YOUTH PROGRAM OFFERINGS that will increase interactions the youth have with their families. | $60,000 | |
| The Salvation Army Orange County | ||||||||
| 1515 W North St | Anaheim | CA | 92801 | UNRELATED | PC | The Center of Hope is The Salvation Army Orange County's comprehensive solution to the catastrophic homeless epidemic. It will model a public/private partnership that leverages a 325-bed low-barrier emergency shelter, 72-apartment permanent supportive housing, a comprehensive care center including on-site medical, dental, and pet care, alongside an award-winning 175-bed drug and alcohol rehabilitation center. | $250,000 | |
| Urban Corps of San Diego County | ||||||||
| 3127 Jefferson St | San Diego | CA | 92110 | UNRELATED | PC | to provide supportive services to Corpsmembers while in the program. Through Corps-to-Career support services, the organization is able to provide showers, transit passes, toiletries, socks and undergarments, and emergency food supplies, while case managers help youth search for and stabilize in housing. | $5,000 | |
| Western University of Health Sciences | ||||||||
| 309 E Second St | Pomona | CA | 91766 | UNRELATED | PC | funding for simulation training equipment. Funding will allow WesternU to purchase procedural training equipment to prepare College of Graduate Nursing students for practice in urgent care and emergency department settings. | $97,000 | |
| Youth Employment Service of the Harbor Area Inc | ||||||||
| 114 E 19th St | Costa Mesa | CA | 92627 | UNRELATED | PC | Funding to provide direct job-related education and support services to approximately 550 youth this year, roughly 75% of whom qualify as low-income. YES' services empower disadvantaged youth to become independent, self-sufficient, and productive members of the community. The organization provide individualized and curriculum-based services to prepare youth and young adults for successful employment. | $50,000 | |
| Access Books | ||||||||
| PO Box 64951 | Los Angeles | CA | 90064 | UNRELATED | PC | To replenish, refurbish, and revitalize 20 libraries per academic school year and to donate library furniture. | $15,000 | |
| Airport Marina Counseling Service | ||||||||
| 7891 La Tijera Blvd | Los Angeles | CA | 90045 | UNRELATED | PC | To fund mental health programs for the 2020-2021 fiscal year. | $10,000 | |
| Alzheimer's Orange County (AlzOC) | ||||||||
| 2515 McCabe Way | Irvine | CA | 92614 | UNRELATED | PC | To sustain efforts in the face of strained organizational resources (both human and financial) and ongoing community needs in the immediate short-term, as well as to prepare for sustaining efforts for the unknown long-term need. | $15,000 | |
| Angel Faces | ||||||||
| 770 Rancho Santa Fe Road | Encinitas | CA | 92024 | UNRELATED | PC | To provide, free of charge, intensive educational retreats and ongoing psychological support for girls and women with burn/trauma injuries. | $10,000 | |
| Assistance League of Saddleback Valley | ||||||||
| 26111 Antonio Parkway Suite 500 | Rancho Santa Margarita | CA | 92688 | UNRELATED | PC | To improve the social condition and educational experience of vulnerable high-risk children by providing basic and necessary school clothing and shoes. | $36,000 | |
| Boys & Girls Club of Vista | ||||||||
| 410 W California Ave | Vista | CA | 92083 | UNRELATED | PC | To increase capacity to serve Vista-area youth. | $15,000 | |
| Burn Institute | ||||||||
| 8825 Aero Drive Unit 200 | San Diego | CA | 92123 | UNRELATED | PC | To provide support services to burn-injured children in San Diego and Imperial Counties who primarily come from low to moderate income households. | $20,000 | |
| Casa de Amaro | ||||||||
| 325 Buena Creek Road | San Marcos | CA | 92069 | UNRELATED | PC | To provide general operating funds for therapeutically based programs for children, teens, and families of ages prenatal to 25-years-old who are impacted by child abuse and neglect. | $25,000 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 Sunset Blvd 29 | Los Angeles | CA | 90027 | UNRELATED | PC | To purchase five Artic Sun 5000 Temperature Management Systems for the neonatal intensive critical care unit. | $293,000 | |
| Claris Health | ||||||||
| 11500 Olympic Blvd Suite 570 | Los Angeles | CA | 90064 | UNRELATED | PC | To support the start-up of a new clinic that was opened in July 2020. | $20,000 | |
| Dragon Kim Foundation | ||||||||
| 13217 Jamboree Road Suite 158 | Tustin | CA | 92782 | UNRELATED | PC | To support the youth empowerment, exploration, and enrichment program. | $50,000 | |
| Elementary Institute of Science | ||||||||
| 608 51st Street | San Diego | CA | 92114 | UNRELATED | PC | To support the Girls Take Flight program, which teaches females in 10th and 11th grade from Title I schools to build, program, and fly drones to become FAA-certified commercial drone pilots. | $10,000 | |
| Family Health Care Centers of Greater Los Angeles | ||||||||
| 6513 Garfield Ave | Bell Gardens | CA | 90201 | UNRELATED | PC | To purchase new optometry equipment, including an ophthalmic imaging platform and retinal camera, digital refractor/phoropter, and a Goldmann Tonometer. | $55,000 | |
| Fresh Start Surgical Gifts | ||||||||
| 2011 Palomar Airport Road | CarlSbad | CA | 92011 | UNRELATED | PC | To support the weekend program, which provides high-quality comprehensive medical care to low-income underserved children with physical deformities at no cost. | $5,000 | |
| Girls Incorporated of Orange County | ||||||||
| 1801 E Edinger Avenue Suite 255-A | Santa Ana | CA | 92705 | UNRELATED | PC | To support the Literacy Lab Program. | $5,000 | |
| Global Operations & Development - Giving Children | ||||||||
| 8332 Commonwealth Ave | Buena Park | CA | 90621 | UNRELATED | PC | To purchase a new truck to pick-up and deliver food to vulnerable Southern California families for the We've Got Your Back program. | $67,500 | |
| Happy Hats for Kids in Hospitals | ||||||||
| 923 Van Ness Avenue | Torrance | CA | 90501 | UNRELATED | PC | To provide Super Hero Club Program gift packages to hospitalized children fighting cancer, COVID-19, and other life threating illnesses in 66 hospitals. | $5,000 | |
| Hollenbeck Palms | ||||||||
| 573 S Boyle Avenue | Los Angeles | CA | 90033 | UNRELATED | PC | To fund a new memory care center to house and care for residents living with Alzheimer's disease and other forms of dementia. | $50,000 | |
| Hollenbeck Police Activities League | ||||||||
| 126 N St Louis Street | Los Angeles | CA | 90033 | UNRELATED | PC | To support Get It Straight (GIS), a delinquency prevention, intervention, and diversion program. | $15,000 | |
| Khalsa Peace Corps | ||||||||
| 1431 W Jefferson Blvd | Los Angeles | CA | 90007 | UNRELATED | PC | To support general operating costs. | $10,000 | |
| Laguna Beach Community Clinic | ||||||||
| 362 Third Street | Laguna Beach | CA | 92651 | UNRELATED | PC | To provide access to direct medical care for approximately 2,400 disadvantaged patients during 2021-those with Medi-Cal insurance and those with no health insurance-in Orange County; the program provides care for urgent needs; preventive/primary needs; chronic conditions; COVID-19 testing and treatment; and case management. | $10,000 | |
| Mission Hospital Regional Medical Center | ||||||||
| 27700 Medical Center Road | Mission Viejo | CA | 92691 | UNRELATED | PC | To support the acquisition of the Monarch Advanced Robotic Bronchoscopy Platform to revitalize care for lung cancer patients in the Leonard Cancer Institute. | $300,000 | |
| National Conflict Resolution Center | ||||||||
| 530 B Street 17th Floor | San Diego | CA | 92101 | UNRELATED | PC | To support the Conflict Coaching Initiative with a homeless shelter at the convention center. | $25,000 | |
| National University | ||||||||
| 11255 North Torrey Pines Road | La Jolla | CA | 92037 | UNRELATED | PC | To purchase 30 virtual reality (VR) headsets to provide VR training opportunities for nursing and healthcare students. | $27,000 | |
| Orange County Adult Achievement Center DBA My Day | ||||||||
| 225 West Carl Karcher Way | Anaheim | CA | 92801 | UNRELATED | PC | To purchase sensory room equipment, adaptive technology, and communicative equipment for the Life Unlimited program participants. | $10,000 | |
| PADRE Foundation | ||||||||
| 1201 W La Veta Avenue | Orange | CA | 92868 | UNRELATED | PC | To support the Real Care Initiative (RCI), which underwrites full or partial costs for continuous glucose monitoring and/or insulin pumps to children and teens from low-income families. | $10,000 | |
| Project Self-Sufficiency | ||||||||
| 307 Placentia Ave Ste 203 | Newport Beach | CA | 92663 | UNRELATED | PC | To fund the Scholars Program for single-parent college students. | $10,000 | |
| Providence TrinityCare Foundation | ||||||||
| 5315 Torrance Blvd B1 | Torrance | CA | 90503 | UNRELATED | PC | To support a home-based palliative care program. | $50,000 | |
| Saddleback Memorial Foundation | ||||||||
| 24451 Health Center Drive | Laguna Hills | CA | 92653 | UNRELATED | PC | To update three CATH labs. | $600,000 | |
| South County Outreach | ||||||||
| 7 Whatney SUITE B | Irvine | CA | 92618 | UNRELATED | PC | To purchase discounted food from its grocery and food bank partners in order to keep the food pantry supplied. | $10,000 | |
| The Beacon House Association of San Pedro | ||||||||
| 1004 South Beacon Street | San Pedro | CA | 90731 | UNRELATED | PC | To invest in the Beacon House thrift shop. | $50,000 | |
| Torrance-Lomita Meals on Wheels Inc | ||||||||
| 3525 Maricopa Street | Torrance | CA | 90503 | UNRELATED | PC | To supply food and delivery bags to needy residents; formerly funded by Palos Verdes Recycle Thrift Shop, which had to close due to COVID-19. | $37,000 | |
| United Through Reading | ||||||||
| 1455 Frazee Road Ste 500 | San Diego | CA | 92108 | UNRELATED | PC | To get high-quality children's books to military children and families at Fort Irwin, Naval Air Facility El Centro, Naval Air Station China Lake, Naval Base Ventura County, and Marine Corps Logistics Base Barstow, including family read-alongs even when parents are deployed through video recorded story time. | $28,000 | |
| University of Southern California | ||||||||
| 1975 Zonal Avenue | Los Angeles | CA | 90033 | UNRELATED | PC | To purchase equipment and fund two post-doctoral scholars for building an artificial intelligence model that will optimize diagnostic accuracy of prostate cancer. | $500,000 | KAM 516 |
| Variety Boys & Girls Club | ||||||||
| 2530 Cincinnati Street | Los Angeles | CA | 90033 | UNRELATED | PC | To fund the College Bound, Career Readiness, and Beyond program for 800 youth in Boyle Heights. | $10,000 | |
| Youth Business Alliance | ||||||||
| 800 Wilshire Blvd Suite 200 | Los Angeles | CA | 90017 | UNRELATED | PC | To expand the educational program for under-served high school youth. | $5,000 | |
| YWCA Glendale | ||||||||
| 735 E Lexington Dr | Glendale | CA | 91206 | UNRELATED | PC | To support the Girls Empowerment Program. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,354,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,539,666 | 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 | $10,308,158 | 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 | $12,847,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,847,913 | 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 | $86,275 | Amt |
| Net Investment Income | $17,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,020 | 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 | $12,880,743 | EOYBookValueAmt |
| EOYFMV | $12,880,743 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITIES: | ||
| FIRST REPUBLIC - SEE ATTACHED | $97,206,278 | $97,206,278 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $852,873 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $852,873 | 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 | $780,544 | $780,544 |
| -FOREIGN & OTHER FIXED INCOME | FMV | $1,327,882 | $1,327,882 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS ACCRUED (BOOK) | Desc |
| Amt | $4,354,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND OTHER | $10,839 | $2,168 | $8,671 |
| INSURANCE | $12,075 | $2,415 | $9,660 |
| CUSTODIAN BANK FEE | $5,991 | $1,198 | $4,793 |
| OTHER | $4,713 | $943 | $3,770 |
| FILING FEE | $150 | $30 | $120 |
| TELEPHONE AND FAX | $96 | $19 | $77 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAID (TAX) | $4,354,500 |
| UNREALIZED GAIN (BOOK) | $8,500,356 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIRST REPUBLIC | $411,580 | $411,580 | |
| CONSULTING FEE | $10,665 | $2,133 | $8,532 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $40,160 | $8,032 | $32,128 |
| FEDERAL EXCISE TAX | $132,233 |
Comments