HENRY L GUENTHER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENRY L GUENTHER FOUNDATION (EIN 95-6026937)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349102509
- Schema version
- 2020v4.1
- 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 | 2021-11-10T15:36:29-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 5627995544 | PhoneNum |
| Signature | 2021-11-05 | 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 | 2021-11-05 | 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 | 2020 | 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 | $105,534,603 | 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 | $176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,088,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,088,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,678,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,506,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,678,523 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,766,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,766,957 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $828,436 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $165,687 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $662,749 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $76,113 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,223 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,890 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $121,293 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,259 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,034 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $69,290 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,612 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,322 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $69,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $456,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $451,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,992 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,731 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,922 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,525 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,305 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,220 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,592 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $518 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,074 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,338 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,795,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $695,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,047,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,217,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,217,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,012,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $695,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,264,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,754,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,071,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,770,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,226,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,226,405 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,262,352 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,179,859 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,179,859 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $65,481,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,818,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,818,097 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,401,290 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,811,716 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,811,716 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,209,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,498,526 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,498,526 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $95,126,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,534,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,534,603 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,193 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,627 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106,627 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $95,123,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $105,427,976 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,123,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,427,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,126,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,534,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,123,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,754,682 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,766,495 | OtherIncreasesAmt |
| Subtotal | $108,645,021 | SubtotalAmt |
| Other Decreases | $3,217,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,427,976 | 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 194194 | P | $8,674,693 | $10,639,839 | -$1,964,510 | -$1,965,146 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194194 | P | $13,279,464 | $6,683,308 | $6,596,156 | $6,596,156 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194202 | P | $1,501,269 | $1,605,665 | -$103,805 | -$104,396 |
| PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194202 | P | $3,588,667 | $3,531,283 | $57,384 | $57,384 |
| PUBLIC TRADED SECURITIES-DUNCAN&BRANSON | P | $462,709 | $369,411 | $93,298 | $93,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,678,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,396 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $84,396 | SubtotalAmt |
| Tax Based On Investment Income | $84,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,807 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $165,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $179,807 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $112 | EsPenaltyAmt |
| Overpayment | $95,299 | OverpaymentAmt |
| Applied To ES Tax | $95,299 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| W D MILLIKEN | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | FORMER DIRECTOR/OFFICER | 0.0 | $0 | $28,035 | $0 |
| ANN LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR/VICE PRESIDENT/SECRTY | 40.0 | $222,941 | $7,468 | $0 |
| SUSANNE SUNDBERG | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR/CHAIRMAN OF THE BOARD | 40.0 | $239,997 | $6,929 | $0 |
| SARAH C MILLIKEN | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | FORMER DIRECTOR/OFFICER | 0.0 | $0 | $10,492 | $0 |
| RICHARD BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $73,150 | $21,692 | $0 |
| CHARLES LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR/treasurer | 40.0 | $146,048 | $12,434 | $0 |
| PHILIP BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $73,150 | $12,792 | $0 |
| ERIC MOOBERRY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $73,150 | $805 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $268,670 |
| DUNCAN & BRANSON INVESTMENT MANAGEMENT | |||||
| 200 HOMER AVE | PALO ALTO | CA | 94301 | INV MANAGEMENT | $181,974 |
| MAGINNIS KNECHTEL & MCINTYRE LLP | |||||
| 300 W COLORADO BLVD | PASADENA | CA | 91105 | ACCOUNTING & TAX | $67,930 |
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 | $90,319,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,295,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,615,686 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,615,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,374,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,241,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,512,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,512,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,396 | TotalTaxAmt |
| Distributable Before Adj | $4,427,677 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,427,677 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,427,677 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,264,856 | 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 | $4,264,856 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,264,856 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,427,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $134,442 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $134,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,264,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,264,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $134,442 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $134,442 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $28,379 | UndistributedIncomeCYAmt |
| 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 | SUSANNE SUNDBERG PRESIDENT CEO | 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 | Applications must be fully completed directly on the Henry L. Guenther Foundation website. APPLICATION FORMS AND APPLICATION PROCEDURES ARE ATTACHED. | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 1300 E GREEN ST | PASADENA | CA | 91106 | UNRELATED | PC | TO RENOVATE THE TWO LARGEST & MOST ACTIVE ABILITY FIRST COMMUNITY CENTERS IN LONG BEACH & PASADENA | $50,000 |
| AUTRY MUSEUM OF THE AMERICAN WEST | |||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | UNRELATED | PC | TO SUPPORT FOR CAPITAL & CAPACITY BUILDING ENHANCEMENTS TO THE MUSEUM'S PRINCIPAL FACILITY IN LOS ANGELES' GRIFFITH PARK | $50,000 |
| BEVERLY COMMUNITY HOSPITAL ASSOCIATION | |||||||
| 309 W BEVERLY BLVD | MONTEBELLO | CA | 90640 | UNRELATED | PC | TO PURCHASE NEW EQUIPMENT & TECHNOLOGY TO FULLY EQUIP THE NEW EMERGENCY CARE CENTER | $200,000 |
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | UNRELATED | PC | TO SUPPORT THE LIBRARY | $200,000 |
| CARING HOUSE | |||||||
| 2842 EL DORADO ST | TORRANCE | CA | 90503 | UNRELATED | PC | GRANT TO SUPPORT THE DAYS OF CARING PROJECT | $75,000 |
| CONEJO THE FREE CLINIC | |||||||
| 80 E HILCREST DR STE 102 | THOUSAND OAKS | CA | 91326 | UNRELATED | PC | GRANT TO EXPAND SENIOR DENTISTRY SERVICE | $20,000 |
| CRYSTAL COVE CONSERVANCY | |||||||
| 5 CRYSTAL COVE | NEWPORT BEACH | CA | 92657 | UNRELATED | PC | GRANT TO SUPPORT THE STEM OUTDOOR EDUCATION PROGRAM | $10,000 |
| DIDI HIRSCH PSYCHIATRIC SERVICE | |||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | UNRELATED | PC | GRANT TO SUPPORT THE EXPANSION OF A NATIONAL SUICIDE PREVENTION CENTER & ITS LIFESAVING SERVICES | $100,000 |
| EXCEPTIONAL MINDS | |||||||
| 13400 RIVERSIDE DR 211 | SHERMAN OAKS | CA | 91423 | UNRELATED | PC | GRANT TO FUND THE WELL-BEING INITIATIVE WHICH WORKS TO PROMOTE MENTAL & PHYSICAL HEALTH FOR THE AGENCY'S AUTISM POPULATION | $25,000 |
| HAV A SOLE | |||||||
| 1250 LONG BEACH STE 111 | LOS ANGELES | CA | 90021 | UNRELATED | PC | GRANT TO FUND PROGRAMMATIC COST | $10,000 |
| HEALTHY SMILES FOR KIDS OF ORANGE COUNTY | |||||||
| 10602 CHAPMAN AVE STE 200 | GARDEN GROVE | CA | 90840 | UNRELATED | PC | GRANT TO PROVIDE PREVENTATIVE & RESTORATIVE DENTAL TREATMENT TO CHILDREN AT COMMUNITY SITES | $10,000 |
| INTERNATIONAL GUIDING EYES INC | |||||||
| 13445 GLENOAKS BVLD | SYLMAR | CA | 91342 | UNRELATED | PC | GRANT TO SUPPORT COSTOM MADE TACTILE MAP TO BE USED BY VISUALLY IMPAIRED & BLIND STUDENTS | $7,500 |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DR | WESTLAKE VILLAGE | CA | 91361 | UNRELATED | PC | GRANT TO PROVIDE NEW BELONGINGS TO AT LEAST 10,000 CHILDREN EACH YEAR FLEEING DOMESTIC VIOLENCE | $10,000 |
| NEW DIRECTIONS INC | |||||||
| 11420 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | UNRELATED | PC | GRANT TO FUND A FULL-TIME CASE MANAGER TO ASSIST VETERANS WITH HOUSING NEEDS | $40,000 |
| OPICA ADULT DAY CARE CENTER INC | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | UNRELATED | PC | GRANT TO EXPAND THE SPIRIT BUILDER PROGRAM TO ST. JOHN'S PACIFIC NEUROSCIENCE INSTITUTE | $20,000 |
| ORANGE COUNTY RESCUE MISSION INC | |||||||
| 1 HOPE DR | TUSTIN | CA | 92782 | UNRELATED | PC | GRANT TO INCREASE EDUCATION & EMPLOYMENT OPPORTUNITIES FOR HOMELESS ADULTS THROUGH THE SUCCESS PROGRAM LOCATED AT VILLAGE OF HOPE | $10,000 |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | UNRELATED | PC | GRANT SUPPORT THE YOUTH DEVELOPMENT PROGRAM | $15,000 |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 90033 | UNRELATED | PC | GRANT TO BUILD AN OUTDOOR CLASSROOMM & PLAY AREA FOR THE NEWLY EXPANDED PRESCHOOL PROGRAM | $10,000 |
| SAINT JOHN'S HOSPITAL & HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | UNRELATED | PC | GRANT TO OBTAIN THE AFFIRM PRONE BIOPSY & BREVARA BIOPSY SYSTEM | $423,250 |
| SOLULTIONS FOR CHANGE INC | |||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | UNRELATED | PC | GRANT TO PURCHASE CLEANING SUPPLIES & DRUG TESTING KITS FOR THE SOBER LIVING FACILITIES IN NORTH SAN DIEGO COUNTY | $10,000 |
| SOUTHEAST COMMUNITY FOUNDATION | |||||||
| 4555 EVERETT AVE | VERNON | CA | 90058 | UNRELATED | PC | GRANT TO SUPPORT THE ENRICHMENT TUTORING ACADEMY | $50,000 |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OVILE AVE | LONG BEACH | CA | 90802 | UNRELATED | PC | GRANT TO COMPLETE RENOVATION OF ST. ANTHONY HIGH SCHOOL | $50,000 |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | UNRELATED | PC | GRANT TO PURCHASE SIX NON-INVASIVE VENTILATORS | $84,453 |
| ST VINCENT DE PAUL VILLAGES INC | |||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | UNRELATED | PC | GRANT TO PURCHASE A REPLACEMENT DENTAL CHAIR, PORTABLE PATIENT CHAIR, & TWO STOOLS FOR DENTAL PROVIDERS | $27,500 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | UNRELATED | PC | GRANT TO PURCHASE EQUIPMENT THAT IS CRUCIAL TO THE SUCCESS OF UCI MIND'S RESEARCH PROJECT ON ALZHEIMER'S DISEASE & RELATED DIMENTIAS | $423,600 |
| UNION RESCUE MISSION | |||||||
| PO BOX 53629 | LOS ANGELES | CA | 90013 | UNRELATED | PC | GRANT TO PURCHASE A MINIVAN | $36,000 |
| ADVENTIST HEALTH GLENDALE | |||||||
| 1509 WILSON TERRACE | GLENDALE | CA | 91206 | UNRELATED | PC | GRANT TO FAST TRACK THE TRANSITIONING OF ON-CAMPUS CLASSES TO ONLINE STREAMING FOR SENIORS & THOSE WITH COMPROMISED HEALTH CONDITIONS | $150,000 |
| AHEAD WITH HORSES INC | |||||||
| 10157 JOHANNA AVE | LOS ANGELES | CA | 90040 | UNRELATED | PC | GRANT TO FUND ONE-TIME COSTS ASSOCIATED WITH MOVING THE ENTIRE MAIN FACILITY TO THE NEW LOCATION | $15,000 |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | UNRELATED | PC | GRANT TO SUPPORT THE COVID ALZHEIMER'S FAMILY ASSISTANCE PROGRAM | $20,000 |
| AMERICAN RED CROSS | |||||||
| 600 PARK CENTER DR | SANTA ANA | CA | 92705 | UNRELATED | PC | GRANT TO PURCHASE 30 BLOOD SCALES | $50,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | UNRELATED | PC | GRANT TO ENGAGE MORE VOLUNTEER PILOTS | $15,000 |
| ASSISTANCE LEAGUE OF VICTOR VALLEY | |||||||
| PO BOX 39 | APPLE VALLEY | CA | 92307 | UNRELATED | PC | GRANT TO PURCHASE NEW SCHOOL CLOTHING | $10,000 |
| AVPFIRST | |||||||
| 17760 NEW HOPE ST STE A | FOUNTAIN VALLEY | CA | 92708 | UNRELATED | PC | GRANT TO PARTNER WITH WARREN HIGH SCHOOL IN PROVIDING A NEW MULTI-SPORTS SAND COURT, CLINIC SERIES, COACHING WORKSHOPS, & A COMMUNITY LEAGUE | $10,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | UNRELATED | PC | GRANT TO ADD TO THE HENRY L. GUENTHER GRADUATE FELLOWSHIP IN BIOSCIENCE | $250,000 |
| FERNANDO PULLUM CO | |||||||
| PO BOX 561528 | LOS ANGELES | CA | 90056 | UNRELATED | PC | GRANT TO PURCHASE CLASSROOM MUSICAL INSTRUMENTS, SUPPLIES, & EQUIPMENT FOR A NEW FILMMAKING & RECORDING CLASS | $10,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 W 213TH ST STE 100 | TORRANCE | CA | 90501 | UNRELATED | PC | GRANT TO SUPPORT THE ENHANCEMENT & EXPANSION OF FEEDING THERAPY SERVICES | $15,000 |
| PROJECT DIGNITY | |||||||
| 12913 HARBOR BLVD STE Q3 253 | GARDEN GROVE | CA | 92840 | UNRELATED | PC | GRANT TO FUND THE BUMPER TO BUMPER PROGRAM | $3,000 |
| RADY CHILDREN'S HOSPITAL | |||||||
| 3020 CHILDRENS WAY MC 5001 | SAN DIEGO | CA | 92123 | UNRELATED | PC | GRANT TO SUPPORT PSYCHOSOCIAL PROGRAM | $500,000 |
| SOUND BODY SOUND MIND FOUNDATION | |||||||
| 11100 SANTA MONICA BLVD STE 1910 | LOS ANGELES | CA | 90025 | UNRELATED | PC | GRANT TO BRING THE COMPREHENSIVE PHYSICAL EDUCATION ENHANCEMENT PROGRAM TO A NEW MIDDLE OR HIGH SCHOOL IN THE LONG BEACH AREA | $50,000 |
| SOUTHEAST COMMUNITY DEVELOPMENT CORP | |||||||
| PO BOX 327 | BELL GARDENS | CA | 90201 | UNRELATED | PC | GRANT TO FUND THE MAKERSPACE & MULTIMEDIA ROOMS INSIDE THE BELL TECHNOLOGY CENTER | $101,742 |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC | |||||||
| 1800 FORBES WAY STE 200 | LONG BEACH | CA | 90810 | UNRELATED | PC | GRANT TO PROVIDE PHYSICAL, MENTAL & SOCIAL SUPPORT FOR 35,398 ATHLETES WITH DISABILITIES | $25,000 |
| TAKING THE REINS | |||||||
| 3919 1/2 RIGALI AVE | LOS ANGELES | CA | 90039 | UNRELATED | PC | GRANT TO SUPPORT THE RAISING THE BARN CAPITAL CAMPAIGN | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,217,045 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 1300 E GREEN ST | PASADENA | CA | 91106 | UNRELATED | PC | TO RENOVATE THE TWO LARGEST & MOST ACTIVE ABILITY FIRST COMMUNITY CENTERS IN LONG BEACH & PASADENA | $50,000 |
| AUTRY MUSEUM OF THE AMERICAN WEST | |||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | UNRELATED | PC | TO SUPPORT FOR CAPITAL & CAPACITY BUILDING ENHANCEMENTS TO THE MUSEUM'S PRINCIPAL FACILITY IN LOS ANGELES' GRIFFITH PARK | $50,000 |
| BEVERLY COMMUNITY HOSPITAL ASSOCIATION | |||||||
| 309 W BEVERLY BLVD | MONTEBELLO | CA | 90640 | UNRELATED | PC | TO PURCHASE NEW EQUIPMENT & TECHNOLOGY TO FULLY EQUIP THE NEW EMERGENCY CARE CENTER | $200,000 |
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | UNRELATED | PC | TO SUPPORT THE LIBRARY | $200,000 |
| CARING HOUSE | |||||||
| 2842 EL DORADO ST | TORRANCE | CA | 90503 | UNRELATED | PC | GRANT TO SUPPORT THE DAYS OF CARING PROJECT | $75,000 |
| CONEJO THE FREE CLINIC | |||||||
| 80 E HILCREST DR STE 102 | THOUSAND OAKS | CA | 91326 | UNRELATED | PC | TO EXPAND SENIOR DENTISTRY SERVICE | $20,000 |
| CRYSTAL COVE CONSERVANCY | |||||||
| 5 CRYSTAL COVE | NEWPORT BEACH | CA | 92657 | UNRELATED | PC | GRANT TO SUPPORT THE STEM OUTDOOR EDUCATION PROGRAM | $10,000 |
| DIDI HIRSCH PSYCHIATRIC SERVICE | |||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | UNRELATED | PC | GRANT TO SUPPORT THE EXPANSION OF A NATIONAL SUICIDE PREVENTION CENTER & ITS LIFESAVING SERVICES | $100,000 |
| EXCEPTIONAL MINDS | |||||||
| 13400 RIVERSIDE DR 211 | SHERMAN OAKS | CA | 91423 | UNRELATED | PC | GRANT TO FUND THE WELL-BEING INITIATIVE WHICH WORKS TO PROMOTE MENTAL & PHYSICAL HEALTH FOR THE AGENCY'S AUTISM POPULATION | $25,000 |
| HAV A SOLE | |||||||
| 1250 LONG BEACH STE 111 | LOS ANGELES | CA | 90021 | UNRELATED | PC | GRANT TO FUND PROGRAMMATIC COST | $10,000 |
| HEALTHY SMILES FOR KIDS OF ORANGE COUNTY | |||||||
| 10602 CHAPMAN AVE STE 200 | GARDEN GROVE | CA | 92840 | UNRELATED | PC | GRANT To PROVIDE PREVENTATIVE & RESTORATIVE DENTAL TREATMENT TO CHILDREN AT COMMUNITY SITES | $10,000 |
| INTERNATIONAL GUIDING EYES INC | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | UNRELATED | PC | GRANT TO SUPPORT COSTOM MADE TACTILE MAP TO BE USED BY VISUALLY IMPAIRED & BLIND STUDENTS | $7,500 |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DR | WESTLAKE VILLAGE | CA | 91361 | UNRELATED | PC | GRANT TO PROVIDE NEW BELONGINGS TO AT LEAST 10,000 CHILDREN EACH YEAR FLEEING DOMESTIC VIOLENCE | $10,000 |
| NEW DIRECTIONS INC | |||||||
| 11420 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | UNRELATED | PC | GRANT TO FUND A FULL-TIME CASE MANAGER TO ASSIST VETERANS WITH HOUSING NEEDS | $40,000 |
| OPICA ADULT DAY CARE CENTER INC | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | UNRELATED | PC | TO EXPAND THE SPIRIT BUILDER PROGRAM TO ST. JOHN'S PACIFIC NEUROSCIENCE INSTITUTE | $20,000 |
| ORANGE COUNTY RESCUE MISSION INC | |||||||
| 1 HOPE DR | TUSTIN | CA | 92782 | UNRELATED | PC | GRANT TO INCREASE EDUCATION & EMPLOYMENT OPPORTUNITIES FOR HOMELESS ADULTS THROUGH THE SUCCESS PROGRAM LOCATED AT VILLAGE OF HOPE | $10,000 |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | UNRELATED | PC | GRANT SUPPORT THE YOUTH DEVELOPMENT PROGRAM | $15,000 |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 90033 | UNRELATED | PC | GRANT TO BUILD AN OUTDOOR CLASSROOMM & PLAY AREA FOR THE NEWLY EXPANDED PRESCHOOL PROGRAM | $10,000 |
| SAINT JOHN'S HOSPITAL & HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | UNRELATED | PC | GRANT TO OBTAIN THE AFFIRM PRONE BIOPSY & BREVARA BIOPSY SYSTEM | $423,250 |
| SOLULTIONS FOR CHANGE INC | |||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | UNRELATED | PC | GRANT TO PURCHASE CLEANING SUPPLIES & DRUG TESTING KITS FOR THE SOBER LIVING FACILITIES IN NORTH SAN DIEGO COUNTY | $10,000 |
| SOUTHEAST COMMUNITY FOUNDATION | |||||||
| 4555 EVERETT AVE | VERNON | CA | 90058 | UNRELATED | PC | GRANT TO SUPPORT THE ENRICHMENT TUTORING ACADEMY | $50,000 |
| ST ANTHONY HIGH SCHOOL | |||||||
| 620 OVILE AVE | LONG BEACH | CA | 90802 | UNRELATED | PC | GRANT TO COMPLETE RENOVATION OF ST. ANTHONY HIGH SCHOOL | $50,000 |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | UNRELATED | PC | TO PURCHASE SIX NON-INVASIVE VENTILATORS | $84,453 |
| ST VINCENT DE PAUL VILLAGES INC | |||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | UNRELATED | PC | GRANT TO PURCHASE A REPLACEMENT DENTAL CHAIR, PORTABLE PATIENT CHAIR, & TWO STOOLS FOR DENTAL PROVIDERS | $27,500 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | UNRELATED | PC | GRANT To PURCHASE EQUIPMENT THAT IS CRUCIAL TO THE SUCCESS OF UCI MIND'S RESEARCH PROJECT ON ALZHEIMER'S DISEASE & RELATED DIMENTIAS | $423,600 |
| UNION RESCUE MISSION | |||||||
| PO BOX 53629 | LOS ANGELES | CA | 90013 | UNRELATED | PC | GRANT TO PURCHASE A MINIVAN | $36,000 |
| ADVENTIST HEALTH GLENDALE | |||||||
| 1509 WILSON TERRACE | GLENDALE | CA | 91206 | UNRELATED | PC | GRANT to FAST TRACK THE TRANSITIONING OF ON-CAMPUS CLASSES TO ONLINE STREAMING FOR SENIORS & THOSE WITH COMPROMISED HEALTH CONDITIONS | $150,000 |
| AHEAD WITH HORSES INC | |||||||
| 10157 JOHANNA AVE | LOS ANGELES | CA | 90040 | UNRELATED | PC | GRANT TO FUND ONE-TIME COSTS ASSOCIATED WITH MOVING THE ENTIRE MAIN FACILITY TO THE NEW LOCATION | $15,000 |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | UNRELATED | PC | GRANT TO SUPPORT THE COVID ALZHEIMER'S FAMILY ASSISTANCE PROGRAM | $20,000 |
| AMERICAN RED CROSS | |||||||
| 600 PARK CENTER DR | SANTA ANA | CA | 92705 | UNRELATED | PC | GRANT To PURCHASE 30 BLOOD SCALES | $50,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | UNRELATED | PC | GRANT TO ENGAGE MORE VOLUNTEER PILOTS | $15,000 |
| ASSISTANCE LEAGUE OF VICTOR VALLEY | |||||||
| PO BOX 39 | APPLE VALLEY | CA | 92307 | UNRELATED | PC | GRANT TO PURCHASE NEW SCHOOL CLOTHING | $10,000 |
| AVPFIRST | |||||||
| 17760 NEW HOPE ST STE A | FOUNTAIN VALLEY | CA | 92708 | UNRELATED | PC | GRANT TO PARTNER WITH WARREN HIGH SCHOOL IN PROVIDING A NEW MULTI-SPORTS SAND COURT, CLINIC SERIES, COACHING WORKSHOPS, & A COMMUNITY LEAGUE | $10,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | UNRELATED | PC | GRANT TO ADD TO THE HENRY L. GUENTHER GRADUATE FELLOWSHIP IN BIOSCIENCE | $250,000 |
| FERNANDO PULLUM CO | |||||||
| PO BOX 561528 | LOS ANGELES | CA | 90056 | UNRELATED | PC | GRANT TO PURCHASE CLASSROOM MUSICAL INSTRUMENTS, SUPPLIES, & EQUIPMENT FOR A NEW FILMMAKING & RECORDING CLASS | $10,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 W 213TH ST STE 100 | TORRANCE | CA | 90501 | UNRELATED | PC | GRANT TO SUPPORT THE ENHANCEMENT & EXPANSION OF FEEDING THERAPY SERVICES | $15,000 |
| PROJECT DIGNITY | |||||||
| 12913 HARBOR BLVD STE Q3 253 | GARDEN GROVE | CA | 92840 | UNRELATED | PC | GRANT TO FUND THE BUMPER TO BUMPER PROGRAM | $3,000 |
| RADY CHILDREN'S HOSPITAL | |||||||
| 3020 CHILDRENS WAY MC 5001 | SAN DIEGO | CA | 92123 | UNRELATED | PC | GRANT TO SUPPORT PSYCHOSOCIAL PROGRAM | $500,000 |
| SOUND BODY SOUND MIND FOUNDATION | |||||||
| 11100 SANTA MONICA BLVD STE 1910 | LOS ANGELES | CA | 90025 | UNRELATED | PC | GRANT TO BRING THE COMPREHENSIVE PHYSICAL EDUCATION ENHANCEMENT PROGRAM TO A NEW MIDDLE OR HIGH SCHOOL IN THE LONG BEACH AREA | $50,000 |
| SOUTHEAST COMMUNITY DEVELOPMENT CORP | |||||||
| PO BOX 327 | BELL GARDENS | CA | 90201 | UNRELATED | PC | GRANT TO FUND THE MAKERSPACE & MULTIMEDIA ROOMS INSIDE THE BELL TECHNOLOGY CENTER | $101,742 |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC | |||||||
| 1800 FORBES WAY STE 200 | LONG BEACH | CA | 90810 | UNRELATED | PC | GRANT TO PROVIDE PHYSICAL, MENTAL & SOCIAL SUPPORT FOR 35,398 ATHLETES WITH DISABILITIES | $25,000 |
| TAKING THE REINS | |||||||
| 3919 1/2 RIGALI AVE | LOS ANGELES | CA | 90039 | UNRELATED | PC | GRANT TO SUPPORT THE RAISING THE BARN CAPITAL CAMPAIGN | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,217,045 | 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 | $176 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,088,258 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,678,523 | 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 | $6,766,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,766,957 | 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 | $86,612 | Amt |
| Net Investment Income | $17,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,290 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| FIRST REPUBLIC INVESTMENT MANAGEMEN |
| INVESTMENT MANAGEMENT SERVICE |
| DUNCAN BRANSON INVESTMENT MANAGEM |
| 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 | $12,811,716 | EOYBookValueAmt |
| EOYFMV | $12,811,716 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITIES: | ||
| FIRST REPUBLIC - SEE ATTACHED | $87,818,097 | $87,818,097 |
| DUNCAN & BRANSON | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,179,859 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,179,859 | 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 | $177,562 | $177,562 |
| -FOREIGN & OTHER FIXED INCOME | FMV | $1,320,964 | $1,320,964 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS ACCRUED (BOOK) | Desc |
| Amt | $3,217,045 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND OTHER | $17,133 | $3,427 | $13,706 |
| CUSTODIAN BANK FEE | $3,016 | $603 | $2,413 |
| INSURANCE | $5,994 | $1,199 | $4,795 |
| OTHER | $5,294 | $1,059 | $4,235 |
| FILING FEE | $160 | $32 | $128 |
| TELEPHONE AND FAX | $61 | $12 | $49 |
| SECRETARIAL SERVICES | $30 | $6 | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAID (TAX) | $3,217,045 |
| UNREALIZED GAIN (BOOK) | $8,549,450 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIRST REPUBLIC | $268,670 | $268,670 | |
| DUNCAN AND BRANSON | $181,974 | $181,974 | |
| CONSULTING FEE | $6,240 | $1,248 | $4,992 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $33,653 | $6,731 | $26,922 |
| FEDERAL EXCISE TAX | $121,434 |
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