2021-11-10T15:36:29-06:00 2020-12-31 Maginnis Knechtel & McIntyre LLP 300 W Colorado Blvd Pasadena CA 91105 990PF 2020-01-01 956026937 Henry L Guenther Foundation % SUSANNE SUNDBERG HENR 5627995544 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 SUSANNE SUNDBERG DIRECTOR 5627995544 2021-11-05 true SUSANNE SUNDBERG XXX-XX-XXXX Linda E G Ballesteros P00366852 6264493466 2021-11-05 3 2020 2022-09-23 18:48:47Z X 105534603 X 0 X 176 176 2088258 2088258 4678523 27506802 4678523 6766957 6766957 828436 165687 662749 76113 15223 60890 121293 24259 97034 69290 86612 17322 0 69290 456884 451892 4992 155087 6731 26922 36525 7305 29220 2592 518 2074 31688 6338 25350 1795230 695275 0 1047811 3217045 3217045 5012275 695275 0 4264856 1754682 6071682 3770830 2226405 2226405 3262352 1179859 1179859 65481978 87818097 87818097 7401290 12811716 12811716 15209587 1498526 1498526 95126037 105534603 105534603 2193 106627 2193 106627 X 95123844 105427976 95123844 105427976 95126037 105534603 95123844 1754682 11766495 108645021 3217045 105427976 PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194194 P 8674693 10639839 -1964510 -1965146 PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194194 P 13279464 6683308 6596156 6596156 PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194202 P 1501269 1605665 -103805 -104396 PUBLIC TRADED SECURITIES-FIRST REPUBLIC 194202 P 3588667 3531283 57384 57384 PUBLIC TRADED SECURITIES-DUNCAN&BRANSON P 462709 369411 93298 93298 4678523 84396 84396 84396 14807 0 165000 179807 X 112 95299 95299 false false false false false false false true true CA true false false false false true https://guentherfoundation.org SUSANNE SUNDBERG 5627995544 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 false false false false true false false false false false false false false false false false false false false false false false W D MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 28035 0 ANN LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/VICE PRESIDENT/SECRTY 40.0 222941 7468 0 SUSANNE SUNDBERG 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/CHAIRMAN OF THE BOARD 40.0 239997 6929 0 SARAH C MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 10492 0 RICHARD BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 73150 21692 0 CHARLES LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/treasurer 40.0 146048 12434 0 PHILIP BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 73150 12792 0 ERIC MOOBERRY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 73150 805 0 FIRST REPUBLIC INVESTMENT MANAGEMENT 1200 STATE ST SANTA BARBARA CA 93101 INV MANAGEMENT 268670 DUNCAN & BRANSON INVESTMENT MANAGEMENT 200 HOMER AVE PALO ALTO CA 94301 INV MANAGEMENT 181974 MAGINNIS KNECHTEL & MCINTYRE LLP 300 W COLORADO BLVD PASADENA CA 91105 ACCOUNTING & TAX 67930 NOT APPLICABLE NOT APPLICABLE 90319933 1295753 0 91615686 0 91615686 1374235 90241451 4512073 4512073 84396 84396 4427677 4427677 4427677 4264856 0 0 0 0 4264856 0 4264856 4427677 0 2018 2017 2016 0 134442 134442 4264856 0 4264856 0 134442 134442 0 0 0 28379 NONE NONE SUSANNE SUNDBERG PRESIDENT CEO 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 5627995544 Applications must be fully completed directly on the Henry L. Guenther Foundation website. APPLICATION FORMS AND APPLICATION PROCEDURES ARE ATTACHED. OCTOBER 31ST AND MAY 31ST 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. 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 50000 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 50000 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 200000 BRAILLE INSTITUTE OF AMERICA INC 741 N VERMONT AVE LOS ANGELES CA 90029 UNRELATED PC TO SUPPORT THE LIBRARY 200000 CARING HOUSE 2842 EL DORADO ST TORRANCE CA 90503 UNRELATED PC GRANT TO SUPPORT THE DAYS OF CARING PROJECT 75000 CONEJO THE FREE CLINIC 80 E HILCREST DR STE 102 THOUSAND OAKS CA 91326 UNRELATED PC GRANT TO EXPAND SENIOR DENTISTRY SERVICE 20000 CRYSTAL COVE CONSERVANCY 5 CRYSTAL COVE NEWPORT BEACH CA 92657 UNRELATED PC GRANT TO SUPPORT THE STEM OUTDOOR EDUCATION PROGRAM 10000 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 100000 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 25000 HAV A SOLE 1250 LONG BEACH STE 111 LOS ANGELES CA 90021 UNRELATED PC GRANT TO FUND PROGRAMMATIC COST 10000 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 10000 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 7500 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 10000 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 40000 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 20000 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 10000 PROYECTO PASTORAL 135 N MISSION RD LOS ANGELES CA 90033 UNRELATED PC GRANT SUPPORT THE YOUTH DEVELOPMENT PROGRAM 15000 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 10000 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 423250 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 10000 SOUTHEAST COMMUNITY FOUNDATION 4555 EVERETT AVE VERNON CA 90058 UNRELATED PC GRANT TO SUPPORT THE ENRICHMENT TUTORING ACADEMY 50000 ST ANTHONY HIGH SCHOOL 620 OVILE AVE LONG BEACH CA 90802 UNRELATED PC GRANT TO COMPLETE RENOVATION OF ST. ANTHONY HIGH SCHOOL 50000 ST MARY MEDICAL CENTER FOUNDATION 1050 LINDEN AVE LONG BEACH CA 90813 UNRELATED PC GRANT TO PURCHASE SIX NON-INVASIVE VENTILATORS 84453 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 27500 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 423600 UNION RESCUE MISSION PO BOX 53629 LOS ANGELES CA 90013 UNRELATED PC GRANT TO PURCHASE A MINIVAN 36000 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 150000 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 15000 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 20000 AMERICAN RED CROSS 600 PARK CENTER DR SANTA ANA CA 92705 UNRELATED PC GRANT TO PURCHASE 30 BLOOD SCALES 50000 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP S SANTA MONICA CA 90405 UNRELATED PC GRANT TO ENGAGE MORE VOLUNTEER PILOTS 15000 ASSISTANCE LEAGUE OF VICTOR VALLEY PO BOX 39 APPLE VALLEY CA 92307 UNRELATED PC GRANT TO PURCHASE NEW SCHOOL CLOTHING 10000 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 10000 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 250000 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 10000 PEDIATRIC THERAPY NETWORK 1815 W 213TH ST STE 100 TORRANCE CA 90501 UNRELATED PC GRANT TO SUPPORT THE ENHANCEMENT & EXPANSION OF FEEDING THERAPY SERVICES 15000 PROJECT DIGNITY 12913 HARBOR BLVD STE Q3 253 GARDEN GROVE CA 92840 UNRELATED PC GRANT TO FUND THE BUMPER TO BUMPER PROGRAM 3000 RADY CHILDREN'S HOSPITAL 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 UNRELATED PC GRANT TO SUPPORT PSYCHOSOCIAL PROGRAM 500000 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 50000 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 101742 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 25000 TAKING THE REINS 3919 1/2 RIGALI AVE LOS ANGELES CA 90039 UNRELATED PC GRANT TO SUPPORT THE RAISING THE BARN CAPITAL CAMPAIGN 25000 3217045 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 50000 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 50000 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 200000 BRAILLE INSTITUTE OF AMERICA INC 741 N VERMONT AVE LOS ANGELES CA 90029 UNRELATED PC TO SUPPORT THE LIBRARY 200000 CARING HOUSE 2842 EL DORADO ST TORRANCE CA 90503 UNRELATED PC GRANT TO SUPPORT THE DAYS OF CARING PROJECT 75000 CONEJO THE FREE CLINIC 80 E HILCREST DR STE 102 THOUSAND OAKS CA 91326 UNRELATED PC TO EXPAND SENIOR DENTISTRY SERVICE 20000 CRYSTAL COVE CONSERVANCY 5 CRYSTAL COVE NEWPORT BEACH CA 92657 UNRELATED PC GRANT TO SUPPORT THE STEM OUTDOOR EDUCATION PROGRAM 10000 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 100000 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 25000 HAV A SOLE 1250 LONG BEACH STE 111 LOS ANGELES CA 90021 UNRELATED PC GRANT TO FUND PROGRAMMATIC COST 10000 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 10000 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 7500 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 10000 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 40000 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 20000 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 10000 PROYECTO PASTORAL 135 N MISSION RD LOS ANGELES CA 90033 UNRELATED PC GRANT SUPPORT THE YOUTH DEVELOPMENT PROGRAM 15000 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 10000 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 423250 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 10000 SOUTHEAST COMMUNITY FOUNDATION 4555 EVERETT AVE VERNON CA 90058 UNRELATED PC GRANT TO SUPPORT THE ENRICHMENT TUTORING ACADEMY 50000 ST ANTHONY HIGH SCHOOL 620 OVILE AVE LONG BEACH CA 90802 UNRELATED PC GRANT TO COMPLETE RENOVATION OF ST. ANTHONY HIGH SCHOOL 50000 ST MARY MEDICAL CENTER FOUNDATION 1050 LINDEN AVE LONG BEACH CA 90813 UNRELATED PC TO PURCHASE SIX NON-INVASIVE VENTILATORS 84453 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 27500 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 423600 UNION RESCUE MISSION PO BOX 53629 LOS ANGELES CA 90013 UNRELATED PC GRANT TO PURCHASE A MINIVAN 36000 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 150000 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 15000 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 20000 AMERICAN RED CROSS 600 PARK CENTER DR SANTA ANA CA 92705 UNRELATED PC GRANT To PURCHASE 30 BLOOD SCALES 50000 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP S SANTA MONICA CA 90405 UNRELATED PC GRANT TO ENGAGE MORE VOLUNTEER PILOTS 15000 ASSISTANCE LEAGUE OF VICTOR VALLEY PO BOX 39 APPLE VALLEY CA 92307 UNRELATED PC GRANT TO PURCHASE NEW SCHOOL CLOTHING 10000 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 10000 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 250000 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 10000 PEDIATRIC THERAPY NETWORK 1815 W 213TH ST STE 100 TORRANCE CA 90501 UNRELATED PC GRANT TO SUPPORT THE ENHANCEMENT & EXPANSION OF FEEDING THERAPY SERVICES 15000 PROJECT DIGNITY 12913 HARBOR BLVD STE Q3 253 GARDEN GROVE CA 92840 UNRELATED PC GRANT TO FUND THE BUMPER TO BUMPER PROGRAM 3000 RADY CHILDREN'S HOSPITAL 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 UNRELATED PC GRANT TO SUPPORT PSYCHOSOCIAL PROGRAM 500000 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 50000 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 101742 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 25000 TAKING THE REINS 3919 1/2 RIGALI AVE LOS ANGELES CA 90039 UNRELATED PC GRANT TO SUPPORT THE RAISING THE BARN CAPITAL CAMPAIGN 25000 3217045 14 176 14 2088258 18 4678523 6766957 6766957 13 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. false false false false false false false false false false AUDIT AND TAX ACCOUNTING FEES 86612 17322 69290 FIRST REPUBLIC INVESTMENT MANAGEMEN INVESTMENT MANAGEMENT SERVICE DUNCAN BRANSON INVESTMENT MANAGEM INVESTMENT MANAGEMENT SERVICE MAGINNIS KNECHTEL MCINTYRE LLP ACCOUNTING & TAX SERVICES FIRST REPUBLIC 12811716 12811716 PUBLICLY TRADED EQUITIES: FIRST REPUBLIC - SEE ATTACHED 87818097 87818097 DUNCAN & BRANSON 0 0 1179859 1179859 OTHER MANAGED INVESTMENTS -CASH AND EQUIVALENTS FMV 177562 177562 -FOREIGN & OTHER FIXED INCOME FMV 1320964 1320964 GRANTS ACCRUED (BOOK) 3217045 OFFICE SUPPLIES AND OTHER 17133 3427 13706 CUSTODIAN BANK FEE 3016 603 2413 INSURANCE 5994 1199 4795 OTHER 5294 1059 4235 FILING FEE 160 32 128 TELEPHONE AND FAX 61 12 49 SECRETARIAL SERVICES 30 6 24 GRANTS PAID (TAX) 3217045 UNREALIZED GAIN (BOOK) 8549450 FIRST REPUBLIC 268670 268670 DUNCAN AND BRANSON 181974 181974 CONSULTING FEE 6240 1248 4992 PAYROLL TAXES 33653 6731 26922 FEDERAL EXCISE TAX 121434