2019-10-02T16:10:59-05:00 2018-12-31 Maginnis Knechtel & McIntyre LLP 300 W Colorado Blvd Pasadena CA 91105 990PF 2018-01-01 956026937 Henry L Guenther Foundation % SUSANNE SUNDBERG HENR 5627995544 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 SUSANNE SUNDBERG DIRECTOR 5627995544 2019-09-04 true Linda E G Ballesteros P00366852 6264493466 207.243.150.18 95174920192755000000 2019-10-02 P C900BB7AA7AA4FD14EAF6CBF458011B6E1FAC62E 51469B67F53711489DB494255A04A9B506B03923 2018 2020-01-14 16:20:31Z X 84631925 X 0 X 83 83 2068076 2068076 -423871 31513872 0 1644288 2068159 711015 142203 568812 35584 7117 28467 220566 44113 176453 23607 4721 0 18886 72748 14550 0 58198 387390 387390 25897 5179 20718 33877 6775 27102 5402 1080 4322 34558 6911 27647 1550644 620039 0 930605 1925000 1925000 3475644 620039 0 2855605 -1831356 1448120 1479744 25271405 25271405 0 27554 27554 905295 878803 878803 52451774 41954303 41954303 26272969 7257617 7257617 8843303 9242243 9242243 89953085 84631925 84631925 10564 0 3100000 1400000 3110564 1400000 X 86842521 83231925 86842521 83231925 89953085 84631925 86842521 -1831356 1933118 86944283 3712358 83231925 PUBLICLY TRADED SECURITIES-FIRST REPUBLIC P 4859692 4154566 705126 705126 PUBLICLY TRADED SECURITIES-DUNCAN&BRANSON 749240 134832 614408 614408 PUBLICLY TRADED SECURITIES-PIMCO P 25904940 27648345 -1743405 -1743405 -423871 false 4472745 83631628 0.053482 5138654 79626310 0.064535 4589182 83901817 0.054697 3196890 85906821 0.037213 3688211 82067481 0.044941 0.254868 0.050974 87451234 4457739 14481 4472220 2855605 28962 28962 28962 48039 48039 19077 19077 false false false false false false false true true CA true false false false false true n/a 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 W D MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 135588 0 ANN LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/VICE PRESIDENT/SECRTY 40.0 195085 5336 0 SUSANNE SUNDBERG 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/CHAIRMAN OF THE BOARD 40.0 210085 4595 0 SARAH C MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 30728 0 RICHARD BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 67500 15121 0 CHARLES LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/treasurer 30.0 103345 21303 0 PHILIP BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 40.0 67500 6595 0 ERIC MOOBERRY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 40.0 67500 1300 0 FIRST REPUBLIC INVESTMENT MANAGEMENT 1200 STATE ST SANTA BARBARA CA 93101 INV MANAGEMENT 149563 DUNCAN & BRANSON INVESTMENT MANAGEMENT 200 HOMER AVE PALO ALTO CA 94301 INV MANAGEMENT 159537 MAGINNIS KNECHTEL & MCINTYRE LLP 300 W COLORADO BLVD PASADENA CA 91105 ACCOUNTING & TAX 72748 NOT APPLICABLE NOT APPLICABLE 85964850 2818129 0 88782979 0 88782979 1331745 87451234 4372562 4372562 28962 28962 4343600 4343600 4343600 2855605 0 0 0 0 2855605 2855605 4343600 0 2016 2015 2014 0 464821 1211560 348542 2024923 2855605 0 2855605 0 1487995 1487995 536928 0 0 0 0 536928 188386 348542 NONE NONE SUSANNE SUNDBERG PRESIDENT CEO 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 5627995544 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. PASADENA HOSPITAL ASSOCIATION DBA HUNTINGTON HOSPI OFFICE OF PHILANTHROPY 100 WEST CALIFORNIA BLVD PASADENA CA 91105 UNRELATED PC FOURTH OF FIVE INSTALLMENTS OF A JANUARY 2015 GRANT OF $1,000,000 TO ACQUIRE NEW CONTROL SYSTEMS FOR 4 SURGERY SUITES 200000 LOMA LINDA UNIVERSITY OFFICE OF THE PRESIDENT MAGAN HALL LOMA LINDA CA 92350 UNRELATED PC FIFTH INSTALLMENT OF A $2,400,000 GRANT IN JULY 2012, PAYABLE OVER SIX YEARS, FOR THE PURCHASE OF A SIEMENS CYCLOTRON FOR THE RESEARCH IMAGING CENTER 400000 METHODIST HOSPITAL OF SOUTHERN CALIFORNIA 300 WEST HUNTINGTON DR ARCADIA CA 91007 UNRELATED PC FIFTH INSTALLMENT OF A $500,000 GRANT IN JULY 2012 FOR THE PURCHASE AND INSTALLATION OF A SIEMANS ARTIS BIPLANE SYSTEM 100000 PROVIDENCE HEALTH AND SERVICES FOUNDATION 15031 RINALDI STREET MISSION HILLS CA 91346 UNRELATED PC FOURTH OF FOUR INSTALLMENTS OF A JANUARY 2015 GRANT OF $800,000 FOR THE PURCHASE OF FIXED AND MOBILE X-RAY FLUOROSCOPY MACHINES 200000 ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE CA 92868 UNRELATED PC THIRD OF FOUR INSTALLMENTS OF A JULY 2015 GRANT OF $2,000,000 FOR THE VARIAN EDGE RADIOSURGERY SYSTEM AND LINEAR ACCELERATOR 500000 TORRANCE MEMORIAL MEDICAL CENTER 3330 LOMITA BLVD TORRANCE CA 90505 UNRELATED PC FOURTH OF FIVE INSTALLMENTS OF A JANUARY 2015 GRANT OF $1,500,000 TO ACQUIRE A VARIAN TRUE BEAM SLIM LINEAR ACCELERATOR 300000 Alisa Ann Ruch Burn Foundation 50 N Hill Ave Ste 305 Pasadena CA 91106 UNRELATED PC Grant to provide support services programs for Southern California burn victims 5000 Casa Youth Shelter (CYS) 10911 Reagan St Los Alamitos CA 90720 UNRELATED PC Grant to support the Residential Care program 10000 Kitchens for Good 404 Euclid Ave San Diego CA 92114 UNRELATED PC Grant to support the expansion of the youth meal program 5000 Los Angeles Regional Food Bank 1734 E 4th Street Los Angeles CA 90058 UNRELATED PC Grant to support the operating fund 15000 Make-A-Wish Greater Los Angeles 11390 Olympic Blvd Ste 300 Los Angeles CA 90064 UNRELATED PC Grant to support 350 wishes for children with critical illnesses and their families 10000 San Pedro City Ballet 1231 S Pacific Ave San Pedro CA 90731 UNRELATED PC Grant to maintain and expand the Danced Step Up program 5000 The Let It Be Foundation Inc 14720 Central Ave Chino CA 91710 UNRELATED PC Grant to expand the youth program in the community 30000 Aquarium of the Pacific 100 Aquarium Way Long Beach CA 90802 UNRELATED PC Grant to address the needs of children from underprivileged neighborhoods who lack access to cultural and scientific learning resources 20000 Desert Arc 73255 Country Club Dr Palm Desert CA 92260 UNRELATED PC Grant to purchase a forklift and commercial mower 10000 Greater Los Angeles Zoo Association (GLAZA) 5333 Zoo Dr Los Angeles CA 90027 UNRELATED PC Grant to establish the animal health emergency fund to purchase needed veterinary equipment and supplies 25000 Simpson University 2211 College View Dr Redding CA 96003 UNRELATED PC Grant to purchase four simulation mannequins and Sim Pad Plus System to train nurses 50000 St Peter's by the sea 6410 Palos Verdes Dr South Rancho Palos Verdes CA 90275 UNRELATED PC Grant to update playground equipment to meet current safety standards and encourage enrollment 15000 Students Run America (DBA Students Run LA) 5252 Crebs Ave Tarzana CA 91356 UNRELATED PC Grant to support 28 at-risk middle and high school students in Los Angeles with a seven-month physical training and mentoring program to prepare them to complete the LA Marathon 5000 Women Helping Women (WHW) 1800 E McFadden Ave Ste 1A Santa Ana CA 92705 UNRELATED PC Grant to support an employment success program 20000 1925000 ALISA ANN RUCH BURN FOUNDATION 50 N HILL AVE STE 305 Pasadena CA 91106 UNRELATED PC GRANT TO PROVIDE SUPPORT SERVICES PROGRAMS FOR SOUTHERN CALIFORNIA BURN VICTIMS 5000 CASA YOUTH SHELTER (CYS) 10911 REAGAN ST Los Alamitos CA 90720 UNRELATED PC GRANT TO SUPPORT THE RESIDENTIAL CARE PROGRAM 10000 KITCHENS FOR GOOD 404 EUCLID AVE San Diego CA 92114 UNRELATED PC GRANT TO SUPPORT THE EXPANSION OF THE YOUTH MEAL PROGRAM 5000 LOS ANGELES REGIONAL FOOD BANK 1734 E 4TH STREET Los Angeles CA 90064 UNRELATED PC GRANT TO SUPPORT THE OPERATING FUND 15000 MAKE-A-WISH GREATER LOS ANGELES 11390 OLYMPIC BLVD STE 300 los Angeles CA 90064 UNRELATED PC GRANT TO SUPPORT 350 WISHES FOR CHILDREN WITH CRITICAL ILLNESSES AND THEIR FAMILIES 10000 SAN PEDRO CITY BALLET 1231 S PACIFIC AVE San Pedro CA 90731 UNRELATED PC GRANT TO MAINTAIN AND EXPAND THE DANCED STEP UP PROGRAM 5000 THE LET IT BE FOUNDATION INC 14720 CENTRAL AVE Chino CA 91710 UNRELATED PC GRANT TO EXPAND THE YOUTH PROGRAM IN THE COMMUNITY 30000 AQUARIUM OF THE PACIFIC 100 AQUARIUM WAY Long Beach CA 90802 UNRELATED PC GRANT TO ADDRESS THE NEEDS OF CHILDREN FROM UNDERPRIVILEGED NEIGHBORHOODS WHO LACK ACCESS TO CULTURAL AND SCIENTIFIC LEARNING RESOURCES 20000 DESERT ARC 73255 COUNTRY CLUB DR Palm Desert CA 92260 UNRELATED PC GRANT TO PURCHASE A FORKLIFT AND COMMERCIAL MOWER 10000 GREATER LOS ANGELES ZOO ASSOCIATION (GLAZA) 5333 ZOO DR Los Angeles CA 90027 UNRELATED PC GRANT TO ESTABLISH THE ANIMAL HEALTH EMERGENCY FUND TO PURCHASE NEEDED VETERINARY EQUIPMENT AND SUPPLIES 25000 SIMPSON UNIVERSITY 2211 COLLEGE VIEW DR Redding CA 96003 UNRELATED PC GRANT TO PURCHASE FOUR SIMULATION MANNEQUINS AND SIM PAD PLUS SYSTEM TO TRAIN NURSES 50000 ST PETER'S BY THE SEA 6410 PALOS VERDES DR SOUTH Rancho Palos Verdes CA 90275 UNRELATED PC GRANT TO UPDATE PLAYGROUND EQUIPMENT TO MEET CURRENT SAFETY STANDARDS AND ENCOURAGE ENROLLMENT 15000 STUDENTS RUN AMERICA (DBA STUDENTS RUN LA) 5252 CREBS AVE Tarzana CA 91356 UNRELATED PC GRANT TO PROVIDE SUPPORT 28 AT-RISK MIDDLE AND HIGH SCHOOL STUDENTS IN LOS ANGELES WITH A SEVEN-MONTH PHYSICAL TRAINING AND MENTORING PROGRAM TO PREPARE THEM TO COMPLETE THE LA MARATHON 5000 WOMEN HELPING WOMEN (WHW) 1800 E MCFADDEN AVE STE 1A Santa Ana CA 92705 UNRELATED PC GRANT TO SUPPORT AN EMPLOYMENT SUCCESS PROGRAM 20000 225000 14 83 14 2068076 18 -423871 1644288 1644288 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 72748 14550 58198 FIRST REPUBLIC INVESTMENT MANAGEMEN INVESTMENT MANAGEMENT SERVICE DUNCAN BRANSON INVESTMENT MANAGEM INVESTMENT MANAGEMENT SERVICE MAGINNIS KNECHTEL MCINTYRE LLP ACCOUNTING & TAX SERVICES FIRST REPUBLIC 7257617 7257617 PIMCO FIXED INCOME ALLOC 0 0 PUBLICLY TRADED EQUITIES: FIRST REPUBLIC - SEE ATTACHED 19091364 19091364 DUNCAN & BRANSON 22862939 22862939 PIMCO EQUITY ALLOC 0 0 878803 878803 OTHER MANAGED INVESTMENTS -CASH AND EQUIVALENTS FMV 8348272 8348272 -FOREIGN & OTHER FIXED INCOME FMV 893971 893971 LEGAL FEES 23607 4721 18886 GRANTS ACCRUED (BOOK) 225000 UNREALIZED LOSS (BOOK) 3487358 CUSTODIAN BANK FEE 861 172 689 FILING FEE 160 32 128 INSURANCE 5607 1121 4486 OFFICE SUPPLIES AND OTHER 10525 2105 8420 OTHER 5758 1152 4606 SALK SEMINAR 11368 2274 9094 SECRETARIAL SERVICES 107 21 86 TELEPHONE AND FAX 172 34 138 GRANTS PAID (TAX) 1925000 FEDERAL EXCISE TAX REFUND 8118 FIRST REPUBLIC 180962 180962 DUNCAN AND BRANSON 185800 185800 CUSTODIAN BANK ADMIN 20628 20628 PAYROLL TAXES 25897 5179 20718