KIANI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KIANI FOUNDATION (EIN 01-0956020)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2019-02-06
- IRS object ID
- 201910379349100016
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-06T19:30:36-06:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERRY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5045 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010956020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MASIMO FOUNDATION FOR ETHICS | BusinessNameLine1Txt |
| Business Name Line2 | INNOVATION AND COMPETITION IN HEALTHCARE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASI | BusinessNameControlTxt |
| Phone | 9492977792 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 DISCOVERY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VAN RAMSHORST | PersonNm |
| Person Title | ASST SECRETARY& TREASURER | PersonTitleTxt |
| Phone | 9492977792 | PhoneNum |
| Signature | 2019-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 3107454027 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.241.196.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-06 | IPDt |
| IP Tm | 19:30:00 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0D1D7F3213C11ECE9BDE5D4E232E99CC46FDEA6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,717,504 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $422,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,372 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $222,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $381 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $381 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,853 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $659 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $273 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,571 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,233,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,713,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,340,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,778,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,117,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $797,676 | CashBOYAmt |
| Cash EOY | $751,670 | CashEOYAmt |
| Cash EOYFMV | $751,670 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,567,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,620,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,620,647 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,189,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,540,607 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,540,607 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $603,068 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $590,267 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $590,267 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $204,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $214,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $214,313 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $830 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,362,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,717,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,717,504 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $36 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,980 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,261,737 | GrantsPayableBOYAmt |
| Grants Payable EOY | $782,186 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,261,773 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $788,166 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,100,313 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,929,338 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,100,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,929,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,362,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,717,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,100,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,117,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,983,045 | SubtotalAmt |
| Other Decreases | $53,707 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,929,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH | PropertyDesc |
| Gross Sales Price | $422,592 | GrossSalesPriceAmt |
| Cost Or Other Basis | $320,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $102,372 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $102,372 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,372 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,035,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,062,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.445288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,031,039 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,441,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.171201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,327,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,642,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.501306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,755,497 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,231,013 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.526762 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,378,452 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,744,061 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.178001 | DistributionYr5Rt |
| Total Distribution | 2.822558 | TotalDistributionRt |
| Average Distribution | 0.564512 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,164,736 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,867,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,834 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,868,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,778,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $325 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,525 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $66 | EsPenaltyAmt |
| Overpayment | $3,791 | OverpaymentAmt |
| Applied To ES Tax | $3,791 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.MASIMOFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ONEOC | IndividualWithBooksNm |
| Phone | 7149535757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E 4TH STREET 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOE KIANI | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| FREDERICK HARRIS | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SARAH KIANI | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARK DE RAAD LEFT SEPT 2017 | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | SECRETARY & TREASURER | 0.10 | $0 | $0 | $0 |
| STEVE JENSEN | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARY KIANI | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID VAN RAMSHORST | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | ASST SECRETARY AND TREASUR | 0.75 | $0 | $0 | $0 |
| TOM MCCLENAHAN START SEPT 2017 | ||||||||
| 52 DISCOVERY | IRVINE | CA | 92618 | SECRETARY & TREASURER | 0.05 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,252,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,097,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,349,986 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,349,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,164,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $608,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $608,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,668 | TotalTaxAmt |
| Distributable Before Adj | $604,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $604,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $604,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,778,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,778,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,778,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $604,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $999,685 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,497,721 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,100,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,862,833 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,584,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,045,657 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,778,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $604,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,173,706 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,219,363 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $999,685 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,219,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,497,721 | ExcessFromYear4Amt |
| Excess From Year3 | $2,100,559 | ExcessFromYear3Amt |
| Excess From Year2 | $3,862,833 | ExcessFromYear2Amt |
| Excess From Year1 | $3,584,859 | ExcessFromYear1Amt |
| Excess From Current Year | $3,173,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MASIMO FOUNDATION CO ONEOC ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 EAST FOURTH STREET SUITE 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7149535757 | RecipientPhoneNum |
| Recipient Email Address | MASIMO@ONEOC.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE LETTER SHOULD PROVIDE INFORMATION NECESSARY FOR THE FOUNDATION TO DETERMINE WHETHER THE GRANT REQUEST MEETS ITS GUIDELINES AND SUPPORTS ITS MISSION, INCLUDING A DESCRIPTION OF THE PROJECT TO BE FUNDED, THE TOTAL PROJECT BUDGET, THE AMOUNT REQUESTED FROM THE FOUNDATION, AND BACKGROUND INFORMATION ABOUT THE APPLYING ORGANIZATION, INCLUDING ITS HISTORY, PURPOSE AND ACTIVITIES. REVIEW THE LETTER OF INQUIRY CHECKLIST FOR MORE DETAILS WHICH CAN BE FOUND AT HTTP://WWW.MASIMOFOUNDATION.ORG. THE FOUNDATION CONSIDERS ALL LETTERS OF INQUIRY AND ACKNOWLEDGES THEIR RECEIPT BY EMAIL. IF THE FOUNDATION DETERMINES THAT THE REQUESTOR'S FUNDING NEEDS ARE CONSISTENT WITH THE FOUNDATION'S ELIGIBILITY REQUIREMENTS, THE REQUESTOR WILL BE INVITED TO APPLY AND PROVIDE THE NECESSARY FORMS AND DETAILS TO SUBMIT A COMPREHENSIVE APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANAHEIM COMMUNITY FOUNDATION | ||||||
| 200 S BLVD STE 433 | ANAHEIM | CA | 92805 | PC | ANAHEIM COMMUNITY CENTER FOR ANAHEIM HEALTH FAIR | $20,000 |
| BIDEN FOUNDATION | ||||||
| PO BOX 65464 | WASHINGTON | DC | 20035 | PC | GENERAL SUPPORT | $500,000 |
| CHAPMAN UNIVERSITY | ||||||
| ONE UNIVERSITY DR | ORANGE | CA | 92866 | PC | 6TH INSTALLMENT FOR INTERDISCIPLINARY SCIENCE COMPLEX AT SCHMID COLLEGE OF SCIENCE AND TECHNOLOGY | $100,000 |
| THE BRETT TASHMAN FOUNDATION | ||||||
| 1723 BRENTWOOD AVE | UPLAND | CA | 91784 | PC | GENERAL SUPPORT | $10,000 |
| THE CARTER CENTER | ||||||
| ONE COPENHILL 453 FREEEDOM PKWY | ATLANTA | GA | 30307 | PC | GENERAL SUPPORT | $313,000 |
| WILLIAM J CLINTON FOUNDATION | ||||||
| 1271 AVE OF THE AMERICAS 41ST FL | NEW YORK | NY | 10020 | PC | GENERAL SUPPORT | $525,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||
| 3470 WILSHIRE BLVD 980 | LOS ANGELES | CA | 90010 | PC | BOXER PROJECT #4355 | $50,000 |
| ROSALYNN CARTER INSTITUTE FOR CAREGIVING | ||||||
| 800 GSW STATE UNIVERSITY DR | AMERICUS | GA | 317094379 | PC | GENERAL SUPPORT | $45,000 |
| THE BEAU BIDEN FOUNDATION | ||||||
| 4601 CONCORD PIKE | WILMINGTON | DE | 19803 | PC | GENERAL SUPPORT | $100,000 |
| UCLA FOUNDATION | ||||||
| 619 CHARLES E YOUNG DR | LOS ANGELES | CA | 90095 | PC | LABORATORY FOR ENVIRONMENTAL NARRATIVE STRATEGIES | $50,000 |
| ONEOC | ||||||
| 1901 E 4TH ST SUITE 100 | SANTA ANA | CA | 92705 | PC | SEE STATEMENT 11 | $1,500,000 |
| THE OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | GENERAL SUPPORT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,713,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,521 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $222,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,893 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT | CategoryTxt |
| Amt | $14,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK US MORTGAGE PORTFOLIO INSTL CL | $197,835 | $197,835 |
| BLACKROCK MULTI ASSET INCOME PORTFOLIO INSTL | $123,281 | $123,281 |
| BLACKROCK GLOBAL ALLOCATION FD INC INSTL | $69,798 | $69,798 |
| BLACKROCK TOTAL RETURN FUND INSTITUTIONAL CLASS | $199,353 | $199,353 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC NEW | $15,717 | $15,717 |
| ALTRIA GROUP INC | $8,538 | $8,538 |
| AMERICAN INTERNATIONAL GROUP | $24,870 | $24,870 |
| ANTHEM INC | $29,220 | $29,220 |
| ASTRAZENECA PLC SPND ADR | $26,297 | $26,297 |
| BP PLC | $12,811 | $12,811 |
| BRIGHTHOUSE FINL INC. REG | $1,593 | $1,593 |
| BRITISH AMN TOBACO SPADR | $8,192 | $8,192 |
| CARDINAL HEALTH INC. OHIO | $9,339 | $9,339 |
| CDW CORP | $12,656 | $12,656 |
| CHEVRON CORP | $15,167 | $15,167 |
| CDW CORP | $10,379 | $10,379 |
| CITIGROUP INC COM | $44,010 | $44,010 |
| COMCAST CORP | $21,527 | $21,527 |
| CRH PLC | $9,560 | $9,560 |
| DIAGEO PLC SPSD ADR NEW | $15,709 | $15,709 |
| DOLLAR GENERAL CORP | $7,016 | $7,016 |
| DOW DUPONT INC. | $19,368 | $19,368 |
| DR. PEPPER SNAPPLE GROUP | $10,654 | $10,654 |
| ENDOLOGIX INC. | $1,269,000 | $1,269,000 |
| EXELON CORPORATION | $6,086 | $6,086 |
| FIRST ENERGY CORP | $17,583 | $17,583 |
| GENERAL ELECTRIC | $12,873 | $12,873 |
| GOLDMAN SACHS GROUP INC | $21,912 | $21,912 |
| HALLIBURTON COMPANY | $10,186 | $10,186 |
| HESS CORP | $15,439 | $15,439 |
| HONEYWELL INTL INC DEL | $17,341 | $17,341 |
| HUMANA | $9,678 | $9,678 |
| INTL PAPER CO | $7,480 | $7,480 |
| INTRPUBLIC GRP OF CO | $10,617 | $10,617 |
| JPMORGAN CHASE & CO | $75,989 | $75,989 |
| KELLOGG CO | $10,532 | $10,532 |
| KEYCORP NEW COM | $6,002 | $6,002 |
| KONINKL PHIL NV SH NEW | $24,020 | $24,020 |
| KROGER CO | $10,366 | $10,366 |
| LOCKHEED MARTIN CORP | $8,110 | $8,110 |
| LOWE'S | $10,706 | $10,706 |
| MARATHON PETROLEUM CORP | $12,794 | $12,794 |
| MARSH & MCLENNAN COS INC | $11,067 | $11,067 |
| MATTEL INC | $4,695 | $4,695 |
| MCKESSON CORPORAITON | $13,946 | $13,946 |
| MEDTRONIC | $16,766 | $16,766 |
| MERCK AND CO INC SHS | $19,773 | $19,773 |
| METLIFE COM | $19,136 | $19,136 |
| MICROSOFT CORP | $34,409 | $34,409 |
| MORGAN STANLEY | $35,775 | $35,775 |
| MOTOROLA SOLUTIONS INC | $12,004 | $12,004 |
| NEXTERA ENERGY INC | $14,700 | $14,700 |
| NIELSEN HOLDINGS | $7,725 | $7,725 |
| NORTHROP GRUMMAN CORP | $13,267 | $13,267 |
| NOVO NORDISK | $12,953 | $12,953 |
| ORACLE CORP $0.01 DEL | $38,247 | $38,247 |
| PFIZER INC | $51,070 | $51,070 |
| PG&E CORP | $16,825 | $16,825 |
| PHILIP MORRIS INTL | $8,548 | $8,548 |
| PROCTER & GAMBLE CO | $12,843 | $12,843 |
| PRUDENTIAL FINANCIAL INC | $8,802 | $8,802 |
| PUB SVC ENTERPRISE | $19,795 | $19,795 |
| QUALCOMM INC | $13,132 | $13,132 |
| QUEST DIAGNOSTICS INC | $8,024 | $8,024 |
| ROYAL DUTCH SHELL | $34,266 | $34,266 |
| SCHWAB CHARLES CORP | $11,175 | $11,175 |
| SUNCOR ENERGY INC NEW | $27,079 | $27,079 |
| SUNTRUST BKS INC | $28,985 | $28,985 |
| TAIWAN S MANUFCTRRING ADR | $18,204 | $18,204 |
| TOTAL S.A. | $23,307 | $23,307 |
| TRAVELERS COS INC | $13,331 | $13,331 |
| UNILEVER NV NY REG SHS | $12,406 | $12,406 |
| UNION PACIFIC CORP | $8,335 | $8,335 |
| UNITEDHEALTH GROUP INC | $12,198 | $12,198 |
| US BANCORP | $22,170 | $22,170 |
| VERIZON COMMUNICATNS COM | $28,309 | $28,309 |
| WELLS FARGO & CO NEW DEL | $38,783 | $38,783 |
| 3M COMPANY | $9,220 | $9,220 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK MULTI ASSET INCOME PORTFOLIO INSTL | FMV | $78,819 | $78,819 |
| BLACKROCK GLOBAL ALLOCATION FD INC INSTL | FMV | $135,494 | $135,494 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $381 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $381 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $830 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAINS AND LOSSES | $53,063 |
| DISALLOWENCE OF REALIZED LOSS-WASH SALES | $644 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,963 | $0 | $2,963 |
| OFFICE | $1,091 | $0 | $1,091 |
| INSURANCE | $537 | $0 | $537 |
| ADVERTISING | $5,980 | $0 | $5,980 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE AND CONSULTING | $40,000 | $0 | $40,000 |
| INVESTMENT | $38,853 | $38,853 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,550 | $0 | $0 |
| FOREIGN TAXES | $659 | $659 | $0 |
| FILING FEES | $648 | $0 | $273 |
Comments