2018-08-29T12:51:26-05:00 2017-12-31 Maginnis Knechtel & McIntyre LLP 300 W Colorado Blvd Pasadena CA 91105 990PF 2017-01-01 956026937 Henry L Guenther Foundation % SUSANNE SUNDBERG HENR 5627995544 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 SUSANNE SUNDBERG PRESIDENT 5627995544 2018-08-16 true Linda E G Ballesteros P00366852 6264493466 2017 2022-09-23 18:48:47Z X 89953085 X 0 X 71 71 2569826 2569826 903101 11724311 903101 3472998 3472998 618497 123699 494798 31632 6326 25306 227661 45532 182129 22064 4413 0 17651 83480 16696 0 66784 389471 389471 53518 4659 18635 29647 5929 23718 881 176 705 35886 7178 28708 1492737 604079 0 858434 3643000 3643000 5135737 604079 0 4501434 -1662739 2868919 6197590 1479744 1479744 3661 0 0 4220889 905295 905295 48104274 52451774 52451774 18726758 26272969 26272969 5519834 8843303 8843303 82773006 89953085 89953085 0 10564 6425000 3100000 6425000 3110564 X 76348006 86842521 76348006 86842521 82773006 89953085 76348006 -1662739 12475254 87160521 318000 86842521 PUBLICLY TRADED SECURITIES - FIRST REPUBLIC P 3550324 3729409 -179085 -179085 PUBLICLY TRADED SECURITIES - DUNCAN & BRANSON P 8152987 7070486 1082501 1082501 PUBLICLY TRADED SECURITIES - PIMCO P 21000 21315 -315 -315 903101 false 5138654 79626310 0.064535 4589182 83901817 0.054697 3196890 85906821 0.037213 3688211 82067481 0.044941 3699810 79075412 0.046788 0.248174 0.049635 83631628 4151056 28689 4179745 4501434 X 28689 28689 28689 46728 25000 71728 X 43039 43039 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 147668 0 ANN LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/VICE PRESIDENT/SECRTY 40.0 189191 25882 0 SUSANNE SUNDBERG 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/PRESIDENT/CEO 40.0 204192 8078 0 SARAH C MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 20959 0 RICHARD BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR/TREASURER 20.0 77614 15355 0 DENNIS SUNDBERG 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 former DIRECTOR 6.0 16000 2527 0 CHUCK LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 30.0 65500 5410 0 PHILIP BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 40.0 16500 0 0 ERIC MOOBERRY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 40.0 49500 1782 0 FIRST REPUBLIC INVESTMENT MANAGEMENT 1200 STATE ST SANTA BARBARA CA 93101 INV MANAGEMENT 200824 DUNCAN & BRANSON INVESTMENT MANAGEMENT 200 HOMER AVE PALO ALTO CA 94301 INV MANAGEMENT 168219 MAGINNIS KNECHTEL & MCINTYRE LLP 300 W COLORADO BLVD PASADENA CA 91105 ACCOUNTING & TAX 67730 NOT APPLICABLE NOT APPLICABLE 82374816 2530390 0 84905206 0 84905206 1273578 83631628 4181581 4181581 28689 28689 4152892 4152892 4152892 4501434 0 0 0 0 4501434 28689 4472745 4152892 0 2015 2014 2013 0 464821 1211560 1676381 4501434 0 4152892 348542 2024923 0 0 0 0 2024923 464821 1211560 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 DIRECTOS IN ALLOCATING ITS DONATIONS. THESE POLICIES ARE NOT RIGID AND OCCASIONAL EXCEPTIONS MAY BE MADE TO SOME OF THEM UNDER UNUSUAL CIRCUMSTANCES. CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD SUITE 2416 LOS ANGELES CA 90048 UNRELATED PC FINAL INSTALLMENTS OF A JANUARY 2014 GRANT OF $750,000 FOR THE PURCHASE OF A BECTON DICKINSON INFLUX SORTING MACHINE 250000 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 UNRELATED PC FINAL INSTALLMENTS OF A JANUARY 2014 GRANT OF $600,000 TOWARD THE PURCHASE OF A ZEISS SBF-SEM ELECTRON MICROSCOPE 200000 PASADENA HOSPITAL ASSOCIATION DBA HUNTINGTON HOSPI OFFICE OF PHILANTHROPY 100 WEST CALIFORNIA BLVD PASADENA CA 91105 UNRELATED PC THIRD OF FIVE INSTALLMENTS OF A JANUARY 2015 GRANT OF $1,000,000 TO ACQUIRE NEW CONTROL SYSTEMS FOR 4 SURGERY SUITES 200000 INTREPID FALLEN HEROES FUND ONE INTREPID SQUARE WEST 46TH ST AND 12TH AVENUE NEW YORK NY 10036 UNRELATED PC SECOND INSTALLMENT OF A JANUARY 2016 GRANT OF $500,000 FOR THE CAMP PENDLETON INTREPID SPIRIT CENTER SATELLITE HOSPITAL TO TREAT TRAUMATIC BRAIN INJURY 250000 KECK MEDICAL CENTER OF THE UNIVERSITY OF SOUTHERN 1975 ZONAL AVENUE KAM 300 LOS ANGELES CA 900339027 UNRELATED PC FINAL INSTALLMENTS OF THE JANUARY 2013 GRANT OF $2,000,000 FOR THE PURCHASE OF A MAGELLAN ENDOVASCULAR ROBOTIC SYSTEM 500000 LOMA LINDA UNIVERSITY OFFICE OF THE PRESIDENT MAGAN HALL LOMA LINDA CA 92350 UNRELATED PC FOURTH 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 FOURTH 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 THIRD OF FOUR INSTALLMENTS OF A JANUARY 2015 GRANT OF $800,000 FOR THE PURCHASE OF FIXED AND MOBILE X-RAY FLUOROSCOPY MACHINES 200000 Rady Childrens Hospital ONE INTREPID SQUARE WEST 46TH STREET AND 12TH AVENUE NEW YORK NY 10036 UNRELATED PC GRANT FOR CHILDREN AND COMMUNITY DEVELOPMENT 300000 ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE CA 92868 UNRELATED PC SECOND 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 THIRD OF FIVE INSTALLMENTS OF A JANUARY 2015 GRANT OF $1,500,000 TO ACQUIRE A VARIAN TRUE BEAM SLIM LINEAR ACCELERATOR 300000 VALLEY PRESBYTERIAN HOSPITAL 15107 VANOWEN STREET VAN NUYS CA 91405 UNRELATED PC FINAL INSTALLMENT OF A JULY 2015 GRANT OF $250,000 FOR THE RENOVATION AND EXPANSION OF THE EMERGENCY DEPARTMENT 125000 Alzheimer's Greater LA 4221 Wilshire Blvd Suite 400 Los Angeles CA 90010 UNRELATED PC Grant to help with the acquisition and set-up of the Penelope software system for case management services 15000 Alzheimer's Orange County 2515 McCabe Way Suite 200 Irvine CA 92614 UNRELATED PC Grant to help expand caregiver support services 5000 Angel Flight West 3161 Donald Douglas Loop South Santa Monica CA 90807 UNRELATED PC Grant to expand medical flights 10000 Boys & Girls Club of Long Beach 3635 Long Beach Blvd Long Beach CA 90807 UNRELATED PC Grant to help update and renovate the club site in north Long Beach 10000 Boys Republic 1907 Boys Republic Dr Chino Hills CA 91709 UNRELATED PC Grant to help replace the kitchen in the Culinary Arts Center 10000 Care Harbor 18436 Hawthorne Blvd Suite 204 Torrance CA 90504 UNRELATED PC Grant to purchase computers, scanners, air compressors, and tech support for the mega clinic in Downton LA 10000 Casa de Amparo 325 Buena Creek Rd San Marcos CA 92069 UNRELATED PC Grant to help construct the Teen Wellness Center for foster youth in the area 10000 Eisner Pediatric & Family Medical Center 1530 S Olive St Los Angeles CA 90015 UNRELATED PC Grant to initiate a portable dental clinic program in schools 10000 Fallbrook Healthcare Foundation DBA Foundation for Senior Care PO Box 2155 Fallbrook CA 92088 UNRELATED PC Grant to provide case management and transportation to low-income, frail seniors 10000 Glendale Adventist Medical Center Foundation 1509 Wilson Terrace Glendale CA 91206 UNRELATED PC Grant to acquire a linear accelerator and off-set costs for renovating and enhancing the Cancer Center 100000 Growgood Inc 15332 Antioch St Pacific Palisades CA 90272 UNRELATED PC Grant to train and employ homeless men and women 10000 Guide Dogs for the Blind 350 Los Ranchitos Rd San Rafael CA 94903 UNRELATED PC Grant to support guide dog teams in Southern California 10000 Happy Hats for Kids in Hospitals 923 Van Ness Ave Torrance CA 90501 UNRELATED PC Grant to provide support for the Hero Club and holiday events for kids with cancer 5000 Harbor Interfaith Services 670 W 9th St San Pedro CA 90731 UNRELATED PC Grant to provide care and education for the children of working poor parents looking for work or going to school 10000 Help the Children PO Box 911607 Los Angeles CA 90091 UNRELATED PC Grant to purchase pallet jacks and a cardboard baler to collect and distribute 25 tons of food in Downtown LA 10000 Midnight Mission 601 S San Pedro St Los Angeles CA 90014 UNRELATED PC Grant to provide supportive services to homeless families in the Family Living Project 10000 Pediatric Therapy Network 1815 W 213th St Suite 100 Torrance CA 90501 UNRELATED PC Grant to help purchase therapeutic equipment to support children with medical conditions 10000 Project Dignity 651 N Rose Dr D115 Placentia CA 92870 UNRELATED PC Grant to fund the Bumper to Bumper program, which supports homeless children and families in Orange County with emergency services 3000 Santa Clarita Valley Committee on Aging DBA Santa Clarita Valley Senior Cen 22900 Market St Santa Clarita CA 91321 UNRELATED PC Grant to help construct a new senior center in the Santa Clarita Valley 20000 The Foodbank of Southern California 1444 San Francisco Ave Long Beach CA 90813 UNRELATED PC Grant to purchase a 22-foot refrigerated truck 10000 Verbum Dei High School 11100 S Central Ave Los Angeles CA 90059 UNRELATED PC Grant to upgrade the information technology and audio/visual programs 20000 Westside Food Bank 1710 22nd St Santa Monica CA 90404 UNRELATED PC Grant to purchase nutritious food in bulk for individuals and families 10000 3643000 Alzheimer's Greater LA 4221 Wilshire Blvd Suite 400 Los Angeles CA 90010 UNRELATED PC Grant to help with the acquisition and set-up of the Penelope software system for case management services 15000 Alzheimer's Orange County 2515 McCabe Way Suite 200 Irvine CA 92614 UNRELATED PC Grant to help expand caregiver support services 5000 Angel Flight West 3161 Donald Douglas Loop South Santa Monica CA 90405 UNRELATED PC Grant to expand medical flights 10000 Boys & Girls Club of Long Beach 3635 Long Beach Blvd Long Beach CA 90807 UNRELATED PC Grant to help update and renovate the club site in north Long Beach 10000 Boys Republic 1907 Boys Republic Drive Chino Hills CA 91709 UNRELATED PC To replace the kitchen in the Culinary Arts Center 10000 Care Harbor 18436 Hawthorne Blvd Suite 204 Torrance CA 90504 UNRELATED PC Grant to purchase computers, scanners, air compressors, and tech support for the mega clinic in Downton LA 10000 Casa de Amparo 325 Buena Creek Rd San Marcos CA 92069 UNRELATED PC Grant to help construct the Teen Wellness Center for foster youth in the area 10000 Eisner Pediatric & Family Medical Center 1530 S Olive St Los Angeles CA 90015 UNRELATED PC Grant to initiate a portable dental clinic program in schools 10000 Fallbrook Healthcare Foundation PO Box 2155 Fallbrook CA 92088 UNRELATED PC Grant to provide case management and transportation to low-income, frail seniors 10000 Glendale Adventist Medical Center Foundation 1509 Wilson Terrace Glendale CA 91206 UNRELATED PC Grant to acquire a linear accelerator and off-set costs for renovating and enhancing the Cancer Center 100000 Growgood Inc 15332 Antioch St Pacific Palisades CA 90272 UNRELATED PC Grant to train and employ homeless men and women 10000 Guide Dogs for the Blind 350 Los Ranchitos Rd San Rafael CA 94903 UNRELATED PC Grant to support guide dog teams in Southern California 10000 Happy Hats for Kids in Hospitals 923 Van Ness Ave Torrance CA 90501 UNRELATED PC Grant to provide support for the Hero Club and holiday events for kids with cancer 5000 Harbor Interfaith Services 670 W 9th St San Pedro CA 90731 UNRELATED PC Grant to provide care and education for the children of working poor parents looking for work or going to school 10000 Help the Children PO Box 911607 Los Angeles CA 90091 UNRELATED PC Grant to purchase pallet jacks and a cardboard baler to collect and distribute 25 tons of food in Downtown LA 10000 Midnight Mission 601 S San Pedro St Los Angeles CA 90014 UNRELATED PC Grant to provide supportive services to homeless families in the Family Living Project 10000 Pediatric Therapy Network 1815 W 213th St Suite 100 Torrance CA 90501 UNRELATED PC Grant to help purchase therapeutic equipment to support children with medical conditions 10000 Project Dignity 651 N Rose Dr D115 Placentia CA 92870 UNRELATED PC Grant to fund the Bumper to Bumper program, which supports homeless children and families in Orange County with emergency services 3000 Santa Clarita Valley Committee on Aging 22900 Market St Santa Clarita CA 91321 UNRELATED PC Grant to help construct a new senior center in the Santa Clarita Valley 20000 The Foodbank of Southern California 1444 San Francisco Ave Long Beach CA 90813 UNRELATED PC Grant to purchase a 22-foot refrigerated truck 10000 Verbum Dei High School 11100 S Central Ave Los Angeles CA 90059 UNRELATED PC Grant to upgrade the information technology and audio/visual programs 20000 Westside Food Bank 1710 22nd St Santa Monica CA 90404 UNRELATED PC Grant to purchase nutritious food in bulk for individuals and families 10000 318000 14 71 14 2569826 18 903101 3472998 3472998 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 83480 16696 66784 FIRST REPUBLIC INVESTMENT MANAGEMEN investment management service DUNCAN BRANSON INVESTMENT MANAGEM investment management service MAGINNIS KNECHTEL MCINTYRE LLP ACCOUNTING & TAX SERVICES FIRST REPUBLIC 7013841 7013841 PIMCO FIXED INCOME ALLOC 19259128 19259128 PUBLICLY TRADED EQUITIES: FIRST REPUBLIC - SEE ATTACHED 20831292 20831292 DUNCAN & BRANSON 24475541 24475541 PIMCO EQUITY ALLOC 7144941 7144941 FIRST REPUBLIC 0 0 905295 905295 OTHER MANAGED INVESTMENTS -CASH AND EQUIVALENTS FMV 8469888 8469888 -FOREIGN & OTHER FIXED INCOME FMV 373415 373415 LEGAL FEES 22064 4413 17651 GRANTS ACCRUED (BOOK) 318000 CUSTODIAN BANK FEE 1810 362 1448 FILING FEE 150 30 120 INSURANCE 3233 647 2586 OFFICE SUPPLIES AND OTHER 10993 2199 8794 OTHER 7429 1486 5943 SALK SEMINAR 12018 2404 9614 SECRETARIAL SERVICES 62 12 50 TELEPHONE AND FAX 191 38 153 GRANTS PAID (TAX) 3643000 UNREALIZED GAIN (BOOK) 8832254 FIRST REPUBLIC 200824 200824 DUNCAN AND BRANSON 168219 168219 CUSTODIAN BANK ADMIN 20428 20428 FEDERAL EXCISE TAX 30224 PAYROLL TAXES 23294 4659 18635