2018-01-23T21:03:00-06:00 2017-03-31 Michael Berry CPA PO Box 5045 Culver City CA 90230 990PF 2016-04-01 010956020 The Masimo Foundation For Ethics Innovation and Competition in Healthcare MASI 9492977792 52 DISCOVERY IRVINE CA 92618 David Van Ramshorst Asst Secretary& Treasurer 9492977792 2018-01-23 1 Michael Berry P00179412 3107454027 X 23.241.196.243 2018-01-23 21:02:20 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F0D1D7F3213C11ECE9BDE5D4E232E99CC46FDEA6 2016 2021-01-29 14:40:06Z X 13362086 X 10100000 44731 44731 84928 295968 84928 2051 2051 10231710 131710 0 0 0 290 0 290 13500 0 13500 52613 12613 40000 1602 176 318 7174 150 7024 75179 12939 61132 3429392 3974500 3504571 12939 4035632 6727139 118771 1177978 797676 797676 4033634 10567165 10567165 1119537 1189021 1189021 582430 603068 603068 161632 204326 204326 830 830 830 7076041 13362086 13362086 1836 36 1806845 1261737 1808681 1261773 X 5267360 12100313 5267360 12100313 7076041 13362086 5267360 6727139 105814 12100313 0 12100313 Merrill Lynch 295968 211040 84928 84928 84928 0 4031039 3441799 1.171201 2327354 4642580 0.501306 2755497 5231013 0.526762 1378452 7744061 0.178001 2424252 9118553 0.265859 2.643129 0.528626 9062968 4790921 1188 4792109 4035632 2375 0 2375 0 2375 2024 2700 4724 2349 2349 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 1 0 1 1 http://www.masimofoundation.org OneOC 7149535757 1901 E 4th Street 100 Santa Ana CA 92705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joe Kiani 52 Discovery Irvine CA 92618 Chairman 0.50 0 0 0 James Bergman left March 2017 52 Discovery Irvine CA 92618 Director 0.25 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 52 Discovery irvine CA 92618 Secretary & Treasurer 0.30 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 start Nov 2016 52 Discovery Irvine CA 92618 Asst Secretary and treasurer 0.60 0 0 0 NONE 0 NONE 0 0 1910448 7290535 0 9200983 0 0 9200983 138015 9062968 453148 453148 2375 2375 450773 0 450773 0 450773 4035632 0 4035632 0 4035632 450773 0 0 1968812 999685 2497721 2100559 3862833 11429610 4035632 0 0 0 450773 3584859 0 0 15014469 0 0 0 0 0 0 1968812 13045657 999685 2497721 2100559 3862833 3584859 The Masimo Foundation Co OneOC Attn 1901 East Fourth Street Suite 100 Santa Ana CA 92705 7149535757 Masimo@oneoc.org 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. None None Anaheim Community Foundation 200 S Blvd Ste 433 Anaheim CA 92805 PC 2017 Anekant Community Center for Anaheim Health Fair 10000 Anesthesia Patient Safety Foundation 8007 S Meridian St Bldg 1 Ste 2 Indianapolis IN 46217 PC 2017 Annual Sponsorship 20000 Biden Foundation PO Box 65464 Washington DC 20035 PC General Support 500000 Chapman University One University Dr Orange CA 92866 PC Science complex at Schmid College of Science & Technology 100000 The Joint Commission 1 Renaissance Blvd Oakbrook Terrace IL 60181 PC Final payment for retolling blood management measures proj 62500 The Brett Tashman Foundation 1723 Brentwood Ave Upland CA 91784 PC General Support 10000 The Carter Center One Copenhill 453 Freeedom Pkwy Atlanta GA 30307 PC General Support 92000 The Carter Center One Copenhill 453 Freeedom Pkwy Atlanta GA 30307 PC General Support 175000 The Reset Foundation PO Box 2305 Berkeley CA 94702 PC General operating support for public health and safety goals 5000 William J Clinton Foundation 1271 Ave of the Americas 41st Fl New York NY 10020 PC For the Foundation's unrestricted endowment 500000 OneOC 1901 4th Street 100 Santa Ana CA 92705 PC See Statement 16 2000000 The Obama Foundation 5235 S harper Ct 1140 Chicago IL 60615 PC General Support 500000 3974500 0 14 44731 14 2051 18 84928 0 131710 0 131710 0 0 0 0 0 0 0 0 0 0 X X 1 Masimo Corporation 52 Discovery Irvine CA 92618 5000000 X 2 Joe Kiani 52 Discovery Irvine CA 92618 100000 X 3 koninklijke Philips NV Amstelplien 2 BC Amsterdam NL 5000000 X Accounting & Audit 13500 0 13500 Part VII-A, line 12 The Masimo Foundation for Ethics, Innovation and Competition in Healthcare (the Foundation) treated a payment to a donor advised fund sponsored by OneOC as a qualifying distribution. Such donor advised fund was established to support public health goals in alignment with the Foundation's mission. Blackrock Us Mortgage Portfolio Instl CL 202771 202771 Blackrock Multi Asset Income Portfolio Instl 130063 130063 Blackrock Global Allocation FD Inc Instl 67570 67570 Blackrock Total Return Fund Institutional Class 202664 202664 AETNA INC NEW 23087 23087 AMERICAN INTERNATIONAL GROUP 22725 22725 ANTHEM INC 21996 21996 ASTRAZENECA PLC SPND ADR 21144 21144 BECTON DICKINSON CO 9172 9172 CHEVRON CORP 20078 20078 CITIGROUP INC COM 42652 42652 CME GROUP INC 8791 8791 COCA COLA COM 13581 13581 COMCAST CORP 23682 23682 DIAGEO PLC SPSD ADR NEW 13407 13407 DOLLAR GENERAL CORP 14364 14364 DOMINION RES INC NEW VA 16988 16988 DOW CHEMICAL CO 30309 30309 DU PONT E I DE NEMOURS 9238 9238 EXELON MOBIL CORP COM 8959 8959 EXXON MOBIL CORP 24275 24275 GAP INC DELAWARE 7214 7214 GENERAL ELECTRIC 30098 30098 GOLDMAN SACHS GROUP INC 12864 12864 HESS CORP 14704 14704 HOME DEPOT INC 13068 13068 HONEYWELL INTL INC DEL 18606 18606 INTL PAPER CO 7109 7109 INVESCO LTD 8944 8944 JOHNSON AND JOHSON COM 13576 13576 JPMORGAN CHASE & CO 60697 60697 KEYCORP NEW COM 12748 12748 KONINKL PHIL NV SH NEW 9601 9601 KROGER CO 17104 17104 LOCKHEED MARTIN CORP 16859 16859 MARATHON OIL CORP 3239 3239 MARATHON PETROLEUM CORP 13140 13140 MARSH & MCLENNAN COS INC 9901 9901 MERCK AND CO INC SHS 25162 25162 METLIFE COM 15688 15688 MICROSOFT CORP 28649 28649 MONDELEZ INTERNATIONAL 7496 7496 MORGAN STANLEY 31102 31102 MOTOROLA SOLUTIONS INC 9829 9829 NEXTERA ENERGY INC 19384 19384 NORTHROP GRUMMAN CORP 19741 19741 OCCIDENTAL PETE CORP CAL 22493 22493 ORACLE CORP $0.01 DEL 31852 31852 PFIZER INC 42318 42318 PG&E CORP 9423 9423 PHILIP MORRIS INTL 9709 9709 PRAXAIR INC 5811 5811 PROCTER & GAMBLE CO 14556 14556 PRUDENTIAL FINANCIAL INC 19202 19202 PUB SVC ENTERPRISE 8072 8072 QUALCOMM INC 7225 7225 QUEST DIAGNOSTICS INC 14630 14630 SCHLUMBERGER LTDA 8201 8201 SUNCOR ENERGY INC NEW 18296 18296 SUNTRUST BKS INC 27263 27263 TAIWAN S MANUFCTRRING ADR 16551 16551 TOTAL S.A. 20723 20723 TRAVELERS COS INC 9282 9282 UNILEVER NV NY REG SHS 13563 13563 UNION PACIFIC CORP 9851 9851 UNITED TECHS CORP 11052 11052 UNITEDHEALTH GROUP INC 17713 17713 US BANCORP 22609 22609 VERIZON COMMUNICATNS COM 17696 17696 WELLS FARGO & CO NEW DEL 38461 38461 WEYERHAEUSER CO 7917 7917 3M COMPANY 13581 13581 Blackrock Multi Asset Income Portfolio Instl FMV 73160 73160 Blackrock Global Allocation FD Inc Instl FMV 131166 131166 Legal 290 0 290 Excise Tax Receivable 830 830 830 Bank charges 6148 150 5998 office 524 0 524 Insurance 502 0 502 Other 2051 2051 2051 Change in unrealized gains and losses 105814 Administrative and Consulting 40000 0 40000 Investment 12613 12613 0 koninklijke Philips NV Amstdelplein 2 BC Amsterdam NL excise tax 1108 0 0 foreign taxes 176 176 0 filing fees 318 0 318