2017-01-09T10:15:18-06:00 2016-03-31 Michael Berry CPA PO Box 5045 Culver City CA 90230 990PF 2015-04-01 010956020 The Masimo Foundation For Ethics Innovation and Competition in Healthcare MASI 9492977792 52 DISCOVERY IRVINE CA 92618 Mark De Raad Secretary & Treasurer 9492977792 2017-01-09 1 Michael Berry P00179412 3107454027 X 2015 2017-02-10 21:41:12Z X 7076041 X 6250100 8 8 76657 76657 142982 921578 142982 6469747 219647 0 0 0 3565 0 3565 13000 0 13000 65272 25272 40000 6409 199 140 10286 10 10276 98532 25481 66981 3374311 3966000 3472843 25481 4032981 2996904 194166 389490 1177978 1177978 1569528 4033634 4033634 300000 1540942 1119537 1119537 796533 582430 582430 258973 161632 161632 0 830 830 4855466 7076041 7076041 1836 2398534 1806845 2398534 1808681 X 2456932 5267360 2456932 5267360 4855466 7076041 2456932 2996904 0 5453836 186476 5267360 Merrill Lynch 921578 778596 142982 142982 142982 0 2327354 4642580 0.501306 2755497 5231013 0.526762 1378452 7744061 0.178001 2424252 9118553 0.265859 968698 9681072 0.100061 1.571989 0.314398 3441799 1082095 1942 1084037 4032981 X 1942 0 1942 0 1942 2772 1200 3972 6 2024 2024 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 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 1.00 0 0 0 James Bergman 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 1.00 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 NONE 0 NONE 0 0 1970519 1523693 0 3494212 0 0 3494212 52413 3441799 172090 172090 1942 1942 170148 0 170148 0 170148 4032981 0 4032981 1942 4031039 170148 0 0 485374 1968812 999685 2497721 2100559 8052151 4032981 0 0 0 170148 3862833 0 0 11914984 0 0 0 0 0 0 485374 11429610 1968812 999685 2497721 2100559 3862833 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 Patient Safety Movement Foundation 51 Discovery Irvine CA 92618 PC General support 2850000 Children's Hospital Boston 300 Longwood Ave Boston MA 02115 PC Support Dr. P. Hickey's work to improve the quality & safety of care to pediactric patients 50000 Anesthesia Patient Safety Foundation 8007 S Meridian St Bldg One 2 Indianapolis IN 46217 PC Corporate sponsorship (2015) 25000 Anaheim Community Foundation 200 S Anaheim Blvd 433 Anaheim CA 92805 PC 2015 Anaheim Health Fair 20000 Chapman University Economic Science Institute One University Drive Orange CA 92866 PC Program use only (overhead free) 75000 Beau Biden Foundation for the Protection of Children c/o Delaware Comm Foundation PO Box 1636 Wilmington DE 19899 PC General support 20000 William J Clinton Foundation 77 Water St New York NY 10005 PC For the Foundation's unrestricted endowment 500000 The Carter Center 453 Freedom Parkway Atlanta GA 30307 PC General Operations 190000 The Carter Center 453 Freedom Parkway Atlanta GA 30307 PC General support:In honor of Jimmy Carter's 91st birthday 91000 Project HOPE 255 Carter Hall Lane PO Box 250 Millwood VA 22646 PC Annual Gala 25000 Chapman University university advancement One university Drive Orange CA 92866 PC Science complex at Schmid College of Science & Technology 100000 Anaheim Community Foundation 200 S Anaheim Blvd 433 Anaheim CA 92805 PC Anekant Community Center for Anaheim Health Fair 20000 3966000 0 14 8 14 76657 18 142982 0 219647 0 219647 0 0 0 0 0 0 0 0 0 0 X X 1 Masimo Corporation 52 Discovery Irvine CA 92618 6250100 X Accounting & Audit 13000 0 13000 Blackrock Us Mortgage Portfolio Instl CL 186009 186009 Blackrock Multi Asset Income Portfolio Instl 135711 135711 Blackrock Global Allocation FD Inc Instl 74292 74292 Blackrock Total Return Fund Institutional Class 186418 186418 Abbott Labs 0 0 Aetna Inc New 15057 15057 American International Group Inc 17242 17242 Abbvie Inc SHS 7654 7654 Amer Express Company 3070 3070 BHP Billition LTD ADR 0 0 Bristol-Myers Squibb Co 7282 7282 Comcast CRP New CL A SPL 17286 17286 CMS Energy Group 10950 10950 Chevron Corp 12784 12784 Conocophillips 5920 5920 CME Group Inc 10277 10277 Citigroup Inc Com New 28265 28265 California Resources Corp SHS 31 31 Chubb Corp 0 0 Coca Cola Com 16561 16561 Diageo PLC SPSD ADR New 7659 7659 Dominion Res Inc New VA 18630 18630 Dollar General Corp 27306 27306 DOW Chemical Co 11494 11494 Du Pont E I DE Nemours 20389 20389 Exxon Mobil Corp COM 29758 29758 Exelon Corporation 9862 9862 Eversource Energy COM 4842 4842 Fifth Third Bandcorp 0 0 Gap Inc Delaware 13259 13259 Goldman Sachs Group Inc 9733 9733 General Electric 43552 43552 Honeywell Intl Inc Del 18600 18600 Hess Corp 10741 10741 Home Dept Inc 25218 25218 Intel Corp 31347 31347 INTL Business Machines Corp IBM 0 0 INTL Paper Co 9891 9891 JPMorgan Chase & Co 45836 45836 Johnson and Johnson Com 21640 21640 Kroger Co 16065 16065 Lockheed Martin Co 13955 13955 Morgan Stanley 20058 20058 MetLife Inc COM 11776 11776 Marathon Oil Corp 2562 2562 Merck and Co Inc SHS 23175 23175 Motorola Solutions Inc 9690 9690 Marathon Petroleum Corp 10633 10633 Mondelez International Inc 7984 7984 McDonalds Corp COM 12945 12945 Microsoft Corp 28996 28996 Nextera Energy Inc SHS 19999 19999 Northrup Grumman Corp 19394 19394 Occidental Pete Corp Cal 22513 22513 Oracle Corp $0.01 DEL 21764 21764 Prudential Financial Inc 14588 14588 Philip Morris Intl Inc 9320 9320 Phillips 66 SHS 0 0 Pfizer Inc 36190 36190 Praxair Inc 5608 5608 Proctor & Gamble Co 23211 23211 Quest Diagnostics Inc 11718 11718 PUB SVC Enterprise Group 9569 9569 Qualcomm Inc 14166 14166 Raytheon Co Delaware New 21951 21951 Reynolds American Inc 9911 9911 Sempra Energy 0 0 Schlumberger LTD 8629 8629 Anthem Inc 14872 14872 Suntrust BKS Inc COM 22261 22261 Total S.A. SP ADR 14671 14671 3M Company 10164 10164 Travelers Co 13655 13655 Tyco Intl PLC SHS 0 0 Unilever NV NY Reg SHS 3619 3619 United Parcel SVC CL B 12129 12129 UnitedHealth Group Inc 15726 15726 US Bancorp (New) 15302 15302 Union Pacific Corp 8273 8273 United Techs Corp Com 5906 5906 V F Corperation 0 0 Verizon Communicatns Com 19631 19631 Ace Limited 0 0 Wal-Mart Stores Inc 0 0 Weyerhaeuser Co 8117 8117 Wells Fargo & Co New Del 36705 36705 Blackrock Multi Asset Income Portfolio Instl FMV 50195 50195 Blackrock Global Allocation FD Inc Instl FMV 111437 111437 Legal 3565 0 3565 Excise Tax Receivable 830 830 Change in unrealized gains and losses 186476 Bank and credit card charges 4481 10 4471 office 6 0 6 Insurance 5799 0 5799 Administrative and Consulting 40000 0 40000 Investment 25272 25272 0 excise tax 6070 0 0 foreign taxes 199 199 0 filing fees 140 0 140