BECKMAN RESEARCH INSTITUTE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BECKMAN RESEARCH INSTITUTE (EIN 95-3432210)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-08-14
IRS object ID
201222279349303732
Schema version
2010v3.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-14T18:26:56-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line118111 VON KARMAN AVENUE SUITE 1000AddressLine1
CityIRVINECity
StateCAState
ZIP Code92612ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN953432210EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Beckman Research InstituteBusinessNameLine1
Business Name Line2of the City of HopeBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlBECKNameControl
Phone6269305445Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 East Duarte RoadAddressLine1
CityDuarteCity
StateCAState
ZIP Code91010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL A FRIEDMANName
TitleCEO, PRESIDENTTitle
Date Signed2012-07-23DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone9497942300Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMichael A Friedman MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Gross Receipts535951094GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.cityofhope.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1979YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSHORTEN THE TIME FROM RESEARCH IDEA TO TREATMENT, QUICKLY BRINGING CURES TO PATIENTS WHO NEED THEM. MEDICAL & BIOMEDICAL RESEARCH & DISEASE INVESTIGATION, DNA SYNTHESIS AND CELL ANALYSIS.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees950TotalNbrEmployees
Total Nbr Volunteers5TotalNbrVolunteers
Total Gross UBI95542TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year231881784ContributionsGrantsPriorYear
Contributions Grants Current Year222732581ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2358833ProgramServiceRevenuePriorYear
Program Service Revenue CY6092754ProgramServiceRevenueCY
Investment Income Prior Year18280811InvestmentIncomePriorYear
Investment Income Current Year22087494InvestmentIncomeCurrentYear
Other Revenue Prior Year1071572OtherRevenuePriorYear
Other Revenue Current Year5063769OtherRevenueCurrentYear
Total Revenue Prior Year253593000TotalRevenuePriorYear
Total Revenue Current Year255976598TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year94729404SalariesEtcPriorYear
Salaries Etc Current Year99899417SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2708098TotalFundrsngExpCurrentYear
Other Expense Prior Year124186939OtherExpensePriorYear
Other Expenses Current Year139800932OtherExpensesCurrentYear
Total Expenses Prior Year218916343TotalExpensesPriorYear
Total Expenses Current Year239700349TotalExpensesCurrentYear
Revenues Less Expenses Prior Year34676657RevenuesLessExpensesPriorYear
Revenues Less Expenses CY16276249RevenuesLessExpensesCY
Total Assets BOY739833649TotalAssetsBOY
Total Assets EOY725117069TotalAssetsEOY
Total Liabilities BOY102893337TotalLiabilitiesBOY
Total Liabilities EOY103792908TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY636940312NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY621324161NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense209505748Expense
Revenue11060981Revenue
DescriptionBIOMEDICAL RESEARCH AND DISEASE INVESTIGATIONS, INCLUDING DNA SYNTHESIS AND CELL ANALYSIS. SEE SCHEDULE O.Description
Total Program Service Expense209505748TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096333NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees950NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryVINameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWAEL FAKHRYCITY OF HOPENamePerson
Telephone Number6263018815TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Ben Horowitz
Board Member (Partial Year)3.0X01100000
Elliott Rosman
Board Member3.0X000
Ernie So
Board Chair3.0X000
Gary E Freedman
Board Member3.0X000
Iris Rothstein
Board Member3.0X000
John J Rossi
Board Member/Research Sci60.0X316427057905
Benham Badie MD
Board Member3.0X000
Dennis F Rusch
CFO-outgoing14.00733178195682X
Gary Conner
CFO-Incoming14.0000X
Gregory Schetina
General Counsel/Secretary14.0045524350556X
Michael A Friedman MD
President and CEO24.00138595848190X
Richard Jove
Director Beckman Research60.0767601037978X
Robert Stone
Chief Strategy & Admin Off.6.0069578746207X
Valerie Bingham
VP/Controller14.0021947236126X
Virginia Opipare
Chief Operating Officer14.0076839532028X
Larry A Couture
SVP CATD60.0402898033190X
Robert Powell
SVP Research Ops60.04936202736034072X
David Horne
Chairperson/Professor60.0387060058890X
Gerd Pfeifer
Chairperson/Professor60.0261133051403X
John Shively
Chairperson/Professor60.0260242046631X
Leslie Bernstein
Dean of Faculty Affairs60.0320000052868X
Richard Ermel
Director/Professor60.0290460058728X
Theodore G Krontiris PhD
Former Officer60.0266201058825X
Susan E Kane
Former Key Employee60.0239501051544X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4005143TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs4395393TotalReportableCompFrmRltdOrgs
Total Other Compensation950823TotalOtherCompensation
Number Individuals GT100 K116NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
DPR Construction Inc
101 East Green Street Suite 14PASADENACA91105Construction Mgmt11646898
RMG Building Inc
20653 Lycoming Street Suite A-1WALNUTCA91789Construction Mgmt767404
Angeles Investment Advisors LLC
429 Santa Monica Blvd Suite 500SANTA MONICACA904013424Investment Advisors831372
Sangamo Biosciences Inc
Pnt Richmond Tech Ctr II501 CanalRICHMONDCA94804Research Services760094
University of Southern California
3720 S Flower StreetLOS ANGELESCA900894019Research Services671992
FieldValueIRS element (for citing)
Number Of Contractors GT100 K18NumberOfContractorsGT100K
Related Organizations156895786RelatedOrganizations
Government Grants61593974GovernmentGrants
All Other Contributions4242821AllOtherContributions
Total Contributions222732581TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER RESEARCH ACTIVITIES54190053764585376458
ACADEMIC STAFF REVENUE541900582297582297
RENTAL INCOME - PROGRAM SERVICE541900133999133999
FieldValueIRS element (for citing)
Total Program Service Revenue6092754TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9307534TotalRevenueColumn
Exclusion$9,307,534ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column2855003TotalRevenueColumn
Related Or Exempt Function Income2855003RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities292754456Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities279974496Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities12779960Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column12779960TotalRevenueColumn
Exclusion$12,779,960ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
LEGAL SETTLEMENT90009920000002000000
INVESTMENT INCOME FROM K-1'S5259909554295542
OTHER INCOME900099113224113224
FieldValueIRS element (for citing)
Total Other Revenue2208766TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column255976598TotalRevenueColumn
Related Or Exempt Function Income11060981RelatedOrExemptFunctionIncome
Unrelated Business Revenue95542UnrelatedBusinessRevenue
Exclusion$22,087,494ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2902679Total
Program Services997054ProgramServices
Management And General1732031ManagementAndGeneral
Fundraising173594Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total79178063Total
Program Services67035247ProgramServices
Management And General10993834ManagementAndGeneral
Fundraising1148982Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4982020Total
Program Services4376096ProgramServices
Management And General528114ManagementAndGeneral
Fundraising77810Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total7923045Total
Program Services5408078ProgramServices
Management And General2398696ManagementAndGeneral
Fundraising116271Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4913610Total
Program Services4069295ProgramServices
Management And General765326ManagementAndGeneral
Fundraising78989Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total6523403Total
Program Services6155986ProgramServices
Management And General367417ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total260339Total
Program Services0ProgramServices
Management And General260339ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1685526Total
Program Services0ProgramServices
Management And General1685526ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total19587646Total
Program Services15564451ProgramServices
Management And General3231882ManagementAndGeneral
Fundraising791313Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total89065Total
Program Services7193ProgramServices
Management And General81872ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total24476959Total
Program Services22285614ProgramServices
Management And General2154383ManagementAndGeneral
Fundraising36962Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total757469Total
Program Services7454ProgramServices
Management And General750015ManagementAndGeneral
Fundraising0Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3706271Total
Program Services2950343ProgramServices
Management And General702267ManagementAndGeneral
Fundraising53661Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1747271Total
Program Services1494306ProgramServices
Management And General252965ManagementAndGeneral
Fundraising0Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total263018Total
Program Services125194ProgramServices
Management And General137570ManagementAndGeneral
Fundraising254Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total2655592Total
Program Services2655592ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total12709878Total
Program Services11736850ProgramServices
Management And General753603ManagementAndGeneral
Fundraising219425Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total600072Total
Program Services553866ProgramServices
Management And General36005ManagementAndGeneral
Fundraising10201Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
ROYALTY REVENUE SHARING618518206185182000
DUES AND SUBSCRIPTIONS189405317141571798960
TAXES AND LICENSES28917935691253206282
OTHER MISCELLANEOUS703371481461221556354

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total239700349Total
Program Services209505748ProgramServices
Management And General27486503ManagementAndGeneral
Fundraising2708098Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY40216BOY
EOY517393EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY79764811BOY
EOY9615848EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3789047BOY
EOY4157632EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY55639BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY525294BOY
EOY366447EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1296454BOY
EOY2016033EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY216557BOY
EOY261932EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY518947BOY
EOY756611EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis318666812LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec91194340LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY220808275BOY
EOY227472472EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY354134902BOY
EOY362631273EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY74873062BOY
EOY116884343EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3810445BOY
EOY437085EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY739833649BOY
EOY725117069EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY22589567BOY
EOY20130529EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7303550BOY
EOY7904505EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY52289063BOY
EOY50837944EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY8381269BOY
EOY8216431EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY12329888BOY
EOY16703499EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY102893337BOY
EOY103792908EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY622141429BOY
EOY607388223EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1121980BOY
EOY259035EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY13676903BOY
EOY13676903EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY636940312BOY
EOY621324161EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY739833649BOY
EOY725117069EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses16276249ReconcilationRevenueExpenses
Reconcilation Other Changes-31892400ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research Org170b1 AiiiXMedicalResearchOrg170b1Aiii

Hospital Name And Address HospitalNameAndAddress

Name Name

FieldValueIRS element (for citing)
Business Name Line1City of Hope National Medical CenterBusinessNameLine1
FieldValueIRS element (for citing)
CityDuarteCity
StateCAState
FieldValueIRS element (for citing)
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals547607AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals547607AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals239700349FilingOrganizationsTotals
Affiliated Group Totals1082841172AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals239700349FilingOrganizationsTotals
Affiliated Group Totals1083388779AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals
Affiliated Group Totals1000000AffiliatedGroupTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
Affiliated Group Totals250000AffiliatedGroupTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3420753CurrentYearMinus3
Current Year Minus2546691CurrentYearMinus2
Current Year Minus1543709CurrentYearMinus1
Current Year547607CurrentYear
Total2058760Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus30CurrentYearMinus3
Current Year Minus20CurrentYearMinus2
Current Year Minus10CurrentYearMinus1
Current Year0CurrentYear
Total0Total

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ADDITIONAL DISCLOSURESIdentifier
Return ReferenceSCHEDULE C, PART II-A, Line AReturnReference
ExplanationALTHOUGH THIS QUESTION WAS ANSWERED "YES", BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 2011. BECKMAN RESEARCH INSTITUTE BELONGS TO AN AFFILIATED GROUP, WHERE THE CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) APPLIED FOR A SECTION 501 (H) ELECTION ON FORM 5768 IN THE YEAR ENDED SEPTEMBER 30, 1995. THIS ELECTION HAS NOT BEEN REVOKED SUBSEQUENT TO THIS APPLICATION. THE FOLLOWING ARE THE OTHER MEMBERS OF THE AFFILIATED GROUP: CITY OF HOPE (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3435919 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $210,863,010 TOTAL EXEMPT PURPOSE EXPENDITURES = $210,863,010 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE MEDICAL CENTER (HAS MADE A 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-1683875 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = $547,607 OTHER EXEMPT PURPOSE EXPENDITURES = $595,151,810 TOTAL EXEMPT PURPOSE EXPENDITURES = $595,699,417 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION)(HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 27-4803222 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $37,126,003 TOTAL EXEMPT PURPOSE EXPENDITURES = $37,126,003 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONEExplanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance405464661BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses-11243318InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures465791OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance393755552EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance377557199BeginningOfYearBalance
Contributions50000Contributions
Investment Earnings Or Losses28270983InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures413521OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance405464661EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance306902876BeginningOfYearBalance
Contributions53162500Contributions
Investment Earnings Or Losses19519043InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures2027220OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance377557199EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.96500BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.03500PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2502340InvestmentCostOrOtherBasis
Other Cost Or Other Basis6709243OtherCostOrOtherBasis
Book Value9211583BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis228192663OtherCostOrOtherBasis
Depreciation49345414Depreciation
Book Value178847249BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis71078175OtherCostOrOtherBasis
Depreciation41848926Depreciation
Book Value29229249BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis10184391OtherCostOrOtherBasis
Book Value10184391BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings227472472TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionALTERNATIVE INVESTMENTSDescription
Book Value116884343BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities116884343TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DUE TO AFFILIATES$4,928,732
INTEREST RATE SWAP LIABILITY$10,781,250
WORKERS COMPENSATION LIABILITY$993,517
FieldValueIRS element (for citing)
Total Of Amounts16703499TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ENDOWMENT FUNDSSCHEDULE D, PART VLINES 1B AND 1E "TWO YEARS BACK" COLUMN (C) - INCLUDED IN THESE FIGURES WAS AN ERRONEOUS GROSS UP OF $9,375,000 RELATED TO THE GENENTECH SETTLEMENT IN FISCAL YEAR 2009. SCHEDULE D, PART V, LINE 4 BECKMAN RESEARCH INSTITUTE HAS ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY CERTAIN DONOR AGREEMENTS, MANAGEMENT AND THE BOARD OF DIRECTORS.
FASB ASC 740 DISCLOSURESCHEDULE D, PART X, LINE 2THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES AUDITED FINANCIAL STATEMENTS, WHICH INCLUDES BECKMAN RESEARCH INSTITUTE: FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARD CODIFICATION (FASB ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITION OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2011 AND 2010.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean00Investments88471330
East Asia and the Pacific00Program Services61846Research symposiums
Europe (Including Iceland and Greenland)00Program Services165829Research symposiums
Middle East and North Africa00Program Services11327Research symposiums
North America00Program Services61927Research symposiums
Sub-Saharan Africa00Program Services23728Research symposiums
Central America and the Caribbean00Program Services529Research symposiums
Russia and the Newly Independent States00Program Services3153Research symposiums
South Asia00Program Services1585Research symposiums
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent88801254SubtotalAmountSpent
Total Amount Spent88801254TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierGRANTS FROM OUTSIDE USAIdentifier
Return ReferenceSCHEDULE F, PART I, LINE 3ReturnReference
ExplanationINVESTMENT ACTIVITIES OF THE BECKMAN RESEARCH INSTITUTE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS REPRESENT APPROXIMATELY 23.5% OF THE BECKMAN RESEARCH INSTITUTE'S OVERALL INVESTMENT PORTFOLIO AND HELP MITIGATE PORTFOLIO RISK. THE BECKMAN RESEARCH INSTITUTE HAS HOLDINGS OF ALTERNATIVE INVESTMENTS THAT INCLUDE EQUITY CO-MINGLED FUNDS WHICH ARE INVESTMENT FUND VEHICLES THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES AND CAN BE LIQUIDATED MONTHLY SUBJECT TO NOTICE REQUIREMENTS; THIS INCLUDES HEDGE FUNDS. ADDITIONALLY, ALTERNATIVE INVESTMENTS INCLUDE LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, PRIVATE EQUITY FUNDS, AND OFFSHORE FUNDS. SCHEDULE F, PART 1, COLUMN F THE EXPENDITURES IN COLUMN F ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Written Policy Re T And E ExpensesfalseWrittenPolicyReTAndEExpenses
Substantiation RequiredfalseSubstantiationRequired
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
David Horne
2784100001086500367500221400445950000
Dennis F Rusch
03208050143850026852301759820197000928860067748
Gerd Pfeifer
248214000129190366630147400312536000
Gregory Schetina
03036970126025025521020228030328050579900
John J Rossi
300546013854020270367500211550374332000
John Shively
2585710001671036750098810306873000
Larry A Couture
28185301012780197670202280129620436088000
Leslie Bernstein
31178500082150367500161180372868000
Michael A Friedman MD
0717890046974001983280202280279620143414800
Richard Ermel
28919600012640367500219780349188000
Richard Jove
428230020600301333680128990250790805579000
Robert Powell
23969401091860144740273600638723544414151716437888412680
Robert Stone
04438200216203035764020228025979074199400
Susan E Kane
23700900024920360050155390291045000
Theodore G Krontiris PhD
26445100017500367500220750325026000
Valerie Bingham
01853850336960391014815021311025559800
Virginia Opipare
0467366023469906633007664024364080042300

Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
QUESTIONS REGARDING COMPENSATIONSCHEDULE J, PART I, LINE 1ARICHARD JOVE, PHD IS PROVIDED TAX GROSS UP ASSISTANCE, IN THE FORM OF A BONUS, ASSOCIATED WITH THE AMORTIZATION OF A MORTGAGE ASSISTANCE LOAN. BOTH THE AMORTIZATION OF THE MORTGAGE ASSISTANCE AND THE TAX GROSS UP ASSISTANCE ARE INCLUDED IN DR. JOVE'S TAXABLE INCOME IN COLUMNS B(II) AND B(III) ON SCHEDULE J. CERTAIN EXECUTIVES AND OTHER EMPLOYEES LISTED IN PART VII ARE PROVIDED WITH AN AUTOMOBILE ALLOWANCE WHICH HAS BEEN INCLUDED IN TAXABLE INCOME COLUMN B(III) OF SCHEDULE J TO THE EXTENT THE ALLOWANCE IS UNSUBSTANTIATED BY ASSOCIATED BUSINESS MILEAGE. SCHEDULE J, PART I, LINE 3 THE CEO OF THE ORGANIZATION, MICHAEL FRIEDMAN, M.D., IS NOT COMPENSATED BY BECKMAN RESEARCH INSTITUTE BUT BY THE MEDICAL CENTER. CEO COMPENSATION IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS. ALL SOURCES INDICATED IN LINE 3 ARE UTILIZED BY THIS COMMITTEE TO SET CEO COMPENSATION. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15A. SCHEDULE J, PART I, LINE 4A THE BECKMAN RESEARCH INSTITUTE'S OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE FAIR COMPENSATION FOR A SPECIFIED PERIOD OF TIME IN THE EVENT OF A POSITION ELIMINATION OR OTHER NOT FOR CAUSE SEPARATION ("SEPARATION PAYMENT"). ANY TAXABLE AMOUNT RECEIVED BY THE OFFICER OR KEY EMPLOYEE DURING SUCH PERIOD FROM ANY OTHER SOURCE IS COUNTED IN THE AGGREGATE TO REDUCE DIRECTLY, ON A DOLLAR FOR DOLLAR BASIS, THE ORGANIZATION'S SEPARATION PAYMENT. THE BECKMAN RESEARCH INSTITUTE MADE SEPARATION PAYMENTS DURING 2010 TO ROBERT POWELL ($46,968). THE MEDICAL CENTER MADE SEPARATION PAYMENTS DURING 2010 TO DENNIS RUSCH ($77,088) AND ROBERT POWELL ($11,742). THESE PAYMENTS HAVE BEEN INCLUDED IN SCHEDULE J PART II OTHER REPORTABLE COMPENSATION COLUMN B(III).
PARTICIPATION IN NON-QUALIFIED SECTION 457 (F) PLANSCHEDULE J, PART I, LINE 4BBECKMAN RESEARCH INSTITUTE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN WAS AMENDED EFFECTIVE SEPTEMBER 30, 2007 AND IS DESIGNED TO PROVIDE EACH DESIGNATED PARTICIPANT WITH DEFERRED COMPENSATION. THE PLAN IS MAINTAINED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN VESTS AFTER THREE (3) YEARS AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J PART II, COLUMN "OTHER REPORTABLE COMPENSATION (B)(III)." PRIOR TO VESTING THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J PART II COLUMN "DEFERRED COMPENSATION (C)." PURSUANT TO THE PLAN DOCUMENT, PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES UPON SUCH VESTING. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANT BY BECKMAN RESEARCH INSTITUTE OR THE MEDICAL CENTER. THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010: LARRY COUTURE $2,398 RICHARD JOVE $10,725 VIRGINIA OPIPARE $9,603 GREGORY SCHETINA $4,005 ROBERT STONE $7,956 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J PART II COLUMN B(III) OTHER REPORTABLE COMPENSATION. THE FOLLOWING INDIVIDUALS TERMINATED THEIR EMPLOYMENT WITH BECKMAN RESEARCH INSTITUTE AND THE MEDICAL CENTER DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010 AND RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: ROBERT POWELL $66,069 DENNIS RUSCH $109,371 THESE AMOUNTS HAVE BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS LISTED EITHER IN PRIOR YEARS OR IN THE CURRENT YEAR.
NON-FIXED COMPENSATION PAYMENTSSCHEDULE J, PART I, LINE 7BECKMAN RESEARCH INSTITUTE EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS ARE BOTH FINANCIAL AND NON-FINANCIAL, AND THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. BASED UPON AN INDIVIDUAL'S GOALS AND PERFORMANCE DURING THE YEAR, THE POTENTIAL PAYOUT FOR ANY PARTICIPANT CAN BE MODIFIED UP OR DOWN 20%. THE INCENTIVE COMPENSATION PAID DURING THIS TAX YEAR HAS BEEN REPORTED IN SCHEDULE J, COLUMN B(II).
BEN HOROWITZFORM 990, PART VII, SECTION AMR. BEN HOROWITZ IS A NON-VOTING, HONORARY MEMBER OF THE CITY OF HOPE BOARD OF DIRECTORS. HE IS ALSO A BOARD MEMBER OF THE MEDICAL CENTER AND BECKMAN RESEARCH INSTITUTE. MR. HOROWITZ WAS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CITY OF HOPE FROM 1953 TO 1986. UPON HIS RETIREMENT, THE BOARD VOTED HIM A MONTHLY RETIREMENT BENEFIT IN RECOGNITION OF HIS EXTRAORDINARY LONG-TERM CONTRIBUTIONS TO THE CITY OF HOPE. MR. HOROWITZ WAS PAID $110,000 IN CALENDAR YEAR 2010 IN CONNECTION WITH A GRANDFATHERED PRE-1986 DEFERRED COMPENSATION PLAN. THIS AMOUNT IS INCLUDED IN FORM 990, Part VII, REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS. THIS STIPEND IS UNRELATED TO THE FACT THAT SUBSEQUENT TO HIS RETIREMENT HE WAS ELECTED TO THE BOARD OF DIRECTORS OF THE MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE.
JOHN J. ROSSISCHEDULE J, PART IIJOHN J. ROSSI IS A MEMBER OF THE BOARD OF DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE. ADDITIONALLY, HE IS EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE AS A RESEARCH SCIENTIST AND DIRECTOR OF MOLECULAR MEDICINE. HE ALSO SERVES AS THE DEAN OF THE CITY OF HOPE'S IRELL AND MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES. HE IS COMPENSATED FOR HIS ROLE AS RESEARCH SCIENTIST AND DIRECTOR OF MOLECULAR MEDICINE. HE IS NOT COMPENSATED FOR HIS SERVICE AS A MEMBER OF THE BOARD OF BECKMAN RESEARCH INSTITUTE. HIS COMPENSATION IS LISTED ON SCHEDULE J, PART II, AND FORM 990, PART VII, SECTION A.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1California Enterprise Development AuthorityBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN352273601IssuerEIN
Date Issued2007-07-12DateIssued
Issue Price50000000IssuePrice
Description Of PurposeSee Part VDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Amount Retired0AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds52520258TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds215460IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures52304798CapitalExpenditures
Other Spent Proceeds0OtherSpentProceeds
Amount Unspent0AmountUnspent
Year Of Subst Completion2010YearOfSubstCompletion
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtytrueMngmentCntrctBondFinancdPrprty
Any Research AgreementstrueAnyResearchAgreements
Bond Counsel Routinely EngagedfalseBondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledfalseForm8038TFiled
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC
Gross Proceeds InvestedfalseGrossProceedsInvested
Exception To RebatefalseExceptionToRebate

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of PurposeSchedule K, Part I, Column FTo construct a center for cancer immunotherapeutics and tumor immunology.
Bond Counsel EngagementSchedule K, Part III, Line 3cThe organization has inside counsel experienced with business use restrictions to review management or service contracts or research agreements relating to tax exempt financed property.

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
RICHARD JOVE
MORTGAGE SUBSIDYX$500,000186447falsetruetrue
DAVID HORNE
MORTGAGE SUBSIDYX$540,000180000falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due366447TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonHua YuNamePerson
FieldValueIRS element (for citing)
RelationshipSpouse/Richard JoveOfficrRelationship
Amount Of Transaction315760AmountOfTransaction
Description Of TransactionEmployee compensationDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierLOANS TO/FROM INTERESTED PERSONSIdentifier
Return ReferenceSCHEDULE L, PART IIReturnReference
ExplanationRICHARD JOVE, PHD WAS NAMED THE DIRECTOR OF THE BECKMAN RESEARCH INSTITUTE DURING FISCAL YEAR 2008. PRIOR TO THAT HE WAS RECRUITED AS A PROFESSOR IN THE BECKMAN RESEARCH INSTITUTE. AS PART OF THE RECRUITMENT, BECKMAN RESEARCH INSTITUTE MADE A LOAN TO DR. JOVE TO ASSIST HIM WITH THE COST OF RELOCATING FROM FLORIDA. DR. JOVE CONTINUED TO MAKE INTEREST PAYMENTS ON THIS LOAN DURING FISCAL YEAR 2011, WHILE THE PRINCIPAL IS AMORTIZED AS COMPENSATION TO DR. JOVE. THE LOAN BEARS INTEREST AT 4.72 PERCENT PER ANNUM. THE LOAN IS SECURED BY REAL PROPERTY IN THE STATE OF CALIFORNIA AND IS DUE IN FULL THE EARLIER OF MAY 20, 2015 OR THE TERMINATION OF DR. JOVE'S EMPLOYMENT. THE AMORTIZATION OF THE LOAN IS INCLUDED IN TAXABLE INCOME, OTHER REPORTABLE COMPENSATION, ON SCHEDULE J. DAVID HORNE, PHD WAS PROVIDED A MORTGAGE ASSISTANCE LOAN AS PART OF HIS RECRUITMENT BY THE BECKMAN RESEARCH INSTITUTE. DR. HORNE CONTINUED TO MAKE INTEREST PAYMENTS ON THIS LOAN DURING FISCAL YEAR 2011, WHILE THE PRINCIPAL IS AMORTIZED AS COMPENSATION TO DR. HORNE. THE LOAN BEARS INTEREST AT 4.94 PERCENT PER ANNUM. THE LOAN IS SECURED BY REAL PROPERTY IN THE STATE OF CALIFORNIA AND IS DUE IN FULL THE EARLIER OF AUGUST 11, 2013 OR THE TERMINATION OF DR. HORNE'S EMPLOYMENT. THE AMORTIZATION OF THE LOAN IS INCLUDED IN TAXABLE INCOME, OTHER REPORTABLE COMPENSATION, ON SCHEDULE J. THE FOLLOWING IS PROVIDED AS AN INFORMATION DISCLOSURE ONLY: THEODORE KRONTIRIS, M.D., PHD, WAS THE EXECUTIVE VICE PRESIDENT FOR MEDICAL AND SCIENTIFIC AFFAIRS (EVPMSA) AND CANCER CENTER DIRECTOR. HE RESIGNED THIS POSITION DURING FISCAL YEAR 2008. PRIOR TO THIS, DR. KRONTIRIS WAS RECRUITED IN 1996 TO JOIN THE RESEARCH STAFF OF THE MEDICAL CENTER AS A CONSULTING PHYSICIAN IN THE DEPARTMENT OF HEMATOLOGY. AS PART OF THE RECRUITMENT, THE MEDICAL CENTER MADE A LOAN TO DR. KRONTIRIS TO ASSIST HIM WITH THE COST OF RELOCATING FROM MASSACHUSETTS. DR. KRONTIRIS CONTINUED TO MAKE INTEREST PAYMENTS ON THE LOAN DURING FISCAL YEAR 2011. THE INTEREST ONLY LOAN IN THE PRINCIPAL AMOUNT OF $100,000, IS CARRIED ON THE MEDICAL CENTER'S BOOKS (FEIN: 95-1683875) AND BEARS INTEREST AT THE RATE OF 6.68 PERCENT PER ANNUM. THE LOAN IS SECURED BY REAL PROPERTY IN THE STATE OF CALIFORNIA AND IS DUE THE EARLIER OF OCTOBER 2, 2012 OR THE TERMINATION OF DR. KRONTIRIS' EMPLOYMENT. DR. KRONTIRIS REMAINS EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONFORM 990, PART III LINE 1CITY OF HOPE AND AFFILIATES [COLLECTIVELY REFERRING TO CITY OF HOPE, GENBASIX, INC., THE MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, INC., THE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, AND CITY OF HOPE AUXILIARIES (AUXILIARIES)], AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES, GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF HUMANITARIAN PHILANTHROPY.
PROGRAM SERVICE ACCOMPLISHMENTSFORM 990, PART III, LINE 4ASINCE ITS FOUNDING IN 1913, CITY OF HOPE AND AFFILIATES - HAS DEVELOPED INTO AN INTERNATIONALLY RECOGNIZED INSTITUTION WHOSE RESEARCH AND TREATMENT ACHIEVEMENTS ADVANCE CARE THROUGHOUT THE NATION. THE MEDICAL CENTER IS DESIGNATED AS A COMPREHENSIVE CANCER CENTER, THE HIGHEST HONOR BESTOWED BY THE NATIONAL CANCER INSTITUTE, AND IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK, AN ALLIANCE OF 21 TOP CENTERS THAT DEVELOPS NATIONAL GUIDELINES FOR CANCER TREATMENT. THE BECKMAN RESEARCH INSTITUTE HAS PIONEERED SCIENTIFIC BREAKTHROUGHS RESULTING IN TREATMENTS THAT HAVE IMPROVED THE LIVES OF PATIENTS WORLDWIDE. NUMEROUS LIFE-SAVING DRUGS ARE BASED ON PATENTED RESEARCH PERFORMED AT THE BECKMAN RESEARCH INSTITUTE, INCLUDING SYNTHETIC HUMAN INSULIN (HUMULIN) FOR DIABETES, THE WIDELY USED CANCER DRUGS HERCEPTIN, RITUXAN AND AVASTIN, AND HUMIRA FOR ARTHRITIS. THE BECKMAN RESEARCH INSTITUTE'S MISSION IS TO SUPPORT INNOVATIVE AND CREATIVE RESEARCH AND TO EDUCATE FUTURE SCIENTISTS IN THE BIOLOGICAL SCIENCES. RESEARCH IS TO BE OF THE HIGHEST CALIBER AND DIRECTED TO AN UNDERSTANDING OF THE MOLECULES AND PROCESSES OF LIFE, INCLUDING THOSE PROCESSES IMPORTANT TO THE CAUSES, PREVENTION AND CURE OF HUMAN DISEASE. RESEARCHERS AT THE BECKMAN RESEARCH INSTITUTE UNDERTAKE FUNDAMENTAL INVESTIGATIONS IN MOLECULAR GENETICS AND CELLULAR BIOLOGY, STUDYING BIOLOGICAL PROCESSES, CELL DIFFERENTIATION AND EARLY DEVELOPMENT, CELLULAR SIGNALING, RNA PROCESSING AND GENOMIC STRUCTURE. THEY HAVE ACHIEVED MAJOR ADVANCES IN RECOMBINANT DNA TECHNOLOGY, MONOCLONAL ANTIBODIES, GENE THERAPY, EPIGENETICS, SI-RNA TECHNOLOGY AND CANCER IMMUNOTHERAPEUTICS. CLINICAL TRIALS ARE UNDERWAY AT THE BECKMAN RESEARCH INSTITUTE TO TEST THE USE OF SHORT-INTERFERING RNA TO BLOCK VIRUS GROWTH IN HIV-POSITIVE PATIENTS. A DEPARTMENT IN THE BECKMAN RESEARCH INSTITUTE IS DEDICATED TO UNDERSTANDING AND DEVELOPING TREATMENTS BASED ON CANCER'S INTERACTION WITH THE IMMUNE SYSTEM. OTHER RESEARCH HAS IDENTIFIED PROTEINS THAT MAY PLAY CRITICAL ROLES IN IMMUNE RESPONSE AND MAY LEAD TO NEW TREATMENT STRATEGIES. A MAJOR EMPHASIS FOR BECKMAN RESEARCH INSTITUTE SCIENTISTS IS PERSONALIZED RESEARCH AND MEDICINE - ANALYZING A PATIENT'S UNIQUE GENETIC PROFILE TO DEVELOP TAILORED THERAPIES TO TREAT THEIR SPECIFIC DISEASE. ALL OF THIS RESEARCH IS UNIQUELY SUPPORTED BY ONSITE MANUFACTURING FACILITIES THAT CAN TEST AND PRODUCE QUANTITIES OF CELL-BASED, GENE-BASED AND MOLECULAR THERAPIES. THESE FACILITIES FURTHER SERVE AS RESOURCES TO MEDICAL AND RESEARCH CENTERS NATIONWIDE. BECKMAN RESEARCH INSTITUTE SCIENTISTS SERVE AS FACULTY MEMBERS IN CITY OF HOPE'S IRELL & MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES. THE GRADUATE SCHOOL'S MISSION IS TO TRAIN STUDENTS TO BE OUTSTANDING RESEARCH SCIENTISTS IN CHEMICAL, MOLECULAR AND CELLULAR BIOLOGY. THE SCHOOL IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. GRADUATES OF THE PROGRAM, AWARDED A DOCTOR OF PHILOSOPHY IN BIOLOGICAL SCIENCES, ARE EQUIPPED TO ADDRESS FUNDAMENTAL QUESTIONS IN LIFE SCIENCES AND BIOMEDICINE FOR CAREERS IN ACADEMIA, INDUSTRY AND GOVERNMENT.
SCHOOLS QUESTIONNAIREFORM 990 PART IV QUESTION 13 AND SCHEDULE ETHE BECKMAN RESEARCH INSTITUTE IS ENGAGED IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL AND SCIENTIFIC RESEARCH. THE BECKMAN RESEARCH INSTITUTE OPERATES A GRADUATE SCHOOL AND COMPLIES WITH REV. PROC. 75-50 EVEN THOUGH THE OPERATIONS OF THE GRADUATE SCHOOL CONSTITUTES LESS THAN 2% OF THE ORGANIZATION'S TOTAL EXPENSES. DUE TO LIMITATIONS IN THE 990 RETURN SOFTWARE APPLICATION, WE ARE UNABLE TO ACCESS THE SCHEDULE E FOR THESE QUESTIONS, BUT RESPOND TO THEM BELOW. THE FOLLOWING RESPONDS TO THE QUESTIONS IN THE SCHEDULE E SCHOOLS QUESTIONNAIRE: 1. DOES THE ORGANIZATION HAVE A RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS BY STATEMENT IN ITS CHARTER, BYLAWS, OTHER GOVERNING INSTRUMENT, OR IN A RESOLUTION OF ITS GOVERNING BODY? "YES" 2. DOES THE ORGANIZATION INCLUDE A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS IN ALL ITS BROCHURES, CATALOGUES, AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIP? "YES" 3. HAS THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA DURING THE PERIOD OF SOLICITATION FOR STUDENTS, OR DURING THE REGISTRATION PERIOD IF IT HAS NO SOLICITATION PROGRAM, IN A WAY THAT MAKES THE POLICY KNOWN TO ALL PARTS OF THE GENERAL COMMUNITY IT SERVES? IF YES, PLEASE DESCRIBE: IF NO, PLEASE EXPLAIN. "NO." THE GRADUATE SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM LARGE GEOGRAPHIC SECTIONS OF THE UNITED STATES AND INTERNATIONALLY, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS DEMONSTRATED BY ITS CURRENT ENROLLMENT OF STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. ACCORDINGLY, THE GRADUATE SCHOOL SATISFIES THE PUBLICITY REQUIREMENTS OF SECTION 4.03 BY COMPLYING WITH SECTION 4.02 IN THAT IT INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ITS CATALOGUES AND ON THE ORGANIZATION'S WEBSITE. 4. DOES THE ORGANIZATION MAINTAIN THE FOLLOWING: 4A. RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY, AND ADMINISTRATIVE STAFF? "YES" 4B. RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE ARE AWARDED ON A RACIALLY NONDISCRIMINATORY BASIS? "YES" 4C. COPIES OF ALL CATALOGUES, BROCHURES, ANNOUNCEMENTS, AND OTHER WRITTEN COMMUNICATIONS TO THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS? "YES" 4D. COPIES OF ALL MATERIAL USED BY THE ORGANIZATION OR ON ITS BEHALF TO SOLICIT CONTRIBUTIONS? "YES" 5. DOES THE ORGANIZATION DISCRIMINATE BY RACE IN ANY WAY WITH RESPECT TO: 5A. STUDENT'S RIGHTS OR PRIVILEGES? "NO" 5B. ADMISSIONS POLICIES? "NO" 5C. EMPLOYMENT OF FACULTY OR ADMINISTRATIVE STAFF? "NO" 5D. SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE? "NO" 5E. EDUCATIONAL POLICIES? "NO" 5F. USE OF FACILITIES? "NO" 5G. ATHLETIC PROGRAMS? "NO" 5H. OTHER EXTRACURRICULAR ACTIVITIES? "NO" 6A. DOES THE ORGANIZATION RECEIVE ANY FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY? "NO" 6B. HAS THE ORGANIZATION'S RIGHT TO SUCH AID EVER BEEN REVOKED OR SUSPENDED? "NO" 7. DOES THE ORGANIZATION CERTIFY THAT IT HAS COMPLIED WITH THE APPLICABLE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC. 75-50, 1975-2 C.B. 587, COVERING RACIAL NONDISCRIMINATION? "YES" ADMISSION TO THE GRADUATE SCHOOL OF BIOLOGICAL STUDIES, WHICH ACCEPTS APPLICATIONS ON AN INTERNATIONAL BASIS, IS HIGHLY COMPETITIVE. CANDIDATES ARE EVALUATED ON THE BASIS OF THEIR TEST SCORES, GRADES FROM COLLEGE AND GRADUATE LEVEL COURSEWORK, LETTERS OF RECOMMENDATION, AND ON THE SCHOOL'S ASSESSMENT OF THE CANDIDATES' POTENTIAL TO CONDUCT MEANINGFUL AND SIGNIFICANT BIOLOGICAL, BIOMEDICAL AND/OR CHEMICAL RESEARCH. ALL STUDENTS ADMITTED TO THE GRADUATE SCHOOL RECEIVE A STIPEND. THE AMOUNT OF THE STIPEND IS DETERMINED BASED ON STIPEND LEVELS AT OTHER CALIFORNIA GRADUATE SCHOOLS WITH SIMILAR PROGRAMS AND IS THE SAME FOR ALL STUDENTS IN THE PROGRAM.
GOVERNING BODY AND MANAGEMENTFORM 990, PART VI, SECTION A, LINE 4SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS ON FEBRUARY 11, 2011, THE BOARD OF DIRECTORS OF CITY OF HOPE, THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE, APPROVED CHANGES TO THE BYLAWS OF THE BECKMAN RESEARCH INSTITUTE. THE FIRST SUBSTANTIVE CHANGE CONFORMED THE BYLAWS TO CHANGES IN THE LAW REGARDING VACANCIES ON THE BOARD. IN THE PAST, THE BYLAWS PROVIDED THAT IF THE BOARD REDUCED THE NUMBER OF DIRECTORS, THE REDUCTION COULD NOT HAVE THE EFFECT OF REMOVING A DIRECTOR FROM OFFICE BEFORE THAT DIRECTOR'S TERM OF OFFICE EXPIRED. NOW, A REDUCTION IN THE AUTHORIZED NUMBER OF DIRECTORS MAY HAVE THE EFFECT OF REMOVING A DIRECTOR BEFORE HIS OR HER TERM EXPIRES IF THE REDUCTION PROVIDES FOR THE REMOVAL OF ONE OR MORE SPECIFIED DIRECTORS IMMEDIATELY. THE SECOND SUBSTANTIVE CHANGE INCREASED PHYSICIAN PARTICIPATION IN GOVERNANCE BY ADDING A DEDICATED SEAT FOR A PHYSICIAN-SCIENTIST ON THE BOARD OF DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE AS PART OF, AND CONTINGENT ON THE CONSUMMATION OF, THE TRANSACTION IN WHICH THE CITY OF HOPE MEDICAL FOUNDATION WAS FORMED. THE PHYSICIAN IS NOMINATED BY THE BOARD OF DIRECTORS OF THE MEDICAL GROUP THAT EMPLOYS THE PHYSICIAN AND WHICH PROVIDES CLINICAL AND TEACHING, ADMINISTRATIVE AND RESEARCH SERVICES TO THE FOUNDATION PURSUANT TO A PROFESSIONAL SERVICES AGREEMENT BETWEEN THE FOUNDATION AND THE MEDICAL GROUP. THE NOMINATION IS SUBJECT TO THE APPROVAL OF CITY OF HOPE'S BOARD OF DIRECTORS. ALL OTHER CHANGES TO THE BYLAWS WERE CLARIFYING AND MINOR IN NATURE. FORM 990, PART VI, LINE 6 CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE. FORM 990, PART VI, LINE 7A THE SOLE CORPORATE MEMBER, CITY OF HOPE, ELECTS DIRECTORS TO THE BECKMAN RESEARCH INSTITUTE. FORM 990, PART VI, LINE 7B CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE BECKMAN RESEARCH INSTITUTE, INCLUDING: BORROWING MONEY IN THE NAME OF THE BECKMAN RESEARCH INSTITUTE OR UTILIZING PROPERTY OWNED BY THE BECKMAN RESEARCH INSTITUTE AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE BECKMAN RESEARCH INSTITUTE EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE BECKMAN RESEARCH INSTITUTE; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE BECKMAN RESEARCH INSTITUTE; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF BECKMAN RESEARCH INSTITUTE OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE BECKMAN RESEARCH INSTITUTE OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATION; ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE BECKMAN RESEARCH INSTITUTE; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOANS, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
POLICIESFORM 990, PART VI, SECTION BLINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BECKMAN RESEARCH INSTITUTE'S BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE BECKMAN RESEARCH INSTITUTE. CITY OF HOPE'S AUDIT COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE OF THE BECKMAN RESEARCH INSTITUTE. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING ERNST & YOUNG, RETAINED TAX COUNSEL AND OTHER TAX PREPARERS. PRIOR TO FILING, THE BECKMAN RESEARCH INSTITUTE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW ELECTRONICALLY ON-LINE THROUGH CITY OF HOPE'S SECURE WEB-BASED PORTAL. ADDITIONALLY CERTAIN MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS ALSO SERVE AS BOARD MEMBERS OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION OR THE BECKMAN RESEARCH INSTITUTE. FORM 990, PART VI, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, MEMBERS OF THE BOARDS OF DIRECTORS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXIST AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS. RESTRICTIONS MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); AND PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. FORM 990, PART VI, LINE 15A AND 15B THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES OF CITY OF HOPE AND AFFILIATES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT, AND DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, COMPARABLE AND BENCHMARK DATA, COMPENSATION SURVEYS, AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE ACHIEVEMENT OF THE HIGHEST LEVELS OF COMMUNITY BENEFIT, CLINCIAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE EXECUTIVE COMPENSATION COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE AND AFFILIATES, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. ADDITIONALLY, UNDER LIMITED CIRCUMSTANCES, THE BECKMAN RESEARCH INSTITUTE WILL PROVIDE QUALIFIED RELOCATION LOANS TO EMPLOYEES WHICH HAVE BEEN DISCLOSED IN THIS RETURN. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY AND THIS WAS LAST COMPLETED ON OCTOBER 5, 2011. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A ARE REVIEWED BY THIS COMMITTEE.
DISCLOSURESFORM 990, PART VI, SECTION C, LINE 19BECKMAN RESEARCH INSTITUTE'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, HOWEVER THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE SECRETARY OF STATE. ITS AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER.
HOURS WORKEDFORM 990, PART VII, COLUMN (B)FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN PART VII OF FORM 990 WHICH REPORTS AN AVERAGE 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND VARIOUS COMMITTEES OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD 2 REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2011. THE COMMITTEES HAD VARYING NUMBERS OF MEETINGS DURING FISCAL YEAR 2011. THE FOLLOWING INDIVIDUALS HAVE SPLIT THEIR TIME BETWEEN ENTITIES AS INDICATED: MICHAEL A. FRIEDMAN, MD BECKMAN RESEARCH INSTITUTE 24 HOURS PER WEEK CITY OF HOPE 15 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 19 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK VIRGINIA OPIPARE BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK ROBERT STONE BECKMAN RESEARCH INSTITUTE 6 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 15 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 36 HOURS PER WEEK DENNIS F. RUSCH BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK GARY CONNER BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK GREG SCHETINA BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK VALERIE BINGHAM BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK WHILE ROBERT POWELL IS LISTED AS HAVING COMPENSATION FROM A RELATED ORGANIZATION THE COMPENSATION IS ASSOCIATED WITH A VACATION AND HOLIDAY PAYOUT AND OTHER TERMINATION BENEFITS. THE COMPENSATION IS NOT DUE TO HOURS WORKED FOR, OR DEVOTED TO, THE RELATED ORGANIZATION.
RECONCILIATION OF NET ASSETSFORM 990, PART XI, LINE 5OTHER CHANGES IN NET ASSETS ARE ATTRIBUTABLE TO: UNREALIZED LOSSES ON INVESTMENTS ($31,464,203) UNREALIZED LOSSES ON INTEREST RATE SWAP AGREEMENT ($428,197) TOTAL ($31,892,400) UNREALIZED GAINS AND LOSSES ARE NOT RECORDED FOR TAX PURPOSES, BUT ARE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
AUDITED FINANCIAL STATEMENTSFORM 990, PART XII, LINE 2AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR THE CITY OF HOPE AND AFFILIATES. NO STAND ALONE AUDITS ARE PERFORMED OR ISSUED FOR THE BECKMAN RESEARCH INSTITUTE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS BEFORE FINALIZATION AND ISSUANCE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010953435919FUNDRAISINGCA501(c)(3)7NA
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROADDUARTECA91010951683875HOSPITALCA501(c)(3)3CITY OF HOPE
City of Hope Medical Foundation
1500 E Duarte RoadDuarteCA91010274803222HealthcareCA501(c)(3)3City of Hope

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
GENBASIX INCORPORATED
1500 EAST DUARTE ROADDUARTECA91010911949357GENOMICSDECity of HopeC CORP000.00000
Oncology Management Services Inc
1500 East Duarte Road 147DuarteCA91010330557670Sublease-Off BldgCACOH Nat Med CtrC corp000.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
CITY OF HOPE NATIONAL MEDICAL CENTER
P1828282
GENBASIX INC
0
CITY OF HOPE MEDICAL FOUNDATION
L76242
CITY OF HOPE NATIONAL MEDICAL CENTER
N10535735
CITY OF HOPE NATIONAL MEDICAL CENTER
O56448575
ONCOLOGY MANAGMENT SERVICES INC
0

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