BECKMAN RESEARCH INSTITUTE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BECKMAN RESEARCH INSTITUTE (EIN 95-3432210)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-12
- IRS object ID
- 201112289349301026
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T12:43:24-04:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953432210 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beckman Research Institute | BusinessNameLine1 |
| Business Name Line2 | of the City of Hope | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BECK | NameControl |
| Phone | 6269305445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 East Duarte Road | AddressLine1 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Friedman MD | Name |
| Title | President and CEO | Title |
| Date Signed | 2011-08-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARA ADAMS | Name |
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael A Friedman MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 371769684 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.cityofhope.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SHORTEN TIME FROM RESEARCH IDEA TO TREATMENT, QUICKLY BRING CURES TO PATIENTS WHO NEED THEM. MEDICAL & BIOMEDICAL RESEARCH & DISEASE INVESTIGATION, DNA SYNTHESIS AND CELL ANALYSIS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 872 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | -109648 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 239815381 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 231881784 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2685066 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2358833 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7637789 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18280811 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4476599 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1071572 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 239339257 | TotalRevenuePriorYear |
| Total Revenue Current Year | 253593000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 84350637 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 94729404 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1973379 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 124106639 | OtherExpensePriorYear |
| Other Expenses Current Year | 124186939 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 208457276 | TotalExpensesPriorYear |
| Total Expenses Current Year | 218916343 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 30881981 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 34676657 | RevenuesLessExpensesCY |
| Total Assets BOY | 689961304 | TotalAssetsBOY |
| Total Assets EOY | 739833649 | TotalAssetsEOY |
| Total Liabilities BOY | 100809973 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 102893337 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 589151331 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 636940312 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 192073407 | Expense |
| Revenue | 3404872 | Revenue |
| Description | Biomedical research and disease investigations, including DNA synthesis and cell analysis. See Schedule O - Exempt Purpose Achievements. | Description |
| Total Program Service Expense | 192073407 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 302 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 872 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY CONNERCITY OF HOPE | NamePerson |
| Telephone Number | 6269305445 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ben Horowitz | |||||||||
| Board Member | 3.0 | X | 0 | 121667 | 0 | ||||
| Elliott Rosman | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Ernie So | |||||||||
| Board Chair | 3.0 | X | 0 | 0 | 0 | ||||
| Gary E Freedman | |||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | ||||
| Iris Rothstein | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Jacqueline Kosecoff | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| John J Rossi | |||||||||
| Rsh.Sci/Dir.MolecMed | 60.0 | X | 326362 | 0 | 59129 | ||||
| Dennis F Rusch | |||||||||
| Chief Financial Officer | 14.0 | 0 | 473502 | 60812 | X | ||||
| Michael A Friedman MD | |||||||||
| President and CEO | 24.0 | 0 | 1087969 | 54558 | X | ||||
| Richard Jove | |||||||||
| DIRECTOR BECKMAN RESEARCH | 60.0 | 621211 | 0 | 36269 | X | ||||
| Robert Stone | |||||||||
| Chief Strategy/Admin & Sec. | 14.0 | 0 | 498702 | 49794 | X | ||||
| Virginia Opipare | |||||||||
| Chief Operating Officer | 14.0 | 0 | 712738 | 35406 | X | ||||
| Larry A Couture | |||||||||
| Senior VP | 60.0 | 347749 | 0 | 35061 | X | ||||
| Robert Powell | |||||||||
| SR. VP/RESEARCH OPS. | 60.0 | 355499 | 0 | 61687 | X | ||||
| DAVID HORNE | |||||||||
| CHAIRPERSON/PROFESSOR | 60.0 | 388547 | 0 | 59249 | X | ||||
| JOHN SHIVELY | |||||||||
| CHAIRPERSON/PROFESSOR | 60.0 | 259570 | 0 | 45552 | X | ||||
| LESLIE BERNSTEIN | |||||||||
| DEAN OF FACULTY AFFAIRS | 60.0 | 301776 | 0 | 56989 | X | ||||
| Richard Ermel | |||||||||
| Director/Professor | 60.0 | 291728 | 0 | 60477 | X | ||||
| SHIUAN CHEN | |||||||||
| DIRECTOR/PROFESSOR | 60.0 | 256250 | 0 | 61251 | X | ||||
| Theodore G Krontiris PhD | |||||||||
| FORMER OFFICER | 60.0 | 305225 | 0 | 59581 | X | ||||
| Susan E Kane | |||||||||
| FORMER KEY EMPLOYEE | 60.0 | 254610 | 0 | 51684 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3708527 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2894578 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 787499 | TotalOtherCompensation |
| Number Individuals GT100 K | 101 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Ewingcole Inc | |||||
| Federal Reserve Bldg/100 N 6th Str | PHILADELPHIA | PA | 191061590 | Architect | 1422552 |
| intellinet | |||||
| Two Concourse Pkwy Suite 100 | ATLANTA | GA | 30328 | IT Consulting | 619514 |
| Angeles Investment Advisors LLC | |||||
| 429 Santa Monica Blvd Suite 500 | SANTA MONICA | CA | 904013424 | Investment Manager | 591193 |
| PERKINS WILL INC | |||||
| PO BOX 116505 | ATLANTA | GA | 20005 | CONSTRUCTION SERVICE | 818777 |
| Peter M Mitsakos Assoc Architec | |||||
| 4223 Glencoe Avenue Suite B117 | MARINA DEL REY | CA | 90292 | ARCHITECT | 463629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Related Organizations | 172628675 | RelatedOrganizations |
| Government Grants | 53361797 | GovernmentGrants |
| All Other Contributions | 5891312 | AllOtherContributions |
| Total Contributions | 231881784 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER RESEARCH ACTIVITIES | 541900 | 1531327 | 1531327 |
| ACADEMIC STAFF REVENUE | 541900 | 827506 | 827506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2358833 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10009232 | TotalRevenueColumn |
| Exclusion | $10,009,232 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17236 | TotalRevenueColumn |
| Exclusion | $17,236 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 852290 | TotalRevenueColumn |
| Related Or Exempt Function Income | 852290 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 135181 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 135181 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135181 | TotalRevenueColumn |
| Exclusion | $135,181 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 126431027 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118176684 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8254343 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8254343 | TotalRevenueColumn |
| Exclusion | $8,254,343 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SPECIALIZED LAB REVENUE | 541380 | 156669 | 156669 | |
| UNRELATED BUSINESS INCOME | 525990 | -109648 | -109648 | |
| OTHER INCOME | 900099 | 36393 | 36393 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 687 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 84101 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 253593000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3404872 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -109648 | UnrelatedBusinessRevenue |
| Exclusion | $18,415,992 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2978246 | Total |
| Program Services | 1347383 | ProgramServices |
| Management And General | 1455127 | ManagementAndGeneral |
| Fundraising | 175736 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75314824 | Total |
| Program Services | 64086327 | ProgramServices |
| Management And General | 10445097 | ManagementAndGeneral |
| Fundraising | 783400 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4991071 | Total |
| Program Services | 4056251 | ProgramServices |
| Management And General | 886702 | ManagementAndGeneral |
| Fundraising | 48118 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6789236 | Total |
| Program Services | 4227731 | ProgramServices |
| Management And General | 2483118 | ManagementAndGeneral |
| Fundraising | 78387 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4656027 | Total |
| Program Services | 3942918 | ProgramServices |
| Management And General | 656381 | ManagementAndGeneral |
| Fundraising | 56728 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3873437 | Total |
| Program Services | 3477301 | ProgramServices |
| Management And General | 396136 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173855 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 173855 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1495316 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1495316 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12322661 | Total |
| Program Services | 10503865 | ProgramServices |
| Management And General | 1597499 | ManagementAndGeneral |
| Fundraising | 221297 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462385 | Total |
| Program Services | 7869 | ProgramServices |
| Management And General | 56263 | ManagementAndGeneral |
| Fundraising | 398253 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22896894 | Total |
| Program Services | 20166550 | ProgramServices |
| Management And General | 2699734 | ManagementAndGeneral |
| Fundraising | 30610 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628279 | Total |
| Program Services | 26020 | ProgramServices |
| Management And General | 602259 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3746112 | Total |
| Program Services | 3177440 | ProgramServices |
| Management And General | 523237 | ManagementAndGeneral |
| Fundraising | 45435 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1307280 | Total |
| Program Services | 1145100 | ProgramServices |
| Management And General | 162180 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282875 | Total |
| Program Services | 153267 | ProgramServices |
| Management And General | 129608 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2436054 | Total |
| Program Services | 2436054 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9300455 | Total |
| Program Services | 8664712 | ProgramServices |
| Management And General | 510726 | ManagementAndGeneral |
| Fundraising | 125017 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632940 | Total |
| Program Services | 589900 | ProgramServices |
| Management And General | 35445 | ManagementAndGeneral |
| Fundraising | 7595 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ROYALTY REVENUE SHARING | 62242950 | 62242950 | 0 | 0 |
| DUES AND SUBSCRIPTIONS | 1682704 | 1481836 | 200798 | 70 |
| TAXES AND LICENSES | 164760 | 63536 | 100697 | 527 |
| OTHER MISCELLANEOUS | 537982 | 276397 | 259379 | 2206 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218916343 | Total |
| Program Services | 192073407 | ProgramServices |
| Management And General | 24869557 | ManagementAndGeneral |
| Fundraising | 1973379 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123789 | BOY |
| EOY | 40216 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143113969 | BOY |
| EOY | 79764811 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2939781 | BOY |
| EOY | 3789047 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64745 | BOY |
| EOY | 55639 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684136 | BOY |
| EOY | 525294 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 865969 | BOY |
| EOY | 1296454 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157177 | BOY |
| EOY | 216557 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416289 | BOY |
| EOY | 518947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 311526510 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 90718235 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183784041 | BOY |
| EOY | 220808275 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338426893 | BOY |
| EOY | 354134902 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19014608 | BOY |
| EOY | 74873062 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369907 | BOY |
| EOY | 3810445 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689961304 | BOY |
| EOY | 739833649 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25257622 | BOY |
| EOY | 22589567 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5406533 | BOY |
| EOY | 7303550 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52880833 | BOY |
| EOY | 52289063 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8534069 | BOY |
| EOY | 8381269 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8730916 | BOY |
| EOY | 12329888 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100809973 | BOY |
| EOY | 102893337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575273909 | BOY |
| EOY | 622141429 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250519 | BOY |
| EOY | 1121980 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13626903 | BOY |
| EOY | 13676903 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589151331 | BOY |
| EOY | 636940312 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689961304 | BOY |
| EOY | 739833649 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope National Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Duarte | City |
| State | CA | State |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 543709 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 543709 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218916343 | FilingOrganizationsTotals |
| Affiliated Group Totals | 978414011 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218916343 | FilingOrganizationsTotals |
| Affiliated Group Totals | 978957720 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 261871 | CurrentYearMinus3 |
| Current Year Minus2 | 420753 | CurrentYearMinus2 |
| Current Year Minus1 | 546691 | CurrentYearMinus1 |
| Current Year | 543709 | CurrentYear |
| Total | 1773024 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ADDITIONAL DISCLOSURES | Identifier |
| Return Reference | SCHEDULE C, PART II-A, Line A | ReturnReference |
| Explanation | ALTHOUGH THIS QUESTION WAS ANSWERED "YES", BECKMAN RESEACH INSTITUTE HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 2010. BECKMAN BELONGS TO AN AFFILIATED GROUP, WHERE THE CITY OF HOPE NATIONAL 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 = $218,420,482 TOTAL EXEMPT PURPOSE EXPENDITURES = $218,420,482 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 NATIONAL 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 = $543,709 OTHER EXEMPT PURPOSE EXPENDITURES = $541,077,186 TOTAL EXEMPT PURPOSE EXPENDITURES = $541,620,895 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 | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 377557199 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 28270983 | InvestmentEarningsOrLosses |
| Other Expenditures | 413521 | OtherExpenditures |
| End Of Year Balance | 405464661 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306902876 | BeginningOfYearBalance |
| Contributions | 53162500 | Contributions |
| Investment Earnings Or Losses | 19519043 | InvestmentEarningsOrLosses |
| Other Expenditures | 2027220 | OtherExpenditures |
| End Of Year Balance | 377557199 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.96400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 826407 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8303605 | OtherCostOrOtherBasis |
| Book Value | 9130012 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 185529191 | OtherCostOrOtherBasis |
| Depreciation | 47032240 | Depreciation |
| Book Value | 138496951 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71996415 | OtherCostOrOtherBasis |
| Depreciation | 43685996 | Depreciation |
| Book Value | 28310419 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44870893 | OtherCostOrOtherBasis |
| Book Value | 44870893 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 220808275 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 74873062 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 74873062 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $2,273,663 |
| INTEREST RATE SWAP LIABILITY | $10,056,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12329888 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V | Lines 1b and 1e - "Prior year" column Included in these figures was an erroneous gross up of $9,375,000 related to our Genentech settlement in fiscal year 2009. Schedule D, Part V, Line 4 BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE HAS ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS. |
| FASB ASC 740 Disclosure | Schedule D, Part X, Line 2 | 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. Beckman Research Institute has no significant tax liability for tax benefits, interest or penalties accrued at September 30, 2010 and 2009. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| North America | 0 | 0 | Fundraising | 0 |
| Central America and the Caribbean | 0 | 0 | Investments | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS FROM OUTSIDE USA | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3 | ReturnReference |
| Explanation | CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OUTSIDE THE UNITED STATES NOR DOES IT HAVE ANY EMPLOYEES OUTSIDE THE UNITED STATES. CITY OF HOPE'S REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION CITY OF HOPE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. INVESTMENT ACTIVITIES IN BECKMAN RESEARCH INSTITUTE INCLUDES 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 15% OF BECKMAN'S OVERALL INVESTMENT PORTFOLIO AND ARE NECESSARY TO HELP MITIGATE PORTFOLIO RISK. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID HORNE | |||||||||||||
| 272145 | 0 | 0 | 0 | 116402 | 0 | 36375 | 0 | 22874 | 0 | 447796 | 0 | 0 | 0 |
| Dennis F Rusch | |||||||||||||
| 0 | 382280 | 0 | 61988 | 0 | 29234 | 0 | 35126 | 0 | 25686 | 0 | 534314 | 0 | 0 |
| John J Rossi | |||||||||||||
| 293830 | 0 | 0 | 0 | 32532 | 0 | 36375 | 0 | 22754 | 0 | 385491 | 0 | 0 | 0 |
| JOHN SHIVELY | |||||||||||||
| 248264 | 0 | 0 | 0 | 11306 | 0 | 36375 | 0 | 9177 | 0 | 305122 | 0 | 0 | 0 |
| Larry A Couture | |||||||||||||
| 266618 | 0 | 52749 | 0 | 28382 | 0 | 19978 | 0 | 15083 | 0 | 382810 | 0 | 0 | 0 |
| LESLIE BERNSTEIN | |||||||||||||
| 281002 | 0 | 0 | 0 | 20774 | 0 | 36563 | 0 | 20426 | 0 | 358765 | 0 | 0 | 0 |
| Michael A Friedman MD | |||||||||||||
| 0 | 683397 | 0 | 191866 | 0 | 212706 | 0 | 20103 | 0 | 34455 | 0 | 1142527 | 0 | 0 |
| Richard Ermel | |||||||||||||
| 281957 | 0 | 0 | 0 | 9771 | 0 | 36375 | 0 | 24102 | 0 | 352205 | 0 | 0 | 0 |
| Richard Jove | |||||||||||||
| 408505 | 0 | 69372 | 0 | 143334 | 0 | 7614 | 0 | 28655 | 0 | 657480 | 0 | 6227 | 0 |
| Robert Powell | |||||||||||||
| 282757 | 0 | 46038 | 0 | 26704 | 0 | 30416 | 0 | 31271 | 0 | 417186 | 0 | 0 | 0 |
| Robert Stone | |||||||||||||
| 0 | 380313 | 0 | 86373 | 0 | 32016 | 0 | 20103 | 0 | 29691 | 0 | 548496 | 0 | 0 |
| SHIUAN CHEN | |||||||||||||
| 232186 | 0 | 0 | 0 | 24064 | 0 | 36330 | 0 | 24921 | 0 | 317501 | 0 | 0 | 0 |
| Susan E Kane | |||||||||||||
| 225857 | 0 | 20903 | 0 | 7850 | 0 | 35186 | 0 | 16498 | 0 | 306294 | 0 | 0 | 0 |
| Theodore G Krontiris PhD | |||||||||||||
| 257319 | 0 | 31839 | 0 | 16067 | 0 | 36375 | 0 | 23206 | 0 | 364806 | 0 | 0 | 0 |
| Virginia Opipare | |||||||||||||
| 0 | 446171 | 0 | 100888 | 0 | 165679 | 0 | 7614 | 0 | 27792 | 0 | 748144 | 0 | 93145 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Questions Regarding Compensation | Schedule J, Part 1 | Richard 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. |
| PARTICIPATION IN NON-QUALIFIED SECTION 457 (F) PLAN | SCHEDULE J, PART I, LINE 4B | Beckman Research Institute has an Executive Supplemental Accumulation Plan that is a non-qualified Section 457(f) Plan. The Plan was 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)." During calendar year 2009 the following distributions were made from the 457(f) Plan to the following participants who are listed in Part VII: Larry Couture $2,239 MICHAEL FRIEDMAN, MD $20,947 Richard Jove $12,884 ROBERT STONE $4,453 Virginia Opipare $41,777 These distributions have been included in taxable income on schedule J. |
| NON-FIXED COMPENSATION PAYMENTS | SCHEDULE J, PART I, LINE 7 | BECKMAN 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 HOROWITZ | Form 990, Part VII, Section A | MR. BEN HOROWITZ IS A NON-VOTING, HONORARY MEMBER OF THE CITY OF HOPE BOARD OF DIRECTORS. HE IS ALSO A BOARD MEMBER OF THE CITY OF HOPE NATIONAL MEDICAL CENTER AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. 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 $121,667 IN CALENDAR YEAR 2009 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 CITY OF HOPE NATIONAL MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. |
| JOHN J. ROSSI | SCHEDULE J, Part II | JOHN J. ROSSI IS A MEMBER OF THE BOARD OF DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. ADDITIONALLY, HE IS EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 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 BIOLOGICAL SCIENCES. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Enterprise Development Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 352273601 | IssuerEIN |
| Date Issued | 2007-07-12 | DateIssued |
| Issue Price | 50000000 | IssuePrice |
| Description Of Purpose | BLD IMMUNOTHERAPEUTICS & TUMOR CTR | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 52520258 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 215460 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 52304798 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| RICHARD JOVE | ||||||
| MORTGAGE SUBSIDY | X | $500,000 | 237294 | false | true | true |
| DAVID HORNE | ||||||
| MORTGAGE SUBSIDY | X | $540,000 | 288000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 525294 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Hua Yu | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of Key Employee | Relationship |
| Amount Of Transaction | 205571 | AmountOfTransaction |
| Description Of Transaction | Employee compensation | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III LINE 1 | CITY OF HOPE [collectively referring to City of Hope, City of Hope National Medical Center, Beckman Research Institute of the City of Hope, and City of Hope 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. |
| Exempt Purpose Achievements | Form 990, Part III, Line 4a | SINCE ITS FOUNDING IN 1913, CITY OF HOPE, AND ITS TWO SUBSIDIARIES - CITY OF HOPE NATIONAL MEDICAL CENTER AND BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE ("Beckman" or "Beckman Research Institute") - HAVE DEVELOPED INTO AN INTERNATIONALLY RECOGNIZED CENTER WHOSE RESEARCH AND TREATMENT ACHIEVEMENTS ADVANCE CARE THROUGHOUT THE NATION. CITY OF HOPE 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. BECKMAN RESEARCH INSTITUTE of the City of Hope 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 Beckman Research Institute, INCLUDING SYNTHETIC HUMAN INSULIN (HUMULIN) FOR DIABETES, THE WIDELY USED CANCER DRUGS HERCEPTIN, RITUXAN AND AVASTIN, AND HUMIRA FOR ARTHRITIS. 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 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 Beckman Research Institute of City of Hope TO TEST THE USE OF SHORT-INTERFERING RNA TO BLOCK VIRUS GROWTH IN HIV-POSITIVE PATIENTS. A DEPARTMENT OF BECKMAN RESEARCH INSITUTE 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. |
| Audited Financial Statements | FORM 990, PART IV, Line 12 AND PART XI, Line 2 | AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR THE PARENT CORPORATION - CITY OF HOPE, WHICH INCLUDES CITY OF HOPE, Genbasix, Inc., CITY OF HOPE NATIONAL MEDICAL CENTER, Oncology Management Services, Inc., AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. NO STAND ALONE AUDITS ARE PERFORMED OR ISSUED FOR BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS BEFORE FINALIZATION AND ISSUANCE. |
| Schools Questionnaire | FORM 990 PART IV QUESTION 13 AND SCHEDULE E | The organization is engaged in the continuous active conduct of medical and scientific research. The Beckman Research Institute operates a Graduate School, as such, Beckman 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. 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 Management | FORM 990, PART VI, SECTION A | Line 6 CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. Form 990, Part VI, Line 7A THE SOLE CORPORATE MEMBER, CITY OF HOPE, ELECTS DIRECTORS TO THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE BOARD. 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 of the City of Hope (Beckman), including: borrow money in the name of Beckman or utilize property owned by Beckman as security for such loans; assign, transfer, pledge, compromise or release any of the claims or debts to Beckman except on payment in full, or arbitrate or consent to the arbitration of any dispute or controversy of Beckman; 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 Beckman; 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 or enter into any contract or incur any liabilities on behalf of Beckman 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 Beckman; 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. |
| Policies | FORM 990, PART VI, SECTION B | Line 11 and 11A A copy of the Form 990 is reviewed by the audit committee of the Board of Directors of City of Hope, which assists the Board in fulfilling its responsibilities regarding the financial, accounting, and corporate compliance matters of the Beckman Research Institute of the City of Hope. The parent's audit committee also serves as the audit committee of Beckman Research Institute. Additionally, the preparation of the Form 990 is done internally and is reviewed thoroughly with internal leadership, external participants, including Ernst & Young, retained tax counsel and other tax preparers. Prior to filing the Beckman Research Institute of the City of Hope (95-3432210) Form 990 is made available to voting members of the City of Hope Board for review electronically on-line through City of Hope's intranet web portal. City of Hope is the sole corporate member of Beckman Research Institute of City of Hope. Additionally certain members of the City of Hope Board of Directors also serve as Board Members of City of Hope National Medical Center or Beckman Research Institute of the City of Hope. Form 990, Part VI, Line 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD 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 REVIEWS OF SUCH DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR BOARD OF DIRECTORS OR THE RESEARCH CONFLICT OF INTEREST 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 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 ORGANIZATION DEVELOPMENT COMMITTEE OF THE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. 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, 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 Committee engages outside consultants and other professionals to assist it in setting compensation programs at City of Hope and its related organizations. The executive compensation philosophy of City of Hope, City of Hope National Medical Center and the Beckman Research Institute of the City of Hope (referred collectively in this note as "City of Hope") is designed to assist City of Hope in attracting and retaining the caliber of executives required to enable City of Hope to achieve 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, 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 of the City of Hope 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 SEPTEMBER 24, 2010. The compensation programs and ranges for all Officers and Key Employees listed on Form 990, Part VII, Section A are reviewed by this Committee. |
| Disclosures | FORM 990, PART VI, SECTION C, Line 19 | Beckman Research Institute's governing documents are not required to be made available to the public, however the organization's articles of incorporation are available from the Secretary of State, its 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 Worked | Form 990, Part VII, Column (B) | Full time exempt employees generally work in excess of 40 hours per week which has been reflected in the compensation schedules by the estimates of 60 hours per week. The members of the Board of Directors are not compensated for serving on the Board of Directors. 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 3 regularly scheduled meetings in Fiscal Year 2010. The Committees had varying numbers of meetings in Fiscal Year 2010. Michael A. Friedman and Theodore Krontiris, were non-voting ex-officio members of the Board of Directors due to their positions with City of Hope. These individuals may be contacted at 1500 E. Duarte Road, Duarte, CA 91010. THE FOLLOWING INDIVIDUALS HAVE SPLIT THEIR TIME BETWEEN ENTITIES AS INDICATED: MICHAEL A. FRIEDMAN BECKMAN RESEARCH INSTITUTE 24 HOURS PER WEEK CITY OF HOPE 15 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 21 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 43 HOURS PER WEEK ROBERT STONE BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 43 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 43 HOURS PER WEEK |
| Bond Counsel Engagement | Schedule K, Part III, line 3c | The organization has inside counsel experienced with business use restrictions to review management or service contracts or research agreements relating to financed property. |
| Loans to/from interested persons | SCHEDULE L, PART II | RICHARD JOVE, PhD WAS NAMED THE DIRECTOR OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE DURING FISCAL YEAR 2008. PRIOR TO THAT HE WAS RECRUITED AS A PROFESSOR IN BECKMAN RESEARCH INSTITUTE. AS PART OF THE RECRUITMENT, BECKMAN 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 IN 2010, 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 OF THE CITY OF HOPE. DR. HORNE CONTINUED TO MAKE INTEREST PAYMENTS ON THIS LOAN IN 2010, WHILE THE PRINICPAL 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 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 CITY OF HOPE NATIONAL 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 IN 2010. THE INTEREST ONLY LOAN IN THE PRINCIPAL AMOUNT OF $100,000, WAS ISSUED AND IS CARRIED ON THE CITY OF HOPE NATIONAL MEDICAL CENTER'S BOOKS (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 CONTINUED TO BE EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE DURING FISCAL YEAR 2010. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE | |||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953435919 | FUNDRAISING | CA | 501(c)(3) | 7 | NA |
| CITY OF HOPE NATIONAL MEDICAL CENTER | |||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(c)(3) | 3 | CITY OF HOPE |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENBASIX INCORPORATED | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911949357 | EIN |
| Primary Activity | GENOMICS | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 0.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| City of Hope National Medical Center | |
| o | 41022000 |
| Genbasix Inc | |
| 0 | |