BECKMAN RESEARCH INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BECKMAN RESEARCH INSTITUTE (EIN 95-3432210)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-13
IRS object ID
202622259349301227
Schema version
2024v5.1
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)
Return2026-08-13T08:13:56+00:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953432210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBECKBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYVETTE TREMONTIPersonNm
Person TitleTREASURER & CFOPersonTitleTxt
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARA ADAMSPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
Preparation2026-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT W STONEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,280,294,382GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCITYOFHOPE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO DISCOVER AND TRANSLATE INNOVATIVE LABORATORY FINDINGS INTO NEW CLINICAL TREATMENTS BY USING PRACTICAL APPLICATIONS OF CHEMISTRY, PHYSICS AND BIOLOGY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee1378TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$3,628,002TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,933,954NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$165,812,985PYContributionsGrantsAmt
CY Contributions Grants$185,551,567CYContributionsGrantsAmt
PY Program Service Revenue$19,939,417PYProgramServiceRevenueAmt
CY Program Service Revenue$9,102,724CYProgramServiceRevenueAmt
PY Investment Income$83,859,993PYInvestmentIncomeAmt
CY Investment Income$114,943,106CYInvestmentIncomeAmt
PY Other Revenue$15,702,922PYOtherRevenueAmt
CY Other Revenue$22,934,655CYOtherRevenueAmt
PY Total Revenue$285,315,317PYTotalRevenueAmt
CY Total Revenue$332,532,052CYTotalRevenueAmt
PY Grants And Similar Paid$1,633,728PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$215,680,736PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$225,608,555CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$136,074CYTotalFundraisingExpenseAmt
PY Other Expenses$165,138,092PYOtherExpensesAmt
CY Other Expenses$159,538,176CYOtherExpensesAmt
PY Total Expenses$382,452,556PYTotalExpensesAmt
CY Total Expenses$385,146,731CYTotalExpensesAmt
PY Revenues Less Expenses-$97,137,239PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$52,614,679CYRevenuesLessExpensesAmt
Total Assets BOY$2,184,814,083TotalAssetsBOYAmt
Total Assets EOY$2,280,669,212TotalAssetsEOYAmt
Total Liabilities BOY$984,918,509TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,067,230,062TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,199,895,574NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,213,439,150NetAssetsOrFundBalancesEOYAmt
MissionTHE SPECIFIC AND PRIMARY PURPOSE OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) IS TO DIRECTLY ENGAGE IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$318,236,055ExpenseAmt
Grant$0GrantAmt
Revenue$9,102,724RevenueAmt
DescBIOMEDICAL RESEARCH AND DISEASE INVESTIGATIONS, INCLUDING DNA SYNTHESIS AND CELL ANALYSIS. BECKMAN RESEARCH INSTITUTE HAS PIONEERED SCIENTIFIC BREAKTHROUGHS RESULTING IN TREATMENTS THAT HAVE IMPROVED THE LIVES OF PATIENTS WORLDWIDE. NUMEROUS LIFE-SAVING DRUGS USE PATENTED TECHNOLOGY DEVELOPED AT BECKMAN RESEARCH INSTITUTE. THESE DRUGS INCLUDE SYNTHETIC HUMAN INSULIN (HUMULIN) FOR DIABETES, THE WIDELY USED CANCER DRUGS HERCEPTIN, RITUXAN AND AVASTIN, AND HUMIRA FOR ARTHRITIS. RESEARCHERS AT BECKMAN RESEARCH INSTITUTE UNDERTAKE FUNDAMENTAL INVESTIGATIONS IN DIABETES PROGRESSION AND TREATMENT, IMMUNOLOGY AND IMAGING, INTERFERING RNAS AND HIV TREATMENT, TOTAL SYNTHESIS OF COMPLEX AND THERAPEUTIC NATURAL PRODUCTS, MECHANISMS OF DRUG ACTION, NEUROGENESIS, STEM CELL THERAPY, DNA REPAIR AND RADIATION, AND THE IMMUNOBIOLOGY OF VIRAL INFECTION. THEY HAVE ACHIEVED MAJOR ADVANCES IN RECOMBINANT DNA TECHNOLOGY, MONOCLONAL ANTIBODIES, GENE THERAPY, EPIGENETICS, SI-RNA TECHNOLOGY AND CANCER IMMUNOTHERAPEUTICS. A DEPARTMENT IN 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. ANOTHER MAJOR EMPHASIS FOR THE BECKMAN RESEARCH INSTITUTE SCIENTISTS IS PERSONALIZED RESEARCH AND MEDICINE -- ANALYZING A PATIENT'S UNIQUE GENETIC PROFILE TO DEVELOP TAILORED THERAPIES FOR 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 FOR MEDICAL AND SCIENTIFIC 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 DOCTORATE OF PHILOSOPHY IN BIOLOGICAL SCIENCES, ARE EQUIPPED TO ADDRESS FUNDAMENTAL QUESTIONS IN LIFE SCIENCES AND BIOMEDICINE FOR CAREERS IN ACADEMIA, INDUSTRY AND GOVERNMENT.Desc
Total Program Service Expenses$318,236,055TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document424IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1378EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YVETTE TREMONTIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
STEVEN B FINK
DIRECTOR & CHAIR OF THE BOARD2.012.0Yes (X)Yes (X)$0$0$0
CHARLOTTE HUBBERT PHD
DIRECTOR2.02.0Yes (X)$0$0$0
DEBBIE C THURMOND
DIRECTOR/PROFESSOR60.00Yes (X)$435,629$0$26,867
EMMET STEPHENSON
DIRECTOR2.00Yes (X)$0$0$0
JULIAN HUSBANDS MD
DIRECTOR2.00Yes (X)$0$0$0
MINA NAZEMI PACHECO
DIRECTOR2.00Yes (X)$0$0$0
NORMAN PAYSON MD
DIRECTOR2.00Yes (X)$0$0$0
SARO ARMENIAN DO MPH
DIRECTOR/PROFESSOR2.00Yes (X)$0$0$0
SELWYN ISAKOW
DIRECTOR2.010.0Yes (X)$0$0$0
STEPHANIE OKEY
DIRECTOR2.04.0Yes (X)$0$0$0
TERENCE WILLIAMS MD
DIRECTOR2.00Yes (X)$0$0$0
TODD M BINDER
DIRECTOR2.00Yes (X)$0$0$0
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL10.050.0Yes (X)$223,583$1,131,468$250,963
DONALD J MATTHEWSON
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY12.048.0Yes (X)$123,785$495,140$40,195
JO ANN ESCASA-HAIGH
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER12.048.0Yes (X)$398,030$1,592,119$257,551
ROBERT W STONE
PRESIDENT & CEO4.056.0Yes (X)$407,739$5,677,911$1,030,210
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER10.050.0Yes (X)$142,584$721,560$88,040
ASHLEY BAKER LEE
SVP, RESEARCH OPERATIONS48.012.0$905,243$226,311$98,418Yes (X)
DAVID A HORNE
VICE PRVST & DEPTY DIR BRI & DN FAC AFF60.00$957,248$0$81,836Yes (X)
DAVID CRAIG
DEP DIR, INTEGR TRANSLTNL SCI48.012.0$387,829$96,957$28,443Yes (X)
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC12.048.0$386,638$1,546,554$295,329Yes (X)
JOHN D CARPTEN
CHF SCI OFF, BRI DIR, CANC CTR DIR33.027.0$733,649$600,258$229,975Yes (X)
MARCELLUS R VAN DEN BRINK MD PHD
COHNMC PRESIDENT & CHF PHYS EXEC6.054.0$220,003$1,980,029$369,982Yes (X)
SIMON NAZARIAN
CHIEF DIGITAL OFFICER12.048.0$179,376$717,504$38,928Yes (X)
STEVEN TERRY ROSEN MD
EVP,DIR EMERITUS COMP CANC CTR & BRI54.06.0$1,545,189$171,688$231,009Yes (X)
EDWARD S KIM
DIRECTOR, SYSTEM CLIN TRIALS15.047.0$406,215$1,218,644$111,694Yes (X)
HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY11.049.0$405,752$1,799,423$291,670Yes (X)
JIANJUN CHEN
CHAIRPERSON/PROFESSOR60.00$1,373,134$0$20,621Yes (X)
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR3.057.0$89,502$1,700,537$227,089Yes (X)
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER2.058.0$45,571$1,335,377$240,476Yes (X)
JENNIFER PARKHURST
FORMER OFFICER0.00.0$242,399$969,596$38,026Yes (X)
MARK HULSE
FORMER CHIEF DIGITAL OFFICER0.00.0$59,542$238,166$15,439Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,668,640TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$22,219,242TotReportableCompRltdOrgAmt
Total Other Compensation$4,012,761TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K319IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH STREET STE 600PHOENIXAZ85004LABORATORY SERVICES$4,392,922
MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC
2049 CENTURY PARK EAST STE 300LOS ANGELESCA90067LEGAL SERVICES$2,542,254
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVEBOSTONMA02215LABORATORY SERVICES$1,898,820
JAEB CENTER FOR HEALTH RESEARCH
15310 AMBERLY DR 350TAMPAFL33647CLINICAL TRIAL SERVICES$1,561,360
JACKSON LABORATORY
3610 CENTRAL AVERIVERSIDECA92506LABORATORY SERVICES$1,550,451
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K102CntrctRcvdGreaterThan100KCnt
Related Organizations$56,126,623RelatedOrganizationsAmt
Government Grants$121,923,743GovernmentGrantsAmt
All Other Contributions$7,501,201AllOtherContributionsAmt
Total Contributions$185,551,567TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH ACTIVITIES541700$8,640,796$8,640,796
SPECIALIZED LAB REVENUE541380$104,078$104,078
GRADUATE EDUCATION PROGRAM611310$259,479$259,479
RENTAL INCOME - GRADUATE EDUCATION721310$46,371$46,371
OTHER EXEMPT FUNCTION REVENUE900099$52,000$52,000

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$9,102,724TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,193,066TotalRevenueColumnAmt
Exclusion$22,193,066ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,306,653TotalRevenueColumnAmt
Exclusion$19,306,653ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,040,512,370SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$947,762,330SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$92,750,040SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,750,040TotalRevenueColumnAmt
Exclusion$92,750,040ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINVESTMENT INCOME - SCHEDULES K-1Desc
Business901101BusinessCd
Total Revenue Column$3,628,002TotalRevenueColumnAmt
Unrelated Business Revenue$3,628,002UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,628,002OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$332,532,052TotalRevenueColumnAmt
Related Or Exempt Func Income$9,102,724RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,628,002UnrelatedBusinessRevenueAmt
Exclusion$134,249,759ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,988,659TotalAmt
Program Services$6,821,351ProgramServicesAmt
Management And General$1,162,873ManagementAndGeneralAmt
Fundraising$4,435FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$173,267,930TotalAmt
Program Services$147,949,906ProgramServicesAmt
Management And General$25,221,835ManagementAndGeneralAmt
Fundraising$96,189FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,221,555TotalAmt
Program Services$10,435,733ProgramServicesAmt
Management And General$1,779,037ManagementAndGeneralAmt
Fundraising$6,785FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,905,796TotalAmt
Program Services$17,851,027ProgramServicesAmt
Management And General$3,043,163ManagementAndGeneralAmt
Fundraising$11,606FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,224,615TotalAmt
Program Services$9,584,467ProgramServicesAmt
Management And General$1,633,917ManagementAndGeneralAmt
Fundraising$6,231FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,754,176TotalAmt
Management And General$2,754,176ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$167,550TotalAmt
Management And General$167,550ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,866,204TotalAmt
Program Services$1,342,302ProgramServicesAmt
Management And General$523,789ManagementAndGeneralAmt
Fundraising$113FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,474,426TotalAmt
Program Services$24,228,248ProgramServicesAmt
Management And General$6,244,132ManagementAndGeneralAmt
Fundraising$2,046FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$501,515TotalAmt
Program Services$365,724ProgramServicesAmt
Management And General$135,760ManagementAndGeneralAmt
Fundraising$31FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,268,412TotalAmt
Program Services$4,530,272ProgramServicesAmt
Management And General$737,947ManagementAndGeneralAmt
Fundraising$193FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,698,820TotalAmt
Program Services$7,701,931ProgramServicesAmt
Management And General$2,996,242ManagementAndGeneralAmt
Fundraising$647FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$6,371,195TotalAmt
Program Services$4,705,771ProgramServicesAmt
Management And General$1,665,014ManagementAndGeneralAmt
Fundraising$410FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,717,821TotalAmt
Program Services$10,131,995ProgramServicesAmt
Management And General$3,584,943ManagementAndGeneralAmt
Fundraising$883FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,010,582TotalAmt
Program Services$1,484,839ProgramServicesAmt
Management And General$525,614ManagementAndGeneralAmt
Fundraising$129FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$608,712TotalAmt
Program Services$450,772ProgramServicesAmt
Management And General$157,901ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,170,367TotalAmt
Program Services$2,905,064ProgramServicesAmt
Management And General$265,303ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,028,102TotalAmt
Program Services$19,310,906ProgramServicesAmt
Management And General$6,712,839ManagementAndGeneralAmt
Fundraising$4,357FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$505,076TotalAmt
Program Services$373,049ProgramServicesAmt
Management And General$131,994ManagementAndGeneralAmt
Fundraising$33FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LAB/MEDICAL SUPPLIES & EQUIPMENT$34,510,363$32,600,452$1,909,301$610
REPAIRS & MAINTENANCE$6,679,035$4,957,922$1,720,688$425
TAXES, LICENSES, AND BUSINESS FEES$1,483,197$1,095,490$387,611$96
GRANTS BAD DEBT EXPENSES$646,439$477,460$168,937$42

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,076,184TotalAmt
Program Services$8,931,374ProgramServicesAmt
Management And General$3,144,036ManagementAndGeneralAmt
Fundraising$774FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$385,146,731TotalAmt
Program Services$318,236,055ProgramServicesAmt
Management And General$66,774,602ManagementAndGeneralAmt
Fundraising$136,074FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$143,672,022BOYAmt
EOY$22,224,471EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$86,148,844BOYAmt
EOY$116,317,351EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,548,450BOYAmt
EOY$29,095,617EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,599,072BOYAmt
EOY$7,391,114EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,811,873BOYAmt
EOY$5,093,547EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$529,677BOYAmt
EOY$240,847EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$610,846,202LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$356,426,348LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$272,088,311BOYAmt
EOY$254,419,854EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$384,275,005BOYAmt
EOY$393,511,287EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,151,690,625BOYAmt
EOY$1,197,957,980EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$103,450,204BOYAmt
EOY$254,417,144EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,184,814,083BOYAmt
EOY$2,280,669,212EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,542,459BOYAmt
EOY$39,193,388EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$26,410,374BOYAmt
EOY$29,285,472EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$48,761,766BOYAmt
EOY$34,181,341EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$50,000,000BOYAmt
EOY$50,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$816,203,910BOYAmt
EOY$914,569,861EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$984,918,509BOYAmt
EOY$1,067,230,062EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,163,610,948BOYAmt
EOY$1,172,876,095EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,284,626BOYAmt
EOY$40,563,055EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,199,895,574BOYAmt
EOY$1,213,439,150EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,184,814,083BOYAmt
EOY$2,280,669,212EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$52,614,679ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$66,158,255NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE NATIONAL MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,242,589,662BeginningYearBalanceAmt
Contributions$40,000ContributionsAmt
Investment Earnings Or Losses$146,904,778InvestmentEarningsOrLossesAmt
Other Expenditures$388,755OtherExpendituresAmt
End Year Balance$1,389,145,685EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,040,912,364BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$201,999,914InvestmentEarningsOrLossesAmt
Other Expenditures$352,616OtherExpendituresAmt
End Year Balance$1,242,589,662EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$917,150,650BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$124,449,218InvestmentEarningsOrLossesAmt
Other Expenditures$717,504OtherExpendituresAmt
End Year Balance$1,040,912,364EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,038,955,239BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses-$121,654,359InvestmentEarningsOrLossesAmt
Other Expenditures$180,230OtherExpendituresAmt
End Year Balance$917,150,650EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$813,478,586BeginningYearBalanceAmt
Contributions$223,936ContributionsAmt
Investment Earnings Or Losses$225,523,936InvestmentEarningsOrLossesAmt
Other Expenditures$271,219OtherExpendituresAmt
End Year Balance$1,038,955,239EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.9708BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0262PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.003TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,994,369OtherCostOrOtherBasisAmt
Book Value$13,994,369BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$377,243,155OtherCostOrOtherBasisAmt
Depreciation$192,457,393DepreciationAmt
Book Value$184,785,762BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,239OtherCostOrOtherBasisAmt
Depreciation$51,239DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$216,236,694OtherCostOrOtherBasisAmt
Depreciation$163,917,716DepreciationAmt
Book Value$52,318,978BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,320,745OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$3,320,745BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$254,419,854TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$906,329BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CLOSELY-HELD EQUITY INTERESTS
FINANCIAL DERIVATIVES$906,329F
ALTERNATIVE INVESTMENTS$1,196,439,293F
EQUITY INTERESTS$612,358F
FieldValueIRS element (for citing)
Total Book Value Securities$1,197,957,980TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$202,335,354
RIGHT-OF-USE OPERATING LEASE ASSETS$51,596,658
RIGHT-OF-USE FINANCE LEASE ASSETS$45,787
WORKERS COMP. RECEIVABLE$436,871
OTHER ASSETS$2,474
FieldValueIRS element (for citing)
Total Book Value Other Assets$254,417,144TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
FEDERAL INCOME TAXES
DUE TO AFFILIATES$860,749,630
RIGHT-OF-USE OPERATING LEASE LIABILITY$51,605,229
SELF-INSURANCE LIABILITIES$2,105,162
BOND ISSUANCE PREMIUM$109,840
FieldValueIRS element (for citing)
Total Liability$914,569,861TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDSBECKMAN RESEARCH INSTITUTE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT ENDOWMENT FUNDS WHICH ARE AVAILABLE TO FUND FUTURE RESEARCH PROGRAMS, CAPITAL EXPENDITURES AND OTHER EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS.
SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTETHE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2025 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON GLOBAL PANCREATIC CANCER RESEARCH INSTITUTE, LLC; COH PROPERTY HOLDINGS OC, LLC; COH PROPERTY MANAGEMENT OC, LLC; AND COH HOLDCO INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. 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 CONSOLIDATED FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AS OF SEPTEMBER 30, 2025 OR 2024.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$176,201,611
MIDDLE EAST AND NORTH AFRICA02CONFERENCE TRAVEL$8,922ATTENDING RESEARCH SYMPOSIUMS
EAST ASIA AND THE PACIFIC011CONFERENCE TRAVEL$90,668ATTENDING RESEARCH SYMPOSIUMS
EUROPE (INCLUDING ICELAND AND GREENLAND)047CONFERENCE TRAVEL$212,268ATTENDING RESEARCH SYMPOSIUMS
NORTH AMERICA (CANADA & MEXICO ONLY)00INVESTMENTS$28,800,074
NORTH AMERICA (CANADA & MEXICO ONLY)016CONFERENCE TRAVEL$34,198ATTENDING RESEARCH SYMPOSIUMS
SUB-SAHARAN AFRICA02CONFERENCE TRAVEL$7,355ATTENDING RESEARCH SYMPOSIUMS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees78SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee78TotalEmployeeCnt
Subtotal Spent$205,355,096SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$205,355,096TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTSCENTRAL AMERICA AND THE CARIBBEAN-ACCRUAL; EAST ASIA AND THE PACIFIC-ACCRUAL; EUROPE (INCLUDING ICELAND AND GREENLAND)-ACCRUAL; MIDDLE EAST AND NORTH AFRICA-ACCRUAL; NORTH AMERICA (CANADA & MEXICO ONLY)-ACCRUAL; SUB-SAHARAN AFRICA-ACCRUAL
SCHEDULE F, PART V PART I, LINE 3(E) - ACTIVITIES IN REGION(S)INVESTMENT ACTIVITIES OF BECKMAN RESEARCH INSTITUTE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN ISLAND EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 12.01% OF BECKMAN RESEARCH INSTITUTE'S OVERALL INVESTMENT PORTFOLIO. BECKMAN RESEARCH INSTITUTE'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. BECKMAN RESEARCH INSTITUTE'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. BECKMAN RESEARCH INSTITUTE ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE MEDICAL CENTER'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. BECKMAN RESEARCH INSTITUTE MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. FURTHERMORE, ITS REPUTATION AS A WORLD CLASS RESEARCH FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, BECKMAN RESEARCH INSTITUTE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DEBBIE C THURMOND
DIRECTOR/PROFESSOR$421,625$0$11,628$0$2,376$0$0$0$26,867$0$462,496$0$0$0
MARK HULSE
FORMER CHIEF DIGITAL OFFICER$33,299$133,193$15,000$60,000$11,243$44,973$2,012$8,048$1,076$4,303$62,630$250,517$24,005$96,019
JENNIFER PARKHURST
FORMER OFFICER$44,218$176,871$30,000$120,000$168,181$672,725$3,228$12,912$4,377$17,509$250,004$1,000,017$15,526$62,103
JO ANN ESCASA-HAIGH
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER$235,344$941,376$159,226$636,903$3,460$13,840$46,552$186,207$4,958$19,834$449,540$1,798,160$0$0
DONALD J MATTHEWSON
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY$93,398$373,592$24,060$96,240$6,327$25,308$5,121$20,484$2,918$11,672$131,824$527,296$0$0
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL$120,036$607,460$96,139$486,520$7,408$37,488$35,664$180,480$5,745$29,074$264,992$1,341,022$21,652$109,572
ROBERT W STONE
PRESIDENT & CEO$145,402$2,024,773$248,748$3,463,902$13,589$189,236$67,360$938,015$1,664$23,171$476,763$6,639,097$48,308$672,707
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER$81,948$414,700$59,166$299,418$1,470$7,442$11,449$57,937$3,078$15,576$157,111$795,073$0$0
ASHLEY BAKER LEE
SVP, RESEARCH OPERATIONS$447,907$111,977$269,928$67,482$187,408$46,852$64,509$16,127$14,226$3,556$983,978$245,994$41,429$10,357
JOHN D CARPTEN
CHF SCI OFF, BRI DIR, CANC CTR DIR$474,097$387,897$254,018$207,833$5,534$4,528$111,391$91,138$15,095$12,351$860,135$703,747$0$0
DAVID CRAIG
DEP DIR, INTEGR TRANSLTNL SCI$387,397$96,849$0$0$432$108$3,333$833$19,422$4,855$410,584$102,645$0$0
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC$206,881$827,526$163,120$652,480$16,637$66,548$50,425$201,699$8,641$34,564$445,704$1,782,817$42,284$169,136
DAVID A HORNE
VICE PRVST & DEPTY DIR BRI & DN FAC AFF$614,793$0$276,687$0$65,768$0$71,483$0$10,353$0$1,039,084$0$42,754$0
SIMON NAZARIAN
CHIEF DIGITAL OFFICER$58,834$235,338$120,000$480,000$542$2,166$6,458$25,834$1,327$5,309$187,161$748,647$0$0
STEVEN TERRY ROSEN MD
EVP,DIR EMERITUS COMP CANC CTR & BRI$873,408$97,045$583,557$64,840$88,224$9,803$198,982$22,109$8,926$992$1,753,097$194,789$187,537$20,837
MARCELLUS R VAN DEN BRINK MD PHD
COHNMC PRESIDENT & CHF PHYS EXEC$149,861$1,348,753$64,094$576,846$6,048$54,430$34,687$312,183$2,311$20,801$257,001$2,313,013$0$0
HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY$206,643$916,423$179,181$794,626$19,928$88,374$49,105$217,771$4,562$20,232$459,419$2,037,426$43,153$191,374
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER$25,161$737,308$18,701$547,998$1,709$50,071$6,642$194,627$1,294$37,913$53,507$1,567,917$5,057$148,178
JIANJUN CHEN
CHAIRPERSON/PROFESSOR$523,129$0$828,902$0$21,103$0$0$0$20,621$0$1,393,755$0$0$0
EDWARD S KIM
DIRECTOR, SYSTEM CLIN TRIALS$274,904$824,713$110,028$330,083$21,283$63,848$18,574$55,723$9,349$28,048$434,138$1,302,415$13,282$39,847
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR$50,200$953,797$39,033$741,627$269$5,113$9,503$180,565$1,851$35,170$100,856$1,916,272$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVELBECKMAN RESEARCH INSTITUTE PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANCITY OF HOPE HAS A NON QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). PRIOR TO VESTING, THE ANNUAL CONTRIBUTION AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTSBECKMAN RESEARCH INSTITUTE'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. 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. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2024 WAS PAID IN CALENDAR YEAR 2024 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, BECKMAN RESEARCH INSTITUTE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 10) RAN FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 11 RUNS FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30, 2025). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 10 LTI INCENTIVES (OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024) IN DECEMBER 2024. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).
SCHEDULE J, PART II EMPLOYEES SERVING AS MEMBERS OF THE BOARD OF DIRECTORSDEBBIE THURMOND, PH.D., IS MEMBER OF BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS IN ADDITION TO BEING AN EMPLOYEE OF BECKMAN RESEARCH INSTITUTE. DR. THURMOND IS THE DIRECTOR OF THE ARTHUR RIGGS DIABETES & METABOLISM RESEARCH INSTITUTE AND A RENOWNED RESEARCH SCIENTIST, PROFESSOR AND THE FOUNDING CHAIR OF THE DEPARTMENT OF MOLECULAR AND CELLULAR ENDOCRINOLOGY. NO INDIVIDUALS WERE COMPENSATED FOR THEIR SERVICES AS MEMBERS OF BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS. COMPENSATION EARNED BY INDIVIDUALS EMPLOYED BY BECKMAN RESEARCH INSTITUTE IS REPORTED ON FORM 990, PART VII, SECTION A AND SUBSEQUENTLY ON SCHEDULE J, PART II.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
A52164382813033LN372012-11-14$57,928,340REFUNDING ISSUE/CAPITAL PROJECTSfalsefalsefalse
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
B5216438280000000002017-02-10$32,680,000REFUNDING ISSUEfalsefalsefalse
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
C52164382813032U4N52025-06-12$25,676,212REFUNDING ISSUEfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$53,131,789$0$57,928,742$0$0$0$534,551$0$0$9,853,233$47,540,958$02014Yes (true)falseYes (true)Yes (true)
B$0$0$32,680,000$0$0$0$180,000$0$0$0$32,500,000$02017Yes (true)falseYes (true)Yes (true)
C$0$0$25,676,212$0$0$0$169,202$0$0$0$25,507,010$02025Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00420.00.0042falsefalse0falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00630.00.0063falsefalse0falseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00450.00.0045falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
UNION BNKWELLS FARGO
AfalsefalsefalseYes (true)Yes (true)Yes (true)30.0falsefalsefalse0falsefalseYes (true)
UNION BNKWELLS FARGO
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)25.8falsefalsefalse0falsefalseYes (true)
(no name)
CfalseYes (true)falsefalseYes (true)false0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (E) LINE AAN ELECTION WAS MADE UNDER 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING THE MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERIES 1999A AND THE OTHER WAS FOR REFUNDING (1) THE MEDICAL CENTER'S PROJECT SERIES 2006A, B, C ISSUES AND (2) THE BECKMAN RESEARCH INSTITUTE'S 2007 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY ISSUE. THIS SECOND FORM 8038 REPORTED AN ISSUE PRICE OF $198,734,018. FOR PURPOSES OF SCHEDULE K REPORTING, BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $57,928,340. MEDICAL CENTER IS REPORTING AN ISSUE PRICE OF $140,805,678. THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF $57,928,340 AND THE TOTAL PROCEEDS OF THE ISSUE OF $57,928,742 IS DUE TO INVESTMENT INCOME.
SCHEDULE K, PART I, COLUMN (F) LINE ATHE 2012 ISSUE REFUNDED BECKMAN RESEARCH INSTITUTE'S TAX EXEMPT PRIVATE PLACEMENT ISSUED ON JULY 12, 2007 THROUGH CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY.
SCHEDULE K, PART I, COLUMN (E) LINE BTHE FEBRUARY 10, 2017 ISSUE WAS ORIGINALLY REPORTED ON A SINGLE FORM 8038 WITH AN ISSUE PRICE OF $65,360,000. FOR PURPOSES OF THE SCHEDULE K REPORTING, BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $32,680,000. MEDICAL CENTER IS REPORTING THE REMAINDER ON ITS FORM 990 SCHEDULE K.
SCHEDULE K, PART I, COLUMN (F) LINE BTHE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH THE ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012.
SCHEDULE K, PART IV COLUMN (A)ON SEPTEMBER 3, 2015, THE REBATE COMPUTATION FOR THE 2012 ISSUE IN THE AMOUNT OF $57,928,340 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART IV COLUMN (A)ON 02/10/2022, THE REBATE COMPUTATION FOR THE 2017 ISSUE IN THE AMOUNT OF $32,680,000 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART I, COLUMN (E) LINE CTHE JUNE 12, 2025 ISSUE WAS ORIGINALLY REPORTED ON A SINGLE FORM 8038 WITH AN ISSUE PRICE OF $203,923,823.90. FOR PURPOSES OF THE SCHEDULE K REPORTING, BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $25,676,212. MEDICAL CENTER IS REPORTING THE REMAINDER ON ITS OWN FORM 990 SCHEDULE K.
SCHEDULE K, PART I, COLUMN (F) LINE CTHE PORTION OF THE 2025 ISSUE REPRESENTED ON THIS SCHEDULE REFUNDED THE 2012A BONDS ISSUED ON NOVEMBER 14, 2012.
SCHEDULE K, PART IV, LINE 2C COLUMN AISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 11/14/2022
SCHEDULE K, PART IV, LINE 2C COLUMN BISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 02/10/2022

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (20 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,392,922RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,898,820RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$908,691RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$594,029RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$557,354RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$522,863RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$511,806RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$386,299RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$333,026RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$302,506RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$291,601RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$278,593RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$237,749RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$224,250RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$184,348RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$171,811RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$157,974RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$155,304RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$141,169RESEARCH CONTRACT SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$135,309RESEARCH CONTRACT SERVICESfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1 ORGANIZATION'S MISSIONBECKMAN RESEARCH INSTITUTE'S MISSION IS TO SUPPORT INNOVATIVE AND CREATIVE RESEARCH AND TO EDUCATE FUTURE SCIENTISTS IN THE BIOLOGICAL SCIENCES. RESEARCH IS 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. BECKMAN RESEARCH INSTITUTE IS PART OF AN INTEGRATED SYSTEM THAT COMBINES BENCH AND CLINICAL RESEARCH ACTIVITIES DIRECTLY WITH PATIENT CARE, IN BOTH AN IN-PATIENT AND OUT-PATIENT SETTING. THIS INTEGRATED SYSTEM, KNOWN AS CITY OF HOPE, COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER), CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION), BECKMAN RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, COH HOLDCO, INC., WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA) AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). AS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, WE ARE COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH. EVERY DAY WE TURN SCIENCE INTO PRACTICAL BENEFIT. WE TURN HOPE INTO REALITY. WE ACCOMPLISH THIS THROUGH EXQUISITE CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES. CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF PHILANTHROPY.
FORM 990, PART IV, LINE 13 RESPONSES TO SCHEDULE E, PART I AND II:BECKMAN RESEARCH INSTITUTE IS ENGAGED IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL AND SCIENTIFIC RESEARCH AND OPERATES THE IRELL & MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES (THE "GRADUATE SCHOOL") WHICH COMPLIES WITH REV. PROC. 75-50 EVEN THOUGH THE OPERATIONS OF THE GRADUATE SCHOOL REPRESENT LESS THAN 2 PERCENT OF THE ORGANIZATION'S TOTAL EXPENSES. DUE TO THE MECHANICS OF THE FORM 990 WE ARE UNABLE TO PROVIDE OUR RESPONSES DIRECTLY ON SCHEDULE E, SCHOOLS. BELOW ARE OUR RESPONSES TO SCHEDULE E, PART I AND PART II. 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 SCHOLARSHIPS? - "YES" 3.HAS THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE, OR 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" SUPPLEMENTAL RESPONSE: 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. 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 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" 5.G 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? - "N/A" 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"
FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENTMOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERSCITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE.
FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODYCITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE ELECTS THE DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERSCERTAIN 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 BECKMAN RESEARCH INSTITUTE, INCLUDING: BORROWING MONEY IN THE NAME OF BECKMAN RESEARCH INSTITUTE OR UTILIZING PROPERTY OWNED BY BECKMAN RESEARCH INSTITUTE AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO BECKMAN RESEARCH INSTITUTE EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF 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 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 BECKMAN RESEARCH INSTITUTE OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS; OR ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS OF TAX EXEMPT BONDS OF CITY OF HOPE. 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 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, LOAN, 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; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODYTHERE WERE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODYA COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF BECKMAN RESEARCH INSTITUTE. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY. PRIOR TO FILING, BECKMAN RESEARCH INSTITUTE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF CITY OF HOPE'S BOARD OF DIRECTORS FOR REVIEW.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICYALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, 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 EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER OF CITY OF HOPE AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND 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); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. AS PART OF A CONFLICT MANAGEMENT PLAN, MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. CITY OF HOPE'S 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 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM CITY OF HOPE'S BOARD OF DIRECTORS AND BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. 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, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. 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 EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, 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. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEESTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE BECKMAN RESEARCH INSTITUTE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. 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, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. 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 EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, 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. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL.
FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLICBECKMAN RESEARCH INSTITUTE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED 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. THE BECKMAN RESEARCH INSTITUTE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A AVERAGE HOURS DEVOTEDFULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED ON FORM 990, PART VII, SECTION A, COLUMN (B), BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OF BECKMAN RESEARCH INSTITUTE HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2025. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2025.
FORM 990, PART VII, SECTION B, LINE 1, COLUMN (C) COMPENSATION PAID TO INDEPENDENT CONTRACTORSIT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES INCLUDE REIMBURSEMENT FOR EXPENSES, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE FROM ONE ANOTHER.
SCHEDULE F, PART I, LINE 3(E) ACTIVITIES IN REGION(S)INVESTMENT ACTIVITIES OF BECKMAN RESEARCH INSTITUTE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN ISLAND EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 12.01 PERCENT OF BECKMAN RESEARCH INSTITUTE'S OVERALL CASH AND INVESTMENT PORTFOLIO. BECKMAN RESEARCH INSTITUTE'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. BECKMAN RESEARCH INSTITUTE'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTIMANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. BECKMAN RESEARCH INSTITUTE ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. BECKMAN RESEARCH INSTITUTE'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. BECKMAN RESEARCH INSTITUTE MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. BECKMAN RESEARCH INSTITUTE HAD ONE EMPLOYEE OUTSIDE OF THE UNITED STATES AND THEY HAVE BEEN DISCLOSED ON SCHEDULE F, PART I, LINE 3. RESEARCH SYMPOSIA CONSIST OF SCIENTIFIC MEETINGS THAT BECKMAN RESEARCH INSTITUTE PRINCIPAL INVESTIGATORS AND OTHER RESEARCH STAFF ATTEND FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES AND TO PRESENT AND SHARE RESEARCH OBJECTIVES AND RESULTS. RESEARCH ACTIVITIES SPAN GLOBALLY AND RESEARCH SYMPOSIA ARE OFTEN CONDUCTED IN THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. CITY OF HOPE SUPPORTS ATTENDANCE OF OUR RESEARCH STAFF AT THESE SYMPOSIA.
SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS.BECKMAN RESEARCH INSTITUTE IS A SUBSIDIARY OF CITY OF HOPE. CITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, MEDICAL CENTER, MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE COH HOLDCO INC., CITY OF HOPE PHOENIX, CITY OF HOPE ATLANTA, AND CITY OF HOPE CHICAGO IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF MEDICAL CENTER, MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND COH HOLDCO INC. COH HOLDCO INC., IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE PHOENIX, CITY OF HOPE ATLANTA, AND CITY OF HOPE CHICAGO. CITY OF HOPE MONITORS THE ACTIVITIES OF THESE SUBSIDIARY ORGANIZATIONS TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS AND TO ENSURE THEY ARE OPERATING IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE.

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CITY OF HOPE
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CITY OF HOPE MEDICAL FOUNDATION
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CITY OF HOPE NATIONAL MEDICAL CENTER
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COH HOLDCO INC
1500 EAST DUARTE ROADDUARTECA91010873651176SUPPORTDE501(C)(3)TYPE III-FICITY OF HOPEYes (true)
MIDWESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010362510771HOSPITALIL501(C)(3)3COH HOLDCO INCYes (true)
SOUTHEASTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010264572436HOSPITALGA501(C)(3)3COH HOLDCO INCYes (true)
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
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THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 120PHOENIXAZ85004331092191FUNDRAISINGAZ501(C)(3)7TGENYes (true)
WESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010320197974HOSPITALAZ501(C)(3)3COH HOLDCO INCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

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Business Name Line1SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN364887584EIN
Primary ActivitiesRADIATION ONCOLOGYPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ACCESSHOPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN842818450EIN
Primary ActivitiesONCOLOGY SUPPORTPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CORPORATIONEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
C$195,359BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
L$2,860,584BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
M$48,616,612BOOK
CITY OF HOPE MEDICAL FOUNDATION
O$142,364BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
O$45,214,649BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
P$51,377,850BOOK
CITY OF HOPE NATIONAL MEDICAL CENTER
Q$10,190,265BOOK

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