GOOD HOPE MEDICAL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: GOOD HOPE MEDICAL FOUNDATION (EIN 95-0782640)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349107780
Schema version: 2023v5.1
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
Form 990-PF
Accounting Fees Schedule
Contractor Compensation Expln
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T15:33:38-08:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	953308709	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LEE SPERLING HISAMUNEACCOUNTANCY CORP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 N BRAND BOULEVARD SUITE 840	AddressLine1Txt
City	GLENDALE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91203	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	950782640	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GOOD HOPE MEDICAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GOOD	BusinessNameControlTxt
Phone	6264415188	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	177 E COLORADO BLVD 800	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91105	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HOWARD KAHN	PersonNm
Person Title	President	PersonTitleTxt
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Frank M Saito CPA	PreparerPersonNm
PTIN	P00190659	PTIN
Phone	8185076645	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$40,402,425	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$881,862	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$881,862	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,622,805	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,396,368	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,622,805	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$10,077	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$10,143	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,494,590	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,494,524	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$496	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$248	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$248	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$24,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$12,150	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$12,150	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$288,742	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$193,742	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$95,000	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$50,033	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$49,966	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$67	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$52,109	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$15,648	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$36,461	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$415,680	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$271,754	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$143,926	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,991,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,991,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,406,680	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$271,754	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,134,926	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,087,910	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,222,770	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,587,105	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,222,415	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,222,415	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$3,930,789	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$16,551,060	CorporateStockBOYAmt
Corporate Stock EOY	$17,247,652	CorporateStockEOYAmt
Corporate Stock EOYFMV	$17,247,652	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$4,867,034	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,793,432	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,793,432	CorporateBondsEOYFMVAmt
Other Investments BOY	$8,779,214	OtherInvestmentsBOYAmt
Other Investments EOY	$16,998,722	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$16,998,722	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$171,158	OtherAssetsBOYAmt
Other Assets EOY	$140,204	OtherAssetsEOYAmt
Other Assets EOYFMV	$140,204	OtherAssetsEOYFMVAmt
Total Assets BOY	$35,886,360	TotalAssetsBOYAmt
Total Assets EOY	$40,402,425	TotalAssetsEOYAmt
Total Assets EOYFMV	$40,402,425	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$22,777	AccountsPayableBOYAmt
Accounts Payable EOY	$38,723	AccountsPayableEOYAmt
Grants Payable BOY	$328,224	GrantsPayableBOYAmt
Grants Payable EOY	$134,109	GrantsPayableEOYAmt
Other Liabilities BOY	$149,664	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$196,605	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$500,665	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$369,437	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$30,290,938	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$34,259,387	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$5,094,757	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$5,773,601	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$35,385,695	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$40,032,988	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$35,886,360	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$40,402,425	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$35,385,695	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,087,910	ExcessRevenueOverExpensesAmt
Other Increases	$3,606,422	OtherIncreasesAmt
Subtotal	$40,080,027	SubtotalAmt
Other Decreases	$47,039	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$40,032,988	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WTC 5134 SHORT TERM - COVERED	P	2022-08-31	2023-04-24	$467,613	$540,442	-$72,829	-$72,829
UNITED STATES TREAS NTS NOTE 3.125% 8/1	P	2022-08-31	2023-04-26	$1,965,703	$1,978,281	-$12,578	-$12,578
UNITED STATES TREAS NTS NOTE 3.125% 8/3	P	2022-08-31	2023-04-26	$1,571,500	$1,584,063	-$12,563	-$12,563
UNITED STATES TREAS NTS NOTE 3.250% 8/3	P	2022-08-31	2023-04-26	$393,891	$398,094	-$4,203	-$4,203
BOSTON PROPERTIES INC COM	P	2023-12-08	2023-12-15	$3,756	$3,387	$369	$369
SUN COMMUNITIES INC	P	2023-03-17	2023-12-15	$52,123	$53,965	-$1,842	-$1,842
WTC 5134 LONG TERM - COVERED	P	2004-05-21	2023-12-15	$5,829,200	$3,188,109	$2,641,091	$2,641,091
ABBOTT LABS COM	P	2010-05-12	2023-12-15	$29,086	$6,569	$22,517	$22,517
J P MORGAN CHASE & CO COM	P	2004-05-21	2023-12-15	$83,496	$20,653	$62,843	$62,843

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,622,805	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$103,646	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$44,797	InvestmentIncomeExciseTaxAmt
Subtotal	$44,797	SubtotalAmt
Tax Based On Investment Income	$44,797	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$53,598	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$53,598	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$57	EsPenaltyAmt
Overpayment	$8,744	OverpaymentAmt
Applied To ES Tax	$8,744	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	WHITTIER TRUST COMPANY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6264415111	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	177 E COLORADO BLVD STE 800	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91105	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
ASTRID HEPPENSTALL HEGER
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
BOB ADLER
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
ALEXANDER LI
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
PETER KATONA
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
HOWARD KAHN
177 E COLORADO BLVD 800	PASADENA	CA	91105	President	2.00	$0
DIANA BONTA
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
RAYMOND CW PERRY
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
JOHN H QUINN
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0
CYNTHIA TRIBULL
177 E COLORADO BLVD 800	PASADENA	CA	91105	Treasurer	2.00	$0
MICHAEL LINDSEY
177 E COLORADO BLVD 800	PASADENA	CA	91105	Director	2.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
WHITTIER TRUST COMPANY
177 E COLORADO BLVD SUITE 800	PASADENA	CA	91105	MANAGING INVESTMENTS	$170,474
LEE SPERLING HISAMUNE AC
500 NORTH BRAND BLVD STE 840	GLENDALE	CA	91203	AUDITING AND TAX	$24,300
WHITTIER TRUST COMPANY
177 E COLORADO BLVD SUITE 800	PASADENA	CA	91105	PHILANTHROPIC	$95,000

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	MLK COMMUNITY HEALTH FOUNDATION - TO PROVIDE FUNDING FOR DIABETES MANAGEMENT CENTER OF EXCELLENCE AND SUPPORT FOR CONSULTING CONTRACT WITH UCLA CENTER FOR HEALTH POLICY RESEARCH	Description1Txt
Expenses1	$285,000	Expenses1Amt
Description2	JWCH INSTITUTE, INC - TO PROVIDE ASSISTANCE ON PATIENT RE-ENGAGEMENT AND ENHANCED CARE PROJECT	Description2Txt
Expenses2	$250,000	Expenses2Amt
Description3	WELLNEST - TO SUPPORT THE EXPANSION OF THE MENTAL HEALTH AND WELLNESS SERVICES FOR TRANSITION-AGED YOUTH, AND TO SUPPORT DIRECT PATIENT CARE SERVICES.	Description3Txt
Expenses3	$205,000	Expenses3Amt
Description4	JENESESSE CENTER INC. - TO SUPPORT JENESESSE CENTER'S HEALTH AND WELLNESS PROGRAM.	Description4Txt
Expenses4	$150,000	Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$37,043,394	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,465,681	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$38,509,075	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$38,509,075	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$577,636	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$37,931,439	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,896,572	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,896,572	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$44,797	TaxBasedOnInvestmentIncomeAmt
Total Tax	$44,797	TotalTaxAmt
Distributable Before Adj	$1,851,775	DistributableBeforeAdjAmt
Distributable Before Ded	$1,851,775	DistributableBeforeDedAmt
Distributable As Adjusted	$1,851,775	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,134,926	ExpensesAndContributionsAmt
Qualifying Distributions	$2,134,926	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,851,775	DistributableAsAdjustedAmt
Undistributed Income PY	$1,343,476	UndistributedIncomePYAmt
Qualifying Distributions	$2,134,926	QualifyingDistributionsAmt
Applied To Year1	$1,343,476	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$791,450	AppliedToCurrentYearAmt
Undistributed Income CY	$1,060,325	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Pegine E Grayson	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1600 HUNTINGTON DRIVE	AddressLine1Txt
City	SOUTH PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91030	ZIPCd

Field	Value	IRS element (for citing)
Form And Info And Materials	NO SPECIAL FORMATS REQUIRED BY THE FOUNDATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DOOR OF HOPE
221 E WALNUT ST SUITE 112	PASADENA	CA	91101	NONE	PAID	MENTAL HEALTH SUPPORT PROGRAM	$75,000
LA COUNTY DEVELOPMENT SERVICE FOUND
3303 Wilshire Boulevard Suite 700	LOS ANGELES	CA	90010	NONE	PAID	IMPROVE COORDINATION OF HEALTH AND SOCIAL SERVICES FOR DISABLED INDIVIDUALS	$5,000
THE LA TRUST FOR CHILDRENS HEALTH
333 S BEAUDRY BOULEVARD	LOS ANGELES	CA	90017	NONE	PAID	KIDNERGARDEN ORAL HEALTH, EDUCATION AND SCREENING	$10,000
CARE HARBOR
18436 HAWTHORNE BLVD SUITE 204	TORRANCE	CA	90504	NONE	PC	VETERANS' HEALTH EVENT	$75,000
MLK COMMUNITY HEALTH FOUNDATION
1680 EAST 120 STREET	LOS ANGELES	CA	90059	NONE	PC	FOR DIABETES MANAGEMENT CENTER, SUPPORT FOR CONSULTING FOR HEALTH POLICY AND SUPPORT	$285,000
SABAN COMMUNITY CLINIC
8405 BEVERLY BLVD	LOS ANGELES	CA	90048	NONE	PAID	OPERATING SUPPORT	$105,000
POMONA COMMUNITY HEALTH CENTER
1450 E HOLT AVE	POMONA	CA	91767		PAID	HELPING THE UNHOUSED WITH A HOMELESS HEALTH NAVAGATOR	$75,000
PATH
340 N MADISON AVENUE	LOS ANGELES	CA	90004	NONE	PC	HOUSING FOR HEALTH -GRAMMERCY VILLA	$5,000
BUDDHIST TZU CHI MEDICAL FOUNDATION
1008 S GARFIELD	ALHAMBRA	CA	91801		PAID	TO SUPPORT MOBILE VISION AND DENTAL SERVICES IN LOS ANGELES COUNTY.	$10,000
VISION TO LEARN
11611 SAN VICENTE BLVD SUITE 500	LOS ANGELES	CA	90004	NONE	PAID	TO SUPPORT CORE OPERATIONS IN THE LA COUNTY (EAST) REGION.	-$25,000
SAN GABRIEL VALLEY FOUNDATION FOR D
PO BOX 99	TEMPLE CITY	CA	91780	NONE	PAID	TO SUPPORT DENTAL CLINIC AND OUTREACH PROGRAM.DEVELOPMENT CONSULTANT	$150,000
PLANNED PARENTHOOD PASADENA SGV
2333 LAKE AVENUE	ALTADENA	CA	91001	NONE	PAID	GENERAL OPERATING SUPPORT	$100,000
FAMILY HOPE DBA ELIZABETH HOUSE
PO BOX 94077	PASADENA	CA	91109	NONE	PAID	MEDICAL CARE FOR WOMEN IN ITS RESIDENTIAL CARE PROGRAM	$50,000
COVENANT HOUSE
1325 N WESTERN AVE	LOS ANGELES	CA	90027	NONE	PAID	ENSURING HEALTHY OUTCOMES FOR YOUTH EXPERIENCING HOMELESSNESS AND HUMAN TRAFFICKING AGES 18 TO 24	$100,000
JWCH INSTITUTE INC
5650 JILLSON STREET	COMMERCE	CA	90040		PC	PATIENT RE-ENGAGEMENT & ENHANCED CARE PROJECT	$250,000
VIOLENCE INTERVENTION PROGRAM COMMU
1721 GRIFFIN AVE	LOS ANGELES	CA	90031		PC	TO SUPPORT LGBTQ AND CLINIC	$20,000
WELLNEST
3031 S VERMONT AVE	LOS ANGELES	CA	90007		PC	EXPANDED MENTAL HEALTH/WELLNESS SERVICES FOR TAY, DIRECT PATIENT CARE	$205,000
CHARLES R DREW UNIVERSITY OF MEDICI
1731 EAST 120TH STREET	LOS ANGELES	CA	90059		PC	10th Annual DHS Diabetes Day	$11,000
THE CHILDREN CLINIC FAMILY HEALTH
701 E 28TH STREET SUITE 200	LONG BEACH	CA	90011		PC	General operating support	$5,000
JENESSE CENTER INC
PO BOX 8476	LOS ANGELES	CA	90008	NONE	PC	SUPPORT HEALTH AND WELLNESS PROGRAM	$150,000
HARBOR CARE FOUNDATION INC
11134 SEPULVEDA BLVD	MISSION HILLS	CA	91345	NONE	PC	RESIDENT SUCCESS PROGRAM	$100,000
Plunum Health
1530 SOLIVE STREET	LOS ANGELES	CA	90015	NONE	NC	CARE TRANSFORMATION PROGRAM	$100,000
University Muslim Medical Associati
711 WFLORENCE AVE	LOS ANGELES	CA	90044	NONE	PC	FREMONT WELLNESS CENTER FAMILY DENTAL CLINIC	$100,000
Food on Foot
7119 WSUNSET BLVD 290	LOS ANGELES	CA	90046	NONE	PC	FIRST-AID KITS & MENTAL HEALTH OUTSEACH SERVICES	$10,000
Venice Family Clinic
604 ROSE AVENUE	VENICE	CA	90291	NONE	PC	STREET MEDICINE PROGRAM	$10,000
Arroyo Vista Family Health Center
6000 NORTH FIGUEROA STREET	LOS ANGELES	CA	90042	NONE	PC	FAMILY HEALTH CLINIC GENERAL SUPPORT	$5,000
The ROADS Foundation
121 SLONG BEACH BLVD	COMPTON	CA	90221	NONE	PC	TO SUPPORT HEALTH CARE SERVICES AT EAST LONG BEACH CLINIC	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,991,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$881,862	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Business	901101	BusinessCd
Unrelated Business Taxbl Incm	$66	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$10,143	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,622,805	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$66	UnrelatedBusinessTaxblIncmAmt
Exclusion	$871,719	ExclusionAmt
Related Or Exempt Function Incm	$2,622,805	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,494,590	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	348	LineNumberTxt
Relationship Statement	THE INCOME GENERATED BY THE INTEREST AND DIVIDEND FROM SECURITIES, AND THE SALE OF SECURITIES IS THE SOLE MEANS TO ACCOMPLISH THE FOUNDATION'S GOAL OF PROVIDING MEDICAL SERVICES TO PERSONS WITH LIMITED FINANCIAL RESOURCES AND TO TRAIN PHYSICIANS AND MEDICAL STUDENTS.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION AND AUDIT	CategoryTxt
Amt	$24,300	Amt
Net Investment Income	$12,150	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$12,150	DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (3 entries)

ExplanationExplanationTxt
LEE SPERLING HISAMUNE AC
AUDIT AND TAX PREPARATION
WHITTIER TRUST COMPANY
PHILANTHROPIC AND INVESTMENT MANAGEMENT SERVICES
WHITTIER TRUST COMPANY
PHILANTHROPIC AND INVESTMENT MANAGEMENT SERVICES

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE BONDS AND NOTES	$4,793,432	$4,793,432
QDI CORPORATE BONDS AND NOTES
MUTUAL FUND- FIXED INCOME
TAXABLE FIXED INCOME
VANGUARD ST CORP

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	COMMON AND PF STOCKS	StockNm
EOY Book Value	$17,247,652	EOYBookValueAmt
EOYFMV	$17,247,652	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ETF EQUITY	FMV	$7,683,270	$7,683,270
MUTUAL FUND TAXABLE BOND	FMV	$8,155,810	$8,155,810
WTC MULTI STRATEGY FUND OFFSHORE LLC	FMV	$782,852	$782,852
AMERICAN TOWN CORP	FMV	$327,593	$327,593
PRIVATE EQUITY	FMV	$49,197	$49,197

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	WTC Multistrat	CategoryTxt
Legal Fees	$496	LegalFeesAmt
Net Investment Income	$248	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$248	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE	$138,186	$134,539	$134,539
PREPAID EXPENSES	$25,406	$5,664	$5,665
Rounding		$1

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
CAPITAL GAIN DIFFERENCE	$28
DEFERRED TAX ADJUSTMENT	$46,941
FLARE CAPITAL INTEREST INCOME	$70

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$750	$225	$525
INVESTMENT INTEREST EXPENSE	$22	$22
MISCELLANEOUS	$1,381	$414	$967
OFFICE EXPENSE	$49,956	$14,987	$34,969

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	-$10,077	RevenueAndExpensesPerBooksAmt
Net Investment Income	-$10,143	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

DescDesc	AmtAmt
FLARE CAPITAL EXPENSES	$19,990
GRANTS PAYABLE	$194,115
WTC MULTI-STRAT OFFSHORE EXPENSES	$10,147
WTC MULTI-STRAT OFFSHORE LOSS	$5,107

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED TAX LIABLITY	Desc
BOY Book Value	$149,664	BOYBookValueAmt
EOY Book Value	$196,605	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES	$95,000	$0	$0	$95,000
Advisory fees	$170,474	$170,474	$0	$0
FLARE CAPITAL PARTNERS	$18,752	$18,752	$0	$0
WTC MULTI-STRATEGY FUND OFFSHORE K-1	$4,516	$4,516	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$197	$197
TAXES - FEDERAL EXCISE	$49,742	$49,742
WTC MULTI STRATEGY	$94	$27	$67