BECKMAN RESEARCH INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: BECKMAN RESEARCH INSTITUTE (EIN 95-3432210)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-11
IRS object ID: 202212239349302181
Schema version: 2020v4.1
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
Schedule A
Schedule B
Schedule D
Schedule F
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-11T14:42:59-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18101 VON KARMAN AVE STE 1700	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	953432210	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Beckman Research Institute of the	BusinessNameLine1Txt
Business Name Line2	City of Hope	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% Jennifer Parkhurst	InCareOfNm
Business Name Control	BECK	BusinessNameControlTxt
Phone	6262564673	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1450 East Duarte Road	AddressLine1Txt
City	Duarte	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jennifer Parkhurst	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6262564673	PhoneNum
Signature	2022-08-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JENNIFER	PersonFirstNm
Person Last	PARKHURST	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KARA ADAMS	PreparerPersonNm
PTIN	P00023315	PTIN
Phone	9497942300	PhoneNum
Preparation	2022-08-02	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Robert W Stone	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 East Duarte Road	AddressLine1Txt
City	Duarte	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91010	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,330,454,724	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.cityofhope.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1979	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO DISCOVER AND TRANSLATE INNOVATIVE LABORATORY FINDINGS INTO NEW CLINICAL TREATMENTS BY USING PRACTICAL APPLICATIONS OF CHEMISTRY, PHYSICS AND BIOLOGY.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	1243	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$3,630,774	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$2,652,182	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$209,156,270	PYContributionsGrantsAmt
CY Contributions Grants	$185,089,497	CYContributionsGrantsAmt
PY Program Service Revenue	$20,144,384	PYProgramServiceRevenueAmt
CY Program Service Revenue	$17,733,869	CYProgramServiceRevenueAmt
PY Investment Income	$16,406,487	PYInvestmentIncomeAmt
CY Investment Income	$108,622,736	CYInvestmentIncomeAmt
PY Other Revenue	$20,522,645	PYOtherRevenueAmt
CY Other Revenue	$27,731,834	CYOtherRevenueAmt
PY Total Revenue	$266,229,786	PYTotalRevenueAmt
CY Total Revenue	$339,177,936	CYTotalRevenueAmt
PY Grants And Similar Paid	$62,408	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$180,957,336	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$180,442,230	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,756,453	CYTotalFundraisingExpenseAmt
PY Other Expenses	$187,372,857	PYOtherExpensesAmt
CY Other Expenses	$161,404,015	CYOtherExpensesAmt
PY Total Expenses	$368,392,601	PYTotalExpensesAmt
CY Total Expenses	$341,846,245	CYTotalExpensesAmt
PY Revenues Less Expenses	-$102,162,815	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,668,309	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,692,642,628	TotalAssetsBOYAmt
Total Assets EOY	$1,995,828,082	TotalAssetsEOYAmt
Total Liabilities BOY	$412,891,435	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$537,676,587	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,279,751,193	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,458,151,495	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE SPECIFIC AND PRIMARY PURPOSE IS TO DIRECTLY ENGAGE IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH. SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$287,938,285	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$17,733,869	RevenueAmt
Desc	BIOMEDICAL 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. SEE SCHEDULE O.	Desc
Total Program Service Expenses	$287,938,285	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	343	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1243	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	BD	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Jennifer Parkhurst	PersonNm
Phone	6262564673	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 East Duarte Road	AddressLine1Txt
City	Duarte	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91010	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Robert W Stone
President/CEO	15.0	45.0	Yes (X)	$786,874	$2,360,622	$558,067
Michael A Caligiuri MD
President - Medical Center	6.0	54.0		$192,889	$1,736,001	$425,127	Yes (X)
Harlan Levine
Pres Strategy & Bus Ventures	18.0	42.0		$551,516	$1,286,869	$296,674	Yes (X)
Steven T Rosen MD
Provost/Cancer Center Director	34.0	26.0		$892,589	$701,319	$267,668		Yes (X)
Jennifer Parkhurst
CFO/Treasurer	15.0	45.0	Yes (X)	$343,685	$1,031,057	$313,357
Jeffrey Walker
COO/Assistant Secretary	15.0	45.0	Yes (X)	$369,473	$1,108,416	$177,831
Debra F Fields
EVP Chief Transformation Off	15.0	45.0		$315,025	$945,073	$228,690	Yes (X)
Kristin Bertell
Chief Philanthropy Officer	3.0	57.0		$58,506	$1,111,613	$210,203	Yes (X)
Mark Hulse
Chief Digital Officer	15.0	45.0		$262,139	$786,413	$224,363		Yes (X)
Gregory D Schetina
General Counsel/Secretary	15.0	45.0	Yes (X)	$260,987	$782,960	$215,265
Kety Duron
Chief Human Resource Officer	15.0	45.0		$234,456	$703,364	$168,697	Yes (X)
Ashley Baker Lee
SVP of Research Operations	30.0	30.0		$386,859	$386,857	$98,672		Yes (X)
David A Horne PHD
Vice Provost	51.0	9.0		$577,418	$101,897	$103,915		Yes (X)
Cornelis Van Den Berg
Former Officer	15.0	45.0		$157,787	$473,361	$74,749			Yes (X)
Jonathan Reuter
VP Facilities & Construction	9.0	51.0		$73,753	$417,934	$60,565		Yes (X)
Donald J Matthewson
Vice Treasurer	15.0	45.0	Yes (X)	$107,525	$322,571	$58,338
Linda Helen Malkas PHD
Board Member/Professor	60.0	0.0		$407,801	$0	$57,355				Yes (X)
John J Rossi PHD
Board Member/Professor	60.0	0.0		$345,098	$0	$69,600				Yes (X)
Steven Fink
Board Member/Chair	2.0	4.0	Yes (X)	$0	$0	$0				Yes (X)
Benham Badie MD
Board Member	2.0	0.0		$0	$0	$0				Yes (X)
Todd Binder
Board Member	2.0	0.0		$0	$0	$0				Yes (X)
Gary E Freedman
Board Member	2.0	3.0		$0	$0	$0				Yes (X)
Jody Horowitz Marsh
Board Member	2.0	0.0		$0	$0	$0				Yes (X)
Charlotte Hubbert PhD
Board Member	2.0	0.0		$0	$0	$0				Yes (X)
Julian Husbands MD
Board Member	2.0	0.0		$0	$0	$0				Yes (X)
Selwyn Isakow
Board Member	2.0	2.0		$0	$0	$0				Yes (X)
Art Nemiroff
Board Member	2.0	0.0		$0	$0	$0				Yes (X)
Norman Payson MD
Board Member	2.0	2.0		$0	$0	$0				Yes (X)
Ernie So
Board Member	2.0	2.0		$0	$0	$0				Yes (X)
Emmet Stephenson
Board Member	2.0	0.0		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,324,380	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$14,256,327	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,609,136	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	290	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONAM BUILDING CO
903 Calle Amanecer 210	SAN CLEMENTE	CA	92673	CONSTRUCTION SVCS	$4,235,696
MINTZ LEVIN COHN FERRIS GLOVSKY P
2029 CENTURY PARK EAST SUITE 1370	LOS ANGELES	CA	90067	LEGAL SERVICES	$2,872,983
DURIE TANGRI LLP
953 E 3rd St 100	Los Angeles	CA	90013	LEGAL SERVICES	$2,173,404
JONES DAY
555 SOUTH FLOWER ST 50TH FLOOR	Los Angeles	CA	90071	LEGAL SERVICES	$1,287,632
FISH RICHARDSON PC
PO BOX 3295	BOSTON	MA	02241	LEGAL SERVICES	$925,033

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	30	CntrctRcvdGreaterThan100KCnt
Fundraising	$0	FundraisingAmt
Related Organizations	$87,697,589	RelatedOrganizationsAmt
Government Grants	$90,898,031	GovernmentGrantsAmt
All Other Contributions	$6,493,877	AllOtherContributionsAmt
Total Contributions	$185,089,497	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
OTHER RESEARCH ACTIVITIES	541990	$12,958,111	$12,958,111	$0	$0
SPECIALIZED LAB REVENUE	541990	$683,258	$683,258	$0	$0
GRADUATE EDUCATION PROGRAM	611310	$156,263	$156,263	$0	$0
RENTAL INCOME - PROGRAM SERVICES	721310	$81,641	$81,641	$0	$0
INTERNATIONAL STUDIES OFFICE	923110	$3,200	$3,200	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,851,396	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,851,396	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$17,733,869	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,703,832	TotalRevenueColumnAmt
Exclusion	$10,703,832	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,049,860	TotalRevenueColumnAmt
Exclusion	$24,049,860	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$51,200	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$51,200	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,200	TotalRevenueColumnAmt
Exclusion	$51,200	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,089,195,692	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$991,276,788	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$97,918,904	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$97,918,904	TotalRevenueColumnAmt
Exclusion	$97,918,904	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT INCOME FROM K-1'S	Desc
Business	525990	BusinessCd
Total Revenue Column	$3,630,774	TotalRevenueColumnAmt
Unrelated Business Revenue	$3,630,774	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$3,630,774	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$339,177,936	TotalRevenueColumnAmt
Related Or Exempt Func Income	$17,733,869	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,630,774	UnrelatedBusinessRevenueAmt
Exclusion	$132,723,796	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,359,144	TotalAmt
Program Services	$1,718,476	ProgramServicesAmt
Management And General	$3,503,864	ManagementAndGeneralAmt
Fundraising	$136,804	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$186,021	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$186,021	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$141,292,557	TotalAmt
Program Services	$128,724,846	ProgramServicesAmt
Management And General	$9,272,208	ManagementAndGeneralAmt
Fundraising	$3,295,503	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,327,453	TotalAmt
Program Services	$8,410,349	ProgramServicesAmt
Management And General	$717,809	ManagementAndGeneralAmt
Fundraising	$199,295	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$16,125,392	TotalAmt
Program Services	$13,906,297	ProgramServicesAmt
Management And General	$1,327,960	ManagementAndGeneralAmt
Fundraising	$891,135	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,151,663	TotalAmt
Program Services	$7,195,319	ProgramServicesAmt
Management And General	$722,628	ManagementAndGeneralAmt
Fundraising	$233,716	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$9,791,749	TotalAmt
Program Services	$1,666,722	ProgramServicesAmt
Management And General	$8,125,027	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$294,383	TotalAmt
Program Services	$4,293	ProgramServicesAmt
Management And General	$290,090	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,817,568	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,817,568	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$33,551,266	TotalAmt
Program Services	$29,876,846	ProgramServicesAmt
Management And General	$3,674,420	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,219,655	TotalAmt
Program Services	$1,915,613	ProgramServicesAmt
Management And General	$304,042	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$33,658,705	TotalAmt
Program Services	$32,583,313	ProgramServicesAmt
Management And General	$1,075,392	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,522,004	TotalAmt
Program Services	$6,353,027	ProgramServicesAmt
Management And General	$1,168,977	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,859,667	TotalAmt
Program Services	$6,271,622	ProgramServicesAmt
Management And General	$5,588,045	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$290,451	TotalAmt
Program Services	$250,666	ProgramServicesAmt
Management And General	$39,785	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$257,658	TotalAmt
Program Services	$222,365	ProgramServicesAmt
Management And General	$35,293	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$200,239	TotalAmt
Program Services	$183,483	ProgramServicesAmt
Management And General	$16,756	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,675,064	TotalAmt
Program Services	$20,746,284	ProgramServicesAmt
Management And General	$6,928,780	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$594,762	TotalAmt
Program Services	$513,293	ProgramServicesAmt
Management And General	$81,469	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Royalty Revenue Sharing	$20,315,971	$20,315,971	$0	$0
Legal Settlement	$1,470,000	$0	$1,470,000	$0
Dues and Subscriptions	$888,557	$766,845	$121,712	$0
UBTI & excise tax expense	$496,188	$0	$496,188	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,500,128	TotalAmt
Program Services	$6,312,655	ProgramServicesAmt
Management And General	$1,187,473	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$341,846,245	TotalAmt
Program Services	$287,938,285	ProgramServicesAmt
Management And General	$49,151,507	ManagementAndGeneralAmt
Fundraising	$4,756,453	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$83,226,029	BOYAmt
EOY	$3,681,035	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,778,135	BOYAmt
EOY	$71,476,960	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,296,625	BOYAmt
EOY	$55,481,838	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,896,915	BOYAmt
EOY	$5,377,157	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$263,080	BOYAmt
EOY	$301,461	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$566,843,364	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$256,338,216	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$324,420,783	BOYAmt
EOY	$310,505,148	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$468,135,295	BOYAmt
EOY	$547,030,523	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$692,956,772	BOYAmt
EOY	$912,730,798	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$80,668,994	BOYAmt
EOY	$89,243,162	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,692,642,628	BOYAmt
EOY	$1,995,828,082	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$48,718,465	BOYAmt
EOY	$54,947,308	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$16,978,778	BOYAmt
EOY	$10,894,125	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$52,017,945	BOYAmt
EOY	$50,723,925	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$50,000,000	BOYAmt
EOY	$50,000,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$245,176,247	BOYAmt
EOY	$371,111,229	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$412,891,435	BOYAmt
EOY	$537,676,587	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,255,275,211	BOYAmt
EOY	$1,427,028,168	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,475,982	BOYAmt
EOY	$31,123,327	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,279,751,193	BOYAmt
EOY	$1,458,151,495	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,692,642,628	BOYAmt
EOY	$1,995,828,082	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,668,309	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$185,620,421	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$4,551,810	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Medical Research Organization	Yes (X)	MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CITY OF HOPE NATIONAL MEDICAL CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
City	DUARTE	CityNm
State Abbreviation	CA	StateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$813,672,523	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
Investment Earnings Or Losses	$225,523,936	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$271,219	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$1,038,955,240	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$765,484,958	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
Investment Earnings Or Losses	$48,653,478	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$495,913	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$813,672,523	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$750,855,062	BeginningYearBalanceAmt
Contributions	$14,850	ContributionsAmt
Investment Earnings Or Losses	$15,019,931	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$404,885	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$765,484,958	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$693,069,392	BeginningYearBalanceAmt
Contributions	$30,113	ContributionsAmt
Investment Earnings Or Losses	$58,203,028	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$447,471	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$750,855,062	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$612,842,871	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
Investment Earnings Or Losses	$81,045,502	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$848,981	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$693,069,392	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.97000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01360	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.01640	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$5,229,147	OtherCostOrOtherBasisAmt
Book Value	$5,229,147	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$374,335,262	OtherCostOrOtherBasisAmt
Depreciation	$140,498,044	DepreciationAmt
Book Value	$233,837,218	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$183,184,176	OtherCostOrOtherBasisAmt
Depreciation	$115,840,172	DepreciationAmt
Book Value	$67,344,004	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,094,779	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$4,094,779	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$310,505,148	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ALTERNATIVE INVESTMENTS	Desc
Book Value	$912,730,798	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$912,730,798	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$309,888,325
RIGHT-OF-USE OPERATING LEASE LIAB.	$49,140,571
INTEREST RATE SWAP LIABILITY	$8,907,611
WORKER COMPENSATION LIABILITY	$1,743,987
BOND INSURANCE PREMIUM	$1,430,735

Field	Value	IRS element (for citing)
Total Liability	$371,111,229	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART V, LINE 4

BECKMAN RESEARCH INSTITUTE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL EXPENDITURES AND OTHER EXPANSION NEEDS AS DETERMINED BY THE MANAGEMENT AND THE BOARD OF DIRECTORS.

SCHEDULE D, PART X, LINE 2

THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2021 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, THE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESS CITY OF HOPE, LLC, AND CITY OF HOPE AUXILIARIES (AUXILIARIES): FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. 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 AT SEPTEMBER 30, 2021 AND 2020.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
North America	1	Send agents to seminar	Research Symposiums	$7,833
Central America and the Caribbean	0	Investments		$136,157,715
Europe (Including Iceland and Greenland)	1	Program Services		$190,962

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	2	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$136,356,510	SubtotalSpentAmt
Total Spent	$136,356,510	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PART I, LINE 3

INVESTMENT ACTIVITIES OF THE 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 EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 8.87 OF THE BECKMAN RESEARCH INSTITUTE'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE 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. THE 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. CITY OF HOPE 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 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. CITY OF HOPE 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. RESEARCH SYMPOSIA CONSIST OF SCIENTIFIC MEETINGS THAT THE 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 F, PART I, COLUMN F

EXPENDITURES ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert W Stone
President/CEO	$406,947	$1,220,842	$342,750	$1,028,250	$37,177	$111,530	$129,586	$388,758	$9,931	$29,792	$926,391	$2,779,172	$105,750	$317,250
Michael A Caligiuri MD
President - Medical Center	$113,173	$1,018,558	$79,716	$717,443	$0	$0	$37,371	$336,341	$5,142	$46,273	$235,402	$2,118,615	$11,000	$99,000
Harlan Levine
Pres Strategy & Bus Ventures	$299,772	$699,467	$224,709	$524,320	$27,035	$63,082	$76,321	$178,082	$12,681	$29,590	$640,518	$1,494,541	$62,652	$146,188
Steven T Rosen MD
Provost/Cancer Center Director	$513,325	$403,327	$333,124	$261,740	$46,140	$36,252	$132,489	$104,098	$17,405	$13,676	$1,042,483	$819,093	$110,443	$86,777
Jennifer Parkhurst
CFO/Treasurer	$212,140	$636,421	$131,545	$394,636	$0	$0	$66,306	$198,916	$12,034	$36,101	$422,025	$1,266,074	$18,540	$55,620
Jeffrey Walker
COO/Assistant Secretary	$194,568	$583,702	$172,224	$516,673	$2,681	$8,041	$34,025	$102,074	$10,433	$31,299	$413,931	$1,241,789	$0	$0
Debra F Fields
EVP Chief Transformation Off	$168,374	$505,121	$136,334	$409,001	$10,317	$30,951	$44,741	$134,224	$12,431	$37,294	$372,197	$1,116,591	$35,190	$105,570
Kristin Bertell
Chief Philanthropy Officer	$31,483	$598,171	$24,843	$472,023	$2,180	$41,419	$8,245	$156,646	$2,266	$43,046	$69,017	$1,311,305	$6,810	$129,390
Mark Hulse
Chief Digital Officer	$158,728	$476,182	$103,411	$310,231	$0	$0	$49,611	$148,834	$6,480	$19,438	$318,230	$954,685	$13,872	$41,616
Gregory D Schetina
General Counsel/Secretary	$151,306	$453,919	$101,545	$304,634	$8,136	$24,407	$40,843	$122,527	$12,974	$38,921	$314,804	$944,408	$30,153	$90,459
Kety Duron
Chief Human Resource Officer	$124,533	$373,598	$98,505	$295,513	$11,418	$34,253	$30,605	$91,815	$11,569	$34,708	$276,630	$829,887	$22,181	$66,543
Ashley Baker Lee
SVP of Research Operations	$283,174	$283,174	$85,381	$85,380	$18,304	$18,303	$32,750	$32,749	$16,587	$16,586	$436,196	$436,192	$0	$0
David A Horne PHD
Vice Provost	$445,950	$78,697	$100,523	$17,739	$30,945	$5,461	$53,969	$9,524	$34,359	$6,063	$665,746	$117,484	$0	$0
Cornelis Van Den Berg
Former Officer	$121,430	$364,290	$27,352	$82,057	$9,005	$27,014	$11,907	$35,719	$6,781	$20,342	$176,475	$529,422	$0	$0
Jonathan Reuter
VP Facilities & Construction	$58,359	$330,698	$11,914	$67,514	$3,480	$19,722	$3,449	$19,543	$5,636	$31,937	$82,838	$469,414	$0	$0
Donald J Matthewson
Vice Treasurer	$93,488	$280,462	$14,037	$42,109	$0	$0	$9,672	$29,014	$4,913	$14,739	$122,110	$366,324	$0	$0
Linda Helen Malkas PHD
Board Member/Professor	$399,539	$0	$0	$0	$8,262	$0	$42,000	$0	$15,355	$0	$465,156	$0	$0	$0
John J Rossi PHD
Board Member/Professor	$329,529	$0	$9,170	$0	$6,399	$0	$42,000	$0	$27,600	$0	$414,698	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 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 THE BECKMAN RESEARCH INSTITUTE 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 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 2020 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: ROBERT W. STONE $ 38,845 STEVEN ROSEN $ 31,348 DEBRA F. FIELDS $ 21,603 CORNELIS VAN DEN BERG $ 18,648 DAVID HORNE $ 13,377 KRISTIN BERTELL $ 13,317 ASHLEY LEE $ 9,873 GREGORY SCHETINA $ 9,748 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 7	THE BECKMAN RESEARCH INSTITUTE'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY PERFORMANCE INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE 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 AT 50% AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50%. 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 THE BECKMAN RESEARCH INSTITUTE 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 THESE 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 OR 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 2020 WAS PAID IN CALENDAR YEAR 2020 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE BECKMAN RESEARCH INSTITUTE ALSO HAS AN EXECUTIVE LONG-TERM INCENTIVE PLAN (LTI) FOR CERTAIN EXECUTIVES THAT 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 LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 6) RUNS FROM OCTOBER 1, 2017 THROUGH SEPTEMBER 30, 2020 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 7 RUNS FROM OCTOBER 1, 2018 THROUGH SEPTEMBER 30, 2021). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE LTI, 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 LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2020, 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 IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED ABOVE. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED PAYOUT OF PLAN CYCLE 6 LTI INCENTIVES (OCTOBER 1, 2017 THROUGH SEPTEMBER 30, 2020) IN DECEMBER 2020. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN B(II).
SCHEDULE J, PART II	JOHN J. ROSSI, PHD, AND LINDA MALKAS, PHD ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE AND ARE ALSO EMPLOYEES OF AND COMPENSATED BY THE BECKMAN RESEARCH INSTITUTE. DR. ROSSI IS A PROFESSOR AND DIRECTOR OF MOLECULAR MEDICINE AND WAS THE DEAN OF THE CITY OF HOPE'S IRELL AND MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES. DR. MALKAS IS A PROFESSOR AND DEPUTY DIRECTOR FOR BASIC RESEARCH FOR THE CANCER CENTER. NEITHER ARE COMPENSATED FOR THEIR SERVICES AS A MEMBER OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS. EMPLOYEE COMPENSATION FOR BOTH OF THESE INDIVIDUALS IS LISTED ON SCHEDULE J, PART II AND FORM 990, PART VII, SECTION A.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CALIF HLTH FACLTY FIN AUTH (SEE PART VI)
A	521643828	13033LN37	2012-11-14	$57,928,340	REFUNDING ISSUE/CAPITAL PROJECTS	false	false	false
CALIF HLTH FACLTY FIN AUTH (SEE PART VI)
B	521643828		2017-02-10	$32,680,000	REFUNDING ISSUE	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$32,500,000	$0	$57,928,742	$0	$0	$0	$534,551	$0	$0	$9,853,233	$47,540,958	$0	2014	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$32,680,000	$0	$0	$0	$180,000	$0	$0	$0	$32,500,000	$0	2012	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00810	0.00810	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01150	0.01150	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
WELLS FARGO
A	false	false	false	Yes (true)	Yes (true)	Yes (true)	30.	false	false	false	0	false	Yes (true)
0
B	false	false	false	false	Yes (true)	false				false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, LINE A, COLUMN (E)	AN 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 CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERIES 1999A AND THE OTHER WAS FOR REFUNDING (1) THE CITY OF HOPE NATIONAL MEDICAL CENTER 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, THE BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $57,928,340. THE CITY OF HOPE NATIONAL 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, LINE A, COLUMN (F)	THE 2012 ISSUE REFUNDED BECKMAN RESEARCH INSTITUTE'S TAX EXEMPT PRIVATE PLACEMENT ISSUED ON JULY 12, 2007 THROUGH CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY.
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 I, LINE B, COLUMN (E)	THE 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, THE BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $32,680,000. THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING THE REMAINDER ON ITS FORM 990 SCHEDULE K.
SCHEDULE K, PART I, LINE B, COLUMN (F)	THE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH THE ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012.

Schedule L IRS990ScheduleL

Field	Value	IRS element (for citing)
Total Balance Due	$0	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Robert Hickey	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	Spouse of Board Member	RelationshipDescriptionTxt
Transaction	$237,077	TransactionAmt
Transaction	Employee Compensation	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III LINE 1	CONTINUATION: BECKMAN 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, CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESS CITY OF HOPE, LLC, AND CITY OF HOPE AUXILIARIES. 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 III, LINE 4A	CONTINUATION: 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.
FORM 990, PART IV, QUESTION 13 AND SCHEDULE E	THE BECKMAN RESEARCH INSTITUTE IS ENGAGED IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL AND SCIENTIFIC RESEARCH, AND OPERATED A GRADUATE SCHOOL THAT COMPLIES WITH REV. PROC. 75-50 EVEN THROUGH THE OPERATIONS OF THE GRADUATE SCHOOL REPRESENT LESS THAN 2 OF THE ORGANIZATION'S TOTAL EXPENSES. DUE TO LIMITATIONS IN THE 990 RETURN SOFTWARE, WE ARE UNABLE TO PROVIDE OUR RESPONSES DIRECTLY ON THE SCHEDULE E SCHOOLS QUESTIONNAIRE, THEREFORE SET FORTH BELOW ARE OUR RESPONSES: 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 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 ARTS OF THE GENERAL COMMUNITY IT SERVES? IF YES, PLEASE DESCRIBE, IF NO, PLEASE EXPLAIN. "NO" THE GRADUATE SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM LARGE GEOGRAPHIC SECTIONS OF THE UNITED STATES AND INTERNATIONALLY, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS DEMONSTRATED BY ITS CURRENT ENROLLMENT OF STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. ACCORDINGLY, THE GRADUATE SCHOOL SATISFIES THE PUBLICITY REQUIREMENTS OF SECTION 4.03 BY COMPLYING WITH SECTION 4.02 IN THAT IT INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ITS CATALOGUES AND ON THE ORGANIZATION'S WEBSITE. 4. DOES THE ORGANIZATION MAINTAIN THE FOLLOWING: 4A. RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY, AND ADMINISTRATIVE STAFF? "YES" 4B. RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE ARE AWARDED ON A RACIALLY NONDISCRIMINATORY BASIS? "YES" 4C. COPIES OF CATALOGUES, BROCHURES, ANNOUNCEMENTS, AND OTHER WRITTEN COMMUNICATIONS TO THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS? "YES" 4D. COPIES OF ALL MATERIAL USED BY THE ORGANIZATION OR ON ITS BEHALF TO SOLICIT CONTRIBUTIONS? "YES" 5. DOES THE ORGANIZATION DISCRIMINATE BY RACE IN ANY WAY WITH RESPECT TO: 5A. STUDENT'S RIGHTS OR PRIVILEGES? "NO" 5B. ADMISSIONS POLICIES? "NO" 5C. EMPLOYMENT OF FACULTY OR ADMINISTRATIVE STAFF? "NO" 5D. SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE? "NO" 5E. EDUCATIONAL POLICIES? "NO" 5F. USE OF FACILITIES? "NO" 5G. ATHLETIC PROGRAMS? "NO" 5H. OTHER EXTRACURRICULAR ACTIVITIES? "NO" 6A. DOES THE ORGANIZATION RECEIVE ANY FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY? "NO" 6B. HAS THE ORGANIZATION'S RIGHT TO SUCH AID EVER BEEN REVOKED OR SUSPENDED? "NO" 7. DOES THE ORGANIZATION CERTIFY THAT IT HAS COMPLIED WITH THE APPLICABLE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC. 75-50, 1975-2C.B. 587, COVERING RACIAL NONDISCRIMINATION? "YES"
SCHEDULE O FORM 990, PART V, LINE 2A	MOST OF CITY OF HOPE 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" AS 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 THE 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.
SCHEDULE O FORM 990, PART VI, SECTION A, LINES 6 AND 7A	CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE AND ELECTS THE BOARD OF DIRECTORS TO THE BECKMAN RESEARCH INSTITUTE.
FORM 990, PART VI, SECTION A, LINE 7B	CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE BECKMAN RESEARCH INSTITUTE, INCLUDING: BORROWING MONEY IN THE NAME OF THE BECKMAN RESEARCH INSTITUTE OR UTILIZING PROPERTY OWNED BY THE BECKMAN RESEARCH INSTITUTE AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE BECKMAN RESEARCH INSTITUTE EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE BECKMAN RESEARCH INSTITUTE; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE BECKMAN RESEARCH INSTITUTE; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE BECKMAN RESEARCH INSTITUTE OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE BECKMAN RESEARCH INSTITUTE OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY 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 THE BECKMAN RESEARCH INSTITUTE; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, 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.
SCHEDULE O FORM 990, PART VI, SECTION B, LINE 11B	A 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 THE BECKMAN RESEARCH INSTITUTE. THE FORM 990 IS PREPARED BY EY, AN EXTERNAL ACCOUNTING FIRM, AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND BY RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE BECKMAN RESEARCH INSTITUTE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW.
SCHEDULE O FORM 990, PART VI, SECTION B, LINE 12C	ALL 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. 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.
SCHEDULE O FORM 990, PART VI, SECTION B, LINES 15A AND 15B	THE 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, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO AND COMPENSATION RANGES FOR CERTAIN OTHER SENIOR EXECUTIVES. THE COMMITTEE ALSO SERVES AS THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE BECKMAN RESEARCH INSTITUTE. 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. THE COMMITTEE TARGETS THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. 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 EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON DECEMBER 9, 2021. THE COMPENSATION PROGRAMS AND PAY POSITIONING FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, AT THE SVP OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE.
SCHEDULE O FORM 990, PART VI, SECTION C, LINE 19	THE BECKMAN 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.
SCHEDULE O FORM 990, PART VII, COLUMN (B)	FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2021. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2021. SCHEDULE O FORM 990, PART VII, SECTION B IT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES MAY INCLUDE EXPENSE REIMBURSEMENT, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE.
SCHEDULE O FORM 990, PART XI, LINE 9	CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT $ (4,551,810)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
CITY OF HOPE
1500 EAST DUARTE ROAD	DUARTE	CA	91010	953435919	FUNDRAISING	CA	501(c)(3)	7	NA	false
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROAD	DUARTE	CA	91010	951683875	HOSPITAL	CA	501(c)(3)	3	CITY OF HOPE	Yes (true)
CITY OF HOPE MEDICAL FOUNDATION
1500 E Duarte Road	Duarte	CA	91010	274803222	HEALTHCARE	CA	501(c)(3)	3	CITY OF HOPE	Yes (true)
THE TRANSLATIONAL GENOMICS RESEARCH INST
445 N 5th Street Suite 600	PHOENIX	AZ	85004	753065445	RESEARCH	AZ	501(c)(3)	7	CITY OF HOPE	Yes (true)
TGEN RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 600	PHOENIX	AZ	85004	331092191	FUNDRAISING	AZ	501(c)(3)	7	TGEN	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
SOUTHERN CA RADIATION ONCOLOGY
1500 EAST DUARTE ROAD	DUARTE	CA	91010	364887584	MGMT SERVICES	DE	NA	N/A
AccessHope LLC
1500 East Duarte Road	Duarte	CA	91010	842818450	Oncology Support	DE	NA	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
l	$1,722,010	FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
m	$52,252,222	FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
o	$37,583,751	FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
p	$39,034,696	FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
q	$11,299,854	FMV
CITY OF HOPE MEDICAL FOUNDATION
o	$146,640	FMV
CITY OF HOPE
C	$87,685,060	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, Part III	FormAndLineReferenceDesc
Explanation	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP NAME: SOUTHERN CA RADIATION ONCOLOGY EIN: 36-4887584 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010 NAME: ACCESSHOPE LLC EIN: 84-2818450 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010	ExplanationTxt