2025-08-13T06:50:07+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2023-10-01 953435919 CITY OF HOPE CITY 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 Yvette Tremonti Treasurer & CFO 2025-08-13 true true Kara Adams P00023315 9497942300 2025-08-01 2023 2025-03-06 01:10:19Z ROBERT W STONE 1500 EAST DUARTE ROAD DUARTE CA 91010 1498188293 false 4037 X cityofhope.org X 1980 CA City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. Our vision is to conquer cancer and diabetes for people everywhere by integrating scientific discovery, clinical ingenuity, and compassion. 13 13 230 10000 17205768 5009722 259079713 284299801 675000 675000 63096588 120516151 7165053 7815242 330016354 413306194 86164731 88862682 0 0 51132596 56201749 6551631 5778864 47395345 23150484 70846077 166999442 221689372 163016912 191616822 2879655762 4156540828 324651660 1191360100 2555004102 2965180728 City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION false false 88862682 88862682 675000 CONTRIBUTIONS ARE SOLICITED FOR SUPPORT OF PROGRAMS IN SCIENTIFIC AND MEDICAL RESEARCH, PATIENT CARE AND RELATED SERVICES AND PUBLIC INFORMATION AND EDUCATION PERFORMED AT CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, CITY OF HOPE CHICAGO, CITY OF HOPE ATLANTA AND CITY OF HOPE PHOENIX. 88862682 true true false false false false false true true true true false true true true false true false false true false false true true true false true false true false false false false false false false false true true false false true true true true false false true X 136 5 true 230 true true true false false false false true true false false false false true false X 13 13 true false false false false false false true false false true true true true true true true true true true false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA AR WV WI X Yvette Tremonti 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 Glenn D Steele Jr MD PhD Director & Chair of the Board 2.0 6.0 X X 0 0 0 Adrienne White-Faines Director 2.0 2.0 X 0 0 0 Barbara Bruser CFA Director 2.0 6.0 X 0 0 0 Matthew Hobart Director 2.0 2.0 X 0 0 0 Morgan Chu Esq Director 2.0 11.0 X 0 0 0 Pamela Boneham Director 2.0 2.0 X 0 0 0 Philip Fasano Director 2.0 6.0 X 0 0 0 Ronald L Sargent Director, Vice Chair 2.0 8.0 X 0 0 0 Selwyn Isakow Director, Immediate Past Chair 2.0 10.0 X 0 0 0 Stephanie Okey Director 2.0 4.0 X 0 0 0 Steven B Fink Director 2.0 8.0 X 0 0 0 Suzanne Vautrinot Director 2.0 8.0 X 0 0 0 William J Post Director 2.0 8.0 X 0 0 0 Cristin J O'Callahan General Counsel & Corp Secretary 10.0 51.0 X 186671 944668 341125 Donald J Matthewson Assistant Treasurer 12.0 48.0 X 125464 501856 12060 Jo Ann Escasa-Haigh Chief Business Officer 12.0 48.0 X 365936 1463743 150513 Kristin Bertell Chief Philanthropy Officer 48.0 12.0 X 995258 248814 314901 Robert W Stone President & CEO 21.0 39.0 X 1564445 2918205 1667332 Yvette Tremonti Treasurer/Chief Financial Officer 10.0 51.0 X 0 0 24162 Debra F Fields Exec VP & Chief Transformation Ofc 12.0 48.0 X 340881 1363523 384116 Kevin Manemann EVP & Chief Integration Offcr 3.0 57.0 X 68829 1307750 119131 Mark Hulse Chief Digital Officer 12.0 48.0 X 276672 1106688 42307 Annette M Walker President of COH OC Cancer Ctr 15.0 45.0 X 543458 1630374 343370 Harlan Alcon Levine Pres, Hlth Innovation & Policy 11.0 49.0 X 364681 1624490 403546 John D Carpten Chf Sci Off, BRI Dir, Canc Ctr Dir 9.0 51.0 X 155844 883116 100957 Steven Terry Rosen MD EVP,Dir Emeritus Comp Canc Ctr & BRI 6.0 54.0 X 173661 1562947 305760 Vijay Trisal MD System Chief Clinical Officer 2.0 58.0 X 37057 1074649 148148 Jennifer Parkhurst Former Officer 12.0 48.0 X 312857 1251429 64845 Philip Okala Former Officer 12.0 48.0 X 175540 702160 14345 5687254 18584412 4436618 113 true true false PURSUANT GROUP INC 5151 BELT LINE RD STE 900 DALLAS TX 75248 PROFESSIONAL FUNDRAISER 4930997 PHOENIX CONSTRUCTION & MANAGEMENT INC 515 S FLOWER ST STE 1270 LOS ANGELES CA 90071 CONSTRUCTION SERVICES 1777430 THREE SIXTY ADVISORY GROUP LLC 301 N LAKE AVE 930 PASADENA CA 91101 MANAGEMENT SERVICES 1306400 CHAPMAN CUBINE ALLEN & HUSSEY INC 1600 WILSON BLVD 300 ARLINGTON VA 22209 PROFESSIONAL FUNDRAISER 1045575 ALLEGIANCE GROUP 4840 AMBER VALLEY PKWY S STE C FARGO ND 58104 PROFESSIONAL FUNDRAISER 861685 42 33905007 250394794 28785396 284299801 Rental Income from Related Entity 531120 675000 675000 0 0 0 0 675000 30475052 30475052 9719 9719 235918 235918 0 235918 235918 1162216224 1072175125 90041099 0 90041099 90041099 1941245 33905007 12700400 -10759155 -10759155 1033239 6574 1026665 1026665 AccessHope 541610 9471577 9471577 Investment Income - Schedules K-1 901101 7734191 7734191 CASH SURRENDER VALUE 900099 96327 96327 0 0 0 0 17302095 413306194 675000 17205768 111125625 88862682 88862682 0 0 4033260 2436847 1596413 44922170 0 27141429 17780741 1287482 777881 509601 2893365 1748136 1145229 3065472 1852121 1213351 1252711 1252711 37368 37368 5778864 5778864 2842011 659866 2182145 7216890 0 2026845 5190045 323632 125374 198258 5147670 353537 4794133 3573712 829758 2743954 262767 101795 160972 1065416 412738 652678 1931340 457390 1473950 43140754 43140754 1216772 1000335 216437 304293 117882 186411 Other Expenses 1020640 373584 647056 Grants Bad Debt Expenses 541954 209951 332003 Dues & Subscriptions 464658 180006 284652 Taxes, Licenses, and Business Fees 366784 142091 224693 136705 0 52946 83759 221689372 88862682 85431345 47395345 22712238 75309035 33776662 99410963 313046056 399319881 146905 150248 0 0 0 0 0 0 1472797 4435467 38932390 20162092 15362839 18770298 417043673 461649973 1264734350 1480403485 132592509 160055581 0 0 678767733 1457035897 2879655762 4156540828 13444138 347553041 0 0 3447568 2964546 0 0 0 0 0 0 0 0 123408118 207900000 184351836 632942513 324651660 1191360100 X 1485135580 1702586886 1069868522 1262593842 2555004102 2965180728 2879655762 4156540828 191616822 218284804 275000 0 X false true X true false X 164381915 274401758 203662896 259079713 284299801 1185826083 0 0 164381915 274401758 203662896 259079713 284299801 1185826083 194939146 990886937 174728859 68824325 29375958 22548535 38454880 333932557 4085 431734 1191493 0 9471577 11098889 102300 870102 260353 115086 96327 1444168 1532301697 5907321 0.6467 0.4944 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - CASH SURRENDER VALUE, COLUMN A - 93633.0, COLUMN B - 867032.0, COLUMN C - 243827.0, COLUMN D - 109460.0, COLUMN E - 96327.0, COLUMN F - 1410279.0; DESCRIPTION - OTHER INCOME, COLUMN A - 8667.0, COLUMN B - 3070.0, COLUMN C - 16526.0, COLUMN D - 5626.0, COLUMN E - 0.0, COLUMN F - 33889.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 41118191 14212821 29117743 26213269 false 500776129 22319452 112999774 10640162 625455193 407076229 37396778 69751176 11808177 1639877 500776129 457290253 35457157 -82973403 1467058 1230720 407076229 353427277 6400878 114921220 16311814 1147308 457290253 330000397 3447830 26759217 5875668 904499 353427277 0.2843 0.4449 0.2708 false false 10590313 10590313 7888537 4300171 3588366 319833 319833 0 16495044 15542088 952956 3638663 0 3638663 18770298 2404487 F 3500090 F Alternative Investments 1474498908 F 1480403485 Due from Affiliates 1357909691 Contribution Rec. From Split Interest 93984544 Security Deposits 4969018 Workers Comp. Receivable 172485 Other Assets 159 1457035897 0 Due to Affiliates 595407235 Annuitant Obligations 36954518 Other Liabilities 580760 632942513 X Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement City of Hope has an investment program for its affiliated entities who have chosen to invest in its unitized City of Hope Development Group Long-Term Investments Portfolio ("Investment Portfolio"). City of Hope acts as agent for these funds. At all times, the funds are the property of The Translational Genomics Research Institute. Schedule D, Part V, Line 4 Intended uses of endowment funds CITY OF HOPE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT FUNDS THAT ARE AVAILABLE TO FUND RESEARCH, PATIENT CARE, HEALTH EDUCATION AND MEDICAL EQUIPMENT AND BUILDINGS, AS DETERMINED BY DONOR AGREEMENTS, MANAGEMENT AND THE BOARD OF DIRECTORS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOLLOWING PARAGRAPH IS FROM CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2024 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON PANCREATIC CANCER RESEARCH, LLC (SPCR); AND COH HOLDCO INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AS OF SEPTEMBER 30, 2024 OR 2023. Central America and the Caribbean 0 0 Investments 225849404 North America (Canada & Mexico only) 0 0 Investments 32751127 East Asia and the Pacific 0 0 Fundraising 71451 Europe (Including Iceland and Greenland) 0 0 Fundraising 97508 North America (Canada & Mexico only) 0 0 Fundraising 131559 0 0 0 0 0 0 258901049 0 258901049 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual X X X X X X true MissionWired 100 Montgomery St Ste 300 San Francisco CA 94104 Mail, Email, Phone Solicits false 5549152 452239 5096913 The PURSUANT GROUP INC 15660 N Dallas Parkway Dallas TX 75248 Mail/Email/Internet/Phone Solicits false 8139181 4348830 3790351 MarketSmart LLC 5906 Maiden Lane Bethesda MD 20817 EMAIL/INTERNET SOLICITS false 0 186377 -186377 CASWELL ZACHRY GRIZZARD LLC 6301 Gaston Ave Dallas TX 75214 MAIL SOLICITS false 0 791418 -791418 13688333 5778864 7909469 CA CO CT FL GA AL HI IL KS KY ME AK MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI 2024 NELA Walk for Hope 1996569 1996389 180 0 0 15300 0 0 1525491 2024 HHI Lowe's Golf Classic 1940460 1441989 498471 0 0 468262 0 0 27148 135 31909223 30466629 1442594 0 0 5196069 0 336132 5131998 35846252 33905007 1941245 0 0 5679631 0 336132 6684637 12700400 -10759155 0 0 0 0 0 0 0 0 0 0 1033239 0 6574 0 0 true 1.0 1033239 0 6574 0 0 6574 1026665 CA true false true false 0.0 1.0 Diana Keim - VP - Philanthropy 1500 East Duarte Road Duarte CA 91010 false Diana Keim VP Philanthropy 0 Management and oversight X true 929915 Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses MISSIONWIRED-MISSIONWIRED IS A DIRECT RESPONSE FUNDRAISING CONSULTING FIRM WHICH PROVIDED CITY OF HOPE SERVICES DIRECTED TO RAISING FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $452,008 TO MISSIONWIRED TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES HAS BEEN REPORTED ON SCHEDULE G, PART I, LINE 2B, COLUMN (V).;THE PURSUANT GROUP, INC.-THE PURSUANT GROUP, INC. IS A DIRECT RESPONSE FUNDRAISING CONSULTING FIRM WHICH PROVIDED CITY OF HOPE SERVICES DIRECTED TO RAISING FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $90,112 TO THE PURSUANT GROUP, INC. TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES HAS BEEN REPORTED ON SCHEDULE G, PART I, LINE 2B, COLUMN (V).;MARKETSMART, L.L.C.-MARKETSMART L.L.C. PROVIDED CITY OF HOPE WITH DESIGN OF INTERNET WEBSITES AND/OR COLLATERAL MATERIALS RELATED TO PLANNED GIVING AND ESTATE PLANNING OPPORTUNITIES. THERE IS NO MEANINGFUL WAY FOR CITY OF HOPE TO ATTRIBUTE GROSS RECEIPTS FROM DONOR SOURCES TO THESE ACTIVITIES DUE TO THE LONG-TIME HORIZON TYPICALLY ASSOCIATED WITH THESE GIFT GIVING VEHICLES. ADDITIONALLY, INTERNET AND OTHER NEW MEDIA TECHNOLOGIES ARE DIRECTED TOWARD LARGE, HETEROGENEOUS, AND ANONYMOUS AUDIENCES. THE ABILITY TO TRACK WHETHER DONATIONS WERE A RESULT OF THIS TYPE OF MARKETING OUTREACH WOULD BE UNKNOWN TO CITY OF HOPE UNLESS THE DONOR SELF-IDENTIFIED AS HAVING BEEN INFLUENCED BY THIS OUTREACH.; Schedule G, Part III, Line 17 Distributions required under state law STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=929915; true Beckman Research Institute of the City Of Hope 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 501(C)(3) 46623682 OPERATING SUPPORT City of Hope National Medical Center 1500 EAST DUARTE ROAD DUARTE CA 91010 951683875 501(C)(3) 41830802 OPERATING SUPPORT The Translational Genomics Research Institute 445 N 5TH STREET PHOENIX AZ 85004 753065445 501(C)(3) 408198 OPERATING SUPPORT 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds CITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, COH HOLDCO INC., WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO) IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND COH HOLDCO INC., AND COH HOLDCO INC., IS THE SOLE CORPORATE MEMBER OF WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). CITY OF HOPE MONITORS THE ACTIVITIES OF THESE SUBSIDIARY ORGANIZATIONS TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS AND TO ENSURE THEY ARE OPERATING IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE. X true true X X X X X X false true false false false false false true false Philip Okala Former Officer 137410 549640 0 0 38130 152520 0 0 2869 11476 178409 713636 0 0 Jennifer Parkhurst Former Officer 136392 545569 80007 320027 96458 385833 5018 20073 7951 31803 325826 1303305 0 0 Kristin Bertell Chief Philanthropy Officer 524365 131094 414175 103542 56718 14178 221124 55284 30795 7698 1247177 311796 118842 29711 Robert W Stone President & CEO 722701 1348073 767336 1431336 74408 138796 568097 1059688 13802 25745 2146344 4003638 240525 448658 Cristin J O'Callahan General Counsel & Corp Secretary 106709 540016 69747 352960 10215 51692 50977 257972 5309 26867 242957 1229507 12030 60881 Jo Ann Escasa-Haigh Chief Business Officer 192096 768383 169340 677360 4500 18000 24552 98207 5551 22203 396039 1584153 0 0 Donald J Matthewson Assistant Treasurer 81226 324904 33946 135784 10292 41168 1999 7996 413 1652 127876 511504 0 0 Kevin Manemann EVP & Chief Integration Offcr 34841 661975 32863 624400 1125 21375 5003 95065 953 18110 74785 1420925 0 0 Debra F Fields Exec VP & Chief Transformation Ofc 184215 736861 136114 544454 20552 82208 69330 277318 7494 29974 417705 1670815 40555 162219 Mark Hulse Chief Digital Officer 159761 639043 100658 402634 16253 65011 5318 21274 3143 12572 285133 1140534 0 0 Vijay Trisal MD System Chief Clinical Officer 24176 701101 10201 295833 2680 77715 3751 108780 1187 34430 41995 1217859 1826 52961 Harlan Alcon Levine Pres, Hlth Innovation & Policy 195927 872767 149177 664517 19577 87206 66072 294321 7911 35242 438664 1954053 42985 191478 John D Carpten Chf Sci Off, BRI Dir, Canc Ctr Dir 60338 341915 95506 541201 0 0 13290 75307 1854 10506 170988 968929 0 0 Steven Terry Rosen MD EVP,Dir Emeritus Comp Canc Ctr & BRI 94550 850948 66954 602590 12157 109409 28905 260143 1671 15041 204237 1838131 21360 192238 Annette M Walker President of COH OC Cancer Ctr 228145 684435 279363 838090 35950 107849 76972 230917 8870 26611 629300 1887902 51017 153050 Schedule J, Part I, Line 1a First-class or charter travel 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 Supplemental nonqualified retirement plan CITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL 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 2023 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: DEBRA FIELDS - $35,501 MARK HULSE - $28,478 DONALD MATTHEWSON - $10,014 STEVEN TERRY ROSEN - $34,090 ROBERT STONE - $59,965 VIJAY TRISAL - $17,540 ANNETTE WALKER - $27,726 Schedule J, Part I, Line 7 Non-fixed payments CITY OF HOPE'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2023 WAS PAID IN CALENDAR YEAR 2023 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 9) RAN FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 10 RUNS FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2023, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 9 LTI INCENTIVES (OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023) IN DECEMBER 2023. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II). X 2 755000 Opinions of experts X 26094 Other X 146 26864780 Other - FMV X 3 710833 Other - FMV X Auction & Raffle Items 602 428689 Other - FMV 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions CITY OF HOPE USES THIRD PARTY REAL ESTATE BROKERS AND AGENTS TO ASSIST IN THE SALE OF DONATED REAL ESTATE. THIRD PARTY ACTIVITIES ARE MONITORED CLOSELY THROUGH CITY OF HOPE CORPORATE REAL ESTATE STAFF. SELECTION OF THIRD PARTIES IS DONE THROUGH INTERVIEWS OF SEVERAL QUALIFIED INDIVIDUALS OR FIRMS AND SELECTIONS ARE BASED ON QUALIFICATIONS, SUCH AS SKILL, KNOWLEDGE, EXPERIENCE, EDUCATION, LICENSURE, CERTIFICATIONS, ETC. BACKGROUND AND REFERENCE CHECKS ARE CONDUCTED ON THE SELECTED THIRD PARTY. ADDITIONALLY, SELECTION IS BASED ON COST AND WE REQUEST THIRD PARTIES TO DISCOUNT STANDARD COMMISSIONS, FEES AND COSTS ASSOCIATED WITH THE SERVICES THEY PROVIDE. Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - reporting the number of items received Securities - Publicly traded - reporting the number of Contributions Real estate - Residential - reporting the number of items received Other - Auction & Raffle Items reporting the number of items received Form 990, Part I, Line 6 Number of Volunteers THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND ITS AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS SUPPORT HELPS US HELP THOSE IN NEED THROUGHOUT THE YEAR. IN THE CURRENT YEAR, A SUBSTANTIAL NUMBER OF UNPAID VOLUNTEERS HAVE MADE SIGNIFICANT CONTRIBUTIONS OF THEIR TIME TO DEVELOP CITY OF HOPE'S FUNDRAISING NETWORK, PRINCIPALLY THROUGH DEVELOPMENT AND EDUCATIONAL PROGRAMS. THE VALUE OF THIS CONTRIBUTED TIME IS NOT REFLECTED IN THE INFORMATION RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. Form 990, Part III, Line 1 Organization's Mission Founded in 1913, the City of Hope enterprise has grown into one of the largest and most advanced cancer research and treatment organizations in the United States, and one of the leading research centers for diabetes and other life-threatening illnesses. City of Hope research has been the basis for numerous breakthrough cancer medicines, as well as human synthetic insulin and monoclonal antibodies. With an independent, National Cancer Institute-designated comprehensive cancer center that is ranked a Top 5 "Best Hospital" in the nation for cancer care by U.S. News & World Report at its core, City of Hope's uniquely integrated model spans cancer care, research and development, academics and training, and a broad philanthropy program that powers its work. Form 990, Part V, Line 2a Common Paymaster Arrangement MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Ronald Sargent and Suzanne Vautrinot - Business relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 CITY OF HOPE. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy 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 AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UP ON 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 FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official 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 TOP MANAGEMENT OFFICIAL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. Form 990, Part VI, Line 19 Required documents available to the public CITY OF HOPE'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. CITY OF HOPE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A Average Hours Devoted 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 AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2024. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD Five REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2024. Schedule F, Part I, Line 3(e) ACTIVITIES IN REGION(S) INVESTMENT ACTIVITIES OF CITY OF HOPE 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 12.65 PERCENT OF CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. CITY OF HOPE'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. CITY OF HOPE'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, SIDEPOCKET 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. CITY OF HOPE'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. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OUTSIDE OF THE UNITED STATES. HOWEVER, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, CITY OF HOPE RECEIVES DONATIONS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. Stephenson Global Pancreatic Cancer Research Institute LLC 1500 East Duarte Road DUARTE CA 91010 Research DE 0 0 COH Beckman Research Institute of the City of Hope 1450 East Duarte Road Duarte CA 91010 953432210 Research CA 501(c)(3) 4 City of Hope true City of Hope Medical Foundation 1500 East Duarte Road Duarte CA 91010 274803222 Healthcare CA 501(c)(3) 3 City of Hope true City of Hope National Medical Center 1500 East Duarte Road Duarte CA 91010 951683875 Hospital CA 501(c)(3) 3 City of Hope true COH HoldCo Inc 1500 East Duarte Road Duarte CA 91010 873651176 Support DE 501(c)(3) Type III-FI City of Hope true Midwestern Regional Medical Center Inc 1500 East Duarte Road Duarte CA 91010 362510771 Hospital IL 501(c)(3) 3 COH Holdco Inc true Southeastern Regional Medical Center Inc 1500 East Duarte Road Duarte CA 91010 264572436 Hospital GA 501(c)(3) 3 COH Holdco Inc true The Translational Genomics Research Institute 445 N 5th Street Suite 600 Phoenix AZ 85004 753065445 Research AZ 501(c)(3) 7 City of Hope true The Translational Genomics Research Institute Foundation 445 N 5th Street Suite 120 Phoenix AZ 85004 331092191 Fundraising AZ 501(c)(3) 7 TGEN true Western Regional Medical Center Inc 1500 East Duarte Road Duarte CA 91010 320197974 Hospital AZ 501(c)(3) 3 COH Holdco Inc true AccessHope LLC 1500 East Duarte Road Duarte CA 91010 842818450 Oncology Support DE City of Hope Related -19269307 26046124 false true 0.9491 Southern California Radiation Oncology LLC 1500 East Duarte Road Duarte CA 91010 364887584 Radiation Oncology DE NA N/A Charitable Remainder Trusts (32) 1500 East Duarte Road Duarte CA 91010 Support CA City of Hope Trust false true true false false false false false false false false false false true false true true true false false Beckman Research Institute of the City of Hope P 4515926 Book Beckman Research Institute of the City of Hope Q 226825 Book City of Hope National Medical Center M 9578410 Book City of Hope National Medical Center O 13434631 Book City of Hope National Medical Center P 171299958 Book City of Hope National Medical Center Q 132002038 Book City of Hope Medical Foundation Q 808395 Book City of Hope Medical Foundation A 675000 Book Beckman Research Institute of the City of Hope B 46623682 Book City of Hope National Medical Center B 41830802 Book The Translational Genomics Research Institute B 408198 Book ACCESSHOPE LLC B 30000662 BOOK