2019-09-25T15:44:04-07:00 2018-12-31 953308709 LEE SPERLING HISAMUNEACCOUNTANCY CORP 500 N BRAND BOULEVARD SUITE 840 GLENDALE CA 91203 990PF 2018-01-01 950782640 GOOD HOPE MEDICAL FOUNDATION GOOD 6264415188 625 FAIR OAKS AVENUE SOUTH PASADENA CA 91030 JOHN QUINN President 2019-09-25 true Frank M Saito CPA P00190659 8185076645 2018 2019-02-21 02:37:17Z X 31082138 X X 751417 751417 751417 204940 8730615 204940 1510 1510 957867 957867 751417 718 718 12903 6451 6452 256288 173788 82500 36774 36774 1726 1726 3939 1182 2757 7036 4609 2427 319384 225248 94136 1295000 1295000 1614384 225248 1389136 -656517 732619 751417 278485 1005070 1005070 10516 9860 9680 4152831 3121332 3121332 22866242 20075314 20075314 6057356 6008899 6008899 756685 768586 768586 117243 93257 93257 34239358 31082318 31082138 21356 19783 350000 107784 70600 479140 90383 X 28833881 26527016 3813412 3351994 1112925 1112925 33760218 30991935 34239358 31082318 33760218 -656517 431704 33535405 2543470 30991935 WTC 5134 S/T COVERED P 2018-01-01 2018-12-31 630026 679348 -49322 -49322 WTC 5134 L/T COVERED P 2017-01-01 2018-12-31 3072907 2981944 90963 90963 WTC 5134 L/T NON-COVERED P 2017-01-01 2018-12-31 372761 114720 258041 258041 WTC 5134 TFI S/T COVERED P 2018-01-01 2018-12-31 73743 74859 -1116 -1116 WTC 5134 TFI S/T NON-COVERED P 2018-01-01 2018-12-31 523092 532682 -9590 -9590 WTC 5134 TFI L/T COVERED P 2017-01-01 2018-12-31 129126 105859 23267 23267 WTC 5134 TFI L/T NON-COVERED P 2017-01-01 2018-12-31 3928960 4036263 -107303 -107303 204940 -60028 false 1768051 32824955 0.05386 1489152 30477430 0.04886 1363070 31340066 0.04349 1269658 31121927 0.04080 1076367 29160072 0.03691 0.223925 0.044785 33545158 1502320 7326 1509646 1389136 14652 14652 14652 21181 21181 X 6529 6529 false false false false false false false false true true CA true false false false false true N/A WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVE STE 360 SOUTH PASADENA CA 91030 false false false false true false false false false false false false false false false false false false false false false false false false false false false ASTRID HEPPENSTALL HEGER 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 BOB ADLER 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 JULIE LYTLE NESBIT 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Secretary 5.00 0 PETER KATONA 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 HOWARD KAHN 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 MICHAEL SEGAL 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Vice President 2.00 0 RAYMOND CW PERRY 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 THOMAS WACHTELL 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 LYNN YONEKURA 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 JOHN H QUINN 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 President 2.00 0 CYNTHIA TRIBULL 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Treasurer 2.00 0 ALEXANDER LI 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 Director 2.00 0 NONE WHITTIER TRUST COMPANY 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 MANAGING INVESTMENTS 170449 LEE SPERLING HISAMUNE AC 550 NORTH BRAND BLVD STE 525 GLENDALE CA 91203 AUDITING AND TAX 12903 WHITTIER TRUST COMPANY 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 PHILANTHROPIC 82500 PATH (PEOPLE ASSISTING THE HOMELESS) - TO SUPPORT HEALTHY CONNECTIONS PROGRAM 150000 MLK COMMUNITY HEALTH FOUNDATION - TO SUPPORT DIABETES CENTER OF EXCELLENCE 250000 PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY - TO SUPPORT CORE-OPERATIONS OF SGV'S MEDICAL SERVICES. 100000 LOS ANGELES FIRE DEPARTMENT FOUNDATION - TO SUPPORT EMS TEAM TO BUILD BUSINESS PLAN FOR LAFD PUBLIC HEALTH SECTION. 100000 33594507 461491 0 34055998 0 34055998 510840 33545158 1677258 1677258 14652 14652 1662606 1662606 1662606 1389136 1389136 1389136 1662606 554456 1389136 554456 0 834680 827926 X JULIE LYTLE NESBIT 1600 HUNTINGTON DRIVE SOUTH PASADENA CA 91030 NO SPECIAL FORMATS REQUIRED BY THE FOUNDATION NONE NONE PARTNERS IN CARE FOUNDATION 732 MOTT STREET 150 SAN FERNANDO CA 91340 NONE PAID TO SUPPORT WITH SEED MONEY FOR HOME AND COMMUNITY-BASED ALTERNATIVE WAIVER PROGRAM LAUNCH. 65000 PLANNED PARENTHOOD 2333 LAKE AVENUE FLOOR 2 ALTADENA CA 91001 NONE PAID TO PROVIDE FUND FOR CORE OPERATING SUPPORT 100000 CARE HARBOR 18436 HAWTHORNE BLVD SUITE 204 TORRANCE CA 90504 NONE PAID TO EXPAND AND ENHANCE FREE CARE FOR UNINSURED, UNDERINSURED AND UNEMPLOYED INDIVIDUALS AND FAMILIES IN LOS ANGELES COUNTY AND BEYOND. INCREASE SCOPE & QUALITY OF CARE OFFERED AT THE LA CLINIC. 180000 MLK COMMUNITY HEALTH FOUNDATION 555 S FLOWER ST STE 2710 LOS ANGELES CA 90071 NONE PAID Diabetes Center of Excellence 250000 PATH 340 N MADISON AVENUE LOS ANGELES CA 90004 NONE PAID TO SUPPORT THE HEALTHY CONNECTION PROJECT. 150000 PEACE OVER VIOLENCE 1015 WILSHIRE BOULEVARD STE 200 LOS ANGELES CA 90017 NONE PAID TO SUPPORT TRAUMA-INFORMED, RESILIENCE-FOCUSED MODEL OF CARE PROJECT. 100000 VISION TO LEARN 11611 SAN VICENTE BLVD SUITE 500 LOS ANGELES CA 90004 NONE PAID TO SUPPORT CORE OPERATIONS IN THE LA COUNTY (EAST) REGION. 100000 UNION STATION HOMELSS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 NONE PAID TO SUPPORT LOCAL TRAINING AND PATIENT MEDICAL MANAGEMENT. 50000 SAN GABRIEL VALLEY FOUNDATION FOR D PO BOX 99 TEMPLE CITY CA 91780 NONE PAID TO SUPPORT DENTAL CLINIC AND OUTREACH PROGRAM. 50000 PLANNDED PARENTHOOD LOS ANGELES 400 W 30TH STREET LOS ANGELES CA 90007 NONE PAID TO SUPPORT PLANNED PARENTHOOD LOS ANGELES' PRENATAL AND ADVANCED CARE PROGRAMS. 50000 LOS ANGELES FIRE DEPARTMENT 1875 CENTURY PARK EAST SUITE 200 LOS ANGELES CA 90067 NONE PAID TO SUPPORT CONSULTANT WORK WITH LAFD EMS TEAM TO BUILD BUSINESS PLAN FOR LAFD PUBLIC HEALTH SECTION. 100000 DIGINITY HEALTH 185 BERRY STREET SUITE 300 SAN FRANCISCO CA 94107 NONE PAID TO SUPPORT CULTURAL TRAUMA AND MENTAL HEALTH RESILIENCY PROEJCT FOR SOUTHERN CALIFORNIA. 10000 FAMILY HOPE DBA ELIZABETH HOUSE PO BOX 94077 PASADENA CA 91109 NONE PAID TO SUPPORT MATERNAL MENTAL HEALTH PROGRAM. 40000 COVENANT HOUSE 1325 N WESTERN AVE LOS ANGELES CA 90027 NONE PAID TO SUPPORT COVENANT HOUSE CALIFORNIA'S MEDICAL CLINIC FOR HOMELESS AND TRAFFICKED YOUTH AGED 18 TO 24. 50000 1295000 14 751417 14 1510 18 204940 957867 957867 348 THE INCOME GENERATED BY THE INTEREST AND DIVIDEND FROM SECURITIES, AND THE SALE OF SECURITIES IS THE SOLE MEANS TO ACCOMPLISH THE FOUNDATION'S GOAL OF PROVIDING MEDICAL SERVICES TO PERSONS WITH LIMITED FINANCIAL RESOURCES AND TO TRAIN PHYSICIANS AND MEDICAL STUDENTS. false false false false false false false false false false Accounting and bookkeeping 12903 6451 0 6452 LEE SPERLING HISAMUNE AC AUDIT AND TAX PREPARATION WHITTIER TRUST COMPANY PHILANTHROPIC AND INVESTMENT MANAGEMENT SERVICES WHITTIER TRUST COMPANY PHILANTHROPIC AND INVESTMENT MANAGEMENT SERVICES WTC Multistrat 718 718 0 0 accrued interest purchased 9658 5227 ACCRUED INTEREST PURCHASED 5227 DIVIDEND RECEIVABLE 107585 88030 88030 CAPITAL GAIN DIFFERENCE 383 k-1 PASSTHROUGH ENERGY TRANSFER OPERATION 922 K-1 PASSTHROUGH WTC MULTI-STRATEGY OFFSHORE 49143 Fees 73 73 INSURANCE 3297 989 2308 INVESTMENT EXPENSE - WTC MULTISTRAT 3496 3496 MISCELLANEOUS 170 51 119 Other Investment Income 1510 DECREASE IN GRANTS PAYABLE 350000 DEFERRED TAX ADJUSTMENT 37184 K-1 PASSTHROUGH WTC MULTI-STRATEGY OFFSHORE CAPITAL LOSS 44520 DEFERRED TAX LIABLITY 107784 70600 ADMINISTRATIVE FEES 82500 0 0 82500 ADVISORY FEES 170449 170449 0 0 WTC MULTI-STRATEGY FUND OFFSHORE K-1 3339 3339 0 0 FOREIGN TAXES 950 950 FOREIGN TAXES FROM K-1 120 120 TAXES - FEDERAL EXCISE 656 656