GOOD HOPE MEDICAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GOOD HOPE MEDICAL FOUNDATION (EIN 95-0782640)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-26
- IRS object ID
- 201812999349100216
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-26T15:16:38-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953308709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE SPERLING HISAMUNEAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 NORTH BRAND BLVD STE 525 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 950782640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD HOPE MEDICAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVE | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN QUINN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank M Saito CPA | PreparerPersonNm |
| PTIN | P00190659 | PTIN |
| Phone | 8185076645 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,239,358 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $751,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $751,659 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $751,659 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,514,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,778,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,514,985 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,534 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,401 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,270,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,266,644 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $755,193 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $13,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,815 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,815 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $258,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $175,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $82,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,084 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,416 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,025 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,391 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $922 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,153 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $309,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,004,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,788,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,080,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $755,193 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,011,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,485 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,147 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,516 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,516 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,419,580 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,152,831 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,152,831 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,193,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,866,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,866,242 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,069,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,057,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,057,356 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $701,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $756,685 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $756,685 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $98,294 | OtherAssetsBOYAmt |
| Other Assets EOY | $117,243 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $117,243 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,497,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,239,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,239,358 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,926 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,356 | AccountsPayableEOYAmt |
| Grants Payable BOY | $315,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $350,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $70,448 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $107,784 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $405,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $479,140 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,614,056 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,833,881 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $3,365,370 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $3,813,412 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $1,112,925 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,112,925 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,092,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,760,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,497,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,239,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,092,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,497,788 | OtherIncreasesAmt |
| Subtotal | $33,856,478 | SubtotalAmt |
| Other Decreases | $96,260 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,760,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WTC 5134 S/T COVERED | P | 2017-01-01 | 2017-12-31 | $665,702 | $681,697 | -$15,995 | -$15,995 |
| WTC 5134 L/T COVERED | P | 2016-01-01 | 2017-12-31 | $3,606,979 | $2,665,347 | $941,632 | $941,632 |
| WTC 5134 L/T NON-COVERED | P | 2016-01-01 | 2017-12-31 | $573,215 | $82,941 | $490,274 | $490,274 |
| WTC 5134 TFI S/T COVERED | P | 2017-01-01 | 2017-12-31 | $153,225 | $153,448 | -$223 | -$223 |
| WTC 5134 TFI S/T NON-COVERED | P | 2017-01-01 | 2017-12-31 | $3,087,960 | $3,068,566 | $19,394 | $19,394 |
| WTC 5134 TFI L/T COVERED | P | 2016-01-01 | 2017-12-31 | $321,976 | $267,718 | $54,258 | $54,258 |
| WTC 5134 TFI L/T NON-COVERED | P | 2016-01-01 | 2017-12-31 | $2,369,586 | $2,344,286 | $25,300 | $25,300 |
| WTC MULTISTRAT OFFSHORE FUND | P | 2017-01-01 | 2017-12-31 | $41 | -$41 | -$41 | |
| WTC MULTISTRAT OFFSHORE FUND | P | 2016-01-01 | 2017-12-31 | $13 | -$13 | -$13 | |
| Wash Sale | $399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,514,985 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,534 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,489,152 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,477,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,363,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,340,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04349 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,269,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,121,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04080 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,076,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,160,072 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03691 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,176,583 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,422,512 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04628 | DistributionYr5Rt |
| Total Distribution | 0.216343 | TotalDistributionRt |
| Average Distribution | 0.043269 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,824,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,420,303 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,441,111 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,788,859 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20,808 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,808 | SubtotalAmt |
| Tax Based On Investment Income | $20,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,989 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $41,989 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $21,181 | OverpaymentAmt |
| Applied To ES Tax | $21,181 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BOB ADLER | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| JULIE LYTLE NESBIT | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Secretary | 5.00 | $0 |
| THOMAS HUDNUT | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Treasurer/CFO | 2.00 | $0 |
| HOWARD KAHN | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| MICHAEL SEGAL | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Vice President | 2.00 | $0 |
| RAYMOND CW PERRY | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| THOMAS WACHTELL | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| LYNN YONEKURA | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| JOHN H QUINN | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | President | 2.00 | $0 |
| CYNTHIA TRIBULL | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| ALEXANDER LI | ||||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITTIER TRUST COMPANY | |||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | MANAGING INVESTMENTS | $167,220 |
| LEE SPERLING HISAMUNE AC | |||||
| 550 NORTH BRAND BLVD STE 525 | GLENDALE | CA | 91203 | AUDITING AND TAX | $13,630 |
| WHITTIER TRUST COMPANY | |||||
| 625 FAIR OAKS AVE 360 | SOUTH PASADENA | CA | 91030 | PHILANTHROPIC | $82,500 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHILDREN'S HOSPITAL LOS ANGELES - TO SUPPORT MYVOICE ADOLESCENT TRANSITION PROGRAM | Description1Txt |
| Expenses1 | $150,000 | Expenses1Amt |
| Description2 | MLK COMMUNITY HEALTH FOUNDATION - TO SUPPORT DIABETES CENTER OF EXCELLENCE | Description2Txt |
| Expenses2 | $250,000 | Expenses2Amt |
| Description3 | PROVIDENCE TRINITYCARE HOSPICE FOUNDATION - TO SUPPORT TRINITY KIDS CARE | Description3Txt |
| Expenses3 | $200,000 | Expenses3Amt |
| Description4 | SHIELDS FOR FAMILIES - TO SUPPORT HEALTHY MOMS AND KIDS | Description4Txt |
| Expenses4 | $200,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,572,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $752,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,324,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $33,324,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $499,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,824,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,641,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,641,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,808 | TotalTaxAmt |
| Distributable Before Adj | $1,620,440 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,620,440 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,620,440 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,788,859 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,788,859 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,808 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,768,051 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,620,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $722,875 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,788,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $722,875 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,065,984 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $554,456 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE LYTLE NESBIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NO SPECIAL FORMATS REQUIRED BY THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| USC DENTAL CLINIC | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PAID | USC Dental School Clinic at Union Rescue Mission | $50,000 |
| 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. | $80,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD MAILSTOP 29 | LOS ANGELES | CA | 90027 | NONE | PAID | TO SUPPORT MYVOICE ADOLESCENT TRANSITION PROGRAM | $150,000 |
| MLK COMMUNITY HEALTH FOUNDATION | |||||||
| 555 S FLOWER ST STE 2710 | LOS ANGELES | CA | 90071 | NONE | PAID | PRIMARY AND SPECIALTY CARE CLINIC AS PART OF MLKCH'S ADVANCED CARE PROGRAMS. | $250,000 |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 N WESDTERN AVE | LOS ANGELES | CA | 90027 | PAID | To provide dental and optometric care for homeless youth | $50,000 | |
| POMONA COMMUNITY HEALTH CENTER | |||||||
| 1450 E HOLT AVE | POMONA | CA | 91767 | PAID | TO SUPPORT THE IMPLEMENTATION OF ORAL HEALTH SERVICES IN POMONA. | $50,000 | |
| PROVIDENCE HOLY CROSS MEDICAL CENTE | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PAID | TO SUPPORT THE COMPLEX CARE MANAGEMENT PROGRAM FOR BEHAVIORAL HEALTH AND HOMELESS PATIENTS. | $125,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PAID | TYPE 2 DIABETES CLINIC | $115,000 |
| YOUNG HEALTHY | |||||||
| PO BOX 93397 | PASADENA | CA | 91109 | NONE | PAID | TO SUPPORT CORE OPERATIONAL FUNCTIONS | $50,000 |
| PATH | |||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | PAID | TO SUPPORT THE HEALTHY CONNECTION PROJECT. | $100,000 | |
| PEACE OVER VIOLENCE | |||||||
| 1015 WILSHIRE BOULEVARD STE 200 | LOS ANGELES | CA | 90017 | PAID | TO SUPPORT TRAUMA-INFORMED, RESILIENCE-FOCUSED MODEL OF CARE PROJECT. | $100,000 | |
| EISNER HEALTH | |||||||
| 1500 S OLIVE STREET | LOS ANGELES | CA | 90015 | PAID | TO SUPPORT PERIODONTAL CARE PROGRAM. | $75,000 | |
| PROVIDENCE TRINITY CARE HOSPICE FOU | |||||||
| 5315 TORRANCE BLVD | TORRANCE | CA | 90503 | PAID | TO SUPPORT THE TRINITY KIDS CARE PROGRAM. | $200,000 | |
| SAN GABRIEL FOUNDATION FOR DENTAL H | |||||||
| PO BOX 99 | TEMPLE CITY | CA | 91780 | PAID | TO SUPPORT DENTAL CLINIC AND OUTREACH PROGRAM. | $50,000 | |
| SHIELDS FOR FAMILIES | |||||||
| 11601 S WESTERN AVNUE | LOS ANGELES | CA | 90047 | PAID | TO SUPPORT HEALTHY MOMS AND KIDS PROGRAM. | $200,000 | |
| BUDDHIST TZU CHI MEDICAL FOUNDATION | |||||||
| 1008 S GARFIELD | ALHAMBRA | CA | 91801 | PAID | TO SUPPORT MOBILE VISION AND DENTAL SERVICES IN LOS ANGELES COUNTY. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,695,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $751,659 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,401 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,514,586 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,270,646 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,270,646 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumberTxt |
| Relationship Statement | THE INCOME GENERATED BY THE INTEREST AND DIVIDEND FROM SECURITIES, AND THE SALE OF SECURITIES IS THE SOLE MEANS TO ACCOMPLISH THE FOUNDATION'S GOAL OF PROVIDING MEDICAL SERVICES TO PERSONS WITH LIMITED FINANCIAL RESOURCES AND TO TRAIN PHYSICIANS AND MEDICAL STUDENTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING / BOOKKEEPING | CategoryTxt |
| Amt | $13,630 | Amt |
| Net Investment Income | $6,815 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,815 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PHILANTHROPIC AND INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| accrued interest purchased | $9,507 | $9,658 | |
| ACCRUED INTEREST PURCHASED | $9,658 | ||
| DIVIDEND RECEIVABLE | $88,787 | $107,585 | $107,585 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL GAIN DIFFERENCE | $14,320 |
| DEFERRED TAX ADJUSTMENT | $37,336 |
| INCREASE IN GRANTS PAYABLE | $35,000 |
| K-1 PASSTHROUGH WTC MULTI-STRATEGY OFFSHORE | $9,604 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,970 | $891 | $2,079 |
| MISCELLANEOUS | $105 | $31 | $74 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,401 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT - WASH SALE | $399 |
| K-1 PASSTHROUGH WTC MULTI-STRATEGY OFFSHORE | $54 |
| K-1 PASSTHROUGH WTC MULTI-STRATEGY OFFSHORE CAPITAL LOSS | $8,765 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABLITY | Desc |
| BOY Book Value | $70,448 | BOYBookValueAmt |
| EOY Book Value | $107,784 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $82,500 | $0 | $0 | $82,500 |
| ADVISORY FEES | $167,220 | $167,220 | $0 | $0 |
| WTC MULTI-STRATEGY FUND OFFSHORE K-1 | $8,751 | $8,751 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,070 | $1,070 |
| FOREIGN TAXES FROM K-1 | $14 | $14 |
| TAXES - FEDERAL EXCISE | $29,631 |