HENRY L GUENTHER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HENRY L GUENTHER FOUNDATION (EIN 95-6026937)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202543109349100824
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T18:21:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maginnis Knechtel & McIntyre LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 West Colorado Blvd | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956026937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry L Guenther Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSANNE SUNDBERG | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 5627995544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 Old Ranch Parkway STE 300 | AddressLine1Txt |
| City | Seal Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNE SUNDBERG | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 5627995544 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda E G Ballesteros | PreparerPersonNm |
| PTIN | P00366852 | PTIN |
| Phone | 6264493466 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,925,175 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,737,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,737,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,736,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,932,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,736,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,474,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,474,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,265,177 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $253,036 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,012,142 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,725 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,945 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $83,780 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $154,558 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $30,912 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $123,646 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,849 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,170 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $60,679 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $483,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $451,597 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,951 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $37,522 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $43,732 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,746 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,986 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,596 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,319 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,277 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,904 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,292,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $795,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,405,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,199,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,199,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,491,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $795,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,605,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $982,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,678,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $229,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,569 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $94,836 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,249 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,249 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,883,744 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,988,229 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,988,229 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $90,142,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,392,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,392,166 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,932,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,227,739 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,227,739 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,011,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,223,223 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,223,223 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $109,294,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,925,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,925,175 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $109,294,511 | RetainedEarningBOYAmt |
| Retained Earning EOY | $115,925,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,294,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,925,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,294,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,925,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,294,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $982,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,874,014 | OtherIncreasesAmt |
| Subtotal | $120,150,835 | SubtotalAmt |
| Other Decreases | $4,225,660 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,925,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES- MORGAN STANLEY0224808 | P | $3,917,721 | $3,841,911 | $75,810 | $75,810 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY0224808 | P | $2,988,990 | $2,910,503 | $78,487 | $78,487 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 | P | $4,739,882 | $2,217,076 | $2,522,806 | $2,522,806 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 | P | $4,611,919 | $4,948,240 | -$336,321 | -$336,321 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 | P | $133,320 | $109,782 | $23,538 | $23,538 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 | P | $2,981,467 | $3,066,527 | -$85,060 | -$85,060 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 | P | $104,862 | $115,850 | -$10,988 | -$10,988 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 | P | $1,066,065 | $1,073,905 | -$7,840 | -$7,840 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 | P | $486,578 | $398,292 | $88,286 | $88,286 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012281 | P | $450,042 | $368,334 | $81,708 | $81,708 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012281 | P | $1,649,799 | $1,428,942 | $220,857 | $220,857 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012283 | P | $346,046 | $279,153 | $66,893 | $66,893 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012283 | P | $515,914 | $438,748 | $77,166 | $77,166 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 | P | $519,734 | $300,499 | $219,235 | $219,235 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 | P | $842,306 | $768,769 | $73,537 | $73,537 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012285 | P | $3,302,917 | $1,721,618 | $1,581,299 | $1,581,299 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012285 | P | $2,375,692 | $2,287,249 | $88,443 | $88,443 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 | P | $1,391,187 | $1,360,529 | $30,658 | $30,658 |
| PUBLIC TRADED SECURITIES- MORGAN STANLEY025527 | P | $508,067 | $559,914 | -$51,847 | -$51,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,736,667 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92,838 | SubtotalAmt |
| Tax Based On Investment Income | $92,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,009 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $123,009 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,171 | OverpaymentAmt |
| Applied To ES Tax | $30,171 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://guentherfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSANNE SUNDBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5627995544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | VICE PRESIDENT/SECRETARY | 40.0 | $310,307 | $12,300 | $0 |
| SUSANNE SUNDBERG | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | CHAIRMAN OF THE BOARD | 40.0 | $333,048 | $8,859 | $0 |
| SARAH C MILLIKEN | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | FORMER DIRECTOR/OFFICER | 0.0 | $0 | $32,493 | $0 |
| RICHARD BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $110,636 | $19,545 | $0 |
| CHARLES LEATHERBURY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | TREASURER | 40.0 | $289,914 | $18,745 | $0 |
| PHILLIP BATTAGLIA | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $110,636 | $21,095 | $0 |
| ERIC MOOBERRY | ||||||||
| 3020 Old Ranch Parkway STE 300 | Seal Beach | CA | 90740 | DIRECTOR | 20.0 | $110,636 | $3,232 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBA COLORADO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $104,725 | CompensationAmt |
| Employee Benefits | $38,289 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGINNIS KNECHTEL & MCINTYRE LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $75,849 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $112,584,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $926,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,511,045 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $113,511,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,702,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,808,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,590,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,590,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,838 | TotalTaxAmt |
| Distributable Before Adj | $5,497,581 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,497,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,497,581 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,605,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,605,099 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,497,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $199,039 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $5,605,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $199,039 | AppliedToYear1Amt |
| Applied To Current Year | $5,406,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $91,521 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HENRY L GUENTHER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 OLD RANCH PARKWAY STE 300 | AddressLine1Txt |
| City | SEAL BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5627995544 | RecipientPhoneNum |
| Form And Info And Materials | The Guenther Foundation accepts applications for grants from qualified tax-exempt charitable organizations operating within the State of California. Applications are not accepted from individuals. Regular meetings of the Guenther Foundation Board of Directors are held semi-annually in the winter and summer to consider and take final action on pending applications for grants. Effective with the October 31, 2020 deadline, all applications must be submitted online; the Guenther Foundation will no longer accept mailed or hand-delivered paper copies. Applications must be fully completed directly on the henry L. Guenther Foundation website by October 31 for consideration at the board of directors meeting held in January, and by May 31 for consideration at the meeting held in July. Prospective applicants are requested to communicate with the Guenther Foundation office only by letter or email (no telephone calls please). Please visit guentherfoundation.org/how-to-apply/ for more information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31ST AND MAY 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN GENERAL, THE FOUNDATION APPLIES ITS RESOURCES TO PRESERVE AND ENRICH THE BENEFITS TO BE DERIVED BY CALIFORNIA RESIDENTS, AND PRINCIPALLY THOSE RESIDING IN SOUTHERN CALIFORNIA. THE FOUNDATION HAS ESTABLISHED POLICIES (ATTACHED) TO GUIDE ITS BOARD OF DIRECTORS IN ALLOCATING ITS DONATIONS. THESE POLICIES ARE NOT RIGID AND OCCASIONAL EXCEPTIONS MAY BE MADE TO SOME OF THEM UNDER UNUSUAL CIRCUMSTANCES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHEAD With Horses Inc | |||||||
| 10157 Johanna Ave | Shadow Hills | CA | 91040 | UNRELATED | PC | create a permanent, expanded facility. | $20,000 |
| Alzheimer's Greater Los Angeles | |||||||
| 4221 Wilshire Blvd 400 | Los Angeles | CA | 90010 | UNRELATED | PC | support the clinical team for dementia care to vulnerable patients. | $75,000 |
| American Red Cross | |||||||
| 600 Parkcenter Dr | Santa Ana | CA | 92705 | UNRELATED | PC | purchase a new Ram ProMaster 3500. | $62,000 |
| Braille Institute of America Inc | |||||||
| 741 N Vermont Ave | Los Angeles | CA | 90065 | UNRELATED | PC | support library services. | $200,000 |
| Breast Cancer Solutions | |||||||
| 25422 Trabuco Rd 105-167 | Lake Forest | CA | 92630 | UNRELATED | PC | provide financial assistance for housing. | $10,000 |
| Cheerful Helpers Child and Family Study Center | |||||||
| 1986 W Jefferson Blvd | Los Angeles | CA | 90018 | UNRELATED | PC | expand efforts to further develop continuum of care. | $15,000 |
| Coastal Roots Farm | |||||||
| 441 Saxony Road | Encinitas | CA | 92024 | UNRELATED | PC | cover education program costs, program scholarships, and bus transportation. | $10,000 |
| Forever Balboa Park | |||||||
| 1549 El Prado Ste 1 | San Diego | CA | 92101 | UNRELATED | PC | support a new literacy initiative. | $10,000 |
| Foundation for Women Warriors | |||||||
| 1185 Park Center Dr Suite R | Vista | CA | 92081 | UNRELATED | PC | support the delivery of the Women Veteran Transition and Emergency Services program. | $15,000 |
| Glendale Adventist Medical Center Foundation | |||||||
| 1509 Wilson Terrace | Glendale | CA | 91206 | UNRELATED | PC | renovate four catheterization labs. | $300,000 |
| Guide Dogs for the Blind Inc | |||||||
| 350 Los Ranchitos Rd | San Rafael | CA | 94903 | UNRELATED | PC | support activities in Southern California. | $25,000 |
| Healing California | |||||||
| 919 South Fremont Ave 338 | Alhambra | CA | 91803 | UNRELATED | PC | purchase new mobile dental units. | $30,000 |
| Heaven on Earth Society for Animals | |||||||
| 7342 Fulton Avenue | North Hollywood | CA | 91605 | UNRELATED | PC | support critical medical care (including spay/neuter) expenses. | $7,500 |
| Holy Family Day Homes of San Francisco | |||||||
| 299 Dolores Street | San Francisco | CA | 94103 | UNRELATED | PC | support the Food Security Program. | $5,000 |
| House Institute Foundation | |||||||
| 1127 Wilshire Blvd Suite 1620 | Los Angeles | CA | 90017 | UNRELATED | PC | sustain and grow research, education, and hearing health care initiatives. | $50,000 |
| Kitchens for Good | |||||||
| 2799 Health Center Drive | San Diego | CA | 92123 | UNRELATED | PC | support project staff salaries, apprentice stipends, bus passes, or food for lessons. | $5,000 |
| Lawrence Family Jewish Community Center | |||||||
| 4126 Executive Drive | La Jolla | CA | 92037 | UNRELATED | PC | cover the salaries of 4 full-time staff members for 8 weeks of summer camp. | $20,000 |
| Life Steps Foundation Inc | |||||||
| 5757 W Century Blvd Suite 880 | Los Angeles | CA | 900456454 | UNRELATED | PC | enhance critical care and training for over 300 adults with developmental disabilities. | $25,000 |
| Los Angeles House of Ruth | |||||||
| PO Box 33288 | Los Angeles | CA | 90033 | UNRELATED | PC | help cover the final costs of the building of a Community Building. | $50,000 |
| Madera County Food Bank | |||||||
| 225 S Pine St | Madera | CA | 93637 | UNRELATED | PC | provide current patrons with additional food support and expand the current number of patrons. | $50,000 |
| Orange County Rescue Mission Inc | |||||||
| 1 Hope Drive | Tustin | CA | 92782 | UNRELATED | PC | support the Success Center. | $15,000 |
| Project Understanding of San Buenaventura | |||||||
| 2734 Johnson Dr Suite E | Ventura | CA | 93003 | UNRELATED | PC | purchase a used truck to transport food donations. | $35,000 |
| Proyecto Pastoral | |||||||
| 135 N Mission Rd | Los Angeles | CA | 90033 | UNRELATED | PC | expand the IMPACTO youth program. | $15,000 |
| Rady Children's Hospital- San Diego | |||||||
| 3020 Childrens Way MC 5005 | San Diego | CA | 92123 | UNRELATED | PC | support the Little Heroes League Care Coordination Program. | $500,000 |
| Richstone Center Inc | |||||||
| 13634 Cordary Ave | Hawthorne | CA | 90250 | UNRELATED | PC | To identify and implement a new County and State compliant electronic health record (EHR) system. | $85,000 |
| Saint John's Health Center Foundation | |||||||
| 2121 Santa Monica Boulevard | Santa Monica | CA | 90404 | UNRELATED | PC | purchase the next-generation sequencer NextSeq2000. | $200,000 |
| Salk Institute for Biological Studies | |||||||
| 10010 N Torrey Pines Rd | La Jolla | CA | 92037 | UNRELATED | PC | purchase an Axioscan 7 system. | $288,000 |
| Second Harvest Food Bank of Orange County | |||||||
| 8014 Marine Way | Irvine | CA | 92618 | UNRELATED | PC | support operation of Harvest Solutions Farm. | $50,000 |
| Shoes That Fit | |||||||
| 1420 N Claremont Blvd Suite 204A | Claremont | CA | 92722 | UNRELATED | PC | distribute shoes to low-income children in Southern California. | $25,000 |
| Special Olympics Southern California | |||||||
| 1600 Forbes Way Suite 200 | Long Beach | CA | 90810 | UNRELATED | PC | fund direct program expenses and growth in the chapter. | $25,000 |
| Union Station Homeless Services | |||||||
| 825 E Orange Grove Blvd | Pasadena | CA | 91104 | UNRELATED | PC | renovate the permanent supportive housing building Euclid Villa. | $50,000 |
| United Cerebral Palsy Association of Orange County | |||||||
| 1251 East Dyer Road Suite 150 | Santa Ana | CA | 92705 | UNRELATED | PC | provide 36 essential early intervention and pediatric therapy treatment sessions to children. | $5,000 |
| Angel Faces | |||||||
| 770 S Rancho Santa Fe Rd 10 | Encinitas | CA | 92024 | UNRELATED | PC | fund a four-day retreat for girls who have suffered from traumatic burn injuries. Funds will specifically support retreat expenses including mental health professional fees and travel expenses for attendees. | $10,000 |
| Barrio Logan College Institute | |||||||
| 2114 National Ave | San Diego | CA | 92113 | UNRELATED | PC | support BLCI's College Career and Readiness Program, which prepares underserved students to be the first in their families to attend and graduate college through year-round, no-cost after-school programs. | $25,000 |
| Boys Club of Fallbrook | |||||||
| 205 W Alvarado St | Fallbrook | CA | 92028 | UNRELATED | PC | support new teen center project. | $30,000 |
| Carol's Kitchen Inc | |||||||
| 244 Maple Ave Suite W | Beaumont | CA | 92223 | UNRELATED | PC | purchase protein for lunches and assist with the operation costs such as: truck gas and maintenance, utilities and rent. | $25,000 |
| Cedars-Sinai Medical Center | |||||||
| 6500 Wilshire Blvd 16th Fl | Los Angeles | CA | 90048 | UNRELATED | PC | support Thermo Fisher Bigfoot Spectral Flow Cytometer and Cell Sorter which represents the greatest innovation in the field of research and provides exponential levels of resolution to identify rare single cells contributing to diseases. | $450,000 |
| Child & Family Center | |||||||
| 21545 Centre Pointe Pkwy | Santa Clarita | CA | 91350 | UNRELATED | PC | support C&FC's Domestic Violence program - the only DV program and shelter in L.A. County's 3rd largest city. | $30,000 |
| Conejo Free Clinic | |||||||
| 80 E Hillcrest Dr STE 102 | Thousand Oaks | CA | 91360 | UNRELATED | PC | sustain and expand the Conejo Free Clinic's Senior Dentistry Program by supporting direct treatment, treatment supplies and advanced specialty dentures; completed care for over 400 low income seniors with no options for care. | $50,000 |
| Fallbrook Senior Citizens Service Club | |||||||
| 399 Heald Ln | Fallbrook | CA | 92028 | UNRELATED | PC | buy food and pay staff for the Nutrition Program that aims to reduce both food insecurity and social isolation among older adults by offering nutritious meals, entertainment, and activities in a communal setting. | $45,000 |
| Florence Crittenton Services of Orange County Inc | |||||||
| PO Box 9 | Fullerton | CA | 92836 | UNRELATED | PC | provide behavioral health/child welfare services. | $25,000 |
| Happy Hats For Kids in Hospitals | |||||||
| 923 Van Ness Ave | Torrance | CA | 90501 | UNRELATED | PC | support Hero Club Program: Each child is offered a gift with a whimsical Hero Hat & a coordinating Hero Club bilingual, educational, activity/storybook. Holiday Happy Hat Program: Each hospitalized child is given a Holiday Hat for six holidays each year. | $10,000 |
| Happy Trails for Kids | |||||||
| 2525 Ocean Park Blvd Ste 104 | Santa Monica | CA | 90405 | UNRELATED | PC | cover direct camp expenses: Counselors and specialty staff, camp facilities, transportation to/from camp, activity supplies, insurance, and staff training. | $20,000 |
| Homeboy Industries | |||||||
| 130 Bruno St | Los Angeles | CA | 90012 | UNRELATED | PC | support Education and Curriculum programming that enables formerly incarcerated or gang-involved individuals to pursue goals that lead to self-sufficiency and promotes equity in access to education. | $20,000 |
| Jenesse Center Inc | |||||||
| PO Box 8476 | Los Angeles | CA | 90008 | UNRELATED | PC | renovate a recently purchased facility in an unserved/underserved section of South Los Angeles to provide comprehensive services to transition violence victims from crisis to stability and on to self-sufficiency. | $150,000 |
| Long Beach Medical Center | |||||||
| 2801 Atlantic Ave | Long Beach | CA | 90806 | UNRELATED | PC | purchase a new laser system necessary for minimally invasive cardiovascular procedures including coronary and peripheral atherectomies, thoracic aortic aneurysm repair, endovascular abdominal aortic repair, and more. | $250,000 |
| Long Beach Rescue Mission | |||||||
| 1430 Pacific Ave | Long Beach | CA | 90813 | UNRELATED | PC | support the physical, emotional, mental and spiritual needs of people experiencing homelessness in Long Beach, including hot meals, clothing and a safe place to stay. | $25,000 |
| Mar Vista Family Center | |||||||
| 5075 S Slauson Ave | Culver City | CA | 90230 | UNRELATED | PC | support of the organization's community-based programs and services, which address the educational, health and developmental barriers low-income families experience in building sustainable and thriving lives. | $15,000 |
| Mater Dei High School | |||||||
| 1202 W Edinger Ave | Santa Ana | CA | 92707 | UNRELATED | PC | support construction of a performing arts center to support the Mater Dei community as well as the broader Santa Ana and Orange County communities. | $100,000 |
| Megan's Wings Inc | |||||||
| 255 Shorebreaker Dr | Laguna Niguel | CA | 92677 | UNRELATED | PC | help expand Patient Aid Program to provide pediatric cancer families with 2 months' house payment assistance when a parent, experiencing income loss, is unable to meet their basic needs due to their child's treatment demands. | $5,000 |
| Orange County Adult Achievement Center | |||||||
| 225 W Carl Karcher Way | Anaheim | CA | 92801 | UNRELATED | PC | provide 12 adults with disabilities the educational support they need to take one semester of High School Diploma classes and/or college classes, resulting in better employment options, higher earning potential, and greater independence. | $10,000 |
| Providence Little Company of Mary Foundation | |||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | UNRELATED | PC | support equipment and technology upgrades for the Del Vicario Cardiovascular Center of Excellence to improve the way in which we diagnose and treat cardiovascular care in community. | $450,000 |
| St Anne's Family Services | |||||||
| 155 N Occidental Blvd | Los Angeles | CA | 90026 | UNRELATED | PC | support young women and girls impacted by foster care and juvenile justice in our Short-Term Residential Therapeutic Program (STRTP), ages 13-18, and Transitional Housing Program, ages 18-25, who are pregnant and parenting. | $40,000 |
| St Vincent de Paul Village Inc | |||||||
| 3350 E St | San Diego | CA | 92102 | UNRELATED | PC | purchase a panoramic radiograph and an oral surgery handpiece for dental clinic to improve access to - and quality of - oral health care for neighbors experiencing or at-risk of homelessness. | $32,000 |
| Switzer Learning Center | |||||||
| 2201 Amapola Ct | Torrance | CA | 90501 | UNRELATED | PC | aid Switzer Super Readers, providing classroom reading sets and new resources for our new school library, catering to the unique learning needs of these students. | $15,000 |
| The Dragon Kim Foundation | |||||||
| 5151 California Ave 100 | Irvine | CA | 92617 | UNRELATED | PC | expand opportunities for youth through equitable and inclusive entrepreneurship leadership training opportunities for high school students across Southern CA. | $50,000 |
| United Through Reading | |||||||
| 1455 Frazee Rd Suite 500 | San Diego | CA | 92108 | UNRELATED | PC | support Southern CA programming through book distribution events, ensure deploying units have equipment and supplies needed for story stations, operate the Mobile Story Station West, and train United Through Reading volunteers. | $30,000 |
| YWCA Glendale and Pasadena | |||||||
| 735 E Lexington Dr | Glendale | CA | 91206 | UNRELATED | PC | support the YWCAGP's Girls Empowerment Program, which includes after-school programming, summer camp, STEAM workshops, and mentorship. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,199,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHEAD With Horses Inc | |||||||
| 10157 Johanna Ave | Shadow Hills | CA | 91040 | UNRELATED | PC | create a permanent, expanded facility. | $20,000 |
| Alzheimer's Greater Los Angeles | |||||||
| 4221 Wilshire Blvd 400 | Los Angeles | CA | 90010 | UNRELATED | PC | support the clinical team for dementia care to vulnerable patients. | $75,000 |
| American Red Cross | |||||||
| 600 Parkcenter Dr | Santa Ana | CA | 92705 | UNRELATED | PC | purchase a new Ram ProMaster 3500. | $62,000 |
| Braille Institute of America Inc | |||||||
| 741 N Vermont Ave | Los Angeles | CA | 90065 | UNRELATED | PC | support library services. | $200,000 |
| Breast Cancer Solutions | |||||||
| 25422 Trabuco Rd 105-167 | Lake Forest | CA | 92630 | UNRELATED | PC | provide financial assistance for housing. | $10,000 |
| Cheerful Helpers Child and Family Study Center | |||||||
| 1986 W Jefferson Blvd | Los Angeles | CA | 90018 | UNRELATED | PC | expand efforts to further develop continuum of care. | $15,000 |
| Coastal Roots Farm | |||||||
| 441 Saxony Road | Encinitas | CA | 92024 | UNRELATED | PC | cover education program costs, program scholarships, and bus transportation. | $10,000 |
| Forever Balboa Park | |||||||
| 1549 El Prado Ste 1 | San Diego | CA | 92101 | UNRELATED | PC | support a new literacy initiative. | $10,000 |
| Foundation for Women Warriors | |||||||
| 1185 Park Center Dr Suite R | Vista | CA | 92081 | UNRELATED | PC | support the delivery of the Women Veteran Transition and Emergency Services program. | $15,000 |
| Glendale Adventist Medical Center Foundation | |||||||
| 1509 Wilson Terrace | Glendale | CA | 91206 | UNRELATED | PC | renovate four catheterization labs. | $300,000 |
| Guide Dogs for the Blind Inc | |||||||
| 350 Los Ranchitos Rd | San Rafael | CA | 94903 | UNRELATED | PC | support activities in Southern California. | $25,000 |
| Healing California | |||||||
| 919 South Fremont Ave 338 | Alhambra | CA | 91803 | UNRELATED | PC | purchase new mobile dental units. | $30,000 |
| Heaven on Earth Society for Animals | |||||||
| 7342 Fulton Avenue | North Hollywood | CA | 91605 | UNRELATED | PC | support critical medical care (including spay/neuter) expenses. | $7,500 |
| Holy Family Day Homes of San Francisco | |||||||
| 299 Dolores Street | San Francisco | CA | 94103 | UNRELATED | PC | support the Food Security Program. | $5,000 |
| House Institute Foundation | |||||||
| 1127 Wilshire Blvd Suite 1620 | Los Angeles | CA | 90017 | UNRELATED | PC | sustain and grow research, education, and hearing health care initiatives. | $50,000 |
| Kitchens for Good | |||||||
| 2799 Health Center Drive | San Diego | CA | 92123 | UNRELATED | PC | support project staff salaries, apprentice stipends, bus passes, or food for lessons. | $5,000 |
| Lawrence Family Jewish Community Center | |||||||
| 4126 Executive Drive | La Jolla | CA | 92037 | UNRELATED | PC | cover the salaries of 4 full-time staff members for 8 weeks of summer camp. | $20,000 |
| Life Steps Foundation Inc | |||||||
| 5757 W Century Blvd Suite 880 | Los Angeles | CA | 900456454 | UNRELATED | PC | enhance critical care and training for over 300 adults with developmental disabilities. | $25,000 |
| Los Angeles House of Ruth | |||||||
| PO Box 33288 | Los Angeles | CA | 90033 | UNRELATED | PC | help cover the final costs of the building of a Community Building. | $50,000 |
| Madera County Food Bank | |||||||
| 225 S Pine St | Madera | CA | 93637 | UNRELATED | PC | provide current patrons with additional food support and expand the current number of patrons. | $50,000 |
| Orange County Rescue Mission Inc | |||||||
| 1 Hope Drive | Tustin | CA | 92782 | UNRELATED | PC | support the Success Center. | $15,000 |
| Project Understanding of San Buenaventura | |||||||
| 2734 Johnson Dr Suite E | Ventura | CA | 93003 | UNRELATED | PC | purchase a used truck to transport food donations. | $35,000 |
| Proyecto Pastoral | |||||||
| 135 N Mission Rd | Los Angeles | CA | 90033 | UNRELATED | PC | expand the IMPACTO youth program. | $15,000 |
| Rady Children's Hospital- San Diego | |||||||
| 3020 Childrens Way MC 5005 | San Diego | CA | 92123 | UNRELATED | PC | support the Little Heroes League Care Coordination Program. | $500,000 |
| Richstone Center Inc | |||||||
| 13634 Cordary Ave | Hawthorne | CA | 90250 | UNRELATED | PC | To identify and implement a new County and State compliant electronic health record (EHR) system. | $85,000 |
| Saint John's Health Center Foundation | |||||||
| 2121 Santa Monica Boulevard | Santa Monica | CA | 90404 | UNRELATED | PC | purchase the next-generation sequencer NextSeq2000. | $200,000 |
| Salk Institute for Biological Studies | |||||||
| 10010 N Torrey Pines Rd | La Jolla | CA | 92037 | UNRELATED | PC | purchase an Axioscan 7 system. | $288,000 |
| Second Harvest Food Bank of Orange County | |||||||
| 8014 Marine Way | Irvine | CA | 92618 | UNRELATED | PC | support operation of Harvest Solutions Farm. | $50,000 |
| Shoes That Fit | |||||||
| 1420 N Claremont Blvd Suite 204A | Claremont | CA | 92722 | UNRELATED | PC | distribute shoes to low-income children in Southern California. | $25,000 |
| Special Olympics Southern California | |||||||
| 1600 Forbes Way Suite 200 | Long Beach | CA | 90810 | UNRELATED | PC | fund direct program expenses and growth in the chapter. | $25,000 |
| Union Station Homeless Services | |||||||
| 825 E Orange Grove Blvd | Pasadena | CA | 91104 | UNRELATED | PC | renovate the permanent supportive housing building Euclid Villa. | $50,000 |
| United Cerebral Palsy Association of Orange County | |||||||
| 1251 East Dyer Road Suite 150 | Santa Ana | CA | 92705 | UNRELATED | PC | provide 36 essential early intervention and pediatric therapy treatment sessions to children. | $5,000 |
| Angel Faces | |||||||
| 770 S Rancho Santa Fe Rd 10 | Encinitas | CA | 92024 | UNRELATED | PC | fund a four-day retreat for girls who have suffered from traumatic burn injuries. Funds will specifically support retreat expenses including mental health professional fees and travel expenses for attendees. | $10,000 |
| Barrio Logan College Institute | |||||||
| 2114 National Ave | San Diego | CA | 92113 | UNRELATED | PC | support BLCI's College Career and Readiness Program, which prepares underserved students to be the first in their families to attend and graduate college through year-round, no-cost after-school programs. | $25,000 |
| Boys Club of Fallbrook | |||||||
| 205 W Alvarado St | Fallbrook | CA | 92028 | UNRELATED | PC | support new teen center project. | $30,000 |
| Carol's Kitchen Inc | |||||||
| 244 Maple Ave Suite W | Beaumont | CA | 92223 | UNRELATED | PC | purchase protein for lunches and assist with the operation costs such as: truck gas and maintenance, utilities and rent. | $25,000 |
| Cedars-Sinai Medical Center | |||||||
| 6500 Wilshire Blvd 16th Fl | Los Angeles | CA | 90048 | UNRELATED | PC | support Thermo Fisher Bigfoot Spectral Flow Cytometer and Cell Sorter which represents the greatest innovation in the field of research and provides exponential levels of resolution to identify rare single cells contributing to diseases. | $450,000 |
| Child & Family Center | |||||||
| 21545 Centre Pointe Pkwy | Santa Clarita | CA | 91350 | UNRELATED | PC | support C&FC's Domestic Violence program - the only DV program and shelter in L.A. County's 3rd largest city. | $30,000 |
| Conejo Free Clinic | |||||||
| 80 E Hillcrest Dr STE 102 | Thousand Oaks | CA | 91360 | UNRELATED | PC | sustain and expand the Conejo Free Clinic's Senior Dentistry Program by supporting direct treatment, treatment supplies and advanced specialty dentures; completed care for over 400 low income seniors with no options for care. | $50,000 |
| Fallbrook Senior Citizens Service Club | |||||||
| 399 Heald Ln | Fallbrook | CA | 92028 | UNRELATED | PC | buy food and pay staff for the Nutrition Program that aims to reduce both food insecurity and social isolation among older adults by offering nutritious meals, entertainment, and activities in a communal setting. | $45,000 |
| Florence Crittenton Services of Orange County Inc | |||||||
| PO Box 9 | Fullerton | CA | 92836 | UNRELATED | PC | provide behavioral health/child welfare services. | $25,000 |
| Happy Hats For Kids in Hospitals | |||||||
| 923 Van Ness Ave | Torrance | CA | 90501 | UNRELATED | PC | support Hero Club Program: Each child is offered a gift with a whimsical Hero Hat & a coordinating Hero Club bilingual, educational, activity/storybook. Holiday Happy Hat Program: Each hospitalized child is given a Holiday Hat for six holidays each year. | $10,000 |
| Happy Trails for Kids | |||||||
| 2525 Ocean Park Blvd Ste 104 | Santa Monica | CA | 90405 | UNRELATED | PC | cover direct camp expenses: Counselors and specialty staff, camp facilities, transportation to/from camp, activity supplies, insurance, and staff training. | $20,000 |
| Homeboy Industries | |||||||
| 130 Bruno St | Los Angeles | CA | 90012 | UNRELATED | PC | support Education and Curriculum programming that enables formerly incarcerated or gang-involved individuals to pursue goals that lead to self-sufficiency and promotes equity in access to education. | $20,000 |
| Jenesse Center Inc | |||||||
| PO Box 8476 | Los Angeles | CA | 90008 | UNRELATED | PC | renovate a recently purchased facility in an unserved/underserved section of South Los Angeles to provide comprehensive services to transition violence victims from crisis to stability and on to self-sufficiency. | $150,000 |
| Long Beach Medical Center | |||||||
| 2801 Atlantic Ave | Long Beach | CA | 90806 | UNRELATED | PC | purchase a new laser system necessary for minimally invasive cardiovascular procedures including coronary and peripheral atherectomies, thoracic aortic aneurysm repair, endovascular abdominal aortic repair, and more. | $250,000 |
| Long Beach Rescue Mission | |||||||
| 1430 Pacific Ave | Long Beach | CA | 90813 | UNRELATED | PC | support the physical, emotional, mental and spiritual needs of people experiencing homelessness in Long Beach, including hot meals, clothing and a safe place to stay. | $25,000 |
| Mar Vista Family Center | |||||||
| 5075 S Slauson Ave | Culver City | CA | 90230 | UNRELATED | PC | support of the organization's community-based programs and services, which address the educational, health and developmental barriers low-income families experience in building sustainable and thriving lives. | $15,000 |
| Mater Dei High School | |||||||
| 1202 W Edinger Ave | Santa Ana | CA | 92707 | UNRELATED | PC | support construction of a performing arts center to support the Mater Dei community as well as the broader Santa Ana and Orange County communities. | $100,000 |
| Megan's Wings Inc | |||||||
| 255 Shorebreaker Dr | Laguna Niguel | CA | 92677 | UNRELATED | PC | help expand Patient Aid Program to provide pediatric cancer families with 2 months' house payment assistance when a parent, experiencing income loss, is unable to meet their basic needs due to their child's treatment demands. | $5,000 |
| Orange County Adult Achievement Center | |||||||
| 225 W Carl Karcher Way | Anaheim | CA | 92801 | UNRELATED | PC | provide 12 adults with disabilities the educational support they need to take one semester of High School Diploma classes and/or college classes, resulting in better employment options, higher earning potential, and greater independence. | $10,000 |
| Providence Little Company of Mary Foundation | |||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | UNRELATED | PC | support equipment and technology upgrades for the Del Vicario Cardiovascular Center of Excellence to improve the way in which we diagnose and treat cardiovascular care in community. | $450,000 |
| St Anne's Family Services | |||||||
| 155 N Occidental Blvd | Los Angeles | CA | 90026 | UNRELATED | PC | support young women and girls impacted by foster care and juvenile justice in our Short-Term Residential Therapeutic Program (STRTP), ages 13-18, and Transitional Housing Program, ages 18-25, who are pregnant and parenting. | $40,000 |
| St Vincent de Paul Village Inc | |||||||
| 3350 E St | San Diego | CA | 92102 | UNRELATED | PC | purchase a panoramic radiograph and an oral surgery handpiece for dental clinic to improve access to - and quality of - oral health care for neighbors experiencing or at-risk of homelessness. | $32,000 |
| Switzer Learning Center | |||||||
| 2201 Amapola Ct | Torrance | CA | 90501 | UNRELATED | PC | aid Switzer Super Readers, providing classroom reading sets and new resources for our new school library, catering to the unique learning needs of these students. | $15,000 |
| The Dragon Kim Foundation | |||||||
| 5151 California Ave 100 | Irvine | CA | 92617 | UNRELATED | PC | expand opportunities for youth through equitable and inclusive entrepreneurship leadership training opportunities for high school students across Southern CA. | $50,000 |
| United Through Reading | |||||||
| 1455 Frazee Rd Suite 500 | San Diego | CA | 92108 | UNRELATED | PC | support Southern CA programming through book distribution events, ensure deploying units have equipment and supplies needed for story stations, operate the Mobile Story Station West, and train United Through Reading volunteers. | $30,000 |
| YWCA Glendale and Pasadena | |||||||
| 735 E Lexington Dr | Glendale | CA | 91206 | UNRELATED | PC | support the YWCAGP's Girls Empowerment Program, which includes after-school programming, summer camp, STEAM workshops, and mentorship. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,199,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,737,336 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,736,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,474,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,474,003 | 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 | 13 | LineNumberTxt |
| Relationship Statement | ALL ACTIVITIES CONDUCTED BY THE FOUNDATION ARE FOR THE PURPOSES OF PROMOTING AND ENGAGING IN EXCLUSIVELY CHARITABLE ENDEAVORS WHICH WILL TEND TO IMPROVE SOCIAL CONDITIONS, PROMOTE HUMAN WELFARE AND/OR ALLEVIATE PAIN AND SUFFERING. | 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 | AUDIT AND TAX ACCOUNTING FEES | CategoryTxt |
| Amt | $75,849 | Amt |
| Net Investment Income | $15,170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,679 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | MAGINNIS KNECHTEL MCINTYRE LLP | ContractorPersonNm |
| Explanation | ACCOUNTING & TAX SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $11,227,739 | EOYBookValueAmt |
| EOYFMV | $11,227,739 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITIES: | ||
| MORGAN STANLEY - SEE ATTACHED | $96,392,166 | $96,392,166 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,988,229 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,988,229 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER MANAGED INVESTMENTS | |||
| -CASH AND EQUIVALENTS | FMV | $944,394 | $944,394 |
| -FOREIGN & OTHER FIXED INCOME | FMV | $75,570 | $75,570 |
| -MUTUAL FUNDS | FMV | $1,203,259 | $1,203,259 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS ACCRUED (BOOK) | $4,199,500 |
| DIVIDEND INCOME (TAX) | $26,160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND OTHER | $5,823 | $1,165 | $4,658 |
| OTHER | $8,630 | $1,726 | $6,906 |
| INSURANCE | $4,176 | $835 | $3,341 |
| FILING FEE | $800 | $160 | $640 |
| TELEPHONE AND FAX | $89 | $18 | $71 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAID (TAX) | $4,199,500 |
| UNREALIZED GAIN (BOOK) | $5,650,917 |
| CHANGE IN ASSET PER PY AFS | $23,597 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEE | $39,939 | $7,988 | $31,951 |
| MORGAN STANLEY | $443,609 | $443,609 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $46,903 | $9,381 | $37,522 |
| FEDERAL EXCISE TAX | $91,587 |