2025-11-06T18:21:38-06:00 2024-12-31 Maginnis Knechtel & McIntyre LLP 300 West Colorado Blvd Pasadena CA 91105 990PF 2024-01-01 956026937 Henry L Guenther Foundation % SUSANNE SUNDBERG HENR 5627995544 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 SUSANNE SUNDBERG BOARD CHAIRMAN 5627995544 2025-11-06 true true Linda E G Ballesteros P00366852 6264493466 2024 2025-03-06 01:10:19Z X 115925175 X 0 X 2737336 2737336 4736667 32932508 4736667 7474003 7474003 1265177 253036 1012142 104725 20945 83780 154558 30912 123646 75849 15170 0 60679 483548 451597 31951 138490 9381 37522 43732 8746 34986 6596 1319 5277 19518 3904 15616 2292193 795010 0 1405599 4199500 4199500 6491693 795010 0 5605099 982310 6678993 0 229364 90569 90569 94836 3249 3249 4883744 5988229 5988229 90142766 96392166 96392166 12932222 11227739 11227739 1011579 2223223 2223223 109294511 115925175 115925175 0 0 X 109294511 115925175 109294511 115925175 109294511 115925175 109294511 982310 9874014 120150835 4225660 115925175 PUBLIC TRADED SECURITIES- MORGAN STANLEY0224808 P 3917721 3841911 75810 75810 PUBLIC TRADED SECURITIES- MORGAN STANLEY0224808 P 2988990 2910503 78487 78487 PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 P 4739882 2217076 2522806 2522806 PUBLIC TRADED SECURITIES- MORGAN STANLEY011819 P 4611919 4948240 -336321 -336321 PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 P 133320 109782 23538 23538 PUBLIC TRADED SECURITIES- MORGAN STANLEY011820 P 2981467 3066527 -85060 -85060 PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 P 104862 115850 -10988 -10988 PUBLIC TRADED SECURITIES- MORGAN STANLEY011836 P 1066065 1073905 -7840 -7840 PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 P 486578 398292 88286 88286 PUBLIC TRADED SECURITIES- MORGAN STANLEY012281 P 450042 368334 81708 81708 PUBLIC TRADED SECURITIES- MORGAN STANLEY012281 P 1649799 1428942 220857 220857 PUBLIC TRADED SECURITIES- MORGAN STANLEY012283 P 346046 279153 66893 66893 PUBLIC TRADED SECURITIES- MORGAN STANLEY012283 P 515914 438748 77166 77166 PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 P 519734 300499 219235 219235 PUBLIC TRADED SECURITIES- MORGAN STANLEY012284 P 842306 768769 73537 73537 PUBLIC TRADED SECURITIES- MORGAN STANLEY012285 P 3302917 1721618 1581299 1581299 PUBLIC TRADED SECURITIES- MORGAN STANLEY012285 P 2375692 2287249 88443 88443 PUBLIC TRADED SECURITIES- MORGAN STANLEY012280 P 1391187 1360529 30658 30658 PUBLIC TRADED SECURITIES- MORGAN STANLEY025527 P 508067 559914 -51847 -51847 4736667 92838 92838 92838 123009 0 123009 X 0 30171 30171 false false false false false false false true true CA true false false false false true HTTPS://guentherfoundation.org SUSANNE SUNDBERG 5627995544 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 false false false false true false false false false false false false false false false false false false false false false false ANN LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 VICE PRESIDENT/SECRETARY 40.0 310307 12300 0 SUSANNE SUNDBERG 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 CHAIRMAN OF THE BOARD 40.0 333048 8859 0 SARAH C MILLIKEN 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 FORMER DIRECTOR/OFFICER 0.0 0 32493 0 RICHARD BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 110636 19545 0 CHARLES LEATHERBURY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 TREASURER 40.0 289914 18745 0 PHILLIP BATTAGLIA 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 110636 21095 0 ERIC MOOBERRY 3020 Old Ranch Parkway STE 300 Seal Beach CA 90740 DIRECTOR 20.0 110636 3232 0 ALBA COLORADO 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 OFFICE ADMINISTRATOR 40.0 104725 38289 MAGINNIS KNECHTEL & MCINTYRE LLP 300 W COLORADO BLVD PASADENA CA 91105 ACCOUNTING & TAX 75849 NOT APPLICABLE NOT APPLICABLE 112584183 926862 0 113511045 0 113511045 1702666 111808379 5590419 5590419 92838 92838 5497581 5497581 5497581 5605099 0 0 0 0 5605099 5497581 199039 2022 2021 2020 0 5605099 199039 5406060 0 0 0 0 91521 0 0 NONE NONE HENRY L GUENTHER FOUNDATION 3020 OLD RANCH PARKWAY STE 300 SEAL BEACH CA 90740 5627995544 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. OCTOBER 31ST AND MAY 31ST 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. AHEAD With Horses Inc 10157 Johanna Ave Shadow Hills CA 91040 UNRELATED PC create a permanent, expanded facility. 20000 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. 75000 American Red Cross 600 Parkcenter Dr Santa Ana CA 92705 UNRELATED PC purchase a new Ram ProMaster 3500. 62000 Braille Institute of America Inc 741 N Vermont Ave Los Angeles CA 90065 UNRELATED PC support library services. 200000 Breast Cancer Solutions 25422 Trabuco Rd 105-167 Lake Forest CA 92630 UNRELATED PC provide financial assistance for housing. 10000 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. 15000 Coastal Roots Farm 441 Saxony Road Encinitas CA 92024 UNRELATED PC cover education program costs, program scholarships, and bus transportation. 10000 Forever Balboa Park 1549 El Prado Ste 1 San Diego CA 92101 UNRELATED PC support a new literacy initiative. 10000 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. 15000 Glendale Adventist Medical Center Foundation 1509 Wilson Terrace Glendale CA 91206 UNRELATED PC renovate four catheterization labs. 300000 Guide Dogs for the Blind Inc 350 Los Ranchitos Rd San Rafael CA 94903 UNRELATED PC support activities in Southern California. 25000 Healing California 919 South Fremont Ave 338 Alhambra CA 91803 UNRELATED PC purchase new mobile dental units. 30000 Heaven on Earth Society for Animals 7342 Fulton Avenue North Hollywood CA 91605 UNRELATED PC support critical medical care (including spay/neuter) expenses. 7500 Holy Family Day Homes of San Francisco 299 Dolores Street San Francisco CA 94103 UNRELATED PC support the Food Security Program. 5000 House Institute Foundation 1127 Wilshire Blvd Suite 1620 Los Angeles CA 90017 UNRELATED PC sustain and grow research, education, and hearing health care initiatives. 50000 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. 5000 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. 20000 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. 25000 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. 50000 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. 50000 Orange County Rescue Mission Inc 1 Hope Drive Tustin CA 92782 UNRELATED PC support the Success Center. 15000 Project Understanding of San Buenaventura 2734 Johnson Dr Suite E Ventura CA 93003 UNRELATED PC purchase a used truck to transport food donations. 35000 Proyecto Pastoral 135 N Mission Rd Los Angeles CA 90033 UNRELATED PC expand the IMPACTO youth program. 15000 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. 500000 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. 85000 Saint John's Health Center Foundation 2121 Santa Monica Boulevard Santa Monica CA 90404 UNRELATED PC purchase the next-generation sequencer NextSeq2000. 200000 Salk Institute for Biological Studies 10010 N Torrey Pines Rd La Jolla CA 92037 UNRELATED PC purchase an Axioscan 7 system. 288000 Second Harvest Food Bank of Orange County 8014 Marine Way Irvine CA 92618 UNRELATED PC support operation of Harvest Solutions Farm. 50000 Shoes That Fit 1420 N Claremont Blvd Suite 204A Claremont CA 92722 UNRELATED PC distribute shoes to low-income children in Southern California. 25000 Special Olympics Southern California 1600 Forbes Way Suite 200 Long Beach CA 90810 UNRELATED PC fund direct program expenses and growth in the chapter. 25000 Union Station Homeless Services 825 E Orange Grove Blvd Pasadena CA 91104 UNRELATED PC renovate the permanent supportive housing building Euclid Villa. 50000 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. 5000 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. 10000 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. 25000 Boys Club of Fallbrook 205 W Alvarado St Fallbrook CA 92028 UNRELATED PC support new teen center project. 30000 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. 25000 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. 450000 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. 30000 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. 50000 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. 45000 Florence Crittenton Services of Orange County Inc PO Box 9 Fullerton CA 92836 UNRELATED PC provide behavioral health/child welfare services. 25000 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. 10000 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. 20000 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. 20000 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. 150000 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. 250000 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. 25000 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. 15000 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. 100000 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. 5000 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. 10000 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. 450000 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. 40000 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. 32000 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. 15000 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. 50000 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. 30000 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. 10000 4199500 AHEAD With Horses Inc 10157 Johanna Ave Shadow Hills CA 91040 UNRELATED PC create a permanent, expanded facility. 20000 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. 75000 American Red Cross 600 Parkcenter Dr Santa Ana CA 92705 UNRELATED PC purchase a new Ram ProMaster 3500. 62000 Braille Institute of America Inc 741 N Vermont Ave Los Angeles CA 90065 UNRELATED PC support library services. 200000 Breast Cancer Solutions 25422 Trabuco Rd 105-167 Lake Forest CA 92630 UNRELATED PC provide financial assistance for housing. 10000 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. 15000 Coastal Roots Farm 441 Saxony Road Encinitas CA 92024 UNRELATED PC cover education program costs, program scholarships, and bus transportation. 10000 Forever Balboa Park 1549 El Prado Ste 1 San Diego CA 92101 UNRELATED PC support a new literacy initiative. 10000 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. 15000 Glendale Adventist Medical Center Foundation 1509 Wilson Terrace Glendale CA 91206 UNRELATED PC renovate four catheterization labs. 300000 Guide Dogs for the Blind Inc 350 Los Ranchitos Rd San Rafael CA 94903 UNRELATED PC support activities in Southern California. 25000 Healing California 919 South Fremont Ave 338 Alhambra CA 91803 UNRELATED PC purchase new mobile dental units. 30000 Heaven on Earth Society for Animals 7342 Fulton Avenue North Hollywood CA 91605 UNRELATED PC support critical medical care (including spay/neuter) expenses. 7500 Holy Family Day Homes of San Francisco 299 Dolores Street San Francisco CA 94103 UNRELATED PC support the Food Security Program. 5000 House Institute Foundation 1127 Wilshire Blvd Suite 1620 Los Angeles CA 90017 UNRELATED PC sustain and grow research, education, and hearing health care initiatives. 50000 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. 5000 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. 20000 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. 25000 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. 50000 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. 50000 Orange County Rescue Mission Inc 1 Hope Drive Tustin CA 92782 UNRELATED PC support the Success Center. 15000 Project Understanding of San Buenaventura 2734 Johnson Dr Suite E Ventura CA 93003 UNRELATED PC purchase a used truck to transport food donations. 35000 Proyecto Pastoral 135 N Mission Rd Los Angeles CA 90033 UNRELATED PC expand the IMPACTO youth program. 15000 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. 500000 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. 85000 Saint John's Health Center Foundation 2121 Santa Monica Boulevard Santa Monica CA 90404 UNRELATED PC purchase the next-generation sequencer NextSeq2000. 200000 Salk Institute for Biological Studies 10010 N Torrey Pines Rd La Jolla CA 92037 UNRELATED PC purchase an Axioscan 7 system. 288000 Second Harvest Food Bank of Orange County 8014 Marine Way Irvine CA 92618 UNRELATED PC support operation of Harvest Solutions Farm. 50000 Shoes That Fit 1420 N Claremont Blvd Suite 204A Claremont CA 92722 UNRELATED PC distribute shoes to low-income children in Southern California. 25000 Special Olympics Southern California 1600 Forbes Way Suite 200 Long Beach CA 90810 UNRELATED PC fund direct program expenses and growth in the chapter. 25000 Union Station Homeless Services 825 E Orange Grove Blvd Pasadena CA 91104 UNRELATED PC renovate the permanent supportive housing building Euclid Villa. 50000 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. 5000 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. 10000 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. 25000 Boys Club of Fallbrook 205 W Alvarado St Fallbrook CA 92028 UNRELATED PC support new teen center project. 30000 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. 25000 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. 450000 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. 30000 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. 50000 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. 45000 Florence Crittenton Services of Orange County Inc PO Box 9 Fullerton CA 92836 UNRELATED PC provide behavioral health/child welfare services. 25000 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. 10000 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. 20000 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. 20000 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. 150000 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. 250000 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. 25000 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. 15000 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. 100000 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. 5000 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. 10000 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. 450000 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. 40000 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. 32000 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. 15000 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. 50000 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. 30000 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. 10000 4199500 14 2737336 18 4736667 7474003 7474003 13 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. false false false false false false false false false false AUDIT AND TAX ACCOUNTING FEES 75849 15170 60679 MAGINNIS KNECHTEL MCINTYRE LLP ACCOUNTING & TAX SERVICES MORGAN STANLEY 11227739 11227739 PUBLICLY TRADED EQUITIES: MORGAN STANLEY - SEE ATTACHED 96392166 96392166 5988229 5988229 OTHER MANAGED INVESTMENTS -CASH AND EQUIVALENTS FMV 944394 944394 -FOREIGN & OTHER FIXED INCOME FMV 75570 75570 -MUTUAL FUNDS FMV 1203259 1203259 GRANTS ACCRUED (BOOK) 4199500 DIVIDEND INCOME (TAX) 26160 OFFICE SUPPLIES AND OTHER 5823 1165 4658 OTHER 8630 1726 6906 INSURANCE 4176 835 3341 FILING FEE 800 160 640 TELEPHONE AND FAX 89 18 71 GRANTS PAID (TAX) 4199500 UNREALIZED GAIN (BOOK) 5650917 CHANGE IN ASSET PER PY AFS 23597 CONSULTING FEE 39939 7988 31951 MORGAN STANLEY 443609 443609 PAYROLL TAXES 46903 9381 37522 FEDERAL EXCISE TAX 91587