GOOD HOPE MEDICAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GOOD HOPE MEDICAL FOUNDATION (EIN 95-0782640)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349100629
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2025-11-13T07:22:33-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | Los Angeles County Fire Disaster Relief | DisasterReliefTxt |
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 HISAMUNEACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N BRAND BOULEVARD SUITE 850 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 | 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 | 177 E COLORADO BLVD 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD KAHN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-13 | 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 | Frank M Saito CPA | PreparerPersonNm |
| PTIN | P00190659 | PTIN |
| Phone | 8185076645 | 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 | $44,636,654 | 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 | $989,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $989,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,185,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,161,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,185,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $292 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $292 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,175,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,175,307 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $944 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $472 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $472 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $316,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $204,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,885 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,387 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,032,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,032,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,389,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,153,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$214,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,939,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,222,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $366,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $366,933 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $45,863 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $45,863 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,247,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,156,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,156,905 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,793,432 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,140,753 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,140,753 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,998,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,774,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,774,816 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $140,204 | OtherAssetsBOYAmt |
| Other Assets EOY | $151,384 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $151,384 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,402,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,636,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,636,654 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,723 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,579 | AccountsPayableEOYAmt |
| Grants Payable BOY | $134,109 | GrantsPayableBOYAmt |
| Grants Payable EOY | $305,512 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $196,605 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $259,097 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $369,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $590,188 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,259,387 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,643,764 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,773,601 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,402,702 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,032,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,046,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,402,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,636,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,032,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$214,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,462,030 | OtherIncreasesAmt |
| Subtotal | $44,280,653 | SubtotalAmt |
| Other Decreases | $234,187 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,046,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WTC 5134 TFI S/T COVERED | P | 2024-01-01 | 2024-01-01 | $1,369,305 | $1,388,023 | -$18,718 | -$18,718 |
| WTC 5134 CORP AMERICA S/T COVERED | P | 2024-01-01 | 2024-01-01 | $140,730 | $164,941 | -$24,211 | -$24,211 |
| WTC 5134 CORP AMERICA L/T COVERED | P | 2022-01-01 | 2024-01-01 | $2,651,046 | $1,422,916 | $1,228,130 | $1,228,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,185,201 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$42,929 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,955 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,955 | SubtotalAmt |
| Tax Based On Investment Income | $26,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,744 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,744 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $29,789 | OverpaymentAmt |
| Applied To ES Tax | $29,789 | 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 | Yes (true) | 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 | 6264415111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD STE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | false | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ASTRID HEPPENSTALL HEGER | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| BOB ADLER | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| ALEXANDER LI | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| PETER KATONA | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| HOWARD KAHN | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | President | 2.00 | $0 |
| DIANA BONTA | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| RAYMOND CW PERRY | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Vice President | 2.00 | $0 |
| ROBERT ADLER | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| JOHN H QUINN | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Director | 2.00 | $0 |
| CYNTHIA TRIBULL | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | Treasurer | 2.00 | $0 |
| MICHAEL LINDSEY | ||||||
| 177 E COLORADO BLVD 800 | PASADENA | CA | 91105 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITTIER TRUST COMPANY | |||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | MANAGING INVESTMENTS | $180,232 |
| WHITTIER TRUST COMPANY | |||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | PHILANTHROPIC | $112,500 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GREATER HORIZONS - DONOR ADVISED GOOD HOPE MEDICAL FOUNDATION FUND | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Description2 | MLK COMMUNITY HEALTH FOUNDATION - TO PROVIDE FUNDING FOR DIABETES MANAGEMENT CENTER OF EXCELLENCE AND SUPPORT FOR CONSULTING CONTRACT WITH UCLA CENTER FOR HEALTH POLICY RESEARCH | Description2Txt |
| Expenses2 | $270,000 | Expenses2Amt |
| Description3 | UNION RESCUE MISSION - URM's DENTAL CLINIC PARTNERSHIP WITH USC AT ANGELES HOUSE | Description3Txt |
| Expenses3 | $200,000 | Expenses3Amt |
| Description4 | CLARIS HEALTH - PRENATAL SERVICES AT LYNWOOD CLINIC | Description4Txt |
| Expenses4 | $100,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,510,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,258,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,768,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $43,768,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $656,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,112,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,155,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,155,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,955 | TotalTaxAmt |
| Distributable Before Adj | $2,128,660 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,128,660 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,128,660 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,153,547 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,153,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,128,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,060,325 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,153,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,060,325 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,093,222 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,035,438 | 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 | Pegine E Grayson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E Colorado Blvd Suite 800 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOOR OF HOPE | |||||||
| 221 E WALNUT ST SUITE 112 | PASADENA | CA | 91101 | NONE | PC | MENTAL HEALTH SUPPORT PROGRAM | $75,000 |
| NEW ECONOMICS FOR WOMEN | |||||||
| 303 South Loma Drive | LOS ANGELES | CA | 90017 | NONE | PC | CORE OPERATING SUPPORT | $10,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | Prenatal Care at PPLA's Antelope Valley Health Center and Inglewood Health Center | $75,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 1 | LOS ANGELES | CA | 90027 | NONE | To support the Homeless Adolescent and Young Adult Wellness clinic | $10,000 | |
| MLK COMMUNITY HEALTH FOUNDATION | |||||||
| 1680 EAST 120 STREET | LOS ANGELES | CA | 90059 | NONE | PC | FOR DIABETES MANAGEMENT CENTER, SUPPORT FOR CONSULTING FOR HEALTH POLICY AND SUPPORT | $250,000 |
| MLK COMMUNITY HEALTH FOUNDATION | |||||||
| 555 S FLOWER ST STE 2710 | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT CONSULTING CONTRACT WITH UCLA | $20,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 1 | LOS ANGELES | CA | 90027 | NONE | To support My Voice Adolescent Transition Program | $10,000 | |
| YOUNG HEALTHY | |||||||
| PO BOX 93397 | PASADENA | CA | 91109 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | NONE | PC | Health and Wellness Training for Staff and Clients | $75,000 |
| SAN GABRIEL VALLEY FOUNDATION FOR D | |||||||
| PO BOX 99 | TEMPLE CITY | CA | 91780 | NONE | PC | Dental clinic and outreach education programs for low-income children and families | $100,000 |
| ST JOHN'S WELL CHILD AND FAMILY CEN | |||||||
| 808 W 58TH STREET | LOS ANGELES | CA | 90037 | PC | To support the RISE Re-Entry Program | $10,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | For the Mira Hershey STEM fellowship at UCLA's CRSHE. | $10,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | URM's dental clinic partnership with USC at Angeles House | $200,000 | |
| VIOLENCE INTERVENTION PROGRAM COMMU | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | general operating support | $10,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | PC | Strengthening emergency response capacity of local organizations serving PEH in LA County | $100,000 |
| DIDI HIRSCH MENTAL HEALTH SERVICES | |||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PC | To support services provided at the center | $10,000 |
| CLARIS HEALTH | |||||||
| 11500 W OLYMPIC BLVD 570 | LOS ANGELES | CA | 90064 | NONE | PC | Prenatal Services - Lynwood Clinic | $100,000 |
| CHARLES R DREW UNIVERSITY OF MEDICI | |||||||
| 1731 EAST 120TH STREET | LOS ANGELES | CA | 90059 | PC | 10th Annual DHS Diabetes Day | $12,650 | |
| Fostering UNITY | |||||||
| 4649 SHANNON VIEW ROAD | ACTON | CA | 93510 | PC | Improving access to medical and mental health services for foster families | $10,000 | |
| Greater Horizons | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | Donor Advised Good Hope Medical Foundation Fund | $500,000 | |
| Homeboy Industries | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | PC | Homeboy Industries' Health and Wellness Program | $100,000 | |
| Hope of the Valley Rescue Mission | |||||||
| PO BOX 8425 | VAN NUYS | CA | 90025 | PC | Mental Health Care for Homeless Recovery | $100,000 | |
| Los Angeles Room and Board | |||||||
| 435 SOUTH BOYLE AVENUE | LOS ANGELES | CA | 90033 | Supporting Homeless Students through Wellness Programming | $100,000 | ||
| MAVEN Project | |||||||
| PO BOX 7378 | SAN FRANCISCO | CA | 94120 | PC | Strengthening Health Center Capacity and Patient Access to Chronic Disease Management | $75,000 | |
| Outward Bound Adventures | |||||||
| PO BOX 202 | PASADENA | CA | 91102 | PC | To support their first aid, CPR and health education programs | $10,000 | |
| The SEED School of Los Angeles | |||||||
| 11858 LA GRANGE AVE | LOS ANGELES | CA | 90025 | PC | SEED School Medical Clinic | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,032,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $989,814 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,185,201 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WTC Pass through ord income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $990,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,185,201 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,175,307 | 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. | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| WHITTIER TRUST COMPANY |
| INVESTMENT MANAGEMENT SERVICES |
| WHITTIER TRUST COMPANY |
| PHILANTHROPIC SERVICES |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS AND NOTES | BondNm |
| EOY Book Value | $4,140,753 | EOYBookValueAmt |
| EOYFMV | $4,140,753 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON AND PF STOCKS | StockNm |
| EOY Book Value | $22,156,905 | EOYBookValueAmt |
| EOYFMV | $22,156,905 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $45,863 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,863 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF EQUITY | FMV | $8,390,325 | $8,390,325 |
| MUTUAL FUND TAXABLE BOND | FMV | $8,098,490 | $8,098,490 |
| WTC MULTI STRATEGY FUND OFFSHORE LLC | FMV | $852,592 | $852,592 |
| AMERICAN TOWN CORP | FMV | $314,004 | $314,004 |
| PRIVATE EQUITY | FMV | $119,405 | $119,405 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $360 | $180 | $0 | $180 |
| WTC Multistrat | $584 | $292 | $0 | $292 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $134,539 | $124,866 | $124,866 |
| PREPAID EXPENSES | $5,664 | $26,518 | $26,518 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED TAX ADJUSTMENT | $62,492 |
| FLARE CAPITAL INTEREST INCOME | $85 |
| GRANTS PAYABLE | $171,403 |
| WTC MULTI-STRAT OFFSHORE GAIN | $207 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $750 | $225 | $525 |
| MISCELLANEOUS | $4,458 | $1,337 | $3,121 |
| OFFICE EXPENSE | $6,085 | $1,825 | $4,259 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $165 | $292 |
| WTC Pass through ord income | $127 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FLARE CAPITAL EXPENSES | $20,213 |
| WTC MULTI-STRAT OFFSHORE EXPENSES | $6,008 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABLITY | Desc |
| BOY Book Value | $196,605 | BOYBookValueAmt |
| EOY Book Value | $259,097 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $112,500 | $0 | $0 | $112,500 |
| Advisory fees | $180,232 | $180,232 | $0 | $0 |
| FLARE CAPITAL PARTNERS | $18,752 | $18,752 | $0 | $0 |
| WTC MULTI-STRATEGY FUND OFFSHORE K-1 | $5,396 | $5,396 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $731 | $731 | |
| TAXES - FEDERAL EXCISE | $27,146 | $27,146 | |
| WTC MULTI STRATEGY | $28 | $8 | $20 |