2013-08-15T09:26:01-05:00 2012-09-30 ERNST & YOUNG US LLP 18111 VON KARMAN AVENUE SUITE 1000 IRVINE CA 92612 990 2011-10-01 953435919 City of Hope % RICHARD MAGNUSON/CITY OF HOP CITY 6269305445 1055 Wilshire Blvd Los Angeles CA 90017 RICHARD MAGNUSSON 2013-08-13 true KARA ADAMS 9497942300 2011 2016-02-25 16:41:14Z Michael A Friedman MD 1500 East Duarte Road Duarte CA 91010 393533469 false 4037 X www.cityofhope.org X 1980 CA Support the research and clinical care mission of City of Hope and Affiliates to allow innovative exchange of knowledge & ideas, helping speed the time from initial ideas to new treatments. See Sch. O 18 17 218 10000 -23606 -23606 81778221 91357677 0 0 13807031 10299445 198243085 220872185 293828337 322529307 173639327 211024785 0 0 21000495 23492347 2156373 2281742 20059100 14066815 15487420 210863010 252286294 82965327 70243013 513752855 628364690 25717909 26942045 488034946 601422645 X SEE SCHEDULE O false false 211024785 211024785 0 Grants made to support medical research and health care activities of the City of Hope National Medical Center and the Beckman Research Institute of the City of Hope. 3873936 0 0 A variety of social services including community outreach, advocacy and health education; health, prevention, treatment and survivorship information for patients and families; public information and education in cancer, diabetes and HIV/AIDS awareness and education; charity care, biomedical research and various medical education activities conducted at the Medical Center and the Beckman Research Institute of the City of Hope. 214898721 true true false true false false 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Sheri Biller 3.0 X 0 0 0 Stanley Washington 2.0 X 0 0 0 Terry Peets 2.0 X 0 0 0 William Scott 2.0 X 0 0 0 Randolph Beatty 2.0 X 0 0 0 Gary Conner 3.0 X 0 654051 54460 Gregory Schetina 3.0 X 0 481663 50255 Kathleen Kane 60.0 X 805672 0 38819 Michael Friedman MD 3.0 X 0 1365458 49777 Paul Blodgett 60.0 X 434334 0 38814 Robert Stone JD 3.0 X 0 843700 47320 Virginia Opipare 5.0 X 0 756094 38502 William Sargeant 3.0 X 0 49697 222 Alan Levey 60.0 X 388802 0 49783 Amy Goldman 60.0 X 277523 0 25511 David Carter 60.0 X 271782 0 29095 Sharon Joyce 60.0 X 226471 0 38535 Steven G Martin 60.0 X 209207 0 7366 Noelle Gervais 60.0 X 207987 0 32680 Dennis F Rusch 0.0 X 0 552287 15279 Valerie Bingham 5.0 X 0 233206 39166 Brenda Maceo 0.0 X 330927 0 30663 3152705 4936156 586247 39 true true false Merkle Inc 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 Mailing Services 1159608 Angeles Investment Advisors LLC 429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401 Investment Services 575975 Direct Mail 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1795618 695913 695913 0 1654702 203471 584962 866269 733660 99945 185242 448473 0 285866 18043 102787 165036 13566 13566 0 1829164 219685 606419 1003060 0 DUES AND SUBSCRIPTIONS 109957 5062 62562 42333 TAX AND LICENSES 78883 62 59896 18925 PATENT 50000 50000 MISCELLANEOUS 601750 41746 333312 226692 252286294 214898721 17328473 20059100 X 12774365 2822295 2766160 7185910 5283529 6054814 26732289 26449170 40137412 41896256 5823042 4738682 0 0 0 0 332707 374815 0 0 869819 766784 23265304 12123551 11421811 11141753 197797104 290331352 199645949 222749557 0 0 0 0 25709193 23861507 513752855 628364690 3752112 4649388 0 0 518124 365497 0 0 0 0 0 0 182459 64025 0 0 21265214 21863135 25717909 26942045 X 273139850 361809960 97523880 115664253 117371216 123948432 488034946 601422645 513752855 628364690 X 70243013 43144686 X X false true true X false X 96979740 108226742 100269378 81778221 91357677 478611758 96979740 108226742 100269378 81778221 91357677 478611758 11246845 467364913 175305017 197809417 206479683 204040515 226844832 1010479464 102267 0 718122 294376 265668 1380433 205394 215105 390534 254993 247192 1313218 1491784873 0.31329 0.35422 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 498406 0 498406 252286294 1269114700 252286294 1269613106 1000000 1000000 250000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 546691 543709 547607 498406 2136413 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 LOBBYING ADDITIONAL DISCLOSURE SCHEDULE C, PART II-A ALTHOUGH THIS QUESTION WAS ANSWERED YES, CITY OF HOPE HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 2012. CITY OF HOPE BELONGS TO AN AFFILIATED GROUP, WHERE THE CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) APPLIED FOR A SECTION 501(H) ELECTION ON FORM 5768 IN THE YEAR ENDED SEPTEMBER 30, 1995. THIS ELECTION HAS NOT BEEN REVOKED SUBSEQUENT TO THIS APPLICATION. THE FOLLOWING ARE THE OTHER MEMBERS OF THE AFFILIATED GROUP: BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) (HAS NOT MADE A 501(H) ELECTION) 1450 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3432210 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $262,152,955 TOTAL EXEMPT PURPOSE EXPENDITURES = $262,152,955 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE MEDICAL CENTER (HAS MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-1683875 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = $ 498,406 OTHER EXEMPT PURPOSE EXPENDITURES = $ 637,085,942 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 637,584,348 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 27-4803222 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $ 117,589,509 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 117,589,509 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE 135653795 12352137 24763692 2219522 261304 170288798 131237432 17867478 -10940266 2337696 173153 135653795 103205855 19844392 11665104 3372395 105524 131237432 76759130 18446111 10144727 2144113 103205855 0.26000 0.74000 false false 1280447 2088232 3368679 805824 285126 520698 2118087 1831508 286579 15472159 10006917 5465242 1500555 1500555 11141753 ALTERNATIVE INVESTMENTS 222749557 F 222749557 0 ANNUITANT OBLIGATIONS 18133277 DUE TO AFFILIATES 3047085 OTHER LIABILITIES 682773 21863135 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 CITY OF HOPE'S ENDOWMENT FUNDS ARE AVAILABLE TO FUND RESEARCH, PATIENT CARE, HEALTH EDUCATION AND MEDICAL EQUIPMENT AND BUILDINGS, AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS. FASB ASC 740 DISCLOSURE SCHEDULE D, PART X, LINE 2 THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES (CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), GENBASIX, INC., THE MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, INC., THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE) AUDITED FINANCIAL STATEMENTS: FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARD CODIFICATION (FASB ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2012 AND 2011. Central America and the Caribbean Investments 74658145 North America Fundraising 0 East Asia and the Pacific Fundraising 0 Europe (Including Iceland and Greenland) Fundraising 0 Middle East & North Africa Fundraising 0 74658145 74658145 true false true true true false FOREIGN ACTIVITIES SCHEDULE F, PART I, LINE 3 INVESTMENT ACTIVITIES OF THE CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER MISSION AND PROGRAMS. AS A RESULT, SOME INVESTMENTS ARE HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 13.5% OF CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. CITY OF HOPE HAS HOLDINGS THAT INCLUDE EQUITY CO-MINGLED FUNDS WHICH ARE INVESTMENT FUND VEHICLES THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES AND CAN BE LIQUIDATED MONTHLY SUBJECT TO NOTICE REQUIREMENTS, THIS CAN INCLUDE VARIOUS HEDGE FUNDS. ALTERNATIVE INVESTMENTS ALSO INCLUDE LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, PRIVATE EQUITY FUNDS, AND OFFSHORE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OF EMPLOYEES OUTSIDE OF THE UNITED STATES. CITY OF HOPE'S REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, CITY OF HOPE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. X X X X X X true Black Mountain Inc 34522 N Scottsdale Road 428 Scottsdale AZ 852661224 Direct Mail Analysis false 270752 37386 233366 Chapman Cubine et al 1600 Wilson Blvd Suite 300 Arlington VA 22209 Email/mail Solicits false 5510747 1992814 3517933 Donor Services Group 6715 Sunset Boulevard Los Angeles CA 90028 Phone Solicits false 399473 107444 292029 Phyllis Freedman 1625 16th St NW 401 Washington DC DC 20009 Materials design false 0 132065 0 Market Smart LLC 5906 Maiden Lane Bethesda MD 20817 Website content false 0 12033 0 6180972 2281742 4043328 All States NESVIG 2012GOLF 956443 713881 242562 230490 CRM Celeb Sftbl 295393 152742 142651 10000 32 688433 623769 64664 67023 29664 2225 1940269 1490392 449877 307513 29664 2225 339402 110475 158103 1000 4850 true 1.00000 158103 1000 4850 5850 152253 AZ CA FL IL PA WA false SEE PART IV false true false 1.00000 Richard Magnuson 1500 EAST DUARTE ROAD DUARTE CA 91010 false Alan Levey Senior VP of Strategic 0 Fundraising and External Affairs X true 142293 FUNDRAISING ACTIVITIES SCHEDULE G, PART 1, LINE 2B BOTH PHYLLIS FREEDMAN AND MARKET SMART LLC PROVIDED CITY OF HOPE WITH DESIGN OF INTERNET WEBSITES AND/OR COLLATERAL MATERIALS RELATED TO PLANNED GIVING AND ESTATE PLANNING OPPORTUNITIES. THERE IS NO MEANINGFUL WAY FOR CITY OF HOPE TO ATTRIBUTE GROSS RECEIPTS FROM DONOR SOURCES TO THESE ACTIVITIES DUE TO THE LONG-TIME HORIZON TYPICALLY ASSOCIATED WITH THESE GIFT GIVING VEHICLES. ADDITIONALLY, INTERNET AND OTHER NEW MEDIA TECHNOLOGIES ARE DIRECTED TOWARD LARGE, HETEROGENEOUS, AND ANONYMOUS AUDIENCES. THE ABILITY TO TRACK WHETHER DONATIONS WERE A RESULT OF THIS TYPE OF MARKETING OUTREACH WOULD BE UNKNOW TO CITY OF HOPE UNLESS THE DONOR SELF-IDENTIFIED AS HAVING BEEN INFLUENCED BY THIS OUTREACH. SCHEDULE G, PART III, LINE 9B STATE LICENSING SOME AUXILIARIES ARE NOT REQUIRED TO BE REGISTERED UNDER STATE LAW, THEREFORE LINE 9A HAS BEEN ANSWERED NO, PER FORM 990 INSTRUCTIONS. GAMING MANAGEMENT INFORMATION SCHEDULE G, PART III, LINE 16 ALAN LEVEY IS AN EMPLOYEE OF CITY OF HOPE, AND OVERSEES THE GAMING ACTIVITIES OF THE CITY OF HOPE. true City of Hope National Medical Center 1500 E Duarte Road Duarte CA 91010 951683875 501(C)(3) 21189169 SUPPORT-SEE PT IV Beckman Research Institute of the COH 1450 E Duarte Road Duarte CA 91010 953432210 501(C)(3) 189835616 SUPPORT-SEE PT IV 2 0 GRANT ASSISTANCE SCHEDULE I, PART I, LINE 2 CITY OF HOPE EXISTS TO SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, AND THE BECKMAN RESEARCH INSTITUTE. THROUGH FUNDRAISING AND OTHER REVENUE SOURCES CITY OF HOPE TRANSFERS MONEY TO THE OPERATING SUBSIDIARIES TO FURTHER INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION, AND THE BECKMAN RESEARCH INSTITUTE. CITY OF HOPE AS THE PARENT ORGANIZATION MONITORS THE ACTIVITIES OF THE OPERATING SUBSIDIARIES TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE THROUGH DETAILED EXPENSE AND CAPITAL PURCHASE REPORTS TO ENSURE SPENDING IS IN ACCORDANCE WITH SUCH CHARITABLE MISSIONS. X X false false X X X X X X true true false false false false false true false Alan Levey 285599 0 82563 0 20640 0 20228 0 29555 0 438585 0 0 0 Amy Goldman 222130 0 41426 0 13967 0 17941 0 7570 0 303034 0 0 0 Brenda Maceo 168270 0 112186 0 50471 0 16932 0 13731 0 361590 0 0 0 David Carter 212422 0 42735 0 16625 0 12385 0 16710 0 300877 0 0 0 Dennis F Rusch 0 0 0 114682 0 437605 0 0 0 15279 0 567566 0 0 Gary Conner 0 488332 0 150000 0 15719 0 38667 0 15793 0 708511 0 0 Gregory Schetina 0 321755 0 134319 0 25589 0 20228 0 30027 0 531918 0 0 Kathleen Kane 500582 0 257080 0 48010 0 20228 0 18591 0 844491 0 0 0 Michael Friedman MD 0 737579 0 432116 0 195763 0 20228 0 29549 0 1415235 0 0 Paul Blodgett 315056 0 88830 0 30448 0 20228 0 18586 0 473148 0 0 0 Robert Stone JD 0 455732 0 356644 0 31324 0 20228 0 27092 0 891020 0 0 Sharon Joyce 178376 0 34393 0 13702 0 14170 0 24365 0 265006 0 0 0 Steven G Martin 194815 0 7574 0 6818 0 5657 0 1709 0 216573 0 0 0 Valerie Bingham 0 190762 0 34238 0 8206 0 15429 0 23737 0 272372 0 0 Virginia Opipare 0 481316 0 213687 0 61091 0 15235 0 23267 0 794596 0 0 Noelle Gervais 200470 0 0 0 7517 0 18949 0 13731 0 240667 0 0 0 QUESTIONS REGARDING COMPENSATION SCHEDULE J PART I, LINE 1A KATHLEEN KANE AND PAUL BLODGETT ARE PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH THEY MUST SUBMIT DETAILED BUSINESS RECEIPTS INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THEIR PERSONAL USE PORTION ASSOCIATED WITH SERVICES. THEY ARE ONLY REIMBURSED FOR THEIR BUSINESS USE PORTION ASSOCIATED WITH SERVICES. THE PERSONAL USE PORTION OF SOCIAL CLUB DUES INCLUDED IN OTHER REPORTABLE COMPENSATION COLUMN B (III) WAS $612 AND $1,227 FOR MS. KANE, AND $5,520 AND $5,280 FOR MR. BLODGETT DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2011 AND 2010. CERTAIN EXECUTIVES AND OTHER EMPLOYEES LISTED IN PART VII ARE PROVIDED WITH AN AUTOMOBILE ALLOWANCE WHICH HAS BEEN INCLUDED IN TAXABLE INCOME COLUMN B(III) OF SCHEDULE J TO THE EXTENT THE ALLOWANCE IS NOT SUBSTANTIATED BY ASSOCIATED BUSINESS MILEAGE. SCHEDULE J, PART I, LINE 3 THE CEO OF THE ORGANIZATION, MICHAEL FRIEDMAN, M.D., IS NOT COMPENSATED BY CITY OF HOPE, BUT BY THE MEDICAL CENTER. CEO COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMPENSATION COMMITTEEE OF THE CITY OF HOPE BOARD OF DIRECTORS. ALL SOURCES INDICATED IN LINE 3 ARE UTILIZED BY THIS COMMITTEE TO SET CEO COMPENSATION. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15A. SEVERANCE OR CHANGE OF CONTROL PAYMENTS SCHEDULE J PART I LINE 4A THE CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE FAIR COMPENSATION FOR A SPECIFIED PERIOD OF TIME IN THE EVENT OF A POSITION ELIMINATION OR OTHER NOT FOR CAUSE SEPARATION ("SEPARATION PAYMENT"). ANY TAXABLE INCOME RECEIVED BY THE OFFICER OR KEY EMPLOYEE DURING SUCH PERIOD FROM ANY OTHER SOURCE IS COUNTED IN THE AGGREGATE TO REDUCE DIRECTLY, ON A DOLLAR FOR DOLLAR BASIS, THE ORGANIZATION'S SEPARATION PAYMENT. THE NATIONAL MEDICAL CENTER MADE SEPARATION PAYMENTS DURING 2011 TO DENNIS RUSCH ($437,605). THIS AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). AS PART OF HIS SEPARATION, DENNIS RUSCH WAS ENTITLED TO RECEIVE INCENTIVE COMPENSATION FOR FISCAL YEAR 2010, WHICH WAS PAID DURING CALENDAR YEAR 2011. THIS AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (II). PARTICIPATION IN NON-QUALIFIED 457 (F) PLAN SCHEDULE J PART I LINE 4B CITY OF HOPE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN WAS AMENDED EFFECTIVE SEPTEMBER 30, 2007 AND IS DESIGNED TO PROVIDE EACH DESIGNATED EMPLOYEE WITH DEFERRED COMPENSATION. THE PLAN IS MAINTAINED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES UPON SUCH VESTING. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2011: VALERIE BINGHAM $ 807 PAUL BLODGETT $ 1,871 DAVID CARTER $ 7,351 MICHAEL FRIEDMAN $ 19,605 AMY GOLDMAN $ 1,471 SHARON JOYCE $ 1,521 KATHLEEN KANE $ 7,843 ALAN LEVEY $ 1,950 STEVEN MARTIN $ 886 VIRGINIA OPIPARE $ 3,000 GREGORY SCHETINA $ 1,988 ROBERT STONE $ 6,467 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANT'S INCOME ON SCHEDULE J, PART II, COLUMN B (III). THE FOLLOWING INDIVIDUAL TERMINATED THEIR EMPLOYMENT WITH CITY OF HOPE DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2011 AND RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: BRENDA MACEO $58,816 THIS AMOUNT HAS BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS LISTED EITHER IN THE CURRENT YEAR OR IN A PRIOR YEAR 990. NON-FIXED COMPENSATION PAYMENTS SCHEDULE J, PART I, LINE 7 CITY OF HOPE EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS REFLECT THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL BONUS COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. BASED UPON AN INDIVIDUAL'S GOALS AND PERFORMANCE DURING THE YEAR, THE POTENTIAL PAYOUT FOR ANY PARTICIPANT CAN BE MODIFIED UP OR DOWN 20%. THE INCENTIVE PLAN IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT AND GOVERNANCE COMMITTEE. EFFECTIVE FISCAL YEAR 2012, CITY OF HOPE MAY IN ITS DISCRETION CANCEL ALL OR A PORTION OF AN INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THESE CIRCUMSTANCES: A) AN INCENTIVE PLAN PAYMENT IS MADE AND CITY OF HOPE: (i) SUBSEQUENTLY DETERMINES THAT THE FINANCIAL STATEMENTS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE, OR (ii) SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE: (i) SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE, OR (ii) SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE CALCULATIONS IN A MANNER THAT REDUCES THE SIZE OF THE AWARD OR PAYMENT. THE INCENTIVE COMPENSATION PAID DURING TAX YEAR HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B (II). UNION BANK OF CALIFORNIA See part V 205723 SEE part v false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DALE CRANDALL IS A BOARD MEMBER OF THE CITY OF HOPE AND IS A MEMBER OF THE BOARD OF DIRECTORS OF UNION BANK OF CALIFORNIA AND UNIONBANCAL. CITY OF HOPE UTILIZES UNION BANK OF CALIFORNIA FOR THEIR MAIN OPERATING ACCOUNT IN ADDITION TO VARIOUS TRUST AND CUSTODY RESPONSIBILITIES. THE TOTAL EXPENDITURES ASSOCIATED WITH BANK FEES AND TRUSTEE/CUSTODY FEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 TOTALED $ 127,308 WITH UNION BANK. CITY OF HOPE INVESTS FUNDS IN VARIOUS UNION BANK OF CALIFORNIA SHORT TERM OVERNIGHT VEHICLES THAT PROVIDE INVESTMENT INCOME. THE INVESTMENT INCOME EARNED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 TOTALED $ 78,415 FROM UNION BANK. UNION BANK HAS ISSUED BUSINESS LINES OF CREDIT WITH A CONSOLIDATED TOTAL CREDIT LINE OF $25,000,000. AS OF SEPTEMBER 30, 2012, THERE ARE NO OUTSTANDING BALANCES ON THIS LINE OF CREDIT. X 46 1007894 Market Value X 4 1770001 Appraisal X 1 170000 Appraisal X Raffle Items 20 4850 FMV 0 false true true USE OF THIRD PARTIES SCHEDULE M, PART I, LINE 32B CITY OF HOPE USES THIRD PARTY REAL ESTATE BROKERS AND AGENTS TO ASSIST IN THE SALE OF DONATED REAL ESTATE. THIRD PARTY ACTIVITIES ARE MONITORED CLOSELY THROUGH CITY OF HOPE CORPORATE REAL ESTATE STAFF. SELECTION OF THIRD PARTIES IS DONE THROUGH INTERVIEWS OF SEVERAL QUALIFIED INDIVIDUALS OR FIRMS AND SELECTIONS ARE BASED ON QUALIFICATIONS SUCH AS SKILL, KNOWLEDGE, EXPERIENCE, EDUCATION, LICENSURE, CERTIFICATIONS, ETC. BACKGROUND AND REFERENCE CHECKS ARE CONDUCTED ON THE SELECTED THIRD PARTY. ADDITIONALLY, SELECTION IS BASED ON COST AND WE REQUEST THIRD PARTIES TO DISCOUNT STANDARD COMMISSIONS, FEES AND COSTS ASSOCIATED WITH THE SERVICES THEY PROVIDE. VOLUNTEER ASSISTANCE FORM 990, PART I, LINE 6 THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS SUPPORT PROVIDES A MAJOR PORTION OF OUR RESEARCH AND TREATMENT BUDGET EACH YEAR AND HELPS US HELP THOSE IN NEED THROUGHOUT THE YEAR. IN THE CURRENT YEAR, A SUBSTANTIAL NUMBER OF UNPAID VOLUNTEERS HAVE MADE SIGNIFICANT CONTRIBUTIONS OF THEIR TIME TO DEVELOP CITY OF HOPE'S FUNDRAISING NETWORK, PRINCIPALLY THROUGH DEVELOPMENT AND EDUCATIONAL PROGRAMS. THE VALUE OF THIS CONTRIBUTED TIME IS NOT REFLECTED IN THE TAX RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 CITY OF HOPE AND AFFILIATES, AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES, GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF HUMANITARIAN PHILANTHROPY. FORMS W-2G FORM 990, PART V, LINE 1B CITY OF HOPE ISSUES FORMS W-2G IN ACCORDANCE WITH REQUIREMENTS SET FORTH IN INTERNAL REVENUE SERVICE REGULATIONS. THE FORMS W-2G THAT ARE ISSUED BY CITY OF HOPE INCLUDE THOSE ISSUED TO PERSONS WHO WERE AWARDED PRIZES THROUGH RAFFLE ACTIVITIES THAT TAKE PLACE THROUGH THE AUXILIARY NETWORK, FOR WHICH A 990 IS FILED UNDER THE NAME "CITY OF HOPE GROUP RETURN" FEIN-02-0765554. GOVERNING BODY AND MANAGEMENT FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO IS A MEMBER IN GOOD STANDING OF ANY CHARTERED AUXILIARY OF CITY OF HOPE IS AN "AUXILIARY MEMBER" OF THE CORPORATION. EACH AUXILIARY MEMBER SELECTED BY HIS OR HER CHARTERED AUXILIARY TO BE A DELEGATE TO THE NATIONAL CONVENTION OF CITY OF HOPE IS A MEMBER OF THE CORPORATION. FORM 990, PART VI, LINE 7A MEMBERS OF CITY OF HOPE HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS TO THE GOVERNING BODY OF THE CITY OF HOPE. FORM 990, PART VI, LINE 7B IN ADDITION TO THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS, ALL MEMBERS HAVE THE RIGHT TO VOTE ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF CITY OF HOPE'S ASSETS, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOLVE THE CORPORATION. POLICIES FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE CITY OF HOPE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF CITY OF HOPE. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP, EXTERNAL PARTICIPANTS, INCLUDING ERNST & YOUNG, AND RETAINED TAX COUNSEL. PRIOR TO FILING, THE CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD FOR REVIEW ELECTRONICALLY THROUGH CITY OF HOPE'S INTERNET WEB PORTAL. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION AND BECKMAN RESEARCH INSTITUTE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEWS OF SUCH DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD, BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS. RESTRICTIONS MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION MAKING PROCESS RELATING TO THE BUSINESS TRANSACTIONS (E.G. PURCHASING DECISIONS); AND PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT AND GOVERNANCE COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS, PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, COMPARABLE BENCHMARK DATA AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT AND IMPACT, CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL INDICATORS THAT MEASURE PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON OCTOBER 16, 2012. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A AT THE SENIOR VICE-PRESIDENT OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE. DISCLOSURES FORM 990, PART VI, SECTION C, LINE 19 CITY OF HOPE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. ITS AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. CITY OF HOPE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. HOURS WORKED FORM 990, PART VII FULL TIME EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN THE COMPENSATION SCHEDULES BY THE ESTIMATES OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND ITS STANDING COMMITTEES. THE BOARD OF DIRECTORS HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2012. THE AUDIT AND COMPLIANCE COMMITTEE HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2012. THE OTHER COMMITTEES HAD VARYING NUMBERS OF MEETINGS DURING FISCAL YEAR 2012. RECONCILATION OF NET ASSETS FORM 990, PART XI, LINE 5 NET ASSET DIFFERENCES RESULT FROM DECONSOLIDATION ENTRIES OF NET ASSET BALANCES AND CHANGES IN UNREALIZED GAINS AND LOSSES AS FOLLOWS: DECONSOLIDATE GENBASIX $ 1,057 NET UNREALIZED GAIN ON INVESTMENTS $ 43,143,629 ______________ $ 43,144,686 UNREALIZED GAINS AND LOSSES ARE NOT RECORDED FOR TAX PURPOSES, BUT ARE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES OF THE UNITED STATES. AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2C AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR CITY OF HOPE AND AFFILIATES, WHICH INCLUDES CITY OF HOPE, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE, THE CITY OF HOPE AUXILIARIES, GENBASIX, INC., AND ONCOLOGY MANAGEMENT SERVICES, INC. NO STAND ALONE AUDITS ARE PERFORMED OR ISSUED FOR CITY OF HOPE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS BEFORE FINALIZATION AND ISSUANCE. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jody Horowitz Marsh TITLE:Board Member HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Norman Payson TITLE:Board Member HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William Scott TITLE:Board Member HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gary Conner TITLE:Chief Financial Officer HOURS:57 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gregory Schetina TITLE:General Counsel & Secretary HOURS:57 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Michael Friedman MD TITLE:President and CEO HOURS:57 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert Stone JD TITLE:Chief Strategy & Admin Off. HOURS:57 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Virginia Opipare TITLE:Chief Operating Off. Outgoing HOURS:55 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William Sargeant TITLE:COO/Assistant Secretary HOURS:57 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Valerie Bingham TITLE:Former Officer HOURS:55 CITY OF HOPE NATIONAL MEDICAL CENTER 1500 EAST DUARTE ROAD DUARTE CA 91010 951683875 HOSPITAL CA 501(C)(3) 3 City of Hope true BECKMAN RESEARCH INSTITUTE 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 RESEARCH CA 501(C)(3) 4 City of Hope true CITY OF HOPE MEDICAL FOUNDATION 1500 East Duarte Road Duarte CA 91010 274803222 Healthcare CA 501(C)(3) 3 City of Hope true GENBASIX INC 1500 EAST DUARTE ROAD DUARTE CA 91010 911949357 GENOMICS DE COH C CORP. 0 0 1.00000 ONCOLOGY MANAGEMENT SERVICES INC 1500 EAST DUARTE ROAD DUARTE CA 91010 330557670 LEASING AGENT CA COH Med Ctr C CORP CHARITABLE REMAINDER TRUSTS (22) 1055 WILSHIRE BLVD LOS ANGELES CA 90017 Support CA COH Trust true true true true false false false false false false false false false true true true false true City of Hope National Medical Center B 21189169 FMV Beckman Research Instit of the City of Hope B 189835616 FMV Apparel Industries Group (0031) C 421964 FMV Seattle Chapter (0166) C 77191 FMV Home FurnishConsumer Electronics Ind (0715) C 2268925 FMV East End ChapterJeanne Kaye League (0732) C 188241 FMV National Professional Salon Industry (0835) C 1628860 FMV Music and Entertainment Industry (1050) C 2272014 FMV Food Industries Circle Chapter (1081) C 1017067 FMV Construction Industries Alliance Ch (1082) C 169282 FMV HardwareHome Improvement Ind Council (1183) C 1729003 FMV California Food Industries Circle (1203) C 984982 FMV California Insurance Council (1215) C 648669 FMV Construction and RE Industry Council (1225) C 544793 FMV Pathways to Hope Chapter (1291) C 143833 FMV National Office Products Council (1362) C 3174952 FMV Nor Cal RE & Constr Busi Alliance (1439) C 295756 FMV Pacific NW Food Industries Circle (1481) C 727690 FMV LA Real EstateConstruction Council (1487) C 209085 FMV Southwest Food Industries Circle (1562) C 220342 FMV Desert Communities Women's Council (1601) C 349068 FMV Women's Council of San Diego County (1616) C 63557 FMV Aileen ScottArtists for Hope (1619) C 73066 FMV Gems of the Desert Chapter (1631) C 95054 FMV Edison New Jersey (1647) C 73001 FMV Beckman Research Institute of City of Hope O 171300 FMV City of Hope National Medical Center P 905296 FMV City of Hope National Medical Center O 11709017 FMV City of Hope National Medical Center N 104125 FMV City of Hope Medical Foundation R 9150000 FMV City of Hope Medical Foundation P 117742 FMV City of Hope Medical Foundation D 9700976 FMV Beckman Research Institute of City of Hope P 783615 FMV RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II IN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE.