2013-06-05T12:17:17-07:00 2012-12-31 LEE SPERLING HISAMUNEAC 550 NORTH BRAND BLVD STE 525 GLENDALE CA 91203 990PF 2012-01-01 950782640 GOOD HOPE MEDICAL FOUNDATION GOOD 6267962226 625 FAIR OAKS AVE SOUTH PASADENA CA 91030 JOHN QUINN 2013-06-05 true Frank M Saito CPA P00190659 8185076645 2012 2016-03-07 17:11:31Z X 27745510 X X 20 20 20 744582 744582 744582 734665 3263349 734665 18625 10094 10094 1489361 1489361 763227 16588 8294 8294 97954 77329 20625 30795 1377 8197 2459 5738 153534 89459 34657 1141926 1141926 1295460 89459 1176583 193901 1399902 763227 569466 728816 728816 10840764 12044957 12044957 23942 61875 61875 14160795 14878694 14878694 34440 31168 31168 25629407 27745510 27745510 10710 7630 790000 163074 47136 64231 847846 234935 X 21140673 23565627 2527963 2832023 1112925 1112925 24781561 27510575 25629407 27745510 24781561 193901 2698187 27673649 163074 27510575 VARIOUS WHITTIER TRUST COMPANY L/T (STATEMENT 17 P 2011-01-01 2012-12-31 744148 536621 207527 207527 VARIOUS UNION BANK L/T (STATEMENT 17) P 2011-01-01 2012-12-31 2116782 1658707 458075 458075 VARIOUS UNION BANK L/T (STATEMENT 17) P 2011-01-01 2012-12-31 252914 202476 50438 50438 VARIOUS UNION BANK S/T (STATEMENT 17) P 2012-01-01 2012-12-31 149505 130880 18625 18625 734665 18625 false 1357020 26687649 0.05085 1226488 25614230 0.04788 1115446 22891079 0.04873 1340722 26563609 0.05047 1178319 29504899 0.03994 0.23787 0.04757 25422512 1209425 13999 1223424 1176583 27998 27998 27998 27013 2000 29013 X 12 1003 1003 false false false false false false false false true true CA true false false false false true N/A WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVENUE SOUTH PASADENA CA 91030 false false false false false false false false false false false false false false false false false false false false false false false false false false ALEXANDER LI 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 CYNTHIA TRIBULL 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 JOHN QUINN 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 LYNN YONEKURA 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 ERNEST A BRYANT III 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 THOMAS WACHTELL 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 PHILIP V SWAN 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 MICHAEL SEGAL 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 HOWARD KAHN 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 THOMAS HUDNUT 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 J PATRICK WHALEY 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 ROBERT E TRANQUADA MD 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 5.00 0 NONE UNION BANK OF CALIFORNIA NA TRUSTEE P O BOX 45174 SAN FRANCISCO CA 94145 TRUSTEE 17989 WHITTIER TRUST COMPANY 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 ADMIN & ACCOUNTING 20625 LILY WONG 776 EAST GREEN STREET STE 230 PASADENA CA 91101 ACCOUNTING 3648 LEE SPERLING HISAMUNE AC 550 NORTH BRAND BLVD STE 525 GLENDALE CA 91203 AUDITING AND TAX 11700 METROPOLITAN WEST CAPITAL MANAGEMENT LLC 610 NEWPORT CENTER DRIVE STE 1000 NEWPORT BEACH CA 92660 INVESTMENT COUNSELOR 59340 CHILDREN'S HEALTH INITIATIVE - CONTRIBUTION MADE AS A PARTIAL MATCH OF THE $5 MILLION CHALLENGE GRANT TO BE ABLE TO MAINTAIN HEALTHY KIDS PROGRAM. 500000 COMMUNITY HEALTH COUNCIL'S INC. - CONTRIBUTION MADE TO PROVIDE ENHANCED DIABETES CARE INTITATIVE. 100000 PARTNERS IN CARE FOUNDATION - CONTRIBUTION MADE TO PROGRAM FOR HEALTHIER LIVING CHRONIC DISEASE SELF MANAGEMENT. 100000 WILMINGTON COMMUNITY CLINIC - CONTRIBUTION MADE TO PROVIDE CARE TO LOW INCOME, MINORITY, AND UNINSURED PATIENTS. 90000 25116482 693175 0 25809657 0 25809657 387145 25422512 1271126 1271126 27998 27998 1243128 1243128 1243128 1176583 1176583 1176583 1243128 38556 36612 75168 1176583 0 1176583 66545 66545 8623 0 8623 8623 X JULIE LYTLE NESBIT 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 NO SPECIAL FORMATS REQUIRED BY THE FOUNDATION NONE NONE PLANNED PARENTHOOD 1045 N LAKE AVE PASADENA CA 91104 NONE PAID TO PROVIDE FUND FOR START UP OPERATING COST FOR NEW CENTER 75000 HOUSE RESEARCH INSTITUTE 2100 WEST THIRD STREE LOS ANGELES CA 90057 NONE PAID TO FUND HEARING PROGRAM FOR DISADVANTAGED CHILDREN 25000 SABAN FREE CLINIC 8405 BEVERLY BLVD LOS ANGELES CA 90048 NONE PAID TO PROVIDE MEDICAL CARE ASSISTANCE 30000 WESTSIDE NEIGHBORHOOD CLINIC 2125 SANTA FE AVE LONG BEACH CA 90810 NONE PAID TO PROVIDE PATIENT CARE SUPPORT 50000 HEAR CENTER 301 E DEL MAR BLVD PASADENA CA 91101 NONE PAID TO PROVIDE SUPPORT FOR INDIGENT PATIENTS 20000 COMMUNITY HEALTH COUNCILS INC 3731 STOCKER STREET 201 LOS ANGELES CA 90008 NONE PAID TO PROVIDE SUPPORT FOR ENHANCED DIABETES CARE INITIATIVE 100000 WILMINGTON COMMUNITY CLINIC 1009 NORTH AVALON BLVD WILMINGTON CA 90744 NONE PAID TO PROVIDE CARE TO LOW INCOME, MINORITY, AND UNINSURED PATIENTS 90000 HARBOR COMMUNITY CLINIC 593 W 6TH STREET SAN PEDRO CA 90731 NONE PAID FOR GENERAL OPERATING SUPPORT 90000 WATTS HEATHCARE FOUNDATION 10300 SOUTH COMPTON AVE LOS ANGELES CA 90012 NONE PAID TO PROVIDE SUPPORT FOR ELECTRONIC HEALTH RECORD SYSTEM 50000 CHILDRENS HEALTH INITIATIVE 555 WEST 5TH STREET 29TH FLOOR LOS ANGELES CA 90013 NONE PAID TO FUND A PORTION OF THE COST OF CHILDREN'S HEALTH CARE COVERAGE FOR MEMBERS AGES 6-18 IN THE HEALTHY KIDS PROGRAM. 500000 PARTNERS IN CARE FOUNDATION 732 MOTT STREET 150 SAN FERNANDO CA 91340 NONE PAID TO FUND PROGRAM FOR HEALTHIER LIVING CHRONIC DISEASE SELF MANAGEMENT 100000 HUNTINGTON MEMORIAL HOSPITAL 100 WEST CALIFORNIA PASADENA CA 91109 NONE PAID TO REIMBURSE CERTAIN COST INCURRED BY THE HOSPITAL NOT OTHERWISE PAID FOR IN PROVIDING DISPENSARY SERVICES TO UNINSURED OR UNDERINSURED PATIENTS. 11926 1141926 14 20 14 744582 14 10094 734665 754696 734665 1489361 348 THE INCOME GENERATED BY THE INTEREST AND DIVIDEND FROM SECURITIES, AND THE SALE OF SECURITIES IS THE SOLE MEANS TO ACCOMPLISH THE FOUNDATION'S GOAL OF PROVIDING MEDICAL SERVICES TO PERSONS WITH LIMITED FINANCIAL RESOURCES AND TO TRAIN PHYSICIANS AND MEDICAL STUDENTS. false false false false false false false false false false ACCOUNTING / BOOKKEEPING 16588 8294 0 8294 WHITTIER TRUST COMPANY FOUNDATION ADMINISTRATION INCLUDING GRANTS AND ACCOUNTING UNION BANK OF CALIFORNIA NA TRUSTEE TRUSTEE FEE METROPOLITAN WEST CAPITAL MANAGEMENT LLC PAID FOR INVESTMENT COUNSELOR SERVICES LEE SPERLING HISAMUNE AC AUDITING AND TAX LILY WONG ACCOUNTING SERVICES UNITED AIRLINES PASS THRU CTF SER 1991-B 61875 61875 UNITED CONTL HLDGS INC 1894 1894 COMMON STOCK (SEE STATEMENT 16) 12043063 12043063 AMERICAN INTM BD FD FMV 6379852 6379852 AMERICAN CAPTIAL WORLD GROWTH AND INC FD FMV 963703 963703 AMERICAN NEW WORLD FUND CL A FMV 1675023 1675023 PIMCO FDS LOW DURATION FD INSTL CL FMV 2734670 2734670 PIMCO FUNDS TOTAL RETURN FS INTS CL FMV 3125446 3125446 PREPAID FEDERAL EXCISE TAX 34440 5020 5020 DIVIDEND RECEIVABLE 26148 26148 ACCRUED DISTRIBUTION 163074 MISCELLANEOUS 4034 1210 2824 INSURANCE 4163 1249 2914 Other Investment Income 10094 10094 UNREALIZED GAIN IN ASSET VALUES 1908187 ACCRUED DISTRIBUTION PAID 790000 DEFERRED TAX LIABLITY 47136 64231 TRUSTEE FEE - UNION BANK 17989 17989 0 0 CONSULTING FEE 59340 59340 0 0 ADMINISTRATIVE FEE - WTC 20625 0 0 20625 TAXES - FEDERAL 29418 FOREIGN TAXES 1377 1377