2024-11-14T11:43:11-06:00 2023-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990PF 2023-01-01 461702755 EDWARDS LIFESCIENCES FOUNDATION EDWA 9492502500 ONE EDWARDS WAY IRVINE CA 92614 AMANDA C FOWLER EXECUTIVE DIRECTOR 9492502500 2024-11-13 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-11-13 2023 2024-10-15 13:58:12Z X 56296533 X X 1453368 1453368 154187 55963089 154187 762 0 1608317 1607555 0 0 0 2311 1156 1155 33900 20340 13560 1422032 157910 1264122 17907 0 0 93300 0 93300 185051 0 185051 1754501 179406 1557188 9175861 9397097 10930362 179406 10954285 -9322045 1428149 375806 607900 607900 1750993 551219 551219 5562 4583 4583 40940245 37743590 37743590 13212996 15146812 15146812 2902951 2201861 2201861 26934 40568 40568 59215487 56296533 56296533 247640 333318 873000 407501 0 2512 1120640 743331 X 58094847 55553202 58094847 55553202 59215487 56296533 58094847 -9322045 6780400 55553202 0 55553202 SALE OF PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 55963089 55951807 11282 11282 CAPITAL GAIN DISTRIBUTION P 2023-01-01 2023-12-31 142905 142905 154187 19851 0 19851 0 19851 31347 0 5000 0 36347 X 0 16496 16496 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 1 HTTP://WWW.EDWARDS.COM/ABOUTUS/CORPORATEGIVING GEORGIS TZORTZAKIS 9492500117 ONE EDWARDS WAY IRVINE CA 92614 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMANDA C FOWLER ONE EDWARDS WAY IRVINE CA 92614 EXECUTIVE DIRECTOR 32.00 0 0 0 DIRKSEN LEHMAN ONE EDWARDS WAY IRVINE CA 92614 CHAIRMAN 1.00 0 0 0 BERNARD ZOVIGHIAN ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 MARK WILTERDING ONE EDWARDS WAY IRVINE CA 92614 TREASURER 1.00 0 0 0 LINDA PARK ONE EDWARDS WAY IRVINE CA 92614 SECRETARY 1.00 0 0 0 DAVEEN CHOPRA ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 SETH CLANCY ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 CHRISTINE Z MCCAULEY ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 SCOTT ULLEM ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 MARTYN THOMAS ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 LINNETTE TORRES ONE EDWARDS WAY IRVINE CA 92614 DIRECTOR 1.00 0 0 0 NONE 0 EDWARDS LIFESCIENCES LLC ONE EDWARDS WAY IRVINE CA 92614 PROFESSIONAL SERVICES 1099638 0 EVEVERY HEARTBEAT MATTERS IS THE SIGNATURE PHILANTHROPIC INITIATIVE OF EDWARDS LIFESCIENCES FOUNDATION. IN 2014, WE LAUNCHED EVERY HEARTBEAT MATTERS, AND BY 2020, THIS COMMUNITY OF CHARITABLE PARTNERS HAD IMPACTED OVER 1.7 MILLION UNDERSERVED PEOPLE, SURPASSING THE INITIAL GOAL OF 1 MILLION. NOW, WE ARE WORKING TOWARDS A NEW EVERY HEARTBEAT MATTERS GOAL: WE WILL IMPROVE THE LIVES OF 2.5 MILLION ADDITIONAL UNDERSERVED STRUCTURAL HEART AND CRITICAL CARE PATIENTS BY THE END OF 2025. TO DRIVE THIS GOAL, WE FUND IMPACTFUL CARDIAC AND PATIENT CENTRIC CHARITABLE PARTNERS, BUT ALSO INVEST IN CREATING A CLOSE-KNIT GLOBAL COMMUNITY THAT EMPOWERS PEOPLE AND ORGANIZATIONS TO SUSTAIN AND EXPAND THEIR EFFORTS TO IMPACT STRUCTURAL HEART DISEASE AND CRITICAL CARE PATIENTS, NOT JUST TODAY, BUT LONG AFTER OUR GRANTS ARE MADE. EHM DOES THIS BY BRINGING TOGETHER THE LEADERS OF OUR CHARITABLE PARTNERS, AND TELLING THE STORIES OF THEIR WORK TO SHARE THEIR IMPACT AND INSPIRE MORE GIVING. 119195 EDWARDS LIFESCIENCES FOUNDATION ALSO FOCUSES FUNDING ON STRENGTHENING THE COMMUNITIES WHERE EDWARDS LIVES AND WORKS SUPPORTING HUNGER, HOUSING, WORKFORCE DEVELOPMENT, EDUCATION AND OTHER BASIC NEEDS THAT OUR COMMUNITIES NEED. WE RESPOND TO THE LOCAL COMMUNITY NEED, AND PARTNER WITH ORGANIZATIONS THAT ARE MAKING A DEMONSTRATED IMPACT. AN IMPORTANT PART OF OUR SUPPORT FOR THESE COMMUNITY-BASED CHARITIES IS GOING BEYOND OUR GRANT FUNDING AND LAYERING IN ADDITIONAL SUPPORT AS WE CAN. FOR EXAMPLE, OUR FOUNDATION HOSTS NONPROFITS ORGANIZATIONS AND COLLABORATIVE CONVENINGS FOR NONPROFIT LEADERS. 26654 0 52581357 5990740 2242047 60814144 0 0 60814144 912212 59901932 2995097 2995097 19851 19851 2975246 0 2975246 0 2975246 10954285 0 10954285 2975246 0 0 4111622 5049612 5691171 6491167 7751975 29095547 10954285 0 0 0 2975246 7979039 0 0 37074586 0 0 0 0 0 0 4111622 32962964 5049612 5691171 6491167 7751975 7979039 TIFFANY SIMMONS ONE EDWARDS WAY IRVINE CA 92614 9492505184 WWW.EDWARDS.COM/CORPORATEGIVING ONLINE FORM, AUDITED FINANCIAL REPORTS WHEN AVAILABLE FOR GRANT APPLICATIONS COMING THROUGH THE ANNUAL GRANT CYCLE. THE APPLICATION USUALLY OPENS IN MID-MAY AND CLOSES 30-DAYS LATER (THESE DATES VARY). TYPES OF PROGRAMS SUPPORTED - EVERY HEARTBEAT MATTERS PROGRAMS: PROGRAMS THAT EDUCATE, SCREEN AND/OR TREAT UNDERSERVED PEOPLE TO REDUCE THE GLOBAL BURDEN OF HEART VALVE DISEASE - OTHER HEALTH-FOCUSED PROGRAMS: PROGRAMS THAT ADVANCE HEALTH CARE AND ADDRESS UNDERSERVED PATIENTS. THIS CAN INCLUDE EDUCATION AND AWARENESS CAMPAIGNS, RESEARCH, AND/OR DIRECT CARE FOR UNDERSERVED PATIENTS - COMMUNITY PROGRAMS: PROGRAMS THAT STRENGTHEN THE COMMUNITIES WHERE OUR EMPLOYEES LIVE AND WORK, AND PROVIDE OPPORTUNITIES FOR EMPLOYEE VOLUNTEERISM REQUIREMENTS OF ORGANIZATIONS SUPPORTED BY OUR FOUNDATION: U.S.-BASED ORGANIZATIONS MUST BE A TAX-EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ORGANIZATIONS BASED OUTSIDE THE U.S. MAY BE ELIGIBLE FOR FUNDING FOR SPECIFIC CHARITABLE PROJECTS, ON WHICH ADDITIONAL DUE DILIGENCE AND DETAILED REPORTING OF EXPENDITURES WILL BE REQUIRED. CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 PC HEART HEALTH PROGRAMS 1357463 MATCHING GIFTS ONE EDWARDS WAY IRVINE CA 92614 PC EMPLOYEE MATCHING GIFT 754549 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC MATCH 2021-2022 CAMPAIGN 608899 THE THORACIC SURGERY FOUNDATION 633 N SAINT CLAIR STREET CHICAGO IL 60611 PC 2024 TSF EVERY HEARTBEAT MATTERS PROGRAM 550000 PYXERA GLOBAL 99 M ST SE STE 400 WASHINGTON DC 20003 PC EVERY HEARTBEAT MATTERS PRO BONO CORPS 370000 PYXERA GLOBAL 99 M ST SE STE 400 WASHINGTON DC 20003 PC EVERY HEARTBEAT MATTERS PRO BONO CORPS 323000 AATS FOUNDATION 800 CUMMINGS CENTER BEVERLY MA 01915 PC AATS FOUNDATION EVERY HEARTBEAT MATTERS INITIATIVE 300000 PATIENT ADVOCATE FOUNDATION INC 421 BUTLER FARM RD HAMPTON VA 23666 PC STRUCTURAL HEART DISEASE CARELINE (SHDCL), HEART VALVE FINANCIAL AID FUND (HVFAF), AND SUMMIT 250000 SOCIETY OF CRITICAL CARE MEDICINE 500 MIDWAY DR MT PROSPECT IL 60056 PC EXPANDING ACCESS TO CARDIAC CRITICAL CARE TRAINING TO SUPPORT RECOVERY 250000 HEART TO HEART GLOBAL CARDIAC CARE 655 13TH ST STE 200 OAKLAND CA 94612 PC COSTA RICA NATIONWIDE CARDIAC CARE CAMPAIGN (2020-2030) 200000 EMERGENCY USA-LIFE SUPPORT FOR CIVILIAN VICTIMS OF WAR AND POVERTY 31 WEST 34TH ST SUITE 8138 NEW YORK NY 10001 PC THE SALAM CENTER FOR CARDIAC SURGERY, KHARTOUM - 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UNIVERSITY RELATIONS TEAM 8318 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC EDWARDS MANUFACTURING DAY OF SERVICE 7800 AGE WELL SENIOR SERVICES INC 23101 LAKE CENTER DRIVE LAKE FOREST CA 92630 PC MEALS ON WHEELS FOR SOUTH ORANGE COUNTY SENIORS 7500 ILLUMINATION FOUNDATION 2871 PULLMAN ST SANTA ANA CA 92705 PC ILLUMINATION FOUNDATION HOMELESS SERVICES 7500 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 PC 2023 RESEARCH ROUNDTABLE 7000 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - GLOBAL LEADERS CONFERENCE 6658 UTAH FOOD BANK 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 PC MOBILE SCHOOL PANTRY SPONSORSHIP 6500 GIRL SCOUTS OF ORANGE COUNTY 9500 TOLEDO WAY IRVINE CA 92618 PC VOLUNTEER GRANT 6338 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT 6025 RISE AGAINST HUNGER 4801 GLENWOOD AVENUE SUITE 200 RALEIGH NC 27612 PC VOLUNTEER GRANT - MEAL PACKING MALAYSIA 6000 FOUNDATION FOR HOSPITAL ART 131 VILLAGE CENTRE WEST WOODSTOCK GA 30188 PC VOLUNTEER GRANT CLINICAL AFFAIRS 5950 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC FINANCIAL LITERACY KITS - VOLUNTEER GRANT 5675 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC VOLUNTEER ACTIVITY - CC GSC & QA 5350 FOUNDATION FOR HOSPITAL ART 131 VILLAGE CENTRE WEST WOODSTOCK GA 30188 PC VOLUNTEER GRANT - TM&L 5160 100 BLACK MEN OF ORANGE COUNTY INCORPORATED 100 SPECTRUM CENTER DRIVE SUITE 900 IRVINE CA 92618 PC PASSPORT TO THE FUTURE 5000 ABILITY FOUNDATION 2324 S CONSTITUTION BLVD WEST VALLEY CITY UT 84119 PC EQUIPMENT PLACEMENT PROGRAM 5000 ARTS & LEARNING CORPORATION 151 KALMUS DRIVE SUITE G-3 COSTA MESA CA 92626 PC AFTER SCHOOL ARTS PROGRAM (ASAP) 5000 ASOCIACION MAYAGUEZANA DE PERSONAS CON IMPEDIMENTOS INC PO BOX 745 MAYAGUEZ PR 00681 PC RESIDENTAL SUPPORT SERVICES 5000 BEYOND BLINDNESS 18542 VANDERLIP AVE STE B SANTA ANA CA 92705 PC GENERAL OPERATING SUPPORT 5000 BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE 1801 E EDINGER AVE SANTA ANA CA 92705 PC ENHANCING WORKFORCE DEVELOPMENT IN ORANGE COUNTY THROUGH ONE-TO-ONE MENTORSHIP 5000 BIG BROTHERS BIG SISTERS OF UTAH INC 2121 SOUTH STATE STREET SALT LAKE CITY UT 84115 PC ONE-TO-ONE YOUTH MENTORING 5000 BOYS & GIRLS CLUB OF LAGUNA BEACH 1085 LAGUNA CANYON RD LAGUNA BEACH CA 92651 PC CLUB STEAM PROGRAM 5000 BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST 17701 COWAN IRVINE CA 92614 PC IMPACT MODEL 5000 BUILDING YOUTH AROUND THE WORLD 7678 SOUTH 5040 WEST WEST JORDAN UT 84088 PC 2023 THE NAVAJO NATION'S CALL FOR HELP 5000 CAMINO HEALTH CENTER 31351 RANCHO VIEJO RD SUITE 201 SAN JUAN CAPISTRANO CA 92675 PC TRANSFORMING CARE MANAGEMENT FOR OUR AT RISK PATIENTS 5000 CAMP HOBE 2536 SOUTH 1900 EAST SALT LAKE CITY UT 84106 PC PSYCHOSOCIAL SUPPORT OF KIDS WITH CANCER (& SIMILARLY-TREATED DISORDERS) AND THEIR FAMILIES 5000 CASA JUAN BOSCO INC PO BOX 1836 AGUADILLA PR 00605 PC "TIEMPO LIBRE;TIEMPO PARA CRECER" " FREE TIME;TIME TO GROW" 5000 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC OC KIDS STEAM AHEAD 5000 CODE ORANGE ROBOTICS 20 ADA IRVINE CA 92618 PC PROVIDING QUALITY STEM AND ROBOTICS EXPERIENCE TO HIGH SCHOOL STUDENTS IN THE COMMUNITY 5000 COMMUNITY SENIORSERV INC DBA MEALS ON WHEELS ORANGE COUNTY 1200 N KNOLLWOOD CIRCLE ANAHEIM CA 92801 PC SENIOR NUTRITION PROGRAM 5000 COUNCIL ON AGING - SOUTHERN CALIFORNIA INC 2 EXECUTIVE CIRCLE STE175 IRVINE CA 92614 PC CONCIERGE CARE NAVIGATORS PROGRAM 5000 COURT APPOINTED SPECIAL ADVOCATE 765 THE CITY DRIVE SOUTH SUITE 300 ORANGE CA 92868 PC MENTOR-ADVOCATE PROGRAM 5000 CRADLES TO CRAYONS 281 NEWTONVILLE AVE ORANGE CA 92868 PC DONATION IN MEMORY OF DOUB KUSH 5000 ECO CENTER (THE ECOLOGY CENTER) 32701 ALIPAZ STREET SAN JUAN CAPISTRANO CA 92675 PC STEM EDUCATION PROGRAMMING AT THE ECOLOGY CENTER 5000 GAY AND LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY 1605 N SPURGEON STREET SANTA ANA CA 92701 PC TRANSITIONS HEALTH AND WELLNESS 5000 GIRL SCOUTS OF ORANGE COUNTY 9500 TOLEDO WAY IRVINE CA 92618 PC GSOCS STEM CONSORTIUM 5000 GIVING CHILDREN HOPE 8332 COMMONWEALTH AVE BUENA PARK CA 90621 PC WE'VE GOT YOUR BACK (WGYB) 5000 GOLD RUSH CURE FOUNDATION 27671 ROSEBUD WAY LAGUNA NIGUEL CA 92677 PC POTS OF GOLD 5000 HAITI CARDIAC ALLIANCE INC 47 MAPLE STREET SUITE 213 BURLINGTON VT 05401 PC LEADERSHIP BOD MATCH ON BEHALF OF ROY SOUTH 5000 HIGH SCHOOL INC ACADEMIES FOUNDATION 18017 SKY PARK CIRCLE IRVINE CA 92614 PC HIGH SCHOOL INC. ACADEMIES 5000 HOGAR ALBERGUE PARA NINOS JESUS DE NAZARET INC APARTADO 1147 MAYAGUEZ PR 00681 PC SCHOOL, TUTORING AND PSYSICAL DEVELOPMENT 5000 INNOVOS ROBOTICS 2254 N ANDOVER DR ORANGE CA 92867 PC FIRST ROBOTICS COMPETITION 5000 IRVINE VALLEY COLLEGE FOUNDATION 5500 IRVINE CENTER DRIVE IRVINE CA 92618 PC BASIC NEEDS FOR STUDENTS 5000 J F SHEA THERAPEUTIC RIDING CENTER INC 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 PC EQUINE ASSISTED SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES 5000 KIDS ON THE MOVE 475 WEST 260 NORTH OREM UT 84057 PC KIDS ON THE MOVE RESPITE CENTER GRANT REQUEST 2023 5000 LAURA'S HOUSE 33 JOURNEY SUITE 150 ALISO VIEJO CA 92656 PC DOMESTIC VIOLENCE SERVICES PROGRAM 5000 NATIONAL CHARITY LEAGUE MONARCH BEACH PO BOX 3403 DANA POINT CA 92629 PC LEADERSHIP BOARD MATCH - KATIE SZYMAN 5000 NATIONAL COALITION OF 100 BLACK WOMEN ORANGE COUNTY PO BOX 4096 IRVINE CA 92616 PC NEXT GENERATION OF WOMEN'S LEADERS (NWGL) PROGRAM 5000 ONEOC 1901 E 4TH STREET SANTA ANA CA 92705 PC EDWARDS VOLUNTEER HOLIDAY PROJECT 5000 ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY ALLIANCE INC 12912 BROOKHURST ST STE 410 GARDEN GROVE CA 92840 PC ROOTED YOUTH LEADERSHIP AND DEVELOPMENT PROGRAM 5000 ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH 1971 E 4TH STREET SUITE 130A SANTA ANA CA 92705 PC STREET MEDICINE OUTREACH PROGRAM 5000 ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA 2 IRVINE PARK ROAD ORANGE CA 92869 PC ORANGE COUNTY COUNCIL BOY SCOUTS AMERICA 5000 ORANGE COUNTY HUMAN RELATIONS COUNCIL 1801 EDINGER AVE STE 115 SANTA ANA CA 92705 PC GENERAL OPERATIONS 5000 ORANGE COUNTY RESCUE MISSION ONE HOPE DRIVE TUSTIN CA 92782 PC VILLAGE OF HOPE 5000 ORANGE COUNTY STEM INITIATIVE - A FISCALLY SPONSORED PROJECT OF ONEOC 2101 PACIFIC COAST HWY SUITE 300 CORONA DEL MAR CA 92625 PC OC STEM INITIATIVE 5000 PROJECT ACCESS INC 2100 WEST ORANGEWOOD AVENUE SUITE 230 ORANGE CA 92868 PC NEIGHBORHOOD RESOURCE CENTER PROGRAM 5000 PROJECT HOPE ALLIANCE 1954 PLACENTIA AVE SUITE 202 COSTA MESA CA 92627 PC GLOBAL MONTH OF GIVING VOLUNTEER ACTIVITY 5000 PROJECT SCIENTIST 548 MARKET ST PMB 83994 LAGUNA BEACH CA 92652 PC PROJECT SCIENTIST STEAM CLUB 5000 RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA 935 E SOUTH TEMPLE SALT LAKE CITY UT 84102 PC RONALD MCDONALD HOUSE CHARITIES' EMERGENCY MEDICAL HOUSING & RESPITE PROGRAM 5000 SAMUELI ACADEMY 1901 NORTH FAIRVIEW STREET SANTA ANA CA 92706 PC SAMUELI ACADEMY: PROJECT BASED LEARNING 5000 SOUTH COUNTY OUTREACH 7 WHATNEY SUITE B IRVINE CA 92618 PC HUNGER AND HOMELESS PREVENTION/GENERAL OPERATING 5000 STEM ADVANTAGE 117 22ND ST HUNTINGTON BEACH CA 92648 PC ADVANCING GENDER AND RACIAL EQUITY THROUGH EDUCATION AND CAREER DEVELOPMENT 5000 TEAM HEART INC PO BOX 446 MILTON MA 02186 PC BOD LEADERSHIP MATCH - ON BEHALF OF DIRKSEN LEHMAN 5000 THE CHRISTMAS BOX INTERNATIONAL 3660 S WEST TEMPLE SALT LAKE CITY UT 84115 PC CHRISTMAS BOX CHILDREN AND TEENS PROGRAMS 5000 THE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE OF TRAUMA INC 1940 E DEERE AVE SANTA ANA CA 92705 PC BRIGHT FUTURES 5000 UNITED CEREBRAL PALSY ASSOCIATION OF ORANGE COUNTY INC 1251 EAST DYER ROAD SUITE 150 SANTA ANA CA 92705 PC PEDIATRIC THERAPY PROGRAM 5000 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC WASHINGTON ELEMENTARY MURAL PAINTING - WA ELEMENTARY VOLUNTEER COMMITTEE 5000 UTAH PARENT CENTER 5296 SCOMMERCE DRIVESUITE 302 MURRAY UT 84107 PC UTAH PARENT CENTER GENERAL OPERATING SUPPORT 5000 WASATCH ADAPTIVE SPORTS 417 W WINCHESTER ST MURRAY UT 84107 PC EMPOWERING UTAHNS WITH DISABILITIES THROUGH THE 2023 WASATCH ADAPTIVE SPORTS BIKING PROGRAM 5000 WESTMINSTER COLLEGE 1840 SOUTH 1300 EAST SALT LAKE CITY UT 84105 PC SCIENCE OUTREACH PROGRAMMING 5000 WOMEN OF THE WORLD 415 EAST 3900 SOUTH SALT LAKE CITY UT 84107 PC SELF-SUFFICIENCY FOR FORCIBLY DISPLACED WOMEN 5000 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC VOLUNTEER GRANT - SELF-CARE KITS, ERG/AHF 4988 FOUNDATION FOR HOSPITAL ART 131 VILLAGE CENTRE WEST WOODSTOCK GA 30188 PC VOLUNTEER GRANT - TM&L 4740 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC HEART MONTH VOLUNTEER GRANT AT JACKSON ELEMENTARY 4462 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - PAGS 2023 4353 ESTANCIA CORAZON INC PO BOX 3309 MAYAGUEZ PR 00681 PC ESTANCIA CORAZON COMMUNITY HEALTH PREVENTION PROGRAM 4000 FRIENDS OF SANTA ANA ZOO 1801 EAST CHESTNUT AVENUE SANTA ANA CA 92701 PC LEADERSHIP BOARD MATCH - JANE OLIN 4000 ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE STE F110 COSTA MESA CA 92626 PC VOLUNTEER GRANT - BEACH CLEANUP 4000 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - GLOBAL MONTH OF GIVING IRVINE 3953 SCHOLARSHIP AMERICA ONE SCHOLARSHIP WAY ST PETER MN 56082 PC EDWARDS LIFESCIENCES SCHOLARSHIP PROGRAM MANAGEMENT 3840 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - THV CLINICAL 3715 UNITED WAY SALT LAKE CITY 257 E 200 S STE 300 SALT LAKE CITY UT 84111 PC MEAL PACKING VOLUNTEER GRANT - DRAPER 3400 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC STEAM KIT BUILDING VOLUNTEER GRANT - TMTT 2730 BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST 17701 COWAN IRVINE CA 92614 PC WOMEN OF GREATNESS SPONSORSHIP 2500 CALIFORNIA HUGH O'BRIAN YOUTH LEADERSHIP INC PO BOX 2100 MISSION VIEJO CA 92690 PC 2023-2024 HOBY SOCAL YOUTH LEADERSHIP SEMINAR 2500 CHARITABLE VENTURES ORANGE COUNTY (ORANGE COUNTY GRANTMAKERS) 4041 MACARTHUR BLVD STE 510 NEWPORT BEACH CA 92660 PC ORANGE COUNTY GRANTMAKERS 2500 CHOC FOUNDATION 1201 W LA VETA AVE ORANGE CA 92868 PC VOLUNTEER GRANT - THV CLINICAL 2500 COURT APPOINTED SPECIAL ADVOCATE 765 THE CITY DRIVE SOUTH SUITE 300 ORANGE CA 92868 PC CASA VOLUNTEERS APPRECIATION BAGS - VOLUNTEER GRANT 2500 DRAGON KIM FOUNDATION 13217 JAMBOREE RD TUSTIN CA 927829158 PC THE DRAGON KIM FOUNDATION FELLOWSHIP PROGRAM 2500 J F SHEA THERAPEUTIC RIDING CENTER INC 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 PC THE SHEA CENTER VOLUNTEER PROJECT 2500 JESSE REES FOUNDATION PO BOX 80667 RANCHO STA MARGARITA CA 92688 PC VOLUNTEER ACTIVITY, JOY JARS - FINANCE 2500 SURFRIDER FOUNDATION 9151 ATLANTA AVE DANA POINT CA 92629 PC VOLUNTEER GRANT - BEACH CLEANUP - THV MARKETING AND EMPLOYEE RELATIONS TEAMS 2500 SURFRIDER FOUNDATION 34145 PCH 619 DANA POINT CA 92629 PC VOLUNTEER GRANT - BEACH CLEAN, CORPORATE 2500 TOGETHER WE RISE 560 WEST LAMBERT ROAD BREA CA 92821 PC VOLUNTEER GRANT - FERTILITY, ADOPTION, FOSTERING HOPE ERG 2468 ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE STE F110 COSTA MESA CA 92626 PC VOLUNTEER GRANT - HR SUMMIT VOLUNTEER ACTIVITY 2250 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - PUBLIC AFFAIRS 2202 ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE STE F110 COSTA MESA CA 92626 PC VOLUNTEER GRANT - MANUFACTURING, PROCESS ENGINEERING TEAM 2000 ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE STE F110 COSTA MESA CA 92626 PC VOLUNTEER GRANT - BEACH CLEANUP 2000 ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE STE F110 COSTA MESA CA 92626 PC VOLUNTEER GRANT - GLOBAL LABELING AND PACKING TEAM 2000 ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE STE F110 COSTA MESA CA 92626 PC VOLUNTEER GRANT - DATA GOVERNANCE, SUPPLY CHAIN TEAM 2000 GIRLS INC OF ORANGE COUNTY 1801 E EDINGER AVENUE SUITE 255A SANTA ANA CA 92705 PC GIRLS INC. COLLEGE BOUND PROGRAM - ON BEHALF OF AF 1700 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC VOLUNTEER ACTIVITY - GHER TMTT 1554 FOUNDATION FOR HOSPITAL ART 131 VILLAGE CENTRE WEST WOODSTOCK GA 30188 PC VOLUNTEER GRANT TMTT 1540 FOUNDATION FOR HOSPITAL ART 131 VILLAGE CENTRE WEST WOODSTOCK GA 30188 PC VOLUNTEER GRANT - ELLPII 1520 ILLUMINATION FOUNDATION 2871 PULLMAN ST SANTA ANA CA 92705 PC VOLUNTEER GRANT - SUPPLY CHAIN MENTORSHIP PROGRAM 1500 SURFRIDER FOUNDATION 9151 ATLANTA AVE HUNTINGTON BEACH CA 92615 PC VOLUNTEER GRANT - BEACH CLEANUP 1500 FOUNDATION FOR HOSPITAL ART 131 VILLAGE CENTRE WEST WOODSTOCK GA 30188 PC VOLUNTEER GRANT TMTT PRAGUE 1450 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC VOLUNTEER ACTIVITY GDC OPS TEAM 1450 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC VOLUNTEER ACTIVITY GDC OPS TEAM 1310 UCI ALUMNI ASSOCIATION 450 ALUMNI COURT IRVINE CA 92697 PC UCI ALUMNI LAUDS & LAURELS 1300 WORKING WARDROBES FOR A NEW START 2000 EAST MCFADDEN AVENUE SANTA ANA CA 92705 PC LEADERSHIP BOD MATCH - JIM BOURNE 1200 WORKING WARDROBES FOR A NEW START 2000 EAST MCFADDEN AVENUE SANTA ANA CA 92705 PC LEADERSHIP BOD MATCH - JIM BOURNE 1052 CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH PO BOX 19340 SACRAMENTO CA 19340 PC LEADERSHIP BOARD MATCH - JANE OLIN 1000 CHOC FOUNDATION 1201 W LA VETA AVE ORANGE CA 92868 PC FAMILY NIGHT AT CHOC 1000 ORANGE COUNTY POLICE CANINE ASSOCIATION PO BOX 51870 IRVINE CA 92619 PC OC POLICE CANINE PROGRAM 1000 RONALD MCDONALD HOUSE SO CAL CHAPTER - ORANGE COUNTY 383 S BATAVIA ORANGE CA 92868 PC LEADERSHIP BOARD MATCH - GARY SORSHER 1000 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC WOMEN'S PHILANTHROPY FUND 1000 WORKING WARDROBES FOR A NEW START 2000 EAST MCFADDEN AVENUE SANTA ANA CA 92705 PC FUNDRAISING SUPPORT - STEFAAN PORTMAN 1000 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - HR TECH 750 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT SURGICAL 750 CALIFORNIA SOCIETY FOR BIOMEDICAL RESEARCH PO BOX 19340 SACRAMENTO CA 19340 PC LEADERSHIP BOARD MATCH - JANE OLIN 600 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - CAREER DAY BOYS & GIRLS CLUB, EDWARDS VOLUNTEERS 598 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 PC VOLUNTEER GRANT - ADVANCED TECH 500 ONEOC 1901 E 4TH STREET SANTA ANA CA 92705 PC US NSM CHARITY REFERAL 500 ORANGE COUNTY PROFESSIONAL FIREFIGHTERS 14252 CULVER DR IRVINE CA 92604 PC FALLEN FIREFIGHTER RELIEF FUND 500 9397101 MUSSALLEM CHARITABLE IMPACT AWARD 400 HAMILTON AVE STE 340 PALO ALTO CA 94301 PC IMPACT AWARD HOLD 250000 UNITED WAY ORANGE COUNTY 18012 MITCHELL S IRVINE CA 92614 PC MATCH JAN 2023 ONE-TIME PAYROLL (2022 CAMPAIGN) 102501 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46202 PC ACADEMIC MODEL PROVIDING ACCESS TO HEALTHCARE: SYSTEMATIC DEVELOPMENT OF CARDIAC SURGERY AT MOI UNIVERSITY 50000 PROJECT HOPE ALLIANCE 1954 PLACENTIA AVE SUITE 202 COSTA MESA CA 92627 PC COMMUNITY GRANT 5000 407501 14 1453368 18 154187 MISCELLANEOUS INCOME 01 762 0 1608317 0 1608317 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 33900 20340 13560 DODGE & COX INCOME-I 1993282 1993282 ISHARES 7-10 YEAR TREASURY B 1349267 1349267 SCHWAB U.S. TIPS ETF 694991 694991 VANGUARD TTL BD MKT IDX-ADM 6657886 6657886 FIDELITY ADV CONV INC BD-Z 4451386 4451386 FIDELITY 500 INDEX FUND 14804750 14804750 INVESCO QQQ TRUST SERIES 1 2493158 2493158 INVESCO S&P 500 EQUAL WEIGHT 1395740 1395740 PARNASSUS CORE EQUITY-INST 2500246 2500246 VANECK OIL SERVICES ETF 828585 828585 ISHARES CORE S&P MIDCAP ETF 1515456 1515456 ISHARES BIOTECHNOLOGY ETF 414207 414207 ARTISAN INTL VAL-INST 966059 966059 FIDELITY INTL INDX-INST PRM 2655672 2655672 ISHARES MSCI CANADA ETF 547596 547596 SPDR EURO STOXX 50 ETF 1094658 1094658 VANGUARD FTSE EUROPE ETF 1664293 1664293 ISHARES MSCI JAPAN ETF 1740503 1740503 WISDOMTREE JAPAN HEDGED EQ 499902 499902 ISHARES CORE MSCI EMERGING 3620314 3620314 MATTHEWS CHINA FUND-INS 448891 448891 VANECK GOLD MINERS ETF 553560 553560 COHEN & STEERS RL EST-F FMV 2201861 2201861 LEGAL FEES 2311 1156 1155 INTEREST AND DIVIDENDS RECEIVABLE 26934 40568 40568 OPERATION EXPENSES 177440 0 177440 MEMBERSHIP DUES 7600 0 7600 BANK CHARGES 11 0 11 MISCELLANEOUS INCOME 762 762 CAPITAL GAIN DISTRIBUTION 142905 142905 UNREALIZED GAIN ON INVESTMENTS 6780400 FEDERAL EXCISE TAX PAYABLE 0 2512 OTHER PROFESSIONAL FEES 1099638 0 1099638 GRANT ADM. FEES 129693 0 129693 ADMINISTRATIVE FEES 52083 26042 26041 CONSULTING FEES 8750 0 8750 INVESTMENT MANAGEMENT FEES 131868 131868 0 EXCISE TAX 17907 0 0