2024-11-15T08:37:22-06:00 2023-12-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990PF 2023-01-01 330141599 IRVINE HEALTH FOUNDATION IRVI 9492532959 3 PARK PLAZA 1700 IRVINE CA 92614 EDWARD KACIC PRESIDENT 9492532959 2024-11-14 1 0 RICK M SMETANKA P01677376 9494506200 2023 2024-10-15 13:58:12Z X 9168501 X X 2841 2841 126908 126908 0 182441 283297 312190 413046 24000 12000 12000 9150 4575 4575 92692 46346 46346 49547 42602 6945 635 318 317 30428 15214 15214 206452 121055 85397 0 500000 206452 121055 585397 105738 291991 3553351 4750807 4750807 255630 32811 24701 24701 6299821 4392993 4392993 10141613 9168501 9168501 573542 277534 1000000 500000 363764 14105 1937306 791639 X 8204307 8376862 8204307 8376862 10141613 9168501 8204307 105738 66817 8376862 0 8376862 4059 0 4059 0 4059 28760 0 0 0 28760 0 24701 24701 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 HTTP://WWW.IHF.ORG EDWARD B KACIC 9492532959 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY L STRADER 3 PARK PLAZA STE 1700 IRVINE CA 92614 DIRECTOR/CHAIRMAN 4.00 0 0 0 CAROL M MCDERMOTT 3 PARK PLAZA STE 1700 IRVINE CA 92614 DIRECTOR 4.00 0 0 0 MARGARITA PEREYDA MD 3 PARK PLAZA STE 1700 IRVINE CA 92614 DIRECTOR 4.00 0 0 0 THOMAS C CESARIO MD 3 PARK PLAZA STE 1700 IRVINE CA 92614 DIRECTOR/SECRETARY/TREASUR 4.00 0 0 0 DOUGLAS M MANCINO ESQ 3 PARK PLAZA STE 1700 IRVINE CA 92614 DIRECTOR 4.00 0 0 0 JEFFERY E FLOCKEN 3 PARK PLAZA STE 1700 IRVINE CA 92614 DIRECTOR/VICE-CHAIR 4.00 0 0 0 EDWARD B KACIC CAIA 3 PARK PLAZA STE 1700 IRVINE CA 92614 PRESIDENT 40.00 24000 0 0 NONE 0 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 ACCOUNTING SERVICES 53342 0 THE IRVINE HEALTH FOUNDATION INVESTED IN A PUBLIC BENEFIT CORPORATION KNOWN AS IRIS DIGITAL COMMUNITIES, PBC IN JULY OF 2017 TO PROMOTE TECHNOLOGY AND HEALTHY LIVING WHICH IS A DIRECTLY RELATED TO THE FOUNDATIONS CORE ACTIVITES. IN AUGUST OF 2020 THE FOUNDATION TRANSFERRED ALL INTELLECTUAL PROPERTY OF IDC TO AGING WELL SOLUTIONS, LLC IN EXCHANGE FOR A 10% MEMBERSHIP INTEREST IN THE LLC. 0 0 5875302 3679172 0 9554474 0 0 9554474 143317 9411157 470558 470558 4059 4059 466499 0 466499 0 466499 585397 0 585397 466499 0 0 2330843 939512 412744 661476 429998 4774573 585397 0 0 0 466499 118898 0 0 4893471 0 0 0 0 0 0 2330843 2562628 939512 412744 661476 429998 118898 SEE RESPONSE IN LINE 2B 3 PARK PLAZA STE 1700 IRVINE CA 92614 9492532959 THE FOUNDATION IS CURRENTLY FOCUSED ON TECHNOLOGY-ENABLED HEALTHY LIVING WITH THE MESSAGE OF "HEALTHY LIVING TO IMPROVE THE HEALTH AND WELL-BEING" - FOR INDIVIDUALS AND THEREFORE FOR THE COMMUNITY AS A WHOLE, LEVERAGING E-HEALTH AND MOBILE TECHNOLOGY TO ENHANCE THESE EFFORTS. IHF IS CONCENTRATING ON TWO SEGMENTS OF ITS COMMUNITY: OLDER ADULTS AND MILITARY VETERANS. THE IHF BOARD DECIDED TO END GRANTMAKING ACTIVITIES AND WILL DISBURSE ITS ENDOWMENT OVER THE NEXT FEW YEARS. THE FOUNDATION HAS IDENTIFIED GRANT RECIPIENTS TO RECEIVE THE FUNDS. THE FINAL GRANTS WILL BE CONSISTENT WITH IHF'S 37 YEARS OF GRANTMAKING AND COMMUNITY LEADERSHIP. IHF PROACTIVELY DEVELOPED THE FINAL GRANTS IN COLLABORATION WITH GRANT RECIPIENTS. THE FINAL GRANTS WILL BE DIRECTED TOWARD DEVELOPING AND MAXIMIZING METHODOLOGIES TO IMPROVE HEALTH IN THE COMMUNITY WE SERVE, AND WILL HAVE LONG-LASTING BENEFIT TO THE PEOPLE OF ORANGE COUNTY, CALIFORNIA. SEE RESPONSE IN LINE 2B SEE RESPONSE IN LINE 2B CITY OF HOPE - ORANGE COUNTY 1500 E DUARTE ROAD DUARTE CA 91010 N/A PUBLIC CHARITY CANCER EDUCATION 500000 500000 0 2841 126908 182441 0 0 312190 312190 3 THIS INCOME IS USED FOR THE PURPOSES OF: COLLABORATING WITH OTHER INSTITUTIONS, NON-PROFIT ORGANIZATIONS, AND TECHNOLOGY COMPANIES TO SHAPE, INNOVATE, AND SUPPORT INITIATIVES FOR HEALTHY LIVING; BRINGING TOGETHER HEALTH INVESTMENT PARTNERS WITH THE INSTITUTIONS, PEOPLE, AND TECHNOLOGY THAT WILL IMPROVE THE HEALTH OF THE PEOPLE OF ORANGE COUNTY; INVESTING RESOURCES AND EXPERTISE FOR MAXIMIZING HEALTH FOR OLDER ADULTS AND MILITARY VETERANS IN ORANGE COUNTY; AND MAKING GRANTS TO CHARITABLE AND GOVERNMENTAL ORGANIZATIONS WITHIN THE MEANING OF SECTION 501(C)(3) THAT PROMOTE THE HEALTH AND WELL-BEING OF THE RESIDENTS OF ORANGE COUNTY. 4 SAME AS LINE #3 7 SAME AS LINE #3 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 53342 26671 26671 AUDIT AND TAX PREP FEES 39350 19675 19675 ALTERNATIVE INVESTMENTS FMV 4392993 4392993 COMPUTER SUPPLIES 5259 2630 2629 ADMINISTRATIVE EXPENSES 25622 12811 12811 PAYROLL TAXES -453 -227 -226 PASSTHROUGH INCOME 173779 283297 173779 FEDERAL TAX BENEFIT 8662 0 8662 UNREALIZED GAIN ON INVESTMENTS 66817 DEFERRED COMPENSATION LIABILITY 340307 3369 DEFERRED TAX LIABILITY 23457 10736 INVESTMENT MANAGEMENT FEE 10832 10832 0 INVESTMENT SERVICES 24825 24825 0 CONSULTING FEES 13890 6945 6945