2025-11-17T14:08:22-06:00 2024-12-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990PF 2024-01-01 330141599 IRVINE HEALTH FOUNDATION IRVI 9492532959 3 PARK PLAZA 1700 IRVINE CA 92614 EDWARD KACIC PRESIDENT 9492532959 2025-11-16 1 0 RICK M SMETANKA P01677376 9494506200 2024 2025-03-06 01:10:19Z X 5467802 X X 852 852 211617 211617 0 36063 160815 248532 373284 24000 12000 12000 5625 0 5625 73078 36539 36539 715 715 0 6898 0 0 36972 18486 18486 147288 67740 72650 3480000 3480000 3627288 67740 3552650 -3378756 305544 4750807 1065062 1065062 24701 38754 38754 4392993 4363986 4363986 109882 109882 9168501 5467802 5467802 277534 23259 500000 14105 13387 791639 36646 X 8376862 5431156 8376862 5431156 9168501 5467802 8376862 -3378756 433050 5431156 0 5431156 4247 0 4247 0 4247 24701 0 0 0 24701 0 20454 20454 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 NONE 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 4596465 4069806 0 8666271 0 0 8666271 129994 8536277 426814 426814 4247 4247 422567 0 422567 0 422567 3552650 0 3552650 422567 0 0 939512 412744 661476 429998 118898 2562628 3552650 0 0 0 422567 3130083 0 0 5692711 0 0 0 0 0 0 939512 4753199 412744 661476 429998 118898 3130083 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 COMMUNITY GRANTS 100000 UC IRVINE 401 E PELTASON DRIVE SUITE 3200 IRVINE CA 92618 N/A PUBLIC CHARITY SCHOOL OF POPULATION AND PUBLIC HEALTH 2880000 HOAG 16200 SAND CANYON AVE IRVINE CA 92618 N/A PUBLIC CHARITY HOAG ASPIRE PROGRAM 100000 CHILDREN'S BURN FOUNDATION 5000 VAN NUYS BLVD SHERMAN OAKS CA 91403 N/A PUBLIC CHARITY COMMUNITY GRANTS 55000 ILLUMINATION FOUNDATION 1091 N BATAVIA ST ORANGE CA 92867 N/A PUBLIC CHARITY COMMUNITY GRANTS 50000 CASA TERESA PO BOX 429 ORANGE CA 92856 N/A PUBLIC CHARITY COMMUNITY GRANTS 50000 UC IRVINE 401 E PELTASON DRIVE SUITE 3200 IRVINE CA 92617 N/A PUBLIC CHARITY DISCRETIONARY FOR THE UCI CHIEF OF INFECTIOUS DISEASE TO FUND PROJECTS THAT SUPPORT THE USE OF PHAGE THERAPY. 50000 UC IRVINE 401 E PELTASON DRIVE SUITE 3200 IRVINE CA 92617 N/A PUBLIC CHARITY DISCRETIONARY FOR THE CHAIR OF DEPT. OF DERMATOLOGY FOR PROJECTS DIRECTLY RELATED TO IMPROVING DIAGNOSIS AND TREATMENT OF MELANOMA; NO MORE THAN $10K PER PROJECT 50000 HEALTHY SMILES 10602 CHAPMAN AVENUE SUITE 200 GARDEN GROVE CA 92705 N/A PUBLIC CHARITY PEDIATRIC ORAL HEALTH CARE IN ORANGE COUNTY 35000 HOPE BUILDERS 801 N BROADWAY SANTA ANA CA 92701 N/A PUBLIC CHARITY HEALTH CAREERS TRAINING 35000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 N/A PUBLIC CHARITY COMMUNITY GRANTS 30000 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 N/A PUBLIC CHARITY UNRESTRICTED BUT DESIGNATED FOR ORANGE COUNTY 30000 INTERVAL HOUSE 6615 PACIFIC COAST HWY 170 LONG BEACH CA 90803 N/A PUBLIC CHARITY COMMUNITY GRANTS 15000 3480000 0 852 211617 36063 0 0 248532 248532 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 48078 24039 24039 AUDIT AND TAX PREP FEES 25000 12500 12500 ALTERNATIVE INVESTMENTS FMV 4363986 4363986 LEGAL FEES 5625 0 5625 COMPUTER SUPPLIES 3728 1864 1864 ADMINISTRATIVE EXPENSES 18338 9169 9169 PAYROLL TAXES 14906 7453 7453 PASSTHROUGH INCOME 36063 160815 36063 UNREALIZED GAIN ON INVESTMENTS 433050 DEFERRED COMPENSATION LIABILITY 3369 0 DEFERRED TAX LIABILITY 10736 13387 INVESTMENT MANAGEMENT FEE 715 715 0 FEDERAL TAXES 6898 0 0