2026-01-23T10:29:14-06:00 2025-03-31 861400078 EVERGREEN ALLIANCE 4332 CERRITOS AVE LOS ALAMITOS CA 90720 990PF 2024-04-01 330644620 THE HEALTHCARE FOUNDATION FOR ORANGE COUNTY HEAL 7142451650 1505 17TH STREET 113 SANTA ANA CA 92705 MICHAEL RUANE CHAIRMAN 7142451650 2026-01-22 1 1 REBECCA CHRISTIANSEN P01219191 7143728110 2026-01-15 2024 2025-03-06 01:10:19Z X 21014175 X 5675446 355915 355915 105540 105540 -82742 19233 7725181 19233 6156134 480688 0 0 0 49727 0 39782 41271 41271 0 12200 2440 0 82571 60971 14880 47740 34906 25 938 0 13546 0 10837 7649 3825 3825 139914 119311 9603 395556 262724 78952 645500 645500 1041056 262724 724452 5115078 217964 484029 212593 212593 163934 2807969 2807969 471141 81616 471141 471141 2226566 2797228 2797228 3532429 3138559 3138559 1420044 2094031 2094031 1872300 1872300 1872300 7418069 7619441 7619441 19757 19757 938 0 0 913 913 913 15328538 21014175 21014175 1019 812 1019 812 X 15245903 20931747 81616 81616 15327519 21013363 15328538 21014175 15327519 5115078 570766 21013363 0 21013363 ST PUBLICLY TRADED SECURITIES 2024-04-01 2025-03-31 781379 770226 11153 11153 LT PUBLICLY TRADED SECURITIES 2024-04-01 2025-03-31 3140656 2878569 262087 262087 999 NORTH TUSTIN AVE. UNITS 205 & 206 D 2021-03-05 2025-03-31 937500 1018027 -80527 -80527 999 NORTH TUSTIN AVE. UNITS 105-110 D 2021-03-05 2025-03-31 2865646 3039126 -173480 -173480 19233 3030 0 3030 0 3030 9181 0 0 0 9181 X 0 6151 6151 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.HFOC.ORG EVERGREEN ALLIANCE 7143728110 4332 CERRITOS AVE SUITE 105 LOS ALAMITOS CA 90720 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL RUANE 1505 17TH STREET STE 113 SANTA ANA CA 92705 CHAIRMAN 5.00 0 0 0 MARK A REFOWITZ 1505 17TH STREET STE 113 SANTA ANA CA 92705 VICE CHAIR 5.00 0 0 0 J FERNANDO NIEBLA 1505 17TH STREET STE 113 SANTA ANA CA 92705 CFO 5.00 0 0 0 BRIAN R VAN MARTER ESQ 1505 17TH STREET STE 113 SANTA ANA CA 92705 SECRETARY 5.00 0 0 0 ANTHONY MAGNO 1505 17TH STREET STE 113 SANTA ANA CA 92705 MEMBER 5.00 0 0 0 LILIA M TANAKEYOWMA 1505 17TH STREET STE 113 SANTA ANA CA 92705 MEMBER 5.00 0 0 0 MARK HORTON MD 1505 17TH STREET STE 113 SANTA ANA CA 92705 MEMBER 5.00 0 0 0 DEBRA MATHIAS 1505 17TH STREET STE 113 SANTA ANA CA 92705 MEMBER 5.00 0 0 0 QUYNH KIEU MD 1505 17TH STREET STE 113 SANTA ANA CA 92705 MEMBER 5.00 0 0 0 NONE 0 NONE 0 0 14662229 900825 2364111 17927165 0 0 17927165 268907 17658258 882913 882913 3030 3030 879883 0 879883 0 879883 724452 0 724452 879883 633717 0 0 724452 633717 0 0 90735 0 0 0 0 0 0 0 0 789148 0 0 0 THE HEALTHCARE FOUNDATION FOR ORANG 1505 17TH STREET STE 113 SANTA ANA CA 92705 7142451650 INFO@HFOC.ORG SEE WEBSITE - WWW.HFOC.ORG - FOR GRANT RESTRICTIONS, APPLICATION GUIDELINES AND DEADLINES SEE WEBSITE - WWW.HFOC.ORG - FOR APPLICATION DEADLINES SEE WEBSITE - WWW.HFOC.ORG - FOR GRANT RESTRICTIONS, APPLICATION GUIDELINES AND DEADLINES PROVIDENCE ST JUDE MEDICAL CENTER 1010 WEST LA VETA SUITE 300 ORANGE CA 92868 KEEPING MOMS SAFE MATERNAL MENTAL HEALTH PROGRAM 200000 PROVIDENCE ST JOSEPH HOSPITAL ORANGE 1010 WEST LA VETA SUITE 300 ORANGE CA 92868 KEEPING MOMS SAFE MATERNAL MENTAL HEALTH PROGRAM 100000 CHOC FOUNDATION 4201 W LA VETA AVE ORANGE CA 92868 SCHOOL REINTEGRATION PROGRAM 90000 HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG DRIVE NEWPORT BEACH CA 92658 NURTURING MINDS, NOURISHING HEARTS 75000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 100 THEORY STE 250 IRVINE CA 92617 UC IRVINE FAMILIES OF CHILDREN UNDER STRESS (FOCUS)/SECOND STEP 50000 MARY'S PATH 18221 17TH ST SANTA ANA CA 92705 BUILDING CAPACITY FOR TRAUMA-INFORMED CARE 25000 LATINO HEALTH ACCESS 450 W 4TH STREET SUITE 130 SANTA ANA CA 92701 EMPOWER OC: CULTURALLY RELEVANT CHRONIC HEALTH AWARENESS & SERVICES 20000 BEYOND BLINDNESS 18542 B VANDERLIP AVE SANTA ANA CA 92705 CARE COORDINATION & REFERRAL SERVICES PROGRAM 15000 HUMAN OPTIONS INC 5540 TRABUCO RD STE 100 IRVINE CA 92620 MENTAL HEALTH SERVICES FOR FAMILIES EXPOSED TO DOMESTIC VIOLENCE 15000 ORANGE COUNTY UNITED WAY 18012 MITCHELL S IRVINE CA 92614 FAMILY HOMELESSNESS RESPONSE SYSTEM 15000 CASA TERESA INC PO BOX 429 ORANGE CA 92856 CARE WITHOUT BARRIERS: EMERGENCY MATERNITY SHELTER FOR ALL EXPECTING MOTHERS 15000 THREE STARLINGS FOUNDATION 253 HANOVER DR COSTA MESA CA 92626 SNOO BASSINET PROJECT 12000 MOMS OC 1128 W SANTA ANA BLVD SANTA ANA CA 92703 NURTURING MINDS, NOURISHING HEARTS/GROUP INFANT DEVELOPMENT EDUCATION 10000 ORANGE COUNTY GENERAL RELIEF 1928 GRAND AVE SANTA ANA CA 92705 PROVIDE TEMPORARY ASSISTANCE TO ELIGIBLE INDIGENT ADULTS, HELPING THEM MEET THEIR BASIC NEEDS WHILE THEY PURSUE MORE STABLE FORMS OF SUPPORT. 3500 645500 0 14 355915 16 -82742 18 19233 0 292406 0 292406 0 0 0 0 0 0 0 0 0 0 X X 1 GREENE CHARITABLE REMAINDER UNITRUST CO BANK OF THE WEST 701 E 1ST ST TUSTIN CA 92780 5675446 X 1 CONDO UNITS 5675446 2024-07-26 ACCOUNTING FEES 12200 2440 0 FUJITSU SCANNER 2015-06-15 454 454 200DB 5.000000000000 0 0 NETWORK STORAGE DRIVES 2015-06-15 1144 1144 200DB 5.000000000000 0 0 PROJECTOR EQUIPMENT 2017-07-31 1710 1710 200DB 5.000000000000 0 0 LAPTOP 2017-06-22 1541 1541 200DB 5.000000000000 0 0 COMPUTER 2009-05-27 1799 1799 200DB 5.000000000000 0 0 PRINTER MAGICOLOR 2009-06-29 724 606 200DB 5.000000000000 118 0 LAPTOP 2011-05-09 627 610 200DB 3.000000000000 17 0 LUMINYS COMPUTER & MONITOR 2012-04-02 848 848 200DB 5.000000000000 0 0 LAPTOP 2013-11-05 1039 1039 200DB 5.000000000000 0 0 PRINTER 2014-08-20 549 549 200DB 5.000000000000 0 0 MOVEABLE EQUIPMENT 2008-02-24 1062 929 200DB 5.000000000000 133 0 DESK 2009-05-27 1284 1083 200DB 7.000000000000 201 0 ART FRAMES 2009-07-01 2076 1982 200DB 7.000000000000 94 0 CREDENZA 2010-06-28 971 838 200DB 7.000000000000 133 0 CHAIRS & DESK 2010-07-15 3929 3687 200DB 7.000000000000 242 0 VARIOUS MS ACCOUNTS - CORPORATE FIXED INCOME 2094031 2094031 VARIOUS MS ACCOUNTS - CORPORATE STOCKS 3138559 3138559 2177269 2177269 619959 619959 VARIOUS MS ACCOUNTS - MUTUAL FUNDS FMV 3462665 3462665 VARIOUS MS ACCOUNTS - ETF FMV 3112533 3112533 VARIOUS MS ACCOUNTS - ALTERNATIVE INVESTMENTS FMV 1044243 1044243 FUJITSU SCANNER 454 454 0 NETWORK STORAGE DRIVES 1144 1144 0 PROJECTOR EQUIPMENT 1710 1710 0 LAPTOP 1541 1541 0 COMPUTER 1799 1799 0 PRINTER MAGICOLOR 724 724 0 LAPTOP 627 627 0 LUMINYS COMPUTER & MONITOR 848 848 0 LAPTOP 1039 1039 0 PRINTER 549 549 0 MOVEABLE EQUIPMENT 1062 1062 0 DESK 1284 1284 0 ART FRAMES 2076 2076 0 CREDENZA 971 971 0 CHAIRS & DESK 3929 3929 0 LEGAL SERVICES FEES 41271 41271 0 SECURITY DEPOSIT 913 913 913 ADMINISTRATIVE EXPENSES 789 0 157 OFFICE EXPENSE 3698 0 740 INSURANCE 6106 0 0 TELEPHONE 1630 0 326 REPAIRS & MAINTENANCE 1529 1529 0 WEBSITE EXPENSE 8380 0 8380 ASSOCIATION FEES 117782 117782 0 ADJUSTMENT TO VALUE OF SPLIT INTEREST TRUST 389525 UNREALIZED GAIN 181241 COMPUTER TECHNICAL SERVICES 3600 0 2880 INVESTMENT MANAGEMENT 58971 58971 0 OTHER PROFESSIONAL SERVICES 20000 2000 12000 FOREIGN TAXES 5677 5677 0 FEDERAL TAXES 12789 0 0 STATE LICENSES & PERMITS 20 0 0 STATE CHARITABLE REGISTRATION FEE 25 0 25 PROPERTY TAXES 29229 29229 0