Name of the organization
Beckman Research Institute of the
of the City of Hope
Employer identification number
95-3432210
Part I
General Information on Activities Outside the United States.
Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States.
Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization
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(b) IRS code section and EIN (if applicable) |
(c) Region |
(d) Purpose of grant |
(e) Amount of cash grant |
(f) Manner of cash disbursement |
(g) Amount of non-cash assistance |
(h) Description of non-cash assistance |
(i) Method of valuation (book, FMV, appraisal, other) |
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2 |
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country,
recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter
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3 |
Enter total number of other organizations or entities
.......................
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Schedule F (Form 990) 2016
Page 3
Schedule F (Form 990) 2016Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States.
Complete if the organization answered "Yes" to Form 990, Part IV, line 16.Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance |
(b) Region |
(c) Number of recipients |
(d) Amount of cash grant |
(e) Manner of cash disbursement |
(f) Amount of non-cash assistance |
(g) Description of non-cash assistance |
(h) Method of valuation (book, FMV, appraisal, other) |
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Schedule F (Form 990) 2016
Page 4
Schedule F (Form 990) 2016
Page 4
1 |
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property
to a Foreign Corporation (see Instructions for Form 926).
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2 |
Did the organization have an interest in a foreign trust during the tax year?
If "Yes," the organization may be required to separately file Form 3520, Annual Return to
Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or
Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see
Instructions for Forms 3520 and 3520-A; do not file with Form 990).
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3 |
Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be
required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions
for Form 5471).
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4 |
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621,
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing
Fund. (see Instructions for Form 8621) .
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5 |
Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization
may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865).
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6 |
Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the
organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990)..
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Schedule F (Form 990) 2016
Page 5
Schedule F (Form 990) 2016
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference |
Explanation |
SCHEDULE F, PART I, LINE 3 |
ACTIVITIES PER REGION: INVESTMENT ACTIVITIES OF THE BECKMAN RESEARCH INSTITUTE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 14.1% OF BECKMAN RESEARCH INSTITUTE'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE BECKMAN RESEARCH INSTITUTE HAS HOLDINGS THAT INCLUDE EQUITY COMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES. THESE FUNDS ARE SUBJECT TO CERTAIN NOTICE REQUIREMENTS, BUT CAN BE LIQUIDATED AT LEAST MONTHLY. ALTERNATIVE INVESTMENTS ALSO INCLUDE HEDGE FUNDS AND LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, MASTER LIMITED PARTNERSHIPS, PRIVATE EQUITY AND PRIVATE REAL ASSET FUNDS. THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. RESEARCH SYMPOSIA CONSIST OF SCIENTIFIC MEETINGS THAT BECKMAN RESEARCH INSTITUTE PRINCIPAL INVESTIGATORS AND OTHER RESEARCH STAFF ATTEND FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES AND TO PRESENT AND SHARE RESEARCH OBJECTIVES AND RESULTS. RESEARCH ACTIVITIES SPAN GLOBALLY AND RESEARCH SYMPOSIA ARE OFTEN CONDUCTED IN THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. CITY OF HOPE SUPPORTS ATTENDANCE OF OUR RESEARCH STAFF AT THESE SYMPOSIA. EMPLOYEE TRAVELERS MAY MAKE MULTIPLE TRIPS TO THE SAME REGION OR TO MULTIPLE REGIONS DURING A FISCAL YEAR. IN THE CASE WHERE THE SAME EMPLOYEE TRAVELER MADE MORE THAN ONE TRIP TO THE SAME REGION, THEY ARE ONLY COUNTED ONE TIME AS A TRAVELER TO THAT REGION. IF THE SAME EMPLOYEE TRAVELER TRAVELS TO MORE THAN ONE REGION, THAT INDIVIDUAL IS COUNTED ONLY ONCE IN EACH REGION VISITED. THE TOTAL TRAVELERS ON LINE 3A, HOWEVER, ONLY COUNTS THE SAME TRAVELER ONCE IN THE GRAND TOTAL. AS A RESULT THE TOTAL TRAVELERS PER REGION WILL NOT ADD UP TO THE TOTAL ON LINE 3A. WE HAD 23 INSTANCES IN WHICH THE SAME TRAVELER TRAVELED TO MULTIPLE REGIONS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2017. THE BECKMAN RESEARCH INSTITUTE DOES NOT HAVE ANY PHYSICAL PRESENCE OR EMPLOYEES OUTSIDE OF THE UNITED STATES. THE BECKMAN RESEARCH INSTITUTE'S REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, THE BECKMAN RESEARCH INSTITUTE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. SCHEDULE F, PART I, COLUMN F EXPENDITURES ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
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Schedule F (Form 990) 2016
Software ID: |
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Software Version: |
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