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ObjectId: 201832279349302278 - Submission: 2018-08-15
TIN: 95-3435919
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
16
Open to Public Inspection
Name of the organization
City of Hope
Employer identification number
95-3435919
Part I
Identification of Disregarded Entities
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROAD
DUARTE
,
CA
91010
95-1683875
HOSPITAL
CA
501(C)(3)
3
City of Hope
Yes
(2)
BECKMAN RESEARCH INSTITUTE
1450 EAST DUARTE ROAD
DUARTE
,
CA
91010
95-3432210
RESEARCH
CA
501(C)(3)
4
City of Hope
Yes
(3)
CITY OF HOPE MEDICAL FOUNDATION
1500 E Duarte Road
Duarte
,
CA
91010
27-4803222
Healthcare
CA
501(C)(3)
3
City of Hope
Yes
(4)
THE TRANSLATIONAL GENOMIC RESEARCH INST
445 N 5TH STREET SUITE 600
PHOENIX
,
AZ
85004
75-3065445
RESEARCH
AZ
501(C)(3)
7
CITY OF HOPE
Yes
(5)
TGEN RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 600
PHOENIX
,
AZ
85004
33-1092191
FUNDRAISING
AZ
501(C)(3)
7
CITY OF HOPE
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2016
Page 2
Schedule R (Form 990) 2016
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
CHARITABLE REMAINDER TRUSTS (21)
1500 East Duarte Road
Duarte
,
CA
91010
Support
CA
COH
Trust
No
Schedule R (Form 990) 2016
Page 3
Schedule R (Form 990) 2016
Page
3
Part V
Transactions With Related Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
CITY OF HOPE NATIONAL MEDICAL CENTER
B
10,956,665
FMV
(2)
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
B
365,651,919
FMV
(3)
FASHION AND RETAIL GROUP #70031
C
909,800
FMV
(4)
Home FurnishConsumer Electronics Ind #70715
C
2,040,399
FMV
(5)
National Professional Salon Industry #70835
C
106,270
FMV
(6)
Music and Entertainment Industry #71050
C
1,776,468
FMV
(7)
Food Industries Circle Chapter #71081
C
3,620,884
FMV
(8)
Construction Industries Alliance Ch #71082
C
1,238,897
FMV
(9)
HardwareHome Improvement Ind Council #71183
C
2,491,386
FMV
(10)
No CA Food & Drugs Inds Circle #71203
C
873,472
FMV
(11)
California Insurance Council #71215
C
621,050
FMV
(12)
Construction and RE Industry Council #71225
C
829,350
FMV
(13)
National Office Products Council #71362
c
2,717,562
FMV
(14)
No Cal RE & Constr Bus Alliance #71439
C
194,793
FMV
(15)
Pacific NW Food Industries Circle #71481
C
478,296
FMV
(16)
LA Real EstateConstruction Council #71487
C
376,346
FMV
(17)
Southwest Food Industries Circle #71562
C
69,508
FMV
(18)
East EndJeanne Kaye League #70732
C
181,595
FMV
(19)
Board of Governors #71331
C
86,556
FMV
(20)
City of Hope National Medical Center
L
61,478
FMV
(21)
City of Hope National Medical Center
M
7,615,092
FMV
(22)
City of Hope National Medical Center
O
5,706,438
FMV
(23)
City of Hope National Medical Center
P
5,589,672
FMV
(24)
City of Hope National Medical Center
Q
608,489
FMV
(25)
Beckman Research Institute of City of Hope
O
62,084
FMV
(26)
Beckman Research Institute of City of Hope
P
213,786
FMV
(27)
Beckman Research Institute of City of Hope
Q
72,517
FMV
(28)
CITY OF HOPE MEDICAL FOUNDATION
J
675,000
FMV
(29)
CITY OF HOPE MEDICAL FOUNDATION
P
90,827
FMV
(30)
The Translational Genomics Research Institute
B
47,564,846
FMV
(31)
OCEAN HILLS CHAPTER #71527
C
53,241
FMV
Schedule R (Form 990) 2016
Page 4
Schedule R (Form 990) 2016
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2016
Page 5
Schedule R (Form 990) 2016
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
SCHEDULE R, PART II
IN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE.
Schedule R (Form 990) 2016
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