Complaint Investigation Report

Allegation #1: Staff withheld resident's funds.

The complaint alleges that the staff is withholding funds from Resident #1 (R1). It is reported that (R1) has a trust fund account intended for a family member, but the administrator has denied (R1) access to those funds. No additional details regarding this matter are provided.

Resident #1 (R1) was admitted to Glen Park in Long Beach on January 22, 2026, based on the facility’s Admissions Agreement (dated 01/23/26). (R1) is responsible for self-admission to this facility.

On May 11, 2026, between 11:20 AM and 01:00 PM, the Department interviewed resident members identified as Resident #1 through Resident #10 (R1-R10). Nine (9) out of the ten (10) residents could not support this claim. Four (4) of the ten (10) are independent and can manage their own finances. Three (3) of the ten (10) have other family members handling their finances, while two (2) out of the ten (10) cannot manage their finances themselves.

(R1) claimed to have an $11,000 trust fund that the facility is withholding. However, (R1) had no information or documentation regarding this trust fund. (R1) was unaware of the trust fund's origin and could not provide further details. The only information (R1) had was that there was a trust fund, and (R1) wanted to grant access to these funds to a family member. (R1) did not have legal documentation arranged that holds and manages assets—such as money, stocks, or real estate—for a beneficiary on behalf of a grantor, managed by a trustee.

On May 11, 2026, between 09:45 AM and 01:30 PM, the Department interviewed staff members identified as Staff #1 through Staff #3 (S1-S3). Two (2) out of (3) three staff members reported that (R1) has personal funds being managed by the facility. (S1) indicated that Glen Park serves as the payee for (R1’s) Supplemental Security Income (SSI). Basic services are paid directly to Glen Park, and any remaining funds are deposited into (R1’s) resident's account. Both (S1) and (S2) stated that since (R1) is self-responsible and does not have the power of attorney or conservator managing (R1’s) finances, Glen Park functions as the payee for (R1’s) (SSI). (S1) and (S2) stated that they informed (R1) that (R1) needed to complete a facility form to withdraw funds and for accounting tracking. This information may have led to (R1's) current misunderstanding of the situation. However, (S1-S3) were unaware of any issues regarding (R1's) lack of understanding of the process.