2020-08-06T15:06:10-05:00 2019-09-30 HOLTHOUSE CARLIN & VAN TRIGT LLP 355 S GRAND AVE STE 1710 LOS ANGELES CA 90071 990PF 2018-10-01 264384360 CHAN SOON-SHIONG FAMILY FOUNDATION % STEVE HASSAN CHAN 2136838790 11444 W OLYMPIC BOULEVARD 11TH FL LOS ANGELES CA 90064 CHARLES N KENWORTHY EXECUTIVE V.P. 3108366400 2020-08-01 true MICHAEL S DREYER P00002084 2136838790 2018 2022-09-23 18:48:47Z X X 130116883 X 0 X 82759 72759 2637065 2432205 16701339 39164917 16701339 19421163 19206303 0 37150 9287 0 27863 46525 23262 0 23263 250010 0 10 121312 113957 250 454997 146506 0 51386 9947189 9947189 10402186 146506 0 9998575 9018977 19059797 439069 15813596 15813596 539530 1632994 1632994 144913448 137046496 46290099 64686836 65072289 65002069 1378125 1378125 1378125 211957008 220943500 130116883 0 0 X 211957008 220943500 211957008 220943500 211957008 220943500 211957008 9018977 220975985 32485 220943500 ML #07341 - LT D 2010-10-19 2019-07-29 25061594 7874989 17186605 17186605 ML #07341 - ST P 50 34 16 16 ML #07341 - LT P 86 81 5 5 ML #04269 - ST P 2307926 2394751 -86825 -86825 ML #04269 - LT P 6820965 7077454 -256489 -256489 ML #04269 - LT P 4974296 5116269 -141973 -141973 16701339 false 12065331 173168513 0.069674 13176563 247816441 0.053171 7494048 269466895 0.027811 7803790 178748015 0.043658 6211738 135857795 0.045722 0.240036 0.048007 137272541 6590043 190598 6780641 9998575 X 190598 190598 190598 398929 500000 898929 708331 708331 false false false false false false false true true CA true false false false true true N/A STEVE HASSAN 3108366400 9922 JEFFERSON BOULEVARD CULVER CITY CA 90232 false false false false false false false false false true false false false false false false false false false false false false PATRICK SOON-SHIONG 11444 W OLYMPIC BOULEVARD 11TH FL LOS ANGELES CA 90064 DIRECTOR, PRESIDENT 0.5 0 0 0 MICHELE SOON-SHIONG 11444 W OLYMPIC BOULEVARD 11TH FL LOS ANGELES CA 90064 DIRECTOR, CFO, SECRETARY 0.5 0 0 0 CHARLES KENWORTHY 11444 W OLYMPIC BOULEVARD 11TH FL LOS ANGELES CA 90064 EXECUTIVE VICE PRESIDENT 0.5 0 0 0 PROVIDING GRANTS TO VARIOUS CHARITABLE ORGANIZATIONS 9998575 131607043 6377818 1378125 139362986 0 139362986 2090445 137272541 6863627 6863627 190598 190598 6673029 6673029 6673029 9998575 0 0 0 0 9998575 190598 9807977 6673029 9947189 2016 2015 2014 90793 0 0 9998575 9947189 51386 0 0 0 0 39407 39407 6673029 0 0 PATRICK MICHELE SOON-SHIONG X ARIZONA STATE UNIVERSITY - MCCAIN INSTITUTE 1800 I ST NW SIXTH FLOOR WASHINGTON DC 20006 NONE PC CHARITABLE 100000 BANK OF AMERICA CHARITABLE GIFT FUND PO BOX 1802 PROVIDENCE RI 02901 NONE PC CHARITABLE 8547272 BIG SUNDAY 6111 MELROSE AVE LOS ANGELES CA 90038 NONE PC CHARITABLE 2500 BORN FREE USA 8737 COLESVILLE ROAD SUITE 715 SILVER SPRING MD 20910 NONE PC CHARITABLE 5000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 NONE PC CHARITABLE 10000 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE PC CHARITABLE 10000 COMMITTEE TO PROTECT JOURNALISTS PO BOX 2675 NEW YORK NY 10108 NONE PC CHARITABLE 20000 EL SEGUNDO EDUCATION FOUNDATION 641 SHELDON STREET EL SEGUNDO CA 90245 NONE PC CHARITABLE 750 GASOL FOUNDATION 700 HARRIS ST STE 201 CHARLOTTESVILE VA 22903 NONE PC CHARITABLE 25000 HARVARD WESTLAKE SCHOOL 700 NORTH FARING ROAD LOS ANGELES CA 90077 NONE PC CHARITABLE 40000 HSA COUNCIL 5679 WILSHIRE BLVD 550 LOS ANGELES CA 90036 NONE PC CHARITABLE 10000 MARYMOUNT HIGH SCHOOL 10643 SUNSET BOULEVARD LOS ANGELES CA 90077 NONE PC CHARITABLE 10000 RESURRECTION CATHOLIC CHURCH 3324 EAST OPAL STREET LOS ANGELES CA 90023 NONE PC CHARITABLE 30000 RESURRECTION CATHOLIC SCHOOL 3360 EAST OPAL STREET LOS ANGELES CA 90023 NONE PC CHARITABLE 30000 ROMAN CATHOLIC ARCHBISHOP OF LA 3424 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PC CHARITABLE 300000 SCHWARZMAN SCHOLAR PROGRAM 345 PARK AVENUE NEW YORK NY 10154 NONE PC CHARITABLE 666667 ST MARTIN OF TOURS 11955 SUNSET BOULEVARD LOS ANGELES CA 90049 NONE PC CHARITABLE 80000 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE PC CHARITABLE 10000 TESS RESEARCH FOUNDATION 655 OAK GROVE AVE 53 MELO PARK CA 94026 NONE PC CHARITABLE 25000 THE HELP GROUP 13130 BURBANK BLVD SHERMAN OAKS CA 91401 NONE PC CHARITABLE 10000 THE PAINTED TURTLE 1300 4TH ST 300 SANTA MONICA CA 90401 NONE PC CHARITABLE 15000 9947189 14 82759 14 2637065 18 16701339 19421163 19421163 false false false false false false false false false false ACCOUNTING FEES 46525 23262 23263 Election Permitting Private Foundation to Avoid Excise Tax for Failure to Distribute Income IRC Section 4942(h)(2) Section 4942(h)(2) Election Chan Soon-Shiong Family Foundation, elects pursuant to Section 4942(h)(2) of the Internal Revenue Code and Reg. 53.4942(a)-3(d)(2) to treat qualifying distributions for the current tax year ended 09/30/2019, in excess of the undistributed income of the immediately preceding taxable year as being made from the Chan Soon-Shiong Family Foundation as follows: Income Tax Year Amount Investment 2016 51,386. _______ TOTAL 51,386. SECTION 4942(h)(2) FORM 990PF, PART XIII, LINE 4B - Section 4942(h)(2) Election Election Permitting Private Foundation to Avoid Excise Tax for Failure to Distribute Income IRC Section 4942(h)(2) Section 4942(h)(2) Election Chan Soon-Shiong Family Foundation, elects pursuant to Section 4942(h)(2) of the Internal Revenue Code and Reg. 53.4942(a)-3(d)(2) to treat qualifying distributions for the current tax year ended 09/30/2019, in excess of the undistributed income of the immediately preceding taxable year as being made from the Chan Soon-Shiong Family Foundation as follows: Income Tax Year Amount Investment 2016 51,386. _______ TOTAL 51,386. SIGNED ELECTION IS ATTACHED. FORM 990PF, PART XIII, LINE 2 - UNDISTRIBUTED INCOME AS OF THE END OF 2018 FORM 990PF, PART XIII, LINE 2 - UNDISTRIBUTED INCOME AS OF 2018 As of September 2019, Chan Soon-Shiong Family Foundation was not using for an exempt purpose its Jungfrau painting by Anhelm Kiefer, which the foundation acquired on September 8, 2017. Since the painting is now deemed to be a nonexempt purpose asset, the foundation is including the lesser of the fair market value, as of September 30, 2019, or the purchase price of the painting in its distributable amount, when determining its undistributed income for purposes of IRC 4942(a) for the immediately preceding year. 226,337 SHS AB HIGH INCOME MUN 2466861 2682096 245,933 SHS AMG MANAGERS DBL 2528186 2641315 153,084 SHS ANGEL OAK MULTI 1685458 1693112 223,931 SHS BLACKROCK TOT RET 2536400 2675981 164,918 SHS BNY MELLON GLOBAL 3506149 3656222 577,754 SHS COLUMBIA US GOVT. 0 0 465,641 SHS DELAWARE POOLED TR 0 0 149,850 SHS DREYFUS/STANDISH 0 0 65,979 SHS FIRST TRUST 3370867 3430248 126,631 SHS GUGGENHEIM 3370915 3476019 211,437 SHS HOTCHKIS & WILEY H 2663601 2418843 195,356 SHS LOOMIS SAYLES BOND 2770967 2670515 832,575 SHS LORD ABBETT SHORT 3692892 3505142 288,962 SHS METROPOLITAN WEST 0 0 241,659 SHS NEUBERGER BERMAN 2522433 2658253 27,430 SHS ISHARES CORE US AGG 0 0 344,322 SHS VOYA INTERMEDIATE 3370915 3594725 310,977 SHS WESTERN ASSET SHOR 1908140 1629520 239,689 SHS AMG MANAGERS SHORT 2310491 2250676 465,641 SHS DELAWARE LIMITED 3978729 3864821 1,041,969 SHS JANUS SHORT TERM 3174259 3146748 315,967 SHS JP MORGAN LIMITED 3165663 3191273 274,878 SHS LOOMIS SAYLES LTD 3184270 3128106 530,099 SHS MFS LTD MATURITY 3185564 3175296 285,121 SHS NUVEEN LIMITED TRM 3177672 3181947 239,056 SHS THORNBURG LTD TERM 3177914 3131628 677,878 SHS VIRTUS MULTI SECT 3323943 3199583 265,786 SHS CELGENE CORP COM 7699156 26392550 1,301,000 SHS CELGENE CORP CVR 0 741570 38,725.521 SHS PROMETIC LIFE 85525001 402463 TAX BASIS $7,590,475 5,618,326 SHS NANTKWEST INC 34103239 6854358 8,940 SHS AMERICAN ELECTRIC 503395 837589 20,300 SHS AT&T INC 653775 768152 808 SHS BLACKROCK INC 238773 360077 26,167 SHS CENTURYLINK INC 596609 326564 8,120 SHS CHEVRON CORP 622067 963032 18,457 SHS CISCO SYSTEMS INC 478592 911960 3,933 SHS CORTEVA INC 86346 110124 13,437 SHS CONOCOPHILLIPS 623211 765640 11,801 SHS DOWDUPONT INC 0 0 3,933 SHS DOW INC 155955 187408 3,933 SHS DUPONT DE NEMOURS 238010 280462 7,857 SHS EXXON MOBIL CORP 574385 554783 36,206 SHS FORD MOTOR CO 479293 331647 19,444 SHS GENERAL ELECTRIC 478814 173829 16,432 INTEL CORP 479641 846741 12,661 INTERNATIONAL PAPER CO 479807 529483 5,162 SHS MERCK AND CO INC 251233 434537 16,192 SHS PFIZER INC 502433 581779 20,415 SHS PPL CORPORATION 655456 642868 6,613 SHS PROCTER & GAMBLE CO 479291 822525 14,803 SHS VERIZON COMMUNICATI 653497 893509 23,492 SHS STARWOOD PPTY TR IN 480399 568976 104 SHS WABTEC 8118 7473 LEGAL FEES 37150 9287 27863 ARTWORK FOR CHARITABLE USE 1378125 1378125 1378125 DELAWARE DIVERSIFIED - BASIS ADJUSTMENTS 28492 VIRTUS NEWFLEET - BASIS ADJUSTMENTS 3928 ROUNDING/OTHER ADJUSTMENTS 65 BANK CHARGES/FEES - ML-07341 150 75 75 FEES - ML-04269 68852 68852 0 FEES - ML-02028 45060 45060 0 FEES - JPM - REFUND -30 -30 0 FILING FEES - CA ATTORNEY GEN. 150 0 150 CA SECRETARY OF STATE 25 0 25 STORAGE - ART HELD FOR CHAR. 7105 0 0 FEDERAL 250000 0 0 CALIFORNIA 10 0 10