THE CHAN SOON-SHION FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAN SOON-SHION FAMILY FOUNDATION (EIN 26-4384360)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-17
- IRS object ID
- 201522299349100907
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T12:58:55-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREYER ROBBINS & ASSOCIATES | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 1710 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900711532 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264384360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN SOON-SHIONG FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVE HASSAN | InCareOfNm |
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 3108366400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9922 JEFFERSON BOULEVARD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90232 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES N KENWORTHY | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 3108366400 | PhoneNum |
| Signature | 2015-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 3108366400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $143,699,028 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,702,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,538,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,721,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,221,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,721,110 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,424,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,260,106 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,487 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,487 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131,255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,005 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,239,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,239,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,444,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,252,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,020,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,118,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6 | CashBOYAmt |
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,220,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $609,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $609,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26,564,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,725,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,950,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $69,310,726 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,795,605 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,139,390 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $97,095,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,130,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,699,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $97,095,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $95,130,357 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,095,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,130,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,095,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,130,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,095,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,020,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,548 | OtherIncreasesAmt |
| Subtotal | $95,130,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $95,130,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| ML #04269 - ST | P | $4,743,774 | $4,699,664 | $44,110 | $44,110 | |
| ML #04269 - LT | P | $5,475,647 | $5,679,866 | -$204,219 | -$204,219 | |
| ML #02028 - ST | P | $501,058 | $503,578 | -$2,520 | -$2,520 | |
| ML #02028 - LT | P | $8,586,138 | $8,722,321 | -$136,183 | -$136,183 | |
| ML #07341 - LT (CELGENE CVRS) | $8,915,222 | $6,895,300 | $2,019,922 | $2,019,922 | 2013-10-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,721,110 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,946,518 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $118,144,868 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,815,192 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $99,387,693 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $257,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,400,019 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,518,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003522 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.086416 | TotalDistributionRt |
| Average Distribution | 0.017283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,857,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,348,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,389,213 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,252,921 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41,183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,183 | SubtotalAmt |
| Tax Based On Investment Income | $41,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $88,792 | TotalPaymentsAndCreditsAmt |
| Overpayment | $47,609 | OverpaymentAmt |
| Applied To ES Tax | $47,609 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE HASSAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108366400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9922 JEFFERSON BOULEVARD | AddressLine1 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK SOON-SHIONG | ||||||||
| 9922 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | DIRECTOR, PRESIDENT | 0 | $0 | $0 | $0 |
| MICHELE SOON-SHIONG | ||||||||
| 9922 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | DIRECTOR, CFO, SECRETARY | 0 | $0 | $0 | $0 |
| CHARLES KENWORTHY | ||||||||
| 9922 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | EXECUTIVE VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $137,136,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $790,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,926,695 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,926,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,068,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,857,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,792,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,792,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,183 | TotalTaxAmt |
| Distributable Before Adj | $6,751,707 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,751,707 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,751,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,252,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,252,921 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,183 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,211,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,751,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,849,785 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,252,921 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,849,785 | AppliedToYear1Amt |
| Applied To Current Year | $403,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,348,571 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK MICHELE SOON-SHIONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 15600 MULHOLLAND DRIVE | LOS ANGELES | CA | 90077 | NONE | EXEMPT | CHARITABLE | $413,782 | |
| BRUIN WATER POLO CLUB | ||||||||
| 1217 GREENACRE AVENUE | WEST HOLLYWOOD | CA | 900465707 | NONE | EXEMPT | INJURY PREVENTION | $15,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | EXEMPT | CHARITABLE | $500,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | EXEMPT | CHARITABLE | $500,900 | |
| MARYMOUNT HIGH SCHOOL | ||||||||
| 10643 SUNSET BOULEVARD | LOS ANGELES | CA | 90077 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| RESURRECTION CATHOLIC SCHOOL | ||||||||
| 3360 EAST OPAL STREET | LOS ANGELES | CA | 900232917 | NONE | EXEMPT | CHARITABLE | $175,000 | |
| SCHWARZMAN SCHOLARS | ||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | NONE | EXEMPT | EDUCATIONAL SCHOLARSHIP PROGRAM RELATING TO CHINESE INTERNATIONAL RELATIONS AT STANFORD UNIVERSITY | $666,667 | |
| ST MARTIN OF TOURS SCHOOL | ||||||||
| 11955 SUNSET BOULEVARD | LOS ANGELES | CA | 90049 | NONE | EXEMPT | CHARITABLE | $80,000 | |
| THE STANFORD FUND | ||||||||
| STANFORD UNIVERSITY GIFT PROCESSIN | STANFORD | CA | 943090466 | NONE | EXEMPT | UNDERGRADUATE STUDIES | $600,000 | PO BOX 20466 |
| THE UCLA FOUNDATION | ||||||||
| UCLA ATHLETICS DEVELOPMENT | LOS ANGELES | CA | 90024 | NONE | EXEMPT | UCLA MEN'S WATER POLO - INJURY PREVENTION | $10,000 | PO BOX 24044 |
| CHILDREN'S HOSPITAL LA | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | CHARITABLE | $10,000 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | CHARITABLE | $100,000 | ||
| HARVARD-WESTLAKE PARENTS ASSOC EVENT | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | CHARITABLE | $6,000 | ||
| LEGAL AID FOUNDATION OF LA | ||||||||
| 1550 W 8TH ST | LOS ANGELES | CA | 90017 | NONE | CHARITABLE | $50,000 | ||
| RESURRECTION CATHOLIC CHURCH | ||||||||
| 3324 OPAL ST | LOS ANGELES | CA | 90023 | NONE | CHARITALBE | $25,000 | ||
| TEACH OF AMERICA | ||||||||
| 606 S OLIVE ST 300 | LOS ANGELES | CA | 90014 | NONE | CHARITABLE | $15,000 | ||
| THE UCLA FOUNDATION | ||||||||
| PO BOX 24044 | LOS ANGELES | CA | 90024 | NONE | UCLA FAMILY DEVELOPMENT PROJECT | $5,000 | ||
| THE UCLA FOUNDATION | ||||||||
| PO BOX 24044 | LOS ANGELES | CA | 90024 | NONE | PATRON SPONSORSHIP | $50,000 | ||
| UNIVERSITY OF UTAH HEALTH SCIENCE CSS HERITAGE | ||||||||
| 50 N MEDICAL DRIVE | SALT LAKE CITY | UT | 84132 | NONE | CHARITABLE | $3,000,000 | ||
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | CHARITABLE | $2,000 | ||
| A WINDOW BETWEEN WORLDS | ||||||||
| 710 4TH AVE | VENICE | CA | 90291 | NONE | CHARITABLE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,239,349 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,702,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,721,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,424,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,424,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,650 | Amt |
| Net Investment Income | $10,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,825 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 143,731 SHS ALLIANCEBERNSTEIN | $1,523,552 | $1,602,604 |
| 262,908 SHS BLACKROCK TOT RET | $2,950,619 | $3,091,798 |
| 507,824 SHS COLUMBIA STRATEGIC | $3,217,187 | $3,046,945 |
| 274,144 SHS DELAWARE DIVERSIFI | $2,359,857 | $2,349,421 |
| 278,526 SHS DOUBLELINE TOT RET | $3,055,925 | $3,047,077 |
| 150,131 SHS HOTCHKIS & WILEY H | $1,938,619 | $1,936,690 |
| 248,630 SHS LEGG MASON BW GLBL | $2,822,149 | $2,787,147 |
| 148,590 SHS LOOMIS SAYLES BOND | $2,130,208 | $2,301,662 |
| 669,693 SHS LORD ABBET SHORT | $3,077,001 | $3,013,619 |
| 142,786 SHS METROPOLITAN WEST | $1,490,555 | $1,543,523 |
| 180,989 SHS MFS MUNI INCOME FD | $1,531,170 | $1,583,657 |
| 102,067 SHS RIDGEWORTH HIGH IN | $0 | $0 |
| 213,084 SHS TEMPLETON GLBL BD | $2,858,115 | $2,816,973 |
| 234,753 SHS WESTERN ASSET SHOR | $1,523,552 | $1,478,949 |
| 681,307 SHS COLUMBIA SHORT TRM | $7,184,747 | $7,133,288 |
| 388,947 SHS DEUTSCHE SHORT DUR | $3,623,791 | $3,547,197 |
| 787,719 SHS FPA NEW INCOME INC | $8,457,128 | $8,066,252 |
| 358,189 SHS HARTFORD MUT FDS | $3,578,313 | $3,553,239 |
| 1,567,755 SHS LORD ABBETT SHRT | $7,199,404 | $7,054,901 |
| 1,182,966 SHS MFS LTD MATURITY | $7,134,064 | $7,109,629 |
| 1,461,739 SHS VIRTUS MULTI SEC | $7,139,649 | $7,074,819 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 680,942 SHS CELGENE CORP COM | $19,725,187 | $64,539,683 |
| 1,301,000 SHS CELGENE CORP CVR | $0 | $4,410,390 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,487 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,487 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES/FEES - ML-07341 | $150 | $75 | $75 |
| FEES - ML-04269 | $60,584 | $60,584 | $0 |
| FEES - ML-02028 | $70,346 | $70,346 | $0 |
| FILING FEES - CA ATTORNEY GEN. | $150 | $0 | $150 |
| CA SECRETARY OF STATE | $25 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COST BASIS ADJUSTMENTS | $55,401 |
| ROUNDING & MISCELLANEOUS ADJUSTMENTS | $147 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $50,000 | $0 | $0 |
| CALIFORNIA | $10 | $0 | $10 |
Comments