THE CHAN SOON-SHION FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAN SOON-SHION FAMILY FOUNDATION (EIN 26-4384360)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-01-31
- IRS object ID
- 201410319349100351
- Schema version
- 2012v2.3
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-31T16:54:51-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREYER EDMONDS & ROBBINS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264384360 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN SOON-SHIONG FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % STEVE HASSAN | InCareOfName |
| Name Control | CHAN | NameControl |
| Phone | 3108366400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10182 CULVER BOULEVARD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90232 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES N KENWORTHY | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 3108366400 | Phone |
| Date Signed | 2013-12-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S DREYER | Name |
| Phone | 2136838790 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 132546910 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1973 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1973 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2628595 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2434488 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -238815 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22777961 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2391753 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2436461 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 11365 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 145 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 11220 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 25600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12800 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 325 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 325 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 427 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 122318 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 122068 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 160035 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 135013 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 24605 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4944927 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4944927 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5104962 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 135013 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4969532 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2713209 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2301448 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5 | CashBOY |
| Cash EOY | 6 | CashEOY |
| Cash EOYFMV | 6 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4086323 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1220018 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1220018 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 26564543 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 26564543 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 62939219 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 69157631 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 69310726 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 68387667 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 99808502 | TotalAssetsBOY |
| Total Assets EOY | 97095293 | TotalAssetsEOY |
| Total Assets EOYFMV | 132546910 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 99808502 | RetainedEarningsBOY |
| Retained Earnings EOY | 97095293 | RetainedEarningsEOY |
| Total Net Assets BOY | 99808502 | TotalNetAssetsBOY |
| Total Net Assets EOY | 97095293 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 99808502 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 97095293 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 99808502 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2713209 | ExcessOfRevenueOverExpenses |
| Subtotal | 97095293 | Subtotal |
| Total Net Assets Fund Balances EOY | 97095293 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ML-04269 - S-T (SEE ATTACHED SCHEDULE) | P | 1873665 | 1954996 | -81331 | -81331 |
| ML-04269 - L-T (SEE ATTACHED SCHEDULE) | P | 12349270 | 12362146 | -12876 | -12876 |
| ML-02028 - S-T (SEE ATTACHED SCHEDULE) | P | 412770 | 413456 | -686 | -686 |
| ML-02028 - L-T (SEE ATTACHED SCHEDULE) | P | 8142256 | 8286178 | -143922 | -143922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -238815 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3815192 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 99387693 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038387 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 257068 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 97400019 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.002639 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 107500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 30518355 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.003522 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.044548 | TotalDistributionRatio |
| Average Distribution Ratio | 0.011137 | AverageDistributionRatio |
| Net Noncharitable Assets | 118144868 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1315779 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 23014 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1338793 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4969532 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 23014 | InvestmentIncomeExciseTax |
| Subtotal | 23014 | Subtotal |
| Tax Based On Investment Income | 23014 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 71806 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 71806 | TotalCreditsAndPayments |
| Overpayment | 48792 | Overpayment |
| Amount Credited To Next Year | 48792 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE HASSAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108366400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10182 CULVER BOULEVARD | AddressLine1 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PATRICK SOON-SHIONG | ||||||||
| 10182 CULVER BOULEVARD | CULVER CITY | CA | 90232 | DIRECTOR, PRESIDENT | 0 | 0 | 0 | 0 |
| MICHELE SOON-SHIONG | ||||||||
| 10182 CULVER BOULEVARD | CULVER CITY | CA | 90232 | DIRECTOR, CFO, SECRETARY | 0 | 0 | 0 | 0 |
| CHARLES KENWORTHY | ||||||||
| 10182 CULVER BOULEVARD | CULVER CITY | CA | 90232 | EXECUTIVE VICE PRESIDENT | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 116443297 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3500731 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 119944028 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 119944028 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1799160 | CashDeemedCharitable |
| Net Noncharitable Assets | 118144868 | NetNoncharitableAssets |
| Minimum Investment Return | 5907243 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5907243 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 23014 | TaxBasedOnInvestmentIncome |
| Total Tax | 23014 | TotalTax |
| Distributable Amount Before Adj | 5884229 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5884229 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5884229 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4969532 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 4969532 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 23014 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4946518 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5884229 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4935088 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4969532 | QualifyingDistributions |
| Applied To Year1 | 4935088 | AppliedToYear1 |
| Applied To Current Year | 34444 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 5849785 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK MICHELE SOON-SHIONG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 15600 MULHOLLAND DRIVE | LOS ANGELES | CA | 90077 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| BIPARTISAN POLICY CENTER | ||||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| 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 | |
| CLASSICS FOR KIDS FOUNDATION | ||||||||
| PO BOX 5977 | HOLLISTON | MA | 01746 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| DEA EDUCATIONAL FOUNDATION | ||||||||
| 2020 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| HARMONY PROJECT | ||||||||
| 817 VINE STREET | HOLLYWOOD | CA | 90038 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | EXEMPT | CHARITABLE | $553,750 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 515 SOUTH FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| MARYMOUNT HIGH SCHOOL | ||||||||
| 10643 SUNSET BOULEVARD | LOS ANGELES | CA | 90077 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| RACE TO ERASE MS | ||||||||
| 1875 CENTURY PARK EAST SUITE 980 | LOS ANGELES | CA | 90067 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| OFFICE OF SECRETARY/CHIEF OF STAFF | OAKLAND | CA | 94607 | NONE | EXEMPT | CHARITABLE | $225,000 | 1111 FRANKLIN STREET 12TH FLOOR |
| RESURRECTION CATHOLIC SCHOOL | ||||||||
| 3360 EAST OPAL STREET | LOS ANGELES | CA | 900232917 | NONE | EXEMPT | CHARITABLE | $151,210 | |
| 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 | $85,300 | |
| THE BOARD OF TRUSTEES-LELAND STANFORD JUNIOR UNIV | ||||||||
| FRANCES C ARRILLAGA ALUMNI CENTER | STANFORD | CA | 943056105 | NONE | EXEMPT | TO SUPPORT A PROFESSORSHIP AT STANFORD UNIVERSITY IN THE FIELD OF INTERNATIONAL STUDIES | $600,000 | 326 GALVEZ STREET |
| THE PAINTED TURTLE | ||||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| THE STANFORD FUND | ||||||||
| STANFORD UNIVERSITY GIFT PROCESSIN | STANFORD | CA | 943090466 | NONE | EXEMPT | UNDERGRADUATE STUDIES | $10,000 | 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 |
| UC GLOBAL HEALTH INSTITUTE | ||||||||
| 333 CALIFORNIA STREET SUITE 285 | SAN FRANCISCO | CA | 941430443 | NONE | EXEMPT | EDUCATION AND RESEARCH PROGRAMS THAT AIM TO IMPROVE THE HEALTH AND WELL-BEING OF VULNERABLE PEOPLE AND COMMUNITIES | $2,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4944927 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,973 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,628,595 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$238,815 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,391,753 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2391753 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $25,600 | Amount |
| Net Investment Income | 12800 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12800 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (21 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 204,719 SHS ARTIO GLOBL HI INC | 0 | 0 |
| 358,622 SHS BLACKROCK TOT RET | 4013177 | 4095469 |
| 483,349 SHS COLUMBIA STRATEGIC | 3069319 | 2943601 |
| 86,091 SHS DELAWARE DIVERSIFIE | 737804 | 737803 |
| 270,333 SHS DOUBLELINE TOT RET | 2966719 | 2962859 |
| 319,667 SHS FPA NEW INCOME INC | 0 | 0 |
| 115,043 SHS HOTCHKIS & WILEY H | 1461593 | 1484059 |
| 253,725 SHS LEGG MASON BW GLBL | 2904759 | 2775757 |
| 147,708 SHS LOOMIS SAYLES BOND | 2116684 | 2228916 |
| 892,150 SHS LORD ABBET SHORT | 4100758 | 4068207 |
| 140,061 SHS METROPOLITAN WEST | 1461496 | 1487454 |
| 206,075 SHS PUTNAM DIVERSIFIED | 0 | 0 |
| 358,123 SHS MFS MUNI INCOME FD | 3211048 | 2972426 |
| 102,067 SHS RIDGEWORTH HIGH IN | 728765 | 728766 |
| 214,645 SHS TEMPLETON GLBL BD | 2880163 | 2773220 |
| 621,784 SHS COLUMBIA SHORT TRM | 6565946 | 6510085 |
| 706,174 SHS DWS SHORT DURATION | 6643638 | 6496805 |
| 624,171 SHS FPA NEW INCOME INC | 6751656 | 6522592 |
| 1,432,569 SHS LORD ABBETT SHRT | 6589865 | 6532518 |
| 1,082,174 SHS MFS LTD MATURITY | 6525510 | 6536332 |
| 1,346,556 SHS VIRTUS MULTI SEC | 6581826 | 6530798 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 340,471 SHS CELGENE CORP COM | 19818858 | 52479179 |
| 1,301,000 SHS CELGENE CORP CVR | 6745685 | 10460040 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $11,365 | Amount |
| Net Investment Income | 145 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11220 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES/FEES - ML-07341 | 150 | 75 | 75 |
| FEES - ML-04269 | 59582 | 59582 | 0 |
| FEES - ML-02028 | 62411 | 62411 | 0 |
| FILING FEES - CA ATTORNEY GEN. | 150 | 0 | 150 |
| CA SECRETARY OF STATE | 25 | 0 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DESIGN FEES - LOGO | Category |
| Amount | $325 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 325 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL | $417 | 0 | 0 |
| CALIFORNIA | $10 | 0 | 10 |
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