Civic Intelligence

The Chan Soon-Shion Family Foundati On

EIN 26-4384360 • Los Angeles, CA

Pub. 78 Eligible
11444 W Olympic Boulevard 11th FLLos Angeles, CA 90064
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Net Margin

1st percentile

-389%

Higher net margin than 1% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

91st percentile

26%

Faster asset growth than 91% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$151,098,312

Up $31,056,613 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$151,098,312

Up $31,056,613 (+26%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin1st percentile

Revenue

Up

$1,505,360

Up $10,665,781 (+116%) from 2023

Expenses

Down

$7,364,077

Down $8,684,791 (-54%) from 2023

Net Income

Up

-$5,858,717

Up $19,350,572 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2012: $99,808,502Liabilities 2012: $0Net Assets 2012: $99,808,5022012Assets 2013: $97,095,293Liabilities 2013: $0Net Assets 2013: $97,095,2932013Assets 2014: $95,130,357Liabilities 2014: $0Net Assets 2014: $95,130,3572014Assets 2015: $294,431,515Liabilities 2015: $0Net Assets 2015: $294,431,5152015Assets 2016: $216,712,520Liabilities 2016: $0Net Assets 2016: $216,712,5202016Assets 2017: $221,807,869Liabilities 2017: $0Net Assets 2017: $221,807,8692017Assets 2018: $211,957,008Liabilities 2018: $0Net Assets 2018: $211,957,0082018Assets 2019: $220,943,500Liabilities 2019: $0Net Assets 2019: $220,943,5002019Assets 2020: $236,392,630Liabilities 2020: $0Net Assets 2020: $236,392,6302020Assets 2021: $258,954,692Liabilities 2021: $0Net Assets 2021: $258,954,6922021Assets 2022: $145,250,988Liabilities 2022: $0Net Assets 2022: $145,250,9882022Assets 2023: $120,041,699Liabilities 2023: $0Net Assets 2023: $120,041,6992023Assets 2024: $151,098,312Liabilities 2024: $0Net Assets 2024: $151,098,3122024

Highlighted filing

2024

Assets$151,098,312
Liabilities$0
Net Assets$151,098,312
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300M$200M$100M$0-$100MExpenses 2012: $4,099,1502012Expenses 2013: $5,104,9622013Revenue 2014: $4,424,267Expenses 2014: $6,444,751Net Income 2014: -$2,020,4842014Revenue 2015: $207,279,768Expenses 2015: $7,974,520Net Income 2015: $199,305,2482015Revenue 2016: $6,001,695Expenses 2016: $7,808,007Net Income 2016: -$1,806,3122016Revenue 2017: $17,247,158Expenses 2017: $12,139,953Net Income 2017: $5,107,2052017Revenue 2018: $2,477,281Expenses 2018: $12,333,368Net Income 2018: -$9,856,0872018Revenue 2019: $19,421,163Expenses 2019: $10,402,186Net Income 2019: $9,018,9772019Revenue 2020: $23,011,004Expenses 2020: $7,517,307Net Income 2020: $15,493,6972020Revenue 2021: $31,047,050Expenses 2021: $8,511,506Net Income 2021: $22,535,5442021Revenue 2022: -$26,160,962Expenses 2022: $14,910,594Net Income 2022: -$41,071,5562022Revenue 2023: -$9,160,421Expenses 2023: $16,048,868Net Income 2023: -$25,209,2892023Revenue 2024: $1,505,360Expenses 2024: $7,364,077Net Income 2024: -$5,858,7172024

Highlighted filing

2024

Revenue$1,505,360
Expenses$7,364,077
Net Income-$5,858,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,098,312
Liabilities
$0
Net assets
$151,098,312
Revenue
$1,505,360
Expenses
$7,364,077
Net income
-$5,858,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$0.00$151$1.51$7.36$5.86
2023Detailed filing. Detailed filing data is available for this year.$120$0.00$120$9.16$16.0$25.2
2022Detailed filing. Detailed filing data is available for this year.$145$0.00$145$26.2$14.9$41.1
2021Detailed filing. Detailed filing data is available for this year.$259$0.00$259$31.0$8.51$22.5
2020Detailed filing. Detailed filing data is available for this year.$236$0.00$236$23.0$7.52$15.5
2019Detailed filing. Detailed filing data is available for this year.$221$0.00$221$19.4$10.4$9.02
2018Detailed filing. Detailed filing data is available for this year.$212$0.00$212$2.48$12.3$9.86
2017Detailed filing. Detailed filing data is available for this year.$222$0.00$222$17.2$12.1$5.11
2016Detailed filing. Detailed filing data is available for this year.$217$0.00$217$6.00$7.81$1.81
2015Detailed filing. Detailed filing data is available for this year.$294$0.00$294$207$7.97$199
2014Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$4.42$6.44$2.02
2013Detailed filing. Detailed filing data is available for this year.$97.1$0.00$97.1$5.10
2012Detailed filing. Detailed filing data is available for this year.$99.8$0.00$99.8$4.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK SOON-SHIONGDirector, President-$0--
MICHELE SOON-SHIONGDirector, CFO, Secretary-$0--
CHARLES KENWORTHYExecutive Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Chan Soon-shiong Family Foundation
EIN
26-4384360
In Care Of
% JAMES BANAAG
Phone
2136838790
Address
11444 W OLYMPIC BOULEVARD 11TH FL, LOS ANGELES, CA 90064

Signing Officer

Name
Charles Kenworthy
Title
Executive V.p.
Phone
3108366400
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Michael S Dreyer
Phone
3105661900
Raw XML AppendixShowing 400 of 717 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt065225
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt032612
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt032613
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0HOLTHOUSE CARLIN VAN TRIGT LLP
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm1MERRILL LYNCH
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm2W RADLOFF CONSULTING
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0ACCOUNTING
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1BANK ADVISORY
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt2LEGAL CONSULTATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0287,710 SHS AB HIGH INCOME MUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1316,330 SHS BLACKROCK TOT RET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2132,366 SHS GUGGENHEIM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32,931 SHS LORD ABBETT INVT TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4320,746 SHS NEUBERGER BERMAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5358,464 SHS VOYA SER FD INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61,729 SHS DELAWARE LIMITED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71,000 SHS LOOMIS SAYLES LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm82,501 SHS VIRTUS MULTI SECT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9906 SHS CREDIT SUISSE FL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm101,477 SHS HARTFORD MUT FDS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm111,228 SHS PIMCO LOW DUR. FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12580 SHS ADVISORS SER TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13302,837 SHS ALPS SMITH TOTAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14256,477 PRINCIPAL SPECTRUM PRF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15728,551 SHS MAINSTAY MACKAY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm161,299 SHS ALPS SMITH SHORT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17192,246 SHS MFS EMERGING MKTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18186,189 SHS COLUMBIA FDS SER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm191,598 SHS PGIM SHRT DUR MULTI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm201,478 SHS DOUBLELINE FDS TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21442 SHS GUGGENHEIM FDS TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm221,439 SHS COLUMBIA FDS SER TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23369,569 SHS DOUBLELINE FDS TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2431,836 SHS ISHARES CORE US
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25381,824 SHS PAYDEN & RYGEL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26261,118 SHS PGIM TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27284,650 SHS PIMCO INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13643030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23499509
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt311290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43328149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt53474956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt60
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt70
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt810926
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt95609
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1013605
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1111173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125586
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt140
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt170
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt184491974
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1914318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2014322
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2110869
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2213968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt233230029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt243063016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt252436077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt263230029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt273068528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13220237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23221785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt311459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43236334
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt53219003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt60
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt70
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt811481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt95716
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1014316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1111470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt140
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt170
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt184049605
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1914334
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2014292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2110869
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2214330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt233226333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt243224032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt252443672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt263214362
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt273071375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134103239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222027500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34861435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45475687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53846237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65293308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74558237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83060496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92089523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123963959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154107322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164933911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172843775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182897893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt062448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122080021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219641600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37816349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47875323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55661346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66088905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76326744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83620475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93052438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124680745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154505133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166222936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173041531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt183136182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,301,000 SHS BRISTOL-MYERS SQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15,618,326 SHS IMMUNITYBIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2495,000SHS BANK OF AMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3TAX BASIS $4,460,864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm427,604 SHS VANGUARD TOTAL STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513,653 SHS ISHARE CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm613,380 SHS SPDR DOW JONES IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7113,114 SHS MFS VALUE FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm895,787 SHS NEW PERSPECTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9168,003 SHS ARTISAN PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1089,910 SHS FIDELITY ADVISOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11199,817 SHS JP MORGAN GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12112,206 SHS PEAR TREE POLARIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13124,356 SHS COLUMBIA FDS SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14139,719 SHS ALGER SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1570,029 SHS AMERICAN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1650,917 SHS UNDISCOVERED MANAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1752,053 SHS ISHARES MSCI ACWI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18102,998 SHS ISHARES TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1964,056 SHS ISHARES MORNINGSTAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010933567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE ALTERNATIVE INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BOOK FMV ADJUSTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012648274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04400294
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2930164
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt025230
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01495360
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01495360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt032612
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt032613
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt065225
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06787927
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06787927
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03706008
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04400294
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5858717
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027206531
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt025230
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt025230
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt022572
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt022572
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2930164
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03542244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0156381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0187398
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0300955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0300955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07175083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0188994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07364077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03731238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01505360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0387156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0188994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0576150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2108270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33714830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt413474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt536205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6323602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt712332421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8149870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92716446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10525549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1110202365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-674963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt631017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-899845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt813175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-41188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1078602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-1438757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-674963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt631017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-899845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt813175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-41188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1078602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1438757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2110378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33039867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt413553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt536303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6354619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711432576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8163045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92675258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10604151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118763608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ML #4643 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ML #4643 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ML #4644 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ML #4644 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN #85079 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JP MORGAN #85079 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JP MORGAN #85080 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JP MORGAN #85080 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JP MORGAN #85081 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JP MORGAN #85081 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ML #4645 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ML #4645 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2930164
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5858717
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013680
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036929010
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0151111992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0120041699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0151098312
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07246225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07246225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07246225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07295462
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt049237
IRS990PF/DistributableAmountGrp/TotalTaxAmt049237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt067330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt049237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt049237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt049237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt067330
IRS990PF/FMVAssetsEOYAmt0151098316
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010066
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01773
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033518312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt033576963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt032240731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0104110840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0104062522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0103812176
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0120041699
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0151098312
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01378125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01378125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0-27346178
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010933567
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012648274
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08370534
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01145362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01145362
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0120041699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0151098312
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0151098316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0120041699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0151098312
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0120041699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0151098312
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0148131204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04032353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0144098851
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02221968
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07295462
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0145909236
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0148131204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2W RADLOFF CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt065225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1156187
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2250955
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1BANK ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2LEGAL CONSULTATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt011444 W OLYMPIC BLVD 11TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt12049 CENTURY PARK E 11/12 FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22051 ART MUSEUM DR STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CENTURY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2JACKSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2322072583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICK SOON-SHIONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHELE SOON-SHIONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES KENWORTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, CFO, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXECUTIVE VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011444 W OLYMPIC BOULEVARD 11TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111444 W OLYMPIC BOULEVARD 11TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211444 W OLYMPIC BOULEVARD 11TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290064
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt07175083
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07175083
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.