NATIONAL COALITION FOR HEALTH INTEGRATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL COALITION FOR HEALTH INTEGRATION INC (EIN 27-0382830)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-06
- IRS object ID
- 201740969349100109
- Schema version
- 2015v3.0
- 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 Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-06T16:07:30-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREYER ROBBINS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900711532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270382830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COALITION FOR HEALTH INTEGRATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVEN H HASSAN | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3108366400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVENUE STE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES N KENWORTHY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3108366400 | PhoneNum |
| Signature | 2017-04-05 | 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 | 2136838790 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $962,403 | 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 | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$98,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,097,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $28,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,110 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,943 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,942 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,104 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,301,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,301,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,375,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,326,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,339,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $719 | CashBOYAmt |
| Cash EOY | $28,361 | CashEOYAmt |
| Cash EOYFMV | $28,361 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $271,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104,716 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,409 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,409 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,409 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,036,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $825,917 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,385 | LandBldgEquipAccumDeprecAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $9,312,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $972,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $962,403 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,312,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | $972,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,312,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $972,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,312,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $972,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,312,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,339,635 | ExcessRevenueOverExpensesAmt |
| Subtotal | $972,478 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $972,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML-4565 - MUTUAL FUNDS | P | $1,956,945 | $1,963,659 | -$6,714 | -$6,714 |
| ML-4565 - MUTUAL FUNDS | $6,140,766 | $6,232,259 | -$91,493 | -$91,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$98,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,629 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,065,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002386 | DistributionYr1Rt |
| Total Distribution | 0.002386 | TotalDistributionRt |
| Average Distribution | 0.002386 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,956,546 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $910 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,326,407 | 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 | $910 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $910 | SubtotalAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,618 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $7,618 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,708 | OverpaymentAmt |
| Applied To ES Tax | $6,708 | 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN H HASSAN | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90232 | ZIPCd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK SOON-SHIONG | ||||||||
| 9920 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | CEO, DIRECTOR (CHAIRPERSON) | 3.0 | $0 | $0 | $0 |
| ROBERT L COMIS | ||||||||
| 1818 MARKET STREET STE 1100 | PHILADELPHIA | PA | 19103 | DIRECTOR | 0 | $0 | $0 | $0 |
| LOU LAZATIN | ||||||||
| 1328 TWENTY-SECOND STREET | SANTA MONICA | CA | 90404 | DIRECTOR | 0 | $0 | $0 | $0 |
| CHARLES N KENWORTHY | ||||||||
| 9922 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | SECRETARY & TREASURER | 3.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED FUNDING TO VARIOUS TAX-EXEMPT ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, OR SCIENTIFIC PURPOSES, INCLUDING INFORMATICS, UNIVERSITY LEVEL, RESEARCH, TELEHEALTH, ETC. | Description1Txt |
| Expenses1 | $8,326,372 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,743,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $315,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,409 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,062,483 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,062,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,956,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $347,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $347,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $910 | TotalTaxAmt |
| Distributable Before Adj | $346,917 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $346,917 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $346,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,326,407 | 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 | $8,326,407 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $910 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,325,497 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $346,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $429,302 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,326,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $429,302 | AppliedToYear1Amt |
| Applied To Current Year | $346,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,550,188 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,550,188 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,550,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $7,550,188 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK SOON-SHIONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIRCLE ROOM 2013 | SALT LAKE CITY | UT | 841129008 | N/A | PC | UNIVERSITY OF UTAH HEALTH CARE - GENOMIC SEQUENCING | $6,000,000 |
| WINDBER HOSPITAL INC | |||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | N/A | PC | PERSONALIZED HEALTHCARE SERVICES/RESEARCH | $1,508,000 |
| WINDBER RESEARCH INSTITUTE | |||||||
| 620 7TH STREET | WINDBER | PA | 15963 | N/A | PC | RESEARCH ON MOLECULAR DIAGNOSTIC/PROGNOSTIC BIOMARKERS | $793,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,301,000 | 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 | $151 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,248 | 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 | -$98,207 | 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 | $36,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,192 | 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 | $21,885 | Amt |
| Net Investment Income | $10,943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,942 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt |
|---|---|---|---|---|
| COMPUTER | 2009-12-04 | $4,201 | $4,201 | M5 |
| COMPUTER | 2009-12-15 | $2,135 | $2,135 | M5 |
| COMPUTER | 2009-12-15 | $1,993 | $1,993 | M5 |
| COMPUTER | 2010-01-12 | $2,056 | $2,056 | M5 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ML-4565 - MUTUAL FUNDS | StockNm |
| EOY Book Value | $835,991 | EOYBookValueAmt |
| EOYFMV | $825,917 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| COMPUTER | $4,201 | $4,201 |
| COMPUTER | $2,135 | $2,135 |
| COMPUTER | $1,993 | $1,993 |
| COMPUTER | $2,056 | $2,056 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,220 | LegalFeesAmt |
| Net Investment Income | $14,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,110 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $10,784 | $10,784 | $0 |
| BANK SERVICE CHARGES | $640 | $320 | $320 |
| INSURANCE EXPENSE | $8,263 | $0 | $0 |
| CALIFORNIA FILING FEES | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $5,000 | $0 | $0 |
| CALIFORNIA TAXES | $10 | $0 | $10 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| CSSCPMI HOLDINGS LLC | ||||||
| 9920 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | 000000000 | NO TRANSACTIONS OCCURED DURING THE PERIOD. | $0 |
| CHAN SOON-SHIONG CHILDREN'S PRECISION ME | ||||||
| 9920 JEFFERSON BOULEVARD | CULVER CITY | CA | 90232 | 320462588 | NO TRANSACTIONS OCCURED DURING THE PERIOD. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |