JOHN H FOX FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN H FOX FOUNDATION (EIN 95-6010288)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-12
- IRS object ID
- 202430439349100218
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T14:00:23-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956010288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL I & JOHN HENRY FOX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2132367327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2132367327 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,071,280 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $290,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,365 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $329,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $328,719 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,629 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,971 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,657 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,629 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,870 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $78,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $613,539 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $673,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $673,053 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $605,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,851,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,471,473 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,577,983 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,172,536 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,926,754 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,796,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,697,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,071,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,796,761 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,697,162 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,796,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,697,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,796,761 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,697,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,796,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,721 | OtherIncreasesAmt |
| Subtotal | $4,708,617 | SubtotalAmt |
| Other Decreases | $11,455 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,697,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .917 WARNER BROS DISCOVERY INC SERIES A | 2004-02-27 | 2022-04-21 | $22 | $19 | $3 | $3 | |
| 1265. ISHARES MSCI EMERGING MARKETS ETF | 2022-05-27 | $53,021 | $63,272 | -$10,251 | -$10,251 | ||
| 648. ISHARES CORE S P SMALL CAP ETF | 2010-01-04 | 2022-05-27 | $66,050 | $18,135 | $47,915 | $47,915 | |
| 752. MICROSOFT CORP | 2022-05-27 | $203,651 | $24,947 | $178,704 | $178,704 | ||
| 241. WARNER BROS DISCOVERY INC SERIES A | 2022-05-27 | $4,448 | $4,759 | -$311 | -$311 | ||
| CAPITAL GAIN DIVIDENDS | $6 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,604 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,604 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,736 | OverpaymentAmt |
| Applied To ES Tax | $2,736 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132367327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | US BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,629 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,308,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $774,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,083,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,083,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,991,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,868 | TotalTaxAmt |
| Distributable Before Adj | $295,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,407 | 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 | $356,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,167 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,167 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,516 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,516 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $46,516 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 9404 GENESEE AVE SUITE 240 | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| AMERICAN RED CROSS | ||||||||
| 3950 CALLE FORTUNADA | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| ASSOCIATION OF FUNDRAISING | ||||||||
| 4200 WILSON BLVD SUITE 480 | ARLINGTON | VA | 222034416 | NONE | EXEMPT | CHARITABLE | $3,000 | PROFESSIONALS |
| BOYS & GIRLS CLUB OF CARLSBAD | ||||||||
| 2730 BRESSI RANCH WAY | CARLSBAD | CA | 92009 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| BURN INSTITUTE | ||||||||
| 8825 AERO DRIVE SUITE 200 | SAN DIEGO | CA | 921232269 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| CASA DE AMPARO | ||||||||
| 325 BUENA CREEK RD | SAN MARCOS | CA | 92069 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| CYGNET THEATRE COMPANY | ||||||||
| 4040 TWIGGS ST | SAN DIEGO | CA | 92110 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| ELDERHELP OF SAN DIEGO | ||||||||
| 3860 CALLE FORTUNADA 101 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| ELDER LAW AND ADVOCACY | ||||||||
| 5151 MURPHY CANYON ROAD SUITE 110 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| GIRL SCOUTS- SAN DIEGO IMPERIAL | ||||||||
| 1231 UPAS ST | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $3,000 | COUNCIL |
| LA JOLLA MEALS ON WHEELS | ||||||||
| 9888 GENESEE AVE | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| LAMBS PLAYERS THEATER | ||||||||
| 1142 ORANGE AVE | CORONADO | CA | 92118 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| MUSEUM OF PHOTOGRAPHIC ARTS | ||||||||
| 1649 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| NTC FOUNDATION | ||||||||
| 2820 ROOSEVELT RD 201 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| PLAYWRIGHTS PROJECT | ||||||||
| 3675 RUFFIN ROAD SUITE 330 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| POWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 15498 ESPOLA ROAD | POWAY | CA | 92064 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF | ||||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $4,000 | SAN DIEGO |
| SALK INSTITUTE | ||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO COUNCIL ON LITERACY | ||||||||
| 2515 CAMINO DEL RIO 125 | SAN DIEGO | CA | 92108 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO EDUCATION FUND | ||||||||
| 4100 NORMAL ST | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO MUSEUM OF ART | ||||||||
| 1450 EL PRADO | SAN DIEGO | CA | 92102 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SAN DIEGO MUSEUM OF MAN | ||||||||
| 1350 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SAN DIEGO PUBLIC LIBRARY FOUNDATION | ||||||||
| 330 PARK BLVD | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO SYMPHONY | ||||||||
| 750 B ST | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SPECIAL DELIVERY SAN DIEGO | ||||||||
| 4021 GOLFINCH ST | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| VILLA MUSICA | ||||||||
| 10373 ROSELLE ST | SAN DIEGO | CA | 92121 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| VOICES FOR CHILDREN | ||||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| WORDS ALIVE | ||||||||
| 5111 SANTA FE STREET SUITE 219 | SAN DIEGO | CA | 92109 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| WRITE OUT LOUD | ||||||||
| 2358 UNIVERSITY AVE 179 | SAN DIEGO | CA | 92104 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| YMCA OF SAN DIEGO COUNTY | ||||||||
| 3708 RUFFIN RD | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| BARRIO LOGAN COLLEGE INSTITUTE | ||||||||
| 1625 NEWTON AVE 200 | SAN DIEGO | CA | 92113 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| BIG BROTHERS BIG SISTERS OF | ||||||||
| 4305 UNIVERSITY AVE 300 | SAN DIEGO | CA | 92105 | NONE | EXEMPT | CHARITABLE | $3,000 | SAN DIEGO |
| FERN STREET COMMUNITY ARTS | ||||||||
| 4265 FAIRMOUNT AVE 120 | SAN DIEGO | CA | 92105 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| MAINLY MOZART | ||||||||
| 444 WEST BEECH ST SUITE 220 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| MONARCH SCHOOL PROJECT | ||||||||
| 1625 NEWTON AVE | SAN DIEGO | CA | 92113 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| PACIFIC ARTS MOVEMENT | ||||||||
| 2508 HISTORIC DECATUR RD 140 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| READING LEGACIES | ||||||||
| 2750 HISTORIC DECATUR RD 210 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO HUMANE SOCIETY | ||||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SAN DIEGO YOUTH SYMPHONY | ||||||||
| 1650 EL PRADO 207A | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| UNITED WAY OF SAN DIEGO COUNTY | ||||||||
| 4699 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $4,000 | ATTN MR BOB BEATTY |
| USO | ||||||||
| 303 A ST 100 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| HUBBS - SEA WORLD RESEARCH INSTITUTE | ||||||||
| 2595 INGRAHAM STREET | SAN DIEGO | CA | 92109 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| RESOUNDING JOY | ||||||||
| 10455 SORRENTO VALLEY RD | SAN DIEGO | CA | 92121 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| LA JOLLA HISTORICAL SOCIETY | ||||||||
| 7846 EADS AVE | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| OPERA NEO | ||||||||
| 3356 DALEY CENTER DRIVE 1312 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| SAN DIEGO COASTKEEPER | ||||||||
| 2825 DEWEY RD STE 207 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| AUTISM TREE PROJECT | ||||||||
| 2845 NIMITZ BLVD | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| THE DAVID'S HARP FOUNDATION INC | ||||||||
| 705 16TH ST | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SCRIPPS RANCH THEATRE | ||||||||
| 9783 AVENUE OF NATIONS | SAN DIEGO | CA | 92131 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| MUSICIANS FOR EDUCATION | ||||||||
| 4215 MELO AVENUE | SAN DIEGO | CA | 92115 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| CLASSICS FOR KIDS | ||||||||
| 3740 FOURTH AVE | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO SECOND CHANCE | ||||||||
| 6145 IMPERIAL AVE | SAN DIEGO | CA | 92114 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| THERAPY CENTER INC - CHALLENGE | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | EXEMPT | CHARITABLE | $4,000 | CENTER |
| SAN DIEGO IMPERIAL COUNCIL BOY SCOUT OF | ||||||||
| 1207 UPAS ST | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $3,000 | AMERICA |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| PO BOX 22212 | SAN DIEGO | CA | 92192 | NONE | EXEMPT | CHARITABLE | $3,000 | CALIFORNIA CHAPTER 3 |
| COASTAL ROOTS FARM | ||||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| CULTURE SHOCK DANCE TROUPE INC | ||||||||
| 2110 HANCOCK ST SUITE 200 | SAN DIEGO | CA | 92110 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| OCEANSIDE THEATRE COMPANY | ||||||||
| PO BOX 502 | OCEANSIDE | CA | 92049 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| TRANSCENDANCE YOUTH ARTS PROJECT | ||||||||
| 200 EAST 12TH ST | NATIONAL CITY | CA | 91950 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| UNSCRIPTED LEARNING | ||||||||
| 3717 INDIA STREET | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| ART OF ELAN | ||||||||
| 3401 32ND STREET | SAN DIEGO | CA | 92104 | NONE | EXEMPT | CHARITABLE | $2,000 | ATTN MS KATHRYN HATMAKER |
| JEWISH FAMILY SERICE OF SAN DIEGO | ||||||||
| 6160 MISSION GORGE RD STE 207 | SAN DIEGO | CA | 92120 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| THE NEW CHILDREN'S MUSEUM | ||||||||
| 200 WEST ISLAND AVE | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| CARLSBAD MUSIC FESTIVAL | ||||||||
| PO BOX 4067 | CARLSBAD | CA | 92018 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| COTA COLLABORATIONS TEACHERS AND ARTISTS | ||||||||
| 2508 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $3,000 | ATTN MS KRISTIN ROSEVEAR |
| MAKE A WISH SAN DIEGO | ||||||||
| 2440 HOTEL CIRCLE N | SAN DIEGO | CA | 92108 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| MINGEI INTERNATIONAL MUSEUM | ||||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | ATTN MS CAROLINE NORDQUIST |
| OCEANSIDE MUSEUM OF ART | ||||||||
| 704 PIER VIEW WAY | OCEANSIDE | CA | 92054 | NONE | EXEMPT | CHARITABLE | $2,000 | ATTN MS MARIA MINGALONE |
| SAN DIEGO ARCHITECTURAL FOUNDATION | ||||||||
| 3958 1ST AVE | SAN DIEGO | CA | 92103 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SAN DIEGO CENTER FOR CHILDREN | ||||||||
| 3002 ARMSTRONG ST | SAN DIEGO | CA | 92111 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| SAN DIEGO CHILDRENS CHOIR | ||||||||
| 1620 FIFTH AVE | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO MASTER CHORALE | ||||||||
| 2220 OTAY LAKES RD | CHULA VISTA | CA | 91915 | NONE | EXEMPT | CHARITABLE | $2,000 | ATTN MS LISA C NEWTON |
| SOLUTIONS FOR CHANGE INC | ||||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| THEATRE & ARTS FOUNDATION OF SD COUNTY | ||||||||
| PO BOX 12039 | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| THE SAN MARCOS PROMISE | ||||||||
| 255 PICO AVE | SAN MARCOS | CA | 92069 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| ICF CENTER FOR CROSS BORDER | ||||||||
| 2525 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO REPERTORY THEATRE | ||||||||
| 79 HORTON PLAZA | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | ATTN LAWRENCE ALLDREDGE |
| REALITY CHANGERS | ||||||||
| 3910 UNIVERITY AVENUE | SAN DIEGO | CA | 92105 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| ARTS IN MOTION | ||||||||
| 237 EAST MAIN STREET | EL CAJON | CA | 92020 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| 124 RANCHO DEL ORO DRIVE | OCEANSIDE | CA | 92057 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| GIRLS ON THE RUN OF SAN DIEGO | ||||||||
| PO BOX 230544 | ENCINITAS | CA | 92023 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| FEEDING SAN DIEGO | ||||||||
| 9477 WAPLES STREET SUITE 100 | SAN DIEGO | CA | 92121 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| CURA SMILES | ||||||||
| 3952 D CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||
| PO BOX 158 | LA MESA | CA | 91944 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| HOME START INC | ||||||||
| 5005 TEXAS STRTEET SUITE 203 | SAN DIEGO | CA | 92108 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| OG YOGA CO MISSION EDGE | ||||||||
| 2820 ROOSEVELT ROAD SUITE 104 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO CHILDREN'S DISCOVERY MUSEUM | ||||||||
| 320 NORTH BROADWAY | ESCONDIDO | CA | 92025 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO FOOD SYSTEM ALLIANCE | ||||||||
| PO BOX 3185 | SAN DIEGO | CA | 92163 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SAN DIEGO PARKS FOUNDATION | ||||||||
| PO BOX 1576 | SAN DIEGO | CA | 92038 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| VISTA HILL FOUNDATION | ||||||||
| 8910 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92116 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| WHEELCHAIR DANCERS ORGANIZATION | ||||||||
| 4584 CALLE DE VIDA | SAN DIEGO | CA | 92124 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| YWCA OF SAN DIEGO COUNTY | ||||||||
| 1012 C STREET | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| SAN DIEGO RITECARE CHILDHOOD | ||||||||
| 1895 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | EXEMPT | CHARITABLE | $3,000 | LANGUAGE CENTER |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| SOUTHERN CALIFORNIA IMMIGRATION | ||||||||
| 2534 STATE STREET 208 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $2,000 | PROJECT |
| TAP FEVER STUDIOS | ||||||||
| 2146 GARNET AVENUE | SAN DIEGO | CA | 92109 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| THE HIGH STEPPERS DRILL TEAM INC | ||||||||
| 5275 MARKET STREET SUITE C9 | SAN DIEGO | AS | 92114 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| GIRLS RISING | ||||||||
| PO BOX 161218 | SAN DIEGO | CA | 92176 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| MEDIUM PHOTOGRAPH | ||||||||
| 2358 UNIVERSITY AVENUE 791 | SAN DIEGO | CA | 92104 | NONE | EXEMPT | CHARITABLE PURPOSES | $2,000 | |
| CHRISTIES PLACE | ||||||||
| 2440 THIRD AVE | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| CASA DE AMISTAD | ||||||||
| 120 STEVENS AVENUE | SOLANA BEACH | CA | 92075 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| LEAP TO SUCCESS | ||||||||
| 5205 AVENIDA ENCINAS SUITE A | CARLSBAD | CA | 92008 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE ROAD SUITE 500 | SANDIEGO | CA | 92108 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| ASSISTANCE LEAGUE GREATER SAN DIEGO | ||||||||
| 10847 PORTOBELO DR | SAN DIEGO | CA | 92124 | NONE | EXEMPT | CHARITABLE PURPOSES | $4,000 | |
| SAN DIEGO ART INSTITUTE | ||||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| SAN DIEGO OASIS | ||||||||
| 5500 GROSSMONT CENTER DRIVE 269 | LA MESA | CA | 91942 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| THE ROUSTABOUTS THEATRE COMPANY | ||||||||
| 1021 MEAD AVENUE | SAN DIETO | CA | 92116 | NONE | EXEMPT | CHARITABLE PURPOSES | $2,000 | |
| SUPPORT THE ENLISTED PROJECT INC | ||||||||
| 9915 BUSINESSPARK AVESTE A | SAN DIEGO | CA | 92131 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| TRANSFAMILY SUPPORT SERVICES | ||||||||
| 12463 RANCHO BERNARDO ROAD 218 | SAN DIEGO | CA | 92128 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| SAN DIEGO DUCKS | ||||||||
| PO BOX 102894 | PASADENA | CA | 911892894 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| THE SAN DIEGO RIVER PARK FOUNDATION | ||||||||
| 4891 PACIFIC HIGHWAY SUITE 114 | SANDIEGO | CA | 92110 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| OPTIONS FOR ALL | ||||||||
| 5050 MURPHY CANYON ROAD SUITE 220 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | |
| BORREGO ART INSTITUTE | ||||||||
| PO BOX 369 | BORREGO SPRINGS | CA | 920040369 | NONE | EXEMPT | CHARITABLE PURPOSES | $2,000 | |
| SAN DIEGO SOCIETY OF NATURAL HISTORY | ||||||||
| PO BOX 121390 | SAN DIEGO | CA | 92112 | NONE | EXEMPT | CHARITABLE PURPOSES | $3,000 | BALBOA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,000 | 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 | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,688 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,365 | 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 | $329,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,068 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,851,573 | EOYBookValueAmt |
| EOYFMV | $3,471,473 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,172,536 | BookValueAmt |
| EOYFMV | $1,926,754 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $6,677 |
| AT&T INC COST BASIS ADJUSTMENT | $4,778 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,870 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,870 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF INCOME TIMING DIFF | Desc |
| Amt | $1,721 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $193 | $193 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YR | $5,451 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,604 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED | $843 | $843 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $593 | $593 | $0 |