ISSA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ISSA FAMILY FOUNDATION (EIN 33-0834068)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349102490
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T15:32:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461483607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKC KUEBLER APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27244 VIA INDUSTRIA | AddressLine1Txt |
| City | TEMECULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330834068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISSA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISSA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1388 | AddressLine1Txt |
| City | VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRELL ISSA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARRELL | PersonFirstNm |
| Person Last | ISSA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT CARPENTER | PreparerPersonNm |
| PTIN | P00712473 | PTIN |
| Phone | 9516766555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $49,297,928 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,109,143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $842,922 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,463,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,055,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,872,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,831,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,911,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $725,475 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $725,475 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $833,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $755,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,929,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,929,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,762,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $755,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,929,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,068,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,155,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,725,293 | CashBOYAmt |
| Cash EOY | $51,598,480 | CashEOYAmt |
| Cash EOYFMV | $49,297,928 | CashEOYFMVAmt |
| Total Assets BOY | $55,725,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,598,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,297,928 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,903,950 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,458,788 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,903,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,458,788 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,565,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,633,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,821,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,139,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,725,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,598,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,821,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,068,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,249,968 | OtherIncreasesAmt |
| Subtotal | $43,139,692 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,139,692 | 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 |
|---|---|---|---|---|---|
| UBS 9724 S/T | P | $1,639,481 | $591,340 | $1,048,141 | $1,048,141 |
| CAPITAL GAINS DIVIDENDS | P | $824,190 | $824,190 | $824,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,872,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,085 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICH HIRSHBERG | IndividualWithBooksNm |
| Phone | 7604771169 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1388 | AddressLine1Txt |
| City | VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DARRELL E ISSA | ||||||||
| 1800 THIBODO ROAD STE 320 | VISTA | CA | 92081 | CEO | 0.00 | $0 | $0 | $0 |
| KATHARINE S ISSA | ||||||||
| 1800 THIBODO ROAD STE 320 | VISTA | CA | 92081 | CFO | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,361,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,361,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $12,327,960 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,033,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $585,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,447,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,922,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,922,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,965 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $139,320 | IncomeTaxAmt |
| Total Tax | $169,285 | TotalTaxAmt |
| Distributable Before Adj | $1,753,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,753,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,753,109 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,929,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,929,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,753,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $39,176 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,929,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,753,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,891 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,067 | 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 | $215,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $39,176 | ExcessFromYear1Amt |
| Excess From Current Year | $175,891 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGUA HEDIONDA LAGOON FDN | ||||||
| 1580 CANNON RD | CARLSBAD | CA | 92008 | PC | ANNUAL GIVING | $10,000 |
| ALPHA PROJECT | ||||||
| 3737 FIFTH AVE STE 203 | SAN DIEGO | CA | 92103 | PC | ANNUAL GIVING | $15,000 |
| AMERICAN TASK FORCE FOR LEBANON | ||||||
| 1100 CONNECTICUT AVE NW STE 1250 | WASHINGTON DC | DC | 20036 | PC | ANNUAL GIVING | $25,000 |
| ANGELS FOSTER FAMILY NETWORK | ||||||
| 9295 FARNHAM ST 200 | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $40,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 230 N 13TH STREET | PHILADELPHIA | PA | 19107 | PC | ANNUAL GIVING | $50,000 |
| BOY SCOUTS OF AMERICASAN DIEGO - IMPERIAL | ||||||
| 1207 UPAS STREET | SAN DIEGO | CA | 92103 | PC | ANNUAL GIVING | $10,000 |
| BOYS AND GIRLS CLUB OF CARLSBAD | ||||||
| 3115 ROOSEVELT STREET | CARLSBAD | CA | 92008 | PC | ANNUAL GIVING | $10,000 |
| BOYS AND GIRLS CLUB OF OCEANSIDE | ||||||
| 401 COUNTRY CLUB LANE | OCEANSIDE | CA | 92054 | PC | ANNUAL GIVING | $25,000 |
| BOYS AND GIRLS CLUB OF VISTA | ||||||
| 410 WEST CALIFORNIA AVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $70,000 |
| CADE | ||||||
| 9550 CUYAMACA ST SUITE 101 | SANTEE | CA | 92071 | PC | ANNUAL GIVING | $5,000 |
| CARLSBAD EDUCATION FOUNDATION | ||||||
| 5650 EL CAMINO REAL 101 | CARLSBAD | CA | 92008 | PC | ANNUAL GIVING | $10,000 |
| CASA DE AMPARO | ||||||
| 3355 MISSION AVE STE 238 | OCEANSIDE | CA | 92058 | PC | ANNUAL GIVING | $20,000 |
| CNEWA - CATHOLIC NEAR ESAST WELFARE ASSOCIATION | ||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | PC | ANNUAL GIVING | $3,000 |
| CRISIS HOUSE | ||||||
| 9550 CUYAMACA ST SUITE 101 | SANTEE | CA | 92071 | PC | ANNUAL GIVING | $5,000 |
| DELTA RESCUE | ||||||
| PO BOX 9 | GLENDALE | CA | 91209 | PC | ANNUAL GIVING | $350 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | ANNUAL GIVING | $25,000 |
| EAST COUNTY TRANSITIONAL LIVING CENTER | ||||||
| 1527 E MAIN STREET | EL CAJON | CA | 92021 | PC | ANNUAL GIVING | $5,000 |
| ELDERHELP OF SAN DIEGO | ||||||
| 5095 MURPHY CANYON RD 100 | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $10,000 |
| ELIZABETH HOSPICE | ||||||
| 8989 RIO SAN DIEGO DR STE 190 | SAN DIEGO | CA | 92108 | PC | ANNUAL GIVING | $10,000 |
| FATHER JOE'S VILLAGE | ||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | PC | ANNUAL GIVING | $30,000 |
| FEEDING SAN DIEGO | ||||||
| 9477 WAPLES ST 100 | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $50,000 |
| FOUNDATION FOR WOMEN'S CANCER | ||||||
| 230 W MONROE STREET STE 710 | CHICAGO | IL | 60606 | PC | ANNUAL GIVING | $4,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | PC | ANNUAL GIVING | $25,000 |
| INTERFAITH COMMUNITY SERVICES | ||||||
| 550 WEST WASHINGTON AVE STE B | ESCONDIDO | CA | 92025 | PC | ANNUAL GIVING | $70,000 |
| IVEY RANCH PARK ASSOCIATION | ||||||
| 110 RANCHO DEL ORO DRIVE | OCEANSIDE | CA | 92057 | PC | ANNUAL GIVING | $5,000 |
| JUST IN TIME FOR FOSTER YOUTH | ||||||
| 3878 OLD TOWN AVE 200 | SAN DIEGO | CA | 92110 | PC | GRANT | $35,000 |
| KATHY'S LEGACY FOUNDATION | ||||||
| 2111 PALOMAR AIRPORT RD 325 | CARLSBAD | CA | 92011 | PC | ANNUAL GIVING | $10,000 |
| KIWANIS CLUB OF SUNRISE VISTA | ||||||
| 3636 WOODVIEW TRACE | INDIANAPOLIS | IN | 46268 | PC | ANNUAL GIVING | $3,000 |
| LAS PATRONAS | ||||||
| 10343 ROSELLE STREET | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $5,500 |
| LEAP TO SUCCESS | ||||||
| 5205 AVENIDA ENCINAS STE A | CARLSBAD | CA | 92008 | PC | ANNUAL GIVING | $75,000 |
| LIFE PERSPECTIVES | ||||||
| 2535 CAMINO DEL RIO S 350 | SAN DIEGO | CA | 92108 | PC | GRANT | $10,000 |
| LIFELINE COMMUNITY SERVICES | ||||||
| 707 OCEANSIDE BLVD | OCEANSIDE | CA | 92054 | PC | ANNUAL GIVING | $15,000 |
| MCALISTER INSTITUTE FOR TREATMENT AND EDUCATION | ||||||
| 1400 N JOHNSON AVE 101 | EL CAJON | CA | 92020 | PC | ANNUAL GIVING | $5,000 |
| MONARCH SCHOOL | ||||||
| 1625 NEWTON AVE | SAN DIEGO | CA | 92113 | PC | ANNUAL GIVING | $10,000 |
| MOONLIGHT CULTURAL FOUNDATION | ||||||
| PO BOX 2497 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $25,000 |
| NATIONAL CONFLICT RESOLUTION CENTER | ||||||
| 530 B STREET | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $100,000 |
| NEW HAVEN YOUTH & FAMILY SERVICES | ||||||
| PO BOX 1199 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $40,000 |
| NORTH COUNTY EDUCATION FOUNDATION | ||||||
| 207 E PENNSYLVANIA AVE | ESCONDIDO | CA | 92025 | PC | ANNUAL GIVING | $15,000 |
| NORTH COUNTY TRADE TECH HIGH SCHOOL | ||||||
| 1132 N MELROSE DRIVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $10,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | PC | ANNUAL GIVING | $750 |
| OPERATION HOPE NORTH COUNTY | ||||||
| 859 EAST VISTA WAY | VISTA | CA | 92084 | PC | ANNUAL GIVING | $10,000 |
| ORANGE COUNTY FOOD BANK | ||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | PC | ANNUAL GIVING | $450 |
| ORANGE COUNTY RESCUE MISSION | ||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | PC | ANNUAL GIVING | $450 |
| PALOMAR COLLEGE FOUNDATION | ||||||
| 1140 WEST MISSION ROAD | SAN MARCOS | CA | 92069 | PC | ANNUAL GIVING | $100,000 |
| POINTS OF LIGHT | ||||||
| 101 MARIETTA STREET STE 3100 | ATLANTA | GA | 30303 | PC | ANNUAL GIVING | $50,000 |
| PROJECT MEXICO | ||||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | PC | ANNUAL GIVING | $3,000 |
| PROJECT NEXT | ||||||
| 255 PICO AVE STE 103 | SAN MARCOS | CA | 92069 | PC | ANNUAL GIVING | $15,000 |
| PROMISES TO KIDS | ||||||
| 9400 RUFFIN COURT STE A | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $30,000 |
| RADY'S CHILDREN'S HOSPITAL SAN DIEGO | ||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $20,000 |
| RED STAR RIDERS | ||||||
| 2390C LAS POSAS RD 179 | CAMARILLO | CA | 93010 | PC | ANNUAL GIVING | $5,000 |
| RENE MOAWAD FOUNDATION | ||||||
| 3231 P STREET NW 2ND FLOOR | WASHINGTON DC | DC | 20007 | PC | ANNUAL GIVING | $10,000 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $50,000 |
| SAN DIEGO MILITARY OUTREACH MINISTRIES | ||||||
| 4426 HARBINSON AVE | LA MESA | CA | 91942 | PC | ANNUAL GIVING | $25,000 |
| SAN DIEGO RESCUE MISSION | ||||||
| 120 ELM ST | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $10,000 |
| SAN DIEGO WILDLIFE ALLIANCE | ||||||
| 2920 ZOO DR | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $10,000 |
| SANFORD BURNHAM PREBYS | ||||||
| 10901 N TORREY PINES ROAD | LA JOLLA | CA | 92037 | PC | ANNUAL GIVING | $10,000 |
| SCRIPPS HEALTH FOUNDATION | ||||||
| 4275 CAMPUS POINT CT | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $15,000 |
| SECOND CHANCE | ||||||
| 6145 IMPERIAL AVENUE | SAN DIEGO | CA | 92114 | PC | ANNUAL GIVING | $30,000 |
| SEMPER FI & AMERICA'S FUND | ||||||
| 715 BROADWAY STREET | QUANTICO | VA | 22134 | PC | ANNUAL GIVING | $20,000 |
| SOLUTIONS FOR CHANGE | ||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $350,000 |
| ST ANTHONY ORTHODOX CHRISTIAN CHURCH | ||||||
| 2825 MERTON AVE | SAN DIEGO | CA | 92111 | PC | ANNUAL GIVING | $110,000 |
| THE BROTHER BENNO FOUNDATION | ||||||
| 3260 PRODUCTION AVE | OCEANSIDE | CA | 92058 | PC | ANNUAL GIVING | $5,000 |
| THE SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | ANNUAL GIVING | $70,000 |
| THE VISION OF CHILDREN FOUNDATION | ||||||
| 12555 HIGH BLUFF DR 330 | SAN DIEGO | CA | 92130 | PC | ANNUAL GIVING | $5,000 |
| THE VISTA EDUCATION FOUNDATION | ||||||
| PO BOX 1114 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $8,500 |
| TRI CITY HOSPITAL FOUNDATION | ||||||
| 4002 VISTA WAY | OCEANSIDE | CA | 92056 | PC | ANNUAL GIVING | $25,000 |
| VISTA COMMUNITY CLINIC | ||||||
| 1000 VALE TERRACE | VISTA | CA | 92084 | PC | ANNUAL GIVING | $20,000 |
| VISTA OPTIMIST FOUNDATION | ||||||
| PO BOX 272 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $2,500 |
| VOICES FOR CHILDREN | ||||||
| 8358 MAIN STREET SECOND FLOOR | ELLICOTT CITY | MD | 21043 | PC | ANNUAL GIVING | $10,000 |
| YMCA SAN DIEGOARMED SERVICES | ||||||
| 3293 SANTO RD | SAN DIEGO | CA | 92124 | PC | ANNUAL GIVING | $10,000 |
| YMCA JOE & MARY MOTTINO FAMILY YMCA | ||||||
| 4701 MESA DRIVE | OCEANSIDE | CA | 92112 | PC | ANNUAL GIVING | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,929,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,109,143 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,872,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $591,340 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,239,852 | ExclusionAmt |
| Related Or Exempt Function Incm | $591,340 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,831,192 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INVESTMENT INCOME EARNED BY THE ORGANIZATION ALLOWS FOR THE |
| 4 | SUPPORT OF CHARITABLE AND PERFORMING ARTS ACTIVITIES. THE ACTIVITIES |
| 7 | SUPPORTED BY THE ORGANIZATION ENCOURAGE VALUES SUCH AS HARD WORK AND |
| 8 | SELFLESS PHILANTHROPY. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $591,340 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $591,340 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $30,371 | $30,371 | $0 | $0 |
| BUSINESS REGISTRATION | $200 | $0 | $0 | $0 |
| OTHER | $200 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $3,249,968 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $16,903,950 | BOYBookValueAmt |
| EOY Book Value | $8,458,788 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $50,065 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments