BETA

ANKLESARIA FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANKLESARIA FAMILY FOUNDATION (EIN 33-0878223)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349103491
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T15:10:12-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823382227PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Meletis and Munsch LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112636 High Bluff Dr Ste 350AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92130ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330878223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANKLESARIA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANKLBusinessNameControlTxt
Phone6199857119PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11172 CUCHARA DRIVEAddressLine1Txt
CityDEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIMMY ANKLESARIAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKaryn L Meletis PartnerPreparerPersonNm
PTINP00359533PTIN
Phone8582995900PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,407,247FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,662ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$288InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$288InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,203DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,203DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$178,060NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$215,765GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$178,060CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$197,213TotalRevAndExpnssAmt
Total Net Invst Incm$188,551TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$314LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$314LegalFeesNetInvstIncmAmt
Taxes Rev And Expnss$177TaxesRevAndExpnssAmt
Taxes Net Invst Incm$177TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,165OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,656TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,656TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,556TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,656TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$143,657ExcessRevenueOverExpensesAmt
Net Investment Income$181,895NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,959CashBOYAmt
Cash EOY$46,259CashEOYAmt
Cash EOYFMV$46,259CashEOYFMVAmt
Corporate Stock BOY$408,169CorporateStockBOYAmt
Corporate Stock EOY$455,526CorporateStockEOYAmt
Corporate Stock EOYFMV$1,280,252CorporateStockEOYFMVAmt
Other Investments EOY$75,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$80,736OtherInvestmentsEOYFMVAmt
Total Assets BOY$433,128TotalAssetsBOYAmt
Total Assets EOY$576,785TotalAssetsEOYAmt
Total Assets EOYFMV$1,407,247TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$433,128RetainedEarningBOYAmt
Retained Earning EOY$576,785RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$433,128TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$576,785TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$433,128TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$576,785TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$433,128TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$143,657ExcessRevenueOverExpensesAmt
Subtotal$576,785SubtotalAmt
Tot Net Ast Or Fund Balances EOY$576,785TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
460 SHS APPLE INCP2022-01-012023-09-06$84,177$14,275$69,902$69,902
1650 SHS FORTINET INCP2018-02-072023-12-31$112,174$15,300$96,874$96,874
50 SHS HOME DEPOT INCP2016-03-042023-10-13$14,653$6,317$8,336$8,336
65 SHS VERALTO CORPP2022-01-012023-10-13$4,761$1,813$2,948$2,948
FieldValueIRS element (for citing)
Capital Gain Net Income$178,060CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,528InvestmentIncomeExciseTaxAmt
Subtotal$2,528SubtotalAmt
Tax Based On Investment Income$2,528TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,096EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,096TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$66EsPenaltyAmt
Tax Due$1,498TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JIMMY ANKLESARIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6199857119PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11172 CUCHARA DRIVEAddressLine1Txt
CityDEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92014ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JENNIFER L ANKLESARIA
1172 CUCHARA DRIVEDEL MARCA92014CHAIRMAN & SECR2.00$0
JIMMY ANKLESARIA
1172 CUCHARA DRIVEDEL MARCA92014PRESIDENT & TRE2.00$0
RICHARD K CIRCUIT
1205 PROSPECT STREET STE 400LA JOLLACA92037Director1.00$0
ZUBIN ANKLESARIA
1172 CUCHARA DRIVEDEL MARCA92014Director2.00$0
JASMINE ANKLESARIA
1172 CUCHARA DRIVEDEL MARCA92014Vice President2.00$0
AVI ANKLESARIA
1172 CUCHARA DRIVEDEL MARCA92014Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,141,694AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,177,303TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,177,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,159,643NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,528TaxBasedOnInvestmentIncomeAmt
Total Tax$2,528TotalTaxAmt
Distributable Before Adj$55,454DistributableBeforeAdjAmt
Distributable Before Ded$55,454DistributableBeforeDedAmt
Distributable As Adjusted$55,454DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,900ExpensesAndContributionsAmt
Qualifying Distributions$46,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,454DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$22,271ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$22,271TotalExcessDistributionCyovAmt
Qualifying Distributions$46,900QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,900AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,554ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,554ExcessDistributionCyovAppCYAmt
Total Corpus$13,717TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,717ExcessDistriCyovToNextYrAmt
Excess From Year3$13,717ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJENNIFER L ANKLESARIAContributingManagerNm
Contributing ManagerJIMMY ANKLESARIAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Cancer Society
PO BOX 22718OKLAHOMA CITYOK73123501(c)(3)HEALTH$500
Camarada
325 W WASHINGTON ST 2-163SAN DIEGOCA92103501(c)(3)ART/ HUMANITY$2,500
Del Mar Foundation
225 9TH STREETDEL MARCA92014501(c)(3)EDUCATION$1,000
Francis Parker School
6501 LINDA VISTA ROADSAN DIEGOCA92111501(c)(3)EDUCATION$12,500
San Diego Wildlife Alliance
2920 ZOO DRSAN DIEGOCA92101501(c)(3)EDUCATION$400
Old Town Artisan Studios
78-046 CALLE BARCELONALA QUINTACA92253501(c)(3)ART/HUMANITY$1,000
San Diego Cricket Club
12350 BLACK MOUNTAIN ROADSAN DIEGOCA92129501(c)(3)SPORTS$5,000
Boys Girls Club of San Diego
4635 CLAIREMONT MESA BLVDSAN DIEGOCA92117501(c)(3)EDUCATION$1,000
UCSD Foundation
3333 N TORREY PINES CT SUITE 200LA JOLLACA92037501(c)(3)EDUCATION$20,000
San Diego Police Foundation
550 WEST C ST 500SAN DIEGOCA92101501(c)(3)EDUCATION$1,000
International Community Foundation
2505 N AVENATIONAL CITYCA91950501(c)(3)EDUCATION$1,000
The Keeling Curve Foundation
2967 BRIAND AVESAN DIEGOCA92122501(c)(3)EDUCATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$288ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,203ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$178,060ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$188,551ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$188,551TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEdee DunningContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112145 E GOLD DUST AVEAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85259ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,700TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item1702.224 SH ALLSPRING PRECIOUS METALSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$75,000BookValueAmt
EOYFMV$80,736EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$314LegalFeesAmt
Net Investment Income$314NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVISORY FEES$6,140$6,140
LICENSES AND PERMIT$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$177Amt
Net Investment Income$177NetInvestmentIncomeAmt

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