ISSA FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ISSA FAMILY FOUNDATION (EIN 33-0834068)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-16
- IRS object ID
- 202341679349101014
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-16T17:35:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-31 | 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 | 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 | $53,424,740 | 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 | $444,993 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $367,683 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $495,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,106,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,106,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,106,052 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $578,553 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $478,058 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,625,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,169,078 | 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 |
| Interest Rev And Expnss | $259,200 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $259,200 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $335,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $307,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,304,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,304,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,639,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $307,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,304,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,861,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,579,988 | CashBOYAmt |
| Cash EOY | $55,725,293 | CashEOYAmt |
| Cash EOYFMV | $53,424,740 | CashEOYFMVAmt |
| Total Assets BOY | $46,579,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,725,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,424,740 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,903,950 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,903,950 | 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 | $39,579,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,565,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,579,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,821,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,579,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,725,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,579,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,565,580 | SubtotalAmt |
| Other Decreases | $7,744,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,821,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,106,052 | GrossSalesPriceAmt |
| Gain Or Loss | $1,106,052 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,106,052 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,106,052 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,400 | 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 | $48,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,525 | OverpaymentAmt |
| Applied To ES Tax | $22,525 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | $48,852,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,852,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $8,451,974 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,400,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $606,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,794,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,989,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,989,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,875 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $75,909 | IncomeTaxAmt |
| Total Tax | $101,784 | TotalTaxAmt |
| Distributable Before Adj | $1,887,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,887,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,887,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,304,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,304,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,887,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $377,002 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,304,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $377,002 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,887,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,176 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,176 | 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 | $39,176 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $39,176 | 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 |
|---|---|---|---|---|---|---|
| ALLIANCE FOR REGIONAL SOLUTIONS | ||||||
| 1617 MISSION AVE | OCEANSIDE | CA | 92508 | PC | ANNUAL GIVING | $1,000 |
| ALPHA PROJECT | ||||||
| 3737 FIFTH AVE STE 203 | SAN DIEGO | CA | 92103 | PC | ANNUAL GIVING | $30,000 |
| ALZHEIMER'S SAN DIEGO | ||||||
| 3635 RUFFIN RD STE 300 | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $20,000 |
| 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 | $60,000 |
| 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 | $12,000 |
| BOYS AND GIRLS CLUB OF CARLSBAD | ||||||
| 3115 ROOSEVELT STREET | CARLSBAD | CA | 92008 | PC | ANNUAL GIVING | $15,000 |
| BOYS AND GIRLS CLUB OF OCEANSIDE | ||||||
| 401 COUNTRY CLUB LANE | OCEANSIDE | CA | 92054 | PC | ANNUAL GIVING | $35,000 |
| BOYS AND GIRLS CLUB OF VISTA | ||||||
| 410 WEST CALIFORNIA AVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $70,000 |
| BUILDING BETTER COMMUNITIES FOUNDATION | ||||||
| 1640 W SHAW AVE STE 100 | FRESNO | CA | 93711 | PC | ANNUAL GIVING | $25,000 |
| CASA DE AMPARO | ||||||
| 3355 MISSION AVE STE 238 | OCEANSIDE | CA | 92058 | PC | ANNUAL GIVING | $30,000 |
| 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 | $10,000 |
| DELTA RESCUE | ||||||
| PO BOX 9 | GLENDALE | CA | 91209 | PC | ANNUAL GIVING | $200 |
| DON DIEGO SCHOLARSHIP FOUNDATION | ||||||
| 2260 JIMMY DURANTE BLVD | DEL MAR | CA | 92014 | PC | ANNUAL GIVING | $10,000 |
| 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 | $15,000 |
| FATHER JOE'S VILLAGE | ||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | PC | ANNUAL GIVING | $65,000 |
| 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 | $122,000 |
| IVEY RANCH PARK ASSOCIATION | ||||||
| 110 RANCHO DEL ORO DRIVE | OCEANSIDE | CA | 92057 | PC | ANNUAL GIVING | $10,000 |
| JUST IN TIME FOR FOSTER YOUTH | ||||||
| 3878 OLD TOWN AVE 200 | SAN DIEGO | CA | 92110 | PC | GRANT | $45,000 |
| 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 |
| KPBS PUBLIC MEDIA | ||||||
| 5200 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | PC | ANNUAL GIVING | $2,000 |
| 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 | $105,000 |
| LIFE PERSPECTIVES | ||||||
| 2535 CAMINO DEL RIO S 350 | SAN DIEGO | CA | 92108 | PC | GRANT | $10,000 |
| MCALISTER INSTITUTE FOR TREATMENT AND EDUCATION | ||||||
| 1400 N JOHNSON AVE 101 | EL CAJON | CA | 92020 | PC | ANNUAL GIVING | $20,000 |
| 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 | $75,000 |
| NEW HAVEN YOUTH & FAMILY SERVICES | ||||||
| PO BOX 1199 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $15,000 |
| NORTH COUNTY EDUCATION FOUNDATION | ||||||
| 207 E PENNSYLVANIA AVE | ESCONDIDO | CA | 92025 | PC | ANNUAL GIVING | $20,000 |
| NORTH COUNTY LIFELINE | ||||||
| 3142 VISTA WAY STE 400 | OCEANSIDE | CA | 92054 | PC | ANNUAL GIVING | $15,000 |
| NORTH COUNTY TRADE TECH HIGH SCHOOL | ||||||
| 1132 N MELROSE DRIVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $20,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | PC | ANNUAL GIVING | $600 |
| OPERATION HOPE NORTH COUNTY | ||||||
| 859 EAST VISTA WAY | VISTA | CA | 92084 | PC | ANNUAL GIVING | $20,000 |
| ORANGE COUNTY RESCUE MISSION | ||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | PC | ANNUAL GIVING | $200 |
| PALOMAR COLLEGE FOUNDATION | ||||||
| 1140 WEST MISSION ROAD | SAN MARCOS | CA | 92069 | PC | ANNUAL GIVING | $100,000 |
| PALOMAR HEALTH FOUNDATION | ||||||
| 960 CANTERBURY PLACE STE 200 | ESCONDIDO | CA | 92025 | PC | ANNUAL GIVING | $20,000 |
| PROJECT MEXICO | ||||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | PC | ANNUAL GIVING | $3,000 |
| PROMISES TO KIDS | ||||||
| 9400 RUFFIN COURT STE A | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $32,000 |
| RADY'S CHILDREN'S HOSPITAL SAN DIEGO | ||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $35,000 |
| RENE MOAWAD FOUNDATION | ||||||
| 3231 P STREET NW 2ND FLOOR | WASHINGTON DC | DC | 20007 | PC | ANNUAL GIVING | $10,000 |
| SAN DIEGO AUTOMOTIVE MUSEUM | ||||||
| 2080 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $10,000 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $100,000 |
| 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 | $35,000 |
| SAN DIEGO WILDLIFE ALLIANCE | ||||||
| 2920 ZOO DR | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $37,000 |
| 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 | $40,000 |
| 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 | $100,000 |
| THE BROTHER BENNO FOUNDATION | ||||||
| 3260 PRODUCTION AVE | OCEANSIDE | CA | 92058 | PC | ANNUAL GIVING | $25,000 |
| THE SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | ANNUAL GIVING | $135,600 |
| THE SAN MARCOS PROMISE | ||||||
| 255 PICO AVE 103 | SAN MARCOS | CA | 92069 | PC | ANNUAL GIVING | $15,000 |
| THE SUGAR BEAR FOUNDATION | ||||||
| 516D RIVER HWY 298 | MOORESVILLE | NC | 28117 | PC | ANNUAL GIVING | $2,000 |
| THE USUKRAINE FOUNDATION | ||||||
| 6312 SEVEN CORNERS CENTER 361 | FALLS CHURCH | VA | 22044 | PC | ANNUAL GIVING | $25,000 |
| THE VISION OF CHILDREN FOUNDATION | ||||||
| 12555 HIGH BLUFF DR 330 | SAN DIEGO | CA | 92130 | PC | ANNUAL GIVING | $5,000 |
| TORREY PINES HIGH SCHOOL FOUNDATION | ||||||
| 3710 DEL MAR HEIGHTS ROAD | SAN DIEGO | CA | 92130 | PC | ANNUAL GIVING | $1,000 |
| TRI CITY HOSPITAL FOUNDATION | ||||||
| 4002 VISTA WAY | OCEANSIDE | CA | 92056 | PC | ANNUAL GIVING | $20,000 |
| UTAH'S PERFECT POINTERS | ||||||
| 3968 S 200 E | SALT LAKE CITY | UT | 84107 | PC | ANNUAL GIVING | $2,000 |
| 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 | $3,000 |
| YMCA JOE & MARY MOTTINO FAMILY YMCA | ||||||
| 4701 MESA DRIVE | OCEANSIDE | CA | 92112 | PC | ANNUAL GIVING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,304,100 | 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 | $444,993 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $495,535 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,106,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,625,133 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,625,133 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $7,744,237 | Amt |
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 | $48,341 | $48,341 | $0 | $0 |
| BUSINESS REGISTRATION | $200 | $0 | $0 | $0 |
| OTHER | $200 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $578,553 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $478,058 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $16,903,950 | EOYBookValueAmt |
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