SHAFFER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHAFFER FAMILY FOUNDATION (EIN 45-6314648)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-09
- IRS object ID
- 202302829349100535
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-09T13:23:16-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953518255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence M Schwartz CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Marine View Ave Ste 300 | AddressLine1Txt |
| City | Del Mar | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | 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 | 456314648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAFFER FAMILY FOUNDATION DTD 42911 | BusinessNameLine1Txt |
| Business Name Line2 | CO LAWRENCE M SCHWARTZ CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAF | BusinessNameControlTxt |
| Phone | 8582612406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 MARINE VIEW AVENUE 300 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANYA L SHAFFER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TANYA L | PersonFirstNm |
| Person Last | SHAFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | LAWRENCE M SCHWARTZ | PreparerPersonNm |
| PTIN | P00016922 | PTIN |
| Phone | 8582612406 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $35,728,014 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $88,021 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88,021 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $88,021 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $769,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $769,691 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $769,691 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,836,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,421 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,601 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,239,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,085,133 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $857,712 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $17,261 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,630 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,726 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,726 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $125,872 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $12,587 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,587 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,282 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,538 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,538 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $178,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $169,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,851 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,660,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,660,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,838,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $169,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,851 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,677,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,599,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $915,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $839,861 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,065,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,338,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,338,525 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $125,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $125,172 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $107,003 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,743,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,806,934 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,373,937 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,198,738 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,023,330 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,782,539 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,879,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,118,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,111,978 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,032 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,032 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,032 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,025,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,426,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,728,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,025,769 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,426,411 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,025,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,426,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,025,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,426,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,025,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,599,358 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,426,411 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,426,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| First Republic 3122 | P | 2022-12-01 | 2022-12-31 | $237,398 | $311,688 | -$74,290 | -$74,290 |
| First Republic 3122 | P | 2000-12-31 | 2022-12-31 | $1,239,093 | $1,016,262 | $222,831 | $222,831 |
| First Republic 3130 | P | 2022-12-01 | 2022-12-31 | $722,393 | $781,896 | -$59,503 | -$59,503 |
| First Republic 3130 | P | 2000-12-31 | 2022-12-31 | $790,870 | $906,443 | -$115,573 | -$115,573 |
| First Republic 9963 | P | 2022-12-01 | 2022-12-31 | $283,519 | $292,063 | -$8,544 | -$8,544 |
| First Republic 9963 | P | 2000-12-31 | 2022-12-31 | $3,562,933 | $3,273,198 | $289,735 | $289,735 |
| TERMINATED INVESTMENT IN CARLYLE ENERGY | P | 2012-06-26 | 2022-12-31 | $16,924 | -$16,924 | -$16,924 | |
| TERMINATED INVESTMENT IN MP SECURITIZED | P | 2018-12-31 | 2022-12-31 | $11,376 | -$11,376 | -$11,376 | |
| Wash Sale | $1,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,421 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$142,337 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,723 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,723 | SubtotalAmt |
| Tax Based On Investment Income | $12,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,266 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,266 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $19,540 | OverpaymentAmt |
| Applied To ES Tax | $19,540 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE M SCHWARTZ CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8582612406 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 MARINE VIEW AVENUE 300 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920143926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TANYA L SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| KELLY C SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,501,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,342,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,844,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,844,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $582,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,262,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,913,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,913,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,723 | TotalTaxAmt |
| Distributable Before Adj | $1,900,390 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,900,390 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,900,390 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,677,851 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,677,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,900,390 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $116,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $915,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $350,993 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $786,944 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,170,458 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,677,851 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,900,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $777,461 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,947,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $116,767 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,831,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $915,754 | ExcessFromYear4Amt |
| Excess From Year3 | $350,993 | ExcessFromYear3Amt |
| Excess From Year2 | $786,944 | ExcessFromYear2Amt |
| Excess From Current Year | $777,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TANYA L SHAFFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | PC | Funding Research for Bone & Cartilage Regeneration | $900,000 |
| Sanford Burnham Prebys Medical Disc | |||||||
| 10901 North Torrey Pines Road | La Jolla | CA | 92037 | NONE | PC | Support graduate student and post-doctoral salaries in Jerold Chun's lab for work on Alzheimers | $100,000 |
| Palo Verde High School | |||||||
| 667 North Lovekin | Blythe | CA | 92225 | NONE | PC | Scholarships | $5,000 |
| UCLA FOUNDATION | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | NONE | PC | FUNDING RESEARCH AND EDUCATION RELATING TO ESRD DIALYSIS CORE | $125,000 |
| UCLA FOUNDATION | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | NONE | PC | CNSI, DR. MILLER, FUNDING RESEARCH AND EDUCATION RELATING TO PRECISION ANITBIOTICS | $100,000 |
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | |||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | FUNDING FOR DR. ERICA'S RESEARCH | $200,000 |
| INSTITUTE FOR BIOMEDICAL SCIENCES | |||||||
| 9620 TOWNE CENTER DRIVE SUITE 100 | SAN DIEGO | CA | 92121 | NONE | PC | DR. PETER CHEN'S RESEARCH IN JOINT TISSUE ISSUES. | $85,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | PC | FUNDING RESEARCH IN SHOULDER BIOMECHANICS | $300,000 |
| UCSD FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PC | COVID RESEARCH | $745,000 |
| CLEARITY FOUNDATION | |||||||
| 8880 RIO SAN DIEGO DR 800 | sAN dEIGO | CA | 92108 | NONE | PC | OVARIAN CANCER RESEARCH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,660,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,021 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $769,691 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,088,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,088,669 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Professional Fees | CategoryTxt |
| Legal Fees | $17,261 | LegalFeesAmt |
| Net Investment Income | $8,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,726 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,726 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $14,032 | BOYBookValueAmt |
| EOY Book Value | $14,032 | EOYBookValueAmt |
| EOYFMV | $14,032 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,601 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $125,872 | Amt |
| Net Investment Income | $125,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,587 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,587 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal | $30,000 | $30,000 | $3,000 | $3,000 |
| Foreign Taxes Paid | $5,182 | $5,182 | $518 | $518 |
| State Fees | $200 | $100 | $20 | $20 |
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