2023-11-02T14:36:31-05:00 2022-12-31 330885895 EISNER ADVISORY GROUP LLC 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2022-01-01 330753690 SAHM FAMILY FOUNDATION SAHM 9498605009 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 ROBERT CUTHBERTSON TREASURER 9498605009 2023-10-20 1 ROBERT CUTHBERTSON 999009999 0 MARY MCGROARTY P00735101 8585589200 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 48821848 X X 893527 893527 -790790 14310739 0 120 120 102857 893647 370000 220000 150000 226174 26537 199637 40457 5592 34865 20271 20271 0 52412 26206 26206 329869 258619 71250 1212946 824765 15272 20190 6581 13609 20197 0 20197 205527 176612 28915 2498043 1565183 559951 2940225 2940225 5438268 1565183 3500176 -5335411 0 562123 486635 486635 28594575 27228262 27912071 10632502 6624118 6094242 29513847 29635254 14328900 69303047 63974269 48821848 0 0 X 69303047 63974269 69303047 63974269 69303047 63974269 69303047 -5335411 6633 63974269 0 63974269 CHARLES SCHWAB 557005 600275 -43270 -43270 CHARLES SCHWAB 500220 587738 -87518 -87518 BNY MELLON 3999598 4476890 -477292 -477292 BNY MELLON 9224048 9436626 -212578 -212578 CAPITAL GAINS DIVIDENDS P 29868 29868 29868 -790790 0 0 0 0 0 12664 0 0 0 12664 0 12664 12664 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 1 0 1 SAHMFAMILYFOUNDATION.ORG JULIE CAMERON 9498605009 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID A EBERSHOFF 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 DIRECTOR 5.00 60000 0 0 JAMES COWLEY 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 DIRECTOR 5.00 45000 0 0 CHRISTOPHER SAHM 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 DIRECTOR 5.00 60000 0 0 LINDA GUINN 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 DIRECTOR 5.00 60000 0 0 ROBERT CUTHBERTSON 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 DIRECTOR, MANAGER OF ENTITLEMENT PROJ 25.00 130000 0 0 NOAH LEVINE AS OF 112022 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 DIRECTOR 0.50 15000 0 0 JULIE CAMERON 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 ADMINISTRATOR 40.00 132684 22295 0 ABIGAIL SAHM 2466 FENDER AVENUE UNIT G FULLERTON CA 92831 ADMINISTRATOR 40.00 93490 11691 0 TERESO GARCIA PO BOX 1194 RANCHO SANTA FE CA 92067 DEL DIOS RANCH EMPLO 40.00 71615 0 0 0 ROBERT KELLYBK & ASSOCIATES 626 TARENTO DRIVE SAN DIEGO CA 92106 CONSULTING SERVICES 74250 JOHN SHERRITT SORRENTO ADVISORS 7428 CAPSTAN DRIVE CARLSBAD CA 92011 CONSULTING SERVICES 65000 0 0 39590883 651080 14345174 54587137 0 0 54587137 818807 53768330 2688417 2688417 0 2688417 0 2688417 0 2688417 3500176 0 3500176 2688417 2727647 0 0 3500176 2727647 0 0 772529 0 0 0 0 0 0 0 0 1915888 0 0 0 X ARMORY CENTER FOR THE ARTS 145 NORTH RAYMOND AVE PASADENA CA 91103 N/A PC GENERAL SUPPORT 10000 BOYS AND GIRLS CLUB OF VISTA 410 W CALIFORNIA AVE VISTA CA 92083 N/A PC GENERAL SUPPORT 30000 BOYS AND GIRLS CLUBS OF CARLSBAD 2730 BRESSI RANCH WAY CARLSBAD CA 92009 N/A PC GENERAL SUPPORT 15000 BOYS AND GIRLS CLUBS OF PASADENA 3230 E DEL MAR BLVD PASADENA CA 91107 N/A PC GENERAL SUPPORT 20000 BOYS AND GIRLS CLUBS OF SAN DIEGUITO 533 LOMAS SANTA FE DR SOLANA BEACH CA 92075 N/A PC GENERAL SUPPORT 15000 CAMP MANITOWISH YMCA 5650 CAMP MANITOWISH LANE BOULDER JUNCTION WI 54512 N/A PC GENERAL SUPPORT 20000 COAST GUARD FOUNDATION 394 TAUGWONK ROAD STONINGTON CT 06378 N/A PC GENERAL SUPPORT 60000 COMMUNITY MUSIC CENTER 544 CAPP STREET SAN FRANCISCO CA 94110 N/A PC GENERAL SUPPORT 50000 DUKE UNIVERSITY 2001 CAMPUS DRIVE DURHAM NC 27705 N/A PC NASHER MUSEUM OF ART 40000 EMILY KRZYZEWSKI FAMILY LIFE CENTER INC 904 WEST CHAPEL HILL STREET DURHAM NC 27701 N/A PC GENERAL SUPPORT 50000 FLOURISH FOUNDATION PO BOX 2429 KETCHUM ID 83340 N/A PC GENERAL SUPPORT 110000 FRESNO PHILHARMONIC ASSOCIATION 726 W BARSTOW AVENUE SUITE 106 FRESNO CA 93704 N/A PC GENERAL SUPPORT 25000 GRAMMAR MECHANICS FOUNDATION 2969 KALAKAUA AVENUE 901 HONOLULU HI 96815 N/A PC GENERAL SUPPORT 50000 I HAVE A DREAM FOUNDATION PO BOX 4282 HAILEY ID 83333 N/A PC GENERAL SUPPORT 60000 IDAHO BASECAMP PO BOX 183 KETCHUM ID 83340 N/A PC GENERAL SUPPORT 300000 INSTITUTE OF CONTEMPORARY ART SAN DIEGOSD ART INSTITUTE 1439 EL PRADO SAN DIEGO CA 92101 N/A GENERAL SUPPORT 50000 INTERNATIONAL COMMUNITY FOUNDATION 2505 N AVENUE NATIONAL CITY CA 91950 N/A PC GENERAL SUPPORT 50000 LITTLE BROTHERS - FRIENDS OF THE ELDERLY 909 HYDE STREET SUITE 628 SAN FRANCISCO CA 94109 N/A PC GENERAL SUPPORT 25000 MARJAREE MASON CENTER 1600 M STREET FRESNO CA 93721 N/A PC GENERAL SUPPORT 100000 MEALS ON WHEELS 2254 SAN DIEGO AVE STE 200 SAN DIEGO CA 92110 N/A PC GENERAL SUPPORT 50000 MUSEUM OF CONTEMPORARY ART OF SAN DIEGO 700 PROSPECT STREET LA JOLLA CA 92037 PC GENERAL SUPPORT 275000 MUSEUM OF MAKING MUSIC 5790 ARMADA DRIVE CARLSBAD CA 92008 N/A PC GENERAL SUPPORT 15000 MUSEUM OF PHOTOGRAPHIC ARTS 1649 EL PRADO BALBOA PARK SAN DIEGO CA 92101 N/A PC GENERAL SUPPORT 40000 OCEAN DISCOVERY INSTITUTE 4255 THORN STREET SAN DIEGO CA 92105 N/A PC GENERAL SUPPORT 15000 OCEAN INSTITUTE 24200 DANA POINT HARBOR DR DANA POINT CA 92629 N/A PC GENERAL SUPPORT 75000 ONCOLOGY AND KIDS 8898 NAVAJO ROAD SUITE C337 SAN DIEGO CA 92119 N/A PC GENERAL SUPPORT 45000 OUTDOOR OUTREACH 5275 MARKET STREET 21 SAN DIEGO CA 92114 N/A PC GENERAL SUPPORT 100000 PASADENA CONSERVATORY OF MUSIC 100 N HILL AVE PASADENA CA 91106 N/A PC GENERAL SUPPORT 25000 PATRICK HENRY HIGH SCHOOL FOUNDATION 6702 WANDERMERE DR SAN DIEGO CA 92120 N/A PC GENERAL SUPPORT 5000 PIEDMONT FAMILY YMCA 151 MCINTIRE PARK DRIVE CHARLOTTESVILLE VA 22902 N/A PC GENERAL SUPPORT 50000 PRO KIDS GOLF ACADEMY & LEARNING CENTER 4085 52ND STREET SAN DIEGO CA 92105 N/A PC GENERAL SUPPORT 75000 PURE HOPE FOUNDATION PO BOX 1031 MOUNT VERNON TX 75457 N/A PC GENERAL SUPPORT 49800 RESILIENCY CENTER OF FRESNO 3845 N CLARK STREET SUITE 201 FRESNO CA 93726 N/A PC GENERAL SUPPORT 75000 ROCKFISH VALLEY COMMUNITY CENTER PO BOX 106 NELLYSFORD VA 22958 N/A PC GENERAL SUPPORT 50000 SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DR SAN DIEGO CA 92106 N/A PC GENERAL SUPPORT 500000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 N/A PC GENERAL SUPPORT 50000 SWIFTSURE RANCH 114 CALYPSO LANE BELLEVUE ID 83313 N/A PC GENERAL SUPPORT 40000 THE FIRST TEE OF FRESNO 7492 N RIVERSIDE DRIVE FRESNO CA 93722 N/A PC GENERAL SUPPORT 50000 THE HUNTINGTON LIBRARY 1151 OXFORD ROAD SAN MARINO CA 91108 N/A PC GENERAL SUPPORT 35000 THE SENIOR CONNECTION 721 THIRD AVENUE SOUTH HAILEY ID 83333 N/A PC GENERAL SUPPORT 50425 VERDI CHORUS 2630 11TH ST 4 SANTA MONICA CA 90405 N/A PC GENERAL SUPPORT 20000 VOICES FOR CHILDREN 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 N/A PC GENERAL SUPPORT 70000 YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 N/A PC GENERAL SUPPORT 100000 2940225 0 14 893527 01 120 18 -790790 0 102857 0 102857 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 52412 26206 26206 COMPENSATION OF DIRECTORS FORM 990PF, PAGE 6, PART VIII, LINE 1, BOX (C) THE AMOUNT REPORTED IN PART VIII, LINE 1, BOX (C), STATEMENT 14, INCLUDES COMPENSATION PAID TO ROBERT CUTHBERTSON FOR HIS ROLE AS ENTITLEMENT PROJECT MANAGER. AS ENTITLEMENT PROJECT MANAGER, MR. CUTHBERTSON IS RESPONSIBLE FOR MEETING WITH, PROVIDING INPUT TO, AND MAKING DECISIONS WITH ALL CONSULTANTS ON THE PROJECT. HE IS ALSO RESPONSIBLE FOR THE OPERATION AND MAINTENANCE OF DEL DIOS RANCH. BOTH OF THESE ACTIVITIES REPRESENT SUBSTANTIAL RESPONSIBILITIES ASSIGNED TO MR. CUTHBERTSON, FOR WHICH HE IS UNIQUELY QUALIFIED AND FOR WHICH HE HAS BEEN FAIRLY COMPENSATED. DEL DIOS RANCH EXPENSES FORM 990PF, PAGE 1, PART I, LINE 23 IN 2017, THE SAHM FAMILY FOUNDATION RECEIVED ASSETS INCLUDING REAL PROPERTY AS CONTRIBUTIONS. THE MAINTENANCE AND UPKEEP EXPENSES REQUIRED TO MAINTAIN THE VALUE OF THIS PROPERTY ARE REFLECTED IN THE DEL DIOS RANCH EXPENSES. SAHM FAMILY FOUNDATION HAS BEEN WORKING TO SELL THIS PROPERTY. DURING 2020, PART OF THE DONATED REAL ESTATE WAS SOLD. DEL DIOS ENTITLEMENT PROJECT FORM 990PF, PAGE 2, PART II, LINE 15, COLUMN (C) PART OF THE LAND THAT WAS CONTRIBUTED TO THE FOUNDATION HAS NOT YET BEEN SOLD. IT WAS DETERMINED THAT THE PROPERTY WAS NOT SALEABLE FOR A FAIR PRICE WITHOUT THE NECESSARY GOVERNMENTAL ENTITLEMENTS FOR ITS DEVELOPMENT. THEREFORE THE FOUNDATION HAS COMMENCED THE PROCESS OF SEEKING THOSE ENTITLEMENTS IN ORDER TO REALIZE THE FAIR VALUE ATTRIBUTABLE TO THE LAND. THE DEL DIOS RANCH ENTITLEMENT PROJECT ASSET INCLUDED AT PART II LINE 15 DOES NOT HAVE AN ATTRIBUTABLE FAIR MARKET VALUE. THE FOUNDATION HAS DETERMINED THAT THE COSTS SPENT ON THE ENTITLEMENT PROJECT DO NOT HAVE ANY VALUE UNTIL IT REACHES COMPLETION. AS OF THE END OF THIS TAX YEAR, DECEMBER 31, 2022, THE GOVERNMENTAL ENTITLEMENTS HAVE NOT YET BEEN COMPLETED. THE LAND UPON WHICH THE ENTITLEMENT PROJECT IS BEING CONDUCTED IS REPORTED AT THE CONTRIBUTION DATE VALUE (JULY 2017) FOR BOOK PURPOSES. SCHEDULE OF CONTROLLED ENTITIES FORM 990PF, PAGE 5, PART VII-A, LINE 11 CONTROLLED ENTITIES ARE:DEL DIOS RANCH, LLCEIN: 82-1506693ADDRESS: 2466 FENDER AVENUE UNIT G, FULLERTON, CA 92831NOT AN EXCESS BUSINESS HOLDINGDDR EAST, LLCEIN: 20-3975831ADDRESS: 2466 FENDER AVENUE UNIT G, FULLERTON, CA 92831NOT AN EXCESS BUSINESS HOLDING CORPORATE BONDS - DETAILS AVAILABLE UPON REQUEST 6624118 6094242 CORPORATE STOCK - DETAILS AVAILABLE UPON REQUEST 27228262 27912071 LEGAL FEES 20271 20271 0 DEL DIOS RANCH BUILDING AND LAND 9900000 9900000 11087100 DEL DIOS RANCH ENTITLEMENT PROJECT 2203323 2324730 0 DEL DIOS RANCH / DDR EAST - CAPITALIZED PROPERTY TAXES 707041 707041 0 INTEREST IN DDR EAST LLC 16703483 16703483 3241800 DUES & SUBSCRIPTIONS 14804 0 14804 INSURANCE 12406 5915 6491 MISCELLANEOUS EXPENSE 731 215 516 MILEAGE 1991 790 1201 OFFICE EXPENSES 8757 2854 5903 DEL DIOS RANCH EXPENSE 166472 166472 0 BANK CHARGES 366 366 0 USE OF PROPERTY 120 120 120 COST BASIS ADJUSTMENT 6633 CONSULTING FEES 77732 6482 71250 INVESTMENT FEES 252137 252137 0 FOREIGN TAXES 3912 3912 0 PAYROLL TAXES 22657 7385 15272 PROPERTY TAXES 1152313 812668 0 STATE TAXES 800 800 0 FEDERAL EXCISE TAX 32500 0 0 OTHER TAXES 764 0 0