THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION (EIN 58-2667016)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349102202
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:56:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330851248 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVA & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 EXECUTIVE DR STE 350 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | 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 | 582667016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISA & STEVE ALTMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 8586250340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9696 LA JOLLA FARMS ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA ALTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8586250340 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | ALTMAN | 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 | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
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 | $1,429,468 | 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 | $762,754 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$310,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $803,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $469,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,389 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,759 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,759 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $743,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $736,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,549 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,654,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,403,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,420,919 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,592 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,758 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,690,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,413,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,429,468 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $548 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,689,474 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,413,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,689,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,413,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,690,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,413,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,689,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,415,728 | SubtotalAmt |
| Other Decreases | $2,079 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,413,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL #4128 | P | 2021-12-31 | 2022-06-30 | $128,613 | $138,444 | -$9,831 | -$9,831 |
| MERRILL #4128 | P | 2021-06-30 | 2022-06-30 | $114,807 | $137,133 | -$22,326 | -$22,326 |
| MERRILL #4128 | P | 2021-12-31 | 2022-06-30 | $3,532 | $3,336 | $196 | $196 |
| MERRILL #4128 | P | 2021-06-30 | 2022-06-30 | $5,024 | $5,144 | -$120 | -$120 |
| MERRILL #4128 | P | 2021-06-30 | 2022-06-30 | $336 | $331 | $5 | $5 |
| VANGUARD ST BOND - CHARLES SCHWAB | P | 2018-11-20 | 2022-01-28 | $24,000 | $23,394 | $606 | $606 |
| DEXCOM - CHARLES SCHWAB | P | 2017-11-07 | 2022-02-15 | $518,791 | $805,719 | -$286,928 | -$286,928 |
| CAPITAL GAINS DIVIDENDS | P | $8,198 | $8,198 | $8,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$310,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,758 | OverpaymentAmt |
| Applied To ES Tax | $1,758 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | LISA ALTMAN | IndividualWithBooksNm |
| Phone | 8586250340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9696 LA JOLLA FARMS ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 |
|---|---|---|---|---|---|---|---|---|
| LISA ALTMAN | ||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVE ALTMAN | ||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | SECRETARY | 1.00 | $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 | $1,537,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,558,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,558,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,535,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $242 | TotalTaxAmt |
| Distributable Before Adj | $76,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,536 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $736,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $736,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $863,002 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $372,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $722,239 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $502,870 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $706,371 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,166,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $736,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $660,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,827,128 | 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 | $863,002 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,964,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $372,423 | ExcessFromYear4Amt |
| Excess From Year3 | $722,239 | ExcessFromYear3Amt |
| Excess From Year2 | $502,870 | ExcessFromYear2Amt |
| Excess From Year1 | $706,371 | ExcessFromYear1Amt |
| Excess From Current Year | $660,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | ||||
| BIG BROTHERS BIG SISTERS OF SAN DIEGO | |||||||||||
| 8515 ARJONS DR SUITE A | SAN DIEGO | CA | 92126 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | ||||
| FACEBOOK FUNDRAISERS | |||||||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | ||||
| FREEDOMDOGS | |||||||||||
| 3639 MIDWAY DRIVE 376 | SAN DIEGO | CA | 92110 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| HELEN WOODWARD | |||||||||||
| 6461 EL APAJO ROAD | RANCHO SANTA FE | CA | 92067 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | ||||
| JEWISH FEDERATION OF SAN DIEGO | |||||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,018 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||
| 5665 OBERLIN DRIVE 106 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $134,763 | ||||
| LAWRENCE FAMILY JEWISH COMMUNITY CENTER | |||||||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,018 | ||||
| MOVEMBER FOUNDATION | |||||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| MUSEUM OF CONTEMPORARY ART | |||||||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | ||||
| OLD GLOBE THEATRE | |||||||||||
| 1363 OLD GLOBE WAY | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| PEDAL THE CAUSE | |||||||||||
| 512 VIA DE LA VALLE 309 | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,105 | ||||
| STAND AMONG FRIENDS | |||||||||||
| 777 GLADES RAOD BLDG NU84 120 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,200 | ||||
| SUGAR RAY LEONARD FOUNDATION | |||||||||||
| 21731 VENTURA BOULEVARD 300 | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| TEMPLE ADAT SHALOM | |||||||||||
| 15905 POMERADO ROAD | POWAY | CA | 96130 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,261 | ||||
| TEMPLE EL EMETH | |||||||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 | ||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION | |||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | BUILDING FUND | $260,000 | ||||
| YOUNGSTOWN JEWISH FEDERATION | |||||||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | ||||
| AMERICAN LIVER FOUNDATION | |||||||||||
| PO BOX 299 | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 | ||||
| PRINCESS MARGARET CANCER FOUNDATION | |||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $371 | 610 UNIVERSITY AVENUE | TORONTO | CA | ON M5G 2C1 | ||||
| NEUROLAB 360 | |||||||||||
| 2146 ENCINITAS BLVD 110 | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | GENERAL FUND | $127,357 | ||||
| ASPCA | |||||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL FUND | $75 | ||||
| CUREBOUND | |||||||||||
| 9191 TOWNE CENTER DR 310 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $40,105 | ||||
| HELP USA ADOPT | |||||||||||
| PO BOX 787 | NEW YORK | NY | 10150 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | ||||
| TOURO SYNAGOGUE | |||||||||||
| 4238 ST CHARLES AVE | NEW ORLEANS | CA | 70115 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 | ||||
| CIVICA FOUNDATION | |||||||||||
| 2912 W EXECUTIVE PARKWAY 325 | LEHI | UT | 84043 | NONE | PUBLIC CHARITY | GENERAL FUND | $75,000 | ||||
| SAN DIEGO LIFE SAVING ASSOCIATION | |||||||||||
| PO BOX 99025 | SAN DIEGO | CA | 92109 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,759 | 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 | $64 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$310,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$292,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$292,811 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE & LISA ALTMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9696 LA JOLLA FARMS ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $762,754 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $762,754 | FairMarketValueAmt |
| Received | 2022-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,403,366 | EOYBookValueAmt |
| EOYFMV | $1,420,919 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $1,592 | BOYBookValueAmt |
| EOY Book Value | $1,758 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $2,079 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,167 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $548 | BOYBookValueAmt |
| EOY Book Value | $24 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $100 | $0 | $0 |
| FOREIGN TAX | $283 | $0 | $0 |
| TAX & LICENSES | $880 | $0 | $0 |
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