KARNEY FLASTER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KARNEY FLASTER FAMILY FOUNDATION (EIN 65-1211478)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-09-30
- IRS object ID
- 202212739349100831
- Schema version
- 2020v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-30T18:28:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651211478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARNEY FLASTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARN | BusinessNameControlTxt |
| Phone | 3104765633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNA KARNEY FLASTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104765633 | PhoneNum |
| Signature | 2022-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSANNA | PersonFirstNm |
| Person Last | KARNEY FLASTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT KILWEIN | PreparerPersonNm |
| PTIN | P00109165 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2022-09-30 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,083,359 | 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 | $570,955 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $780,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $780,358 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,351,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $780,358 | 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 | $7,621 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,811 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,531 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,043,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $735,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,637 | CashBOYAmt |
| Cash EOY | $179,533 | CashEOYAmt |
| Cash EOYFMV | $179,533 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $454,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,399 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,442,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,446,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,090,559 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,079,798 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,079,798 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,467,868 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,008,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,051,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,083,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $6,008,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,051,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,008,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,051,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,008,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,051,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,008,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,043,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,051,387 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,051,387 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $181 | EsPenaltyAmt |
| Overpayment | $6,102 | OverpaymentAmt |
| Applied To ES Tax | $6,102 | 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 | Yes (1) | 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 | SUSANNA KARNEY FLASTER | IndividualWithBooksNm |
| Phone | 3104765633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNA KARNEY FLASTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY & CFO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $8,538,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,600,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,600,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,471,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $423,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $423,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,217 | TotalTaxAmt |
| Distributable Before Adj | $413,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $413,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $413,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $262,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $262,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,376 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,376 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $308,952 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSANNA KARNEY FLASTER | ContributingManagerNm |
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| PO BOX 87131 | SAN DIEGO | CA | 92138 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| ATHENAEUM MUSIC & ARTS LIBRARY | ||||||
| 1008 WALL ST | LA JOLLA | CA | 92037 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| CENTER FOR PUBLIC INTEGRITY | ||||||
| 910 17TH STREET NW STE 700 | WASHINGTON | DC | 20006 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,250 |
| CONGREGATION BETH ISRAEL | ||||||
| 9001 TOWNE CENTRE DR | SAN DIEGO | CA | 92122 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,500 |
| CORTLAND COLLEGE FOUNDATION | ||||||
| PO BOX 2000 | CORTLAND | NY | 13045 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| FEEDING SAN DIEGO | ||||||
| 9455 WAPLES ST STE 135 | SAN DIEGO | CA | 92121 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| GIRLS ON THE RUN SAN DIEGO | ||||||
| PO BOX 230544 | ENCINITAS | CA | 92023 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 |
| HARVARD UNIVERSITY | ||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| HILLEL AT UCLA | ||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| HILLEL OF SAN DIEGO | ||||||
| 8976 CLIFFRIDGE AVENUE | SAN DIEGO | CA | 92037 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| INEWSOURCEORG | ||||||
| 5500 CAMPANILE DR PSFA 361C | SAN DIEGO | CA | 92182 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| JEWISH FAMILY SERVICES | ||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $90,000 |
| JEWISH FEDERATION OF SAN DIEGO | ||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,180 |
| LA JOLLA PLAYHOUSE | ||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,200 |
| MUSEUM OF CONTEMPORARY ART SAN DIEGO | ||||||
| 700 PROSPECT ST | LA JOLLA | CA | 92037 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $35,250 |
| NATIONAL CONFLICT RESOLUTION CENTER | ||||||
| 530 B STREET STE 1700 | SAN DIEGO | CA | 92101 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| OLD GLOBE THEATRE | ||||||
| PO BOX 122171 | SAN DIEGO | CA | 92112 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| PLAN INTERNATIONAL USA | ||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $570 |
| PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST | ||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 |
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,000 |
| SAN DIEGO COASTKEEPERS | ||||||
| 2825 DEWEY RD STE 207 | SAN DIEGO | CA | 92106 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| SAN DIEGO GRANTMAKERS | ||||||
| 5060 SHOREHAM PLACE | SAN DIEGO | CA | 92122 | PP | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 |
| SHABBAT SAN DIEGO - LAWRENCE FAMILY JEWISH COMMUNITY CENTER | ||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| UC SAN DIEGO FOUNDATION | ||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $9,000 |
| VOICE OF SAN DIEGO | ||||||
| 110 WEST A STREET | SAN DIEGO | CA | 92101 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $780,358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $780,358 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $780,358 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SUSANNA AND MICHAEL FLASTER | ||||||
| 1 | 6341 HARTLEY DRIVE | LA JOLLA | CA | 92037 | $325,325 | Yes (X) |
| SUSANNA AND MICHAEL FLASTER | ||||||
| 2 | 6341 HARTLEY DRIVE | LA JOLLA | CA | 92037 | $245,630 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1024 SHARES APPLE STOCK | $325,325 | 2020-02-07 |
| 2 | 2200 SHARES QUALCOM STOCK | $245,630 | 2020-08-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,621 | Amt |
| Net Investment Income | $3,810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,811 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROCTER & GAMBLE CO/THE SR UNSECO NT | $74,478 | $75,092 |
| COCA COLA CO 2.5500% 6/1/2026 | $73,895 | $82,184 |
| WYETH 6.4500% 2/1/2024 | $117,173 | $117,817 |
| DEERE JOHN CAP CORP MTNS BE 3.9000% | $43,764 | $40,743 |
| GENERAL ELECTRIC CAPITAL CORP NOTES | $43,872 | $110,931 |
| ALTERA CORP 4.1000% 11/15/2023 | $105,244 | $474,536 |
| EATON VANCE FLOATING-RATE & HIGH | $334,263 | $232,866 |
| PIMCO INCOME FUND INSTITUTIONAL | $153,431 | $145,012 |
| BP CAP MKTS P LC 4.5000% 10/1/2020 | $44,164 | $43,125 |
| WELLS FARGO CO MTN BE 4.6000% | $44,960 | $40,422 |
| TOTAL CAPITAL 4.4500% 6/24/2020 | $44,554 | $105,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP NEW COM | $150,045 | $195,352 |
| EXXON MOBIL CORP COM | $101,879 | $198,618 |
| AIR PRODS & CHEMS INC COM | $135,944 | $138,562 |
| ECOLAB INC COM | $131,388 | $221,021 |
| WASTE MGMT INC DEL COM | $109,602 | $110,255 |
| HUNT J B TRANS SVCS INC COM | $75,998 | $24,585 |
| MCDONALDS CORP COM | $59,422 | $60,582 |
| AMAZON COM INC COM | $89,720 | $12,548 |
| HOME DEPOT INC COM | $53,728 | $65,219 |
| TARGET CORP COM | $94,465 | $52,358 |
| TJX COS INC NEW COM | $88,071 | $26,849 |
| COSTCO WHSL CORP NEW COM | $68,035 | $70,423 |
| PEPSICO INC COM | $86,187 | $91,252 |
| PROCTER & GAMBLE CO COM | $68,720 | $110,002 |
| ABBOTT LABS COM | $97,931 | $98,452 |
| DANAHER CORPORATION COM | $74,233 | $76,548 |
| EDWARDS LIFESCIENCES CORP COM | $112,702 | $114,586 |
| STRYKER CORP COM | $103,619 | $145,218 |
| UNITEDHEALTH GROUP INC COM | $45,964 | $54,259 |
| BRISTOL MYERS SQUIBB CO COM | $78,377 | $84,251 |
| ILLUMINA INC COM | $97,258 | $98,524 |
| ZOETIS INC CLA | $97,108 | $98,245 |
| JPMORGAN CHASE & CO COM | $187,282 | $187,542 |
| BLACKROCK INC COM | $55,745 | $56,984 |
| GOLDMAN SACHS GROUP INC COM | $77,157 | $25,478 |
| ADOBE INC COM | $77,349 | $79,852 |
| AUTOMATIC DATA PROCESSING IN COM | $81,456 | $85,654 |
| MASTERCARD INC CL A | $62,021 | $65,218 |
| MICROSOFT CORP COM | $98,466 | $99,542 |
| PAYCHEX INC COM | $110,725 | $115,428 |
| PAYPAL HLDGS INC COM | $99,351 | $98,526 |
| WORKDAY INC CLA | $100,872 | $10,258 |
| APPLE INC COM | $55,457 | $56,894 |
| ANALOG DEVICES INC COM | $102,993 | $103,258 |
| QUALCOMM INC COM | $61,545 | $62,542 |
| TEXAS INSTRS INC COM | $67,233 | $68,547 |
| ALPHABET INC CAP STK CL A | $147,996 | $148,953 |
| DISNEY WALT CO COM DISNEY | $112,209 | $124,582 |
| ELECTRONIC ARTS INC COM | $69,136 | $67,852 |
| FACEBOOK INC CL A | $72,626 | $72,365 |
| VERIZON COMMUNICATIONS INC COM | $94,266 | $95,482 |
| AMERICAN TOWER CORP NEW COM | $70,495 | $15,325 |
| WEYERHAEUSER CO COM | $75,885 | $54,852 |
| T ROWE PRICE MID-CAP GROWTH CLASS I | $157,008 | $125,874 |
| VICTORY RS SMALL CAP GROWTH R6 #279 | $131,018 | $152,485 |
| I SHARES TR 0.0000% 0/0/0 | $110,983 | $123,568 |
| I SHARES TR 0.0000% 0/0/0F | $142,371 | $245,804 |
| FUND | $1,004,616 | $3,599,985 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,531 | Amt |
| Net Investment Income | $41,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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