THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION (EIN 58-2667016)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202233129349101413
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T09:34:20-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-31 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,678,032 | 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 | $805,719 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $590,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $943,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,300 | 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 |
| Legal Fees Rev And Expnss | $5,317 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $352 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,911 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $774,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $774,628 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $774,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,139 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $659,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,190 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $872,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,654,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,643,842 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,592 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,592 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,533,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,690,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,678,032 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $548 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $548 | 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 | $1,533,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,689,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,533,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,689,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,533,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,690,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,533,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,689,474 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,689,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #4128 | P | 2020-12-31 | 2021-06-30 | $3,993 | $3,808 | $185 | $185 |
| MERRILL LYNCH #4128 | P | 2020-01-01 | 2021-06-30 | $6,330 | $4,539 | $1,791 | $1,791 |
| MERRILL LYNCH #4128 | P | 2020-12-31 | 2021-06-30 | $126,643 | $123,411 | $3,232 | $3,232 |
| MERRILL LYNCH #4128 | P | 2020-01-01 | 2021-06-30 | $167,795 | $125,580 | $42,215 | $42,215 |
| CHARLES SCHWAB | P | 2020-01-01 | 2021-06-30 | $113,412 | $68,459 | $44,953 | $44,953 |
| CHARLES SCHWAB | P | 2021-01-01 | 2021-06-30 | $154,691 | $148,892 | $5,799 | $5,799 |
| CAPITAL GAINS DIVIDENDS | P | $17,175 | $17,175 | $17,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,592 | 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 | $1,592 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $245 | TaxDueAmt |
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 | $1,423,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,423,218 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,423,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,401,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,837 | TotalTaxAmt |
| Distributable Before Adj | $68,257 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,257 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,257 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $774,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $774,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,684,561 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $863,002 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $372,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $722,239 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $502,870 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,145,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $774,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $706,371 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,851,466 | 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 | $1,684,561 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,166,905 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $863,002 | ExcessFromYear4Amt |
| Excess From Year3 | $372,423 | ExcessFromYear3Amt |
| Excess From Year2 | $722,239 | ExcessFromYear2Amt |
| Excess From Year1 | $502,870 | ExcessFromYear1Amt |
| Excess From Current Year | $706,371 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIABETES RESEARCH CONNECTION | ||||||||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| FACEBOOK FUNDRAISERS | ||||||||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |||||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||||
| 5665 OBERLIN DRIVE 106 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $133,945 | |||||
| LA JOLLA PLAYHOUSE | ||||||||||||
| 2910 LA JOLLA VILLAGE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| LAS PATRONAS | ||||||||||||
| PO BOX 1888 | LA JOLLA | CA | 92038 | 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 | $525 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 | |||||
| SEACREST FOUNDATION | ||||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 | |||||
| SOF SUPPORT | ||||||||||||
| 1655 FORT MYER DRIVE 700 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| STAND AMONG FRIENDS | ||||||||||||
| 777 GLADES RAOD BLDG NU84 120 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION | ||||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | BUILDING FUND | $251,000 | |||||
| VOICES FOR CHILDREN | ||||||||||||
| 1000 VERMONT AVENUE NW 700 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| YOUNGSTOWN JEWISH FEDERATION | ||||||||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,518 | |||||
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | ||||||||||||
| 606 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| HEBREW UNION COLLEGE | ||||||||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | GENERAL FUND | -$1,018 | |||||
| FREEDOM FOR GREAT APES | ||||||||||||
| PO BOX 7794 | BEND | OR | 97708 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| AMERICAN LIVER FOUNDATION | ||||||||||||
| PO BOX 299 | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | GENERAL FUND | $515 | |||||
| BOYS & GIRLS CLUB OF PENNSULA | ||||||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |||||
| CHM FOUNDATION | ||||||||||||
| 23 E BRUNDRETH STREET | SSPRINGFIELD | MA | 01109 | NONE | PUBLIC CHARITY | GENERAL FUND | $263 | |||||
| HOSPICE OF THE VALLEY | ||||||||||||
| 1510 E FLOWER STREET | PHOENIX | AZ | 85014 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |||||
| PRINCESS MARGARET CANCER FOUNDATION | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $209 | 610 UNIVERSITY AVENUE | TORONTO | CA | ON M5G 2C1 | |||||
| PROMISES2KIDS | ||||||||||||
| 9400 RUFFIN ROAD CT STE A | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| SABAN COMMUNITY CLINIC | ||||||||||||
| 5205 MELROSE AVENUE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |||||
| SAN DIEGO OPERA | ||||||||||||
| 233 A STREET 500 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |||||
| UNIVERSITY OF MINNESOTA | ||||||||||||
| 200 SE OAK STREET 500 | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 | |||||
| VALLEY JEWISH COMMUNITY CENTER | ||||||||||||
| 18017 CHATSWORTH ST | GRANADA HILLS | CA | 91344 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 | |||||
| WHOLE LOVE | ||||||||||||
| 1308 S MAIN STREET | NORTH CANTON | OH | 44720 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,623 | |||||
| YMCA | ||||||||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |||||
| INDEPENDANT PRODUCTION FUND | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | 2 CARLTON ST 1709 | TORONTO | CA | M5B1J3 | ONTARIO | ||||
| ELIJAH MINYAN FOUNDATION | ||||||||||||
| 3207 CADENCIA STREET | LA COSTA | CA | 92009 | NONE | PUBLIC CHARITY | GENERAL FUND | $812 | |||||
| REIN IN SARCOMA | ||||||||||||
| 7401 NE CENTRAL AVENUE | FRIDLEY | MN | 55432 | NONE | PUBLIC CHARITY | KASEY ALTMAN RESEARCH FUND | $125,000 | |||||
| NEUROLAB 360 | ||||||||||||
| 2146 ENCINITAS BLVD 110 | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | GENERAL FUND | $200,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $774,628 | 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 | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,949 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,300 | 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 | $805,719 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1250 SHARES DEXCOM | NoncashPropertyDesc |
| Fair Market Value | $805,719 | FairMarketValueAmt |
| Received | 2021-11-18 | 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 | $1,250 | 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 | $1,654,240 | EOYBookValueAmt |
| EOYFMV | $1,643,842 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,317 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $1,592 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,911 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,911 | 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 | $0 | BOYBookValueAmt |
| EOY Book Value | $548 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $0 | $0 |
| FOREIGN TAX | $327 | $0 | $0 |
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