2022-11-08T09:34:20-06:00 2021-12-31 330851248 OLIVA & ASSOCIATES CPAS 4350 EXECUTIVE DR STE 350 SAN DIEGO CA 92121 990PF 2021-01-01 582667016 THE LISA & STEVE ALTMAN FAMILY FOUNDATION LISA 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 LISA ALTMAN PRESIDENT 8586250340 2022-10-31 1 LISA ALTMAN 999009999 SHELLY M QUARISA P00730188 8585540800 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1678032 X 805719 1 1 21949 21949 115350 590039 115350 943019 137300 0 0 0 5317 0 0 2500 1250 0 352 0 0 3911 3911 0 12080 5161 0 774628 774628 786708 5161 774628 156311 132139 659503 34190 34190 872068 1654240 1643842 1592 1592 0 1533163 1690022 1678032 0 548 0 548 X 0 0 0 0 1533163 1689474 1533163 1689474 1533163 1690022 1533163 156311 0 1689474 0 1689474 MERRILL LYNCH #4128 P 2020-12-31 2021-06-30 3993 3808 185 185 MERRILL LYNCH #4128 P 2020-01-01 2021-06-30 6330 4539 1791 1791 MERRILL LYNCH #4128 P 2020-12-31 2021-06-30 126643 123411 3232 3232 MERRILL LYNCH #4128 P 2020-01-01 2021-06-30 167795 125580 42215 42215 CHARLES SCHWAB P 2020-01-01 2021-06-30 113412 68459 44953 44953 CHARLES SCHWAB P 2021-01-01 2021-06-30 154691 148892 5799 5799 CAPITAL GAINS DIVIDENDS P 17175 17175 17175 115350 1837 0 1837 0 1837 1592 0 0 0 1592 0 245 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A LISA ALTMAN 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1423218 0 0 1423218 0 0 1423218 21348 1401870 70094 70094 1837 1837 68257 0 68257 0 68257 774628 0 774628 68257 0 0 1684561 863002 372423 722239 502870 4145095 774628 0 0 0 68257 706371 0 0 4851466 0 0 0 0 0 0 1684561 3166905 863002 372423 722239 502870 706371 X DIABETES RESEARCH CONNECTION 1400 MAIDEN LANE DEL MAR CA 92014 NONE PUBLIC CHARITY GENERAL FUND 5000 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 133945 LA JOLLA PLAYHOUSE 2910 LA JOLLA VILLAGE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 5000 LAS PATRONAS PO BOX 1888 LA JOLLA CA 92038 NONE PUBLIC CHARITY GENERAL FUND 2500 OLD GLOBE THEATRE 1363 OLD GLOBE WAY SAN DIEGO CA 92101 NONE PUBLIC CHARITY GENERAL FUND 5000 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 5000 STAND AMONG FRIENDS 777 GLADES RAOD BLDG NU84 120 BOCA RATON FL 33431 NONE PUBLIC CHARITY GENERAL FUND 5000 UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION 9500 GILMAN DRIVE LA JOLLA CA 92093 NONE PUBLIC CHARITY BUILDING FUND 251000 VOICES FOR CHILDREN 1000 VERMONT AVENUE NW 700 WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL FUND 5000 YOUNGSTOWN JEWISH FEDERATION 505 GYPSY LANE YOUNGSTOWN OH 44504 NONE PUBLIC CHARITY GENERAL FUND 1518 YOUNGSTOWN STATE UNIVERSITY FOUNDATION 606 WICK AVENUE YOUNGSTOWN OH 44502 NONE PUBLIC CHARITY GENERAL FUND 5000 HEBREW UNION COLLEGE 3077 UNIVERSITY AVENUE LOS ANGELES CA 90007 NONE PUBLIC CHARITY GENERAL FUND -1018 FREEDOM FOR GREAT APES PO BOX 7794 BEND OR 97708 NONE PUBLIC CHARITY GENERAL FUND 1000 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 610 UNIVERSITY AVENUE TORONTO CA ON M5G 2C1 NONE PUBLIC CHARITY GENERAL FUND 209 PROMISES2KIDS 9400 RUFFIN ROAD CT STE A SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 5000 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 10000 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 2623 YMCA 3708 RUFFIN ROAD SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 500 INDEPENDANT PRODUCTION FUND 2 CARLTON ST 1709 TORONTO ONTARIO CA M5B1J3 NONE PUBLIC CHARITY GENERAL FUND 2500 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 125000 NEUROLAB 360 2146 ENCINITAS BLVD 110 ENCINITAS CA 92024 NONE PUBLIC CHARITY GENERAL FUND 200000 774628 0 14 1 14 21949 18 115350 0 137300 0 137300 0 0 0 0 0 0 0 0 0 0 X X 1 STEVE & LISA ALTMAN 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 805719 X 1 1250 SHARES DEXCOM 805719 2021-11-18 ACCOUNTING 2500 1250 0 EQUITIES 1654240 1643842 LEGAL 5317 0 0 PREPAID FEDERAL TAX 1592 1592 INVESTMENT EXPENSES 3911 3911 0 CREDIT CARD PAYABLE 0 548 FILING FEE 25 0 0 FOREIGN TAX 327 0 0