ISSA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ISSA FAMILY FOUNDATION (EIN 33-0834068)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-11
- IRS object ID
- 202541929349101214
- Schema version
- 2024v5.2
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-11T18:50:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461483607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKC KUEBLER APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27244 VIA INDUSTRIA | AddressLine1Txt |
| City | TEMECULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330834068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISSA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISSA | BusinessNameControlTxt |
| Phone | 7607276888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1388 | AddressLine1Txt |
| City | VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE ISSA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7607276888 | PhoneNum |
| Signature | 2025-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT CARPENTER | PreparerPersonNm |
| PTIN | P00712473 | PTIN |
| Phone | 9516766555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,745,459 | 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 | $12,002,090 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $528,980 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $528,980 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $358,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,408,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,408,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,408,414 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,298,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,296,134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,947 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14,947 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,548 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,180,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,180,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,351,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,180,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,053,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,236,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,598,480 | CashBOYAmt |
| Cash EOY | $36,046,011 | CashEOYAmt |
| Cash EOYFMV | $33,745,459 | CashEOYFMVAmt |
| Total Assets BOY | $51,598,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,046,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,745,459 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,458,788 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,458,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,633,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,046,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,139,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,046,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,598,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,046,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,139,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,053,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $959,899 | OtherIncreasesAmt |
| Subtotal | $36,046,011 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,046,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS | P | $402,060 | $402,060 | $402,060 |
| CAPITAL GAINS DIVIDENDS | P | $1,006,354 | $1,006,354 | $1,006,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,408,414 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,089 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,089 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,089 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,089 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | 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 | RICH HIRSHBERG | IndividualWithBooksNm |
| Phone | 7604771169 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1388 | AddressLine1Txt |
| City | VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92085 | 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 | KATHARINE S ISSA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 THIBODO ROAD STE 320 | AddressLine1Txt |
| City | VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 | $41,521,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,521,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,521,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $622,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,898,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,044,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,044,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,089 | TotalTaxAmt |
| Distributable Before Adj | $2,013,854 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,013,854 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,013,854 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,180,313 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,180,313 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,013,854 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $39,176 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,891 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,180,313 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,013,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,166,459 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,381,526 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,381,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $39,176 | ExcessFromYear2Amt |
| Excess From Year1 | $175,891 | ExcessFromYear1Amt |
| Excess From Current Year | $20,166,459 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANGELS FOSTER FAMILY NETWORK | ||||||
| 9295 FARNHAM ST 200 | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $30,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 230 N 13TH STREET | PHILADELPHIA | PA | 19107 | PC | ANNUAL GIVING | $50,000 |
| BOYS AND GIRLS CLUB OF NORTHWEST SAN DIEGO COUNTY | ||||||
| 533 LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | PC | ANNUAL GIVING | $20,000 |
| BOYS AND GIRLS CLUB OF VISTA | ||||||
| 410 WEST CALIFORNIA AVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $70,000 |
| CASA DE AMPARO | ||||||
| 3355 MISSION AVE STE 238 | OCEANSIDE | CA | 92058 | PC | ANNUAL GIVING | $10,000 |
| ELDERHELP OF SAN DIEGO | ||||||
| 5095 MURPHY CANYON RD 100 | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $3,000 |
| FEEDING SAN DIEGO | ||||||
| 9477 WAPLES ST 100 | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $30,000 |
| INTERFAITH COMMUNITY SERVICES | ||||||
| 550 WEST WASHINGTON AVE STE B | ESCONDIDO | CA | 92025 | PC | ANNUAL GIVING | $70,000 |
| JUST IN TIME FOR FOSTER YOUTH | ||||||
| 3878 OLD TOWN AVE 200 | SAN DIEGO | CA | 92110 | PC | GRANT | $25,000 |
| KIWANIS CLUB OF SUNRISE VISTA | ||||||
| 3636 WOODVIEW TRACE | INDIANAPOLIS | IN | 46268 | PC | ANNUAL GIVING | $1,500 |
| LAS PATRONAS | ||||||
| 10343 ROSELLE STREET | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $5,500 |
| LEAP TO SUCCESS | ||||||
| 5205 AVENIDA ENCINAS STE A | CARLSBAD | CA | 92008 | PC | ANNUAL GIVING | $75,000 |
| LIFE PERSPECTIVES | ||||||
| 2535 CAMINO DEL RIO S 350 | SAN DIEGO | CA | 92108 | PC | GRANT | $7,500 |
| MONARCH SCHOOL | ||||||
| 1625 NEWTON AVE | SAN DIEGO | CA | 92113 | PC | ANNUAL GIVING | $7,500 |
| MOONLIGHT CULTURAL FOUNDATION | ||||||
| PO BOX 2497 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $25,000 |
| NATIONAL CONFLICT RESOLUTION CENTER | ||||||
| 530 B STREET | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $100,000 |
| NEW HAVEN YOUTH & FAMILY SERVICES | ||||||
| PO BOX 1199 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $35,000 |
| NORTH COUNTY EDUCATION FOUNDATION | ||||||
| 207 E PENNSYLVANIA AVE | ESCONDIDO | CA | 92025 | PC | ANNUAL GIVING | $17,500 |
| OPERATION HOPE NORTH COUNTY | ||||||
| 859 EAST VISTA WAY | VISTA | CA | 92084 | PC | ANNUAL GIVING | $50,000 |
| PALOMAR COLLEGE FOUNDATION | ||||||
| 1140 WEST MISSION ROAD | SAN MARCOS | CA | 92069 | PC | ANNUAL GIVING | $75,000 |
| PROJECT NEXT | ||||||
| 255 PICO AVE STE 103 | SAN MARCOS | CA | 92069 | PC | ANNUAL GIVING | $15,000 |
| PROMISES TO KIDS | ||||||
| 9400 RUFFIN COURT STE A | SAN DIEGO | CA | 92123 | PC | ANNUAL GIVING | $15,000 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $35,000 |
| SAN DIEGO RESCUE MISSION | ||||||
| 120 ELM ST | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $10,000 |
| SAN DIEGO WILDLIFE ALLIANCE | ||||||
| 2920 ZOO DR | SAN DIEGO | CA | 92101 | PC | ANNUAL GIVING | $7,500 |
| SCRIPPS HEALTH FOUNDATION | ||||||
| 4275 CAMPUS POINT CT | SAN DIEGO | CA | 92121 | PC | ANNUAL GIVING | $10,000 |
| SECOND CHANCE | ||||||
| 6145 IMPERIAL AVENUE | SAN DIEGO | CA | 92114 | PC | ANNUAL GIVING | $10,000 |
| SEMPER FI & AMERICA'S FUND | ||||||
| 715 BROADWAY STREET | QUANTICO | VA | 22134 | PC | ANNUAL GIVING | $15,000 |
| SOLUTIONS FOR CHANGE | ||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | PC | ANNUAL GIVING | $350,000 |
| THE ISSA FOUNDATION | ||||||
| 1615 HOUSE AVE | CHEYENNE | WY | 82001 | PF | 507(B)(2) TRANSFER TO FUND NEW FOUNDATION | $20,921,313 |
| THE SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | ANNUAL GIVING | $65,000 |
| VISTA COMMUNITY CLINIC | ||||||
| 1000 VALE TERRACE | VISTA | CA | 92084 | PC | ANNUAL GIVING | $10,000 |
| VISTA OPTIMIST FOUNDATION | ||||||
| PO BOX 272 | VISTA | CA | 92085 | PC | ANNUAL GIVING | $1,500 |
| YMCA JOE & MARY MOTTINO FAMILY YMCA | ||||||
| 4701 MESA DRIVE | OCEANSIDE | CA | 92112 | PC | ANNUAL GIVING | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,180,313 | 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 | $528,980 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,006,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $402,060 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,894,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $402,060 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,296,134 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INVESTMENT INCOME EARNED BY THE ORGANIZATION ALLOWS FOR THE |
| 4 | SUPPORT OF CHARITABLE AND PERFORMING ARTS ACTIVITIES. THE ACTIVITIES |
| 7 | SUPPORTED BY THE ORGANIZATION ENCOURAGE VALUES SUCH AS HARD WORK AND |
| 8 | SELFLESS PHILANTHROPY. |
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 Person | KATHARINE ISSA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1388 | AddressLine1Txt |
| City | VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,002,090 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISSA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 HOUSE AVE | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | SPLIT OF FOUNDATION PURSUANT TO 507(B)(2) | ShortExplanationTxt |
| Dissolution | $20,921,313 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PURSUANT TO CODE SECTION 507(B)(2) 50% OF THE FOUNDATIONS ASSETS WERE TRANSFERRED TO A NEW PRIVATE FOUNDATION (THE ISSA FOUNDATION 93-4881987). THE NEW FOUNDATION QUALIFIES AS A 501(C)(3) ORGANIZATION. THE DIVISION OF THE FOUNDATION INTO TWO SEPARATE FOUNDATIONS CONSTITUTUES A "SIGNIFICANT DISTRIBUTION" WHICH IS NOT SUBJECT TO TAXATION PURSUANT TO THE 507 FRAMEWORK. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $44,548 | $44,548 | $0 | $0 |
| BUSINESS REGISTRATION | $200 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $959,899 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $8,458,788 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $83,796 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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