THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION (EIN 58-2667016)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349103321
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T15:38:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 375 | 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 | 2020-01-01 | 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 | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | ALTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $1,688,577 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$76,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,396,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$52,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,650 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,839 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $579,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $587,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $579,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$640,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $359,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $659,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $659,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,812,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $872,068 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,029,074 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,592 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,175,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,533,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,688,577 | 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 | $2,175,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,533,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,175,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,175,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,533,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,175,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$640,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,534,771 | SubtotalAmt |
| Other Decreases | $1,608 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | $113,782 | $111,883 | $1,899 | $1,899 |
| MERRILL LYNCH | P | $183,629 | $172,556 | $11,073 | $11,073 |
| MERRILL LYNCH | P | $6,906 | $4,441 | $2,465 | $2,465 |
| CHARLES SCHWAB | P | $60,506 | $53,208 | $7,298 | $7,298 |
| CHARLES SCHWAB | P | $1,026,944 | $1,130,498 | -$103,554 | -$103,554 |
| CAPITAL GAINS DIVIDENDS | P | $4,245 | $4,245 | $4,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$76,574 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,816 | 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 | $1,816 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,592 | OverpaymentAmt |
| Applied To ES Tax | $1,592 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA ALTMAN | IndividualWithBooksNm |
| Phone | 8586250340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9696 LA JOLLA FARMS ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA ALTMAN | ||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVE ALTMAN | ||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,090,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $463,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,553,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,553,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,529,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $224 | TotalTaxAmt |
| Distributable Before Adj | $76,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,270 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $579,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $579,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $579,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $890,297 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,684,561 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $863,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $372,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $722,239 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,532,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $579,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $502,870 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,035,392 | 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 | $890,297 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,145,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,684,561 | ExcessFromYear4Amt |
| Excess From Year3 | $863,002 | ExcessFromYear3Amt |
| Excess From Year2 | $372,423 | ExcessFromYear2Amt |
| Excess From Year1 | $722,239 | ExcessFromYear1Amt |
| Excess From Current Year | $502,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEST DEFENSE FOUNDATION | |||||||||||
| 249 HIGHWAY 101 | SOLANA BEACH | CA | 92072 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | ||||
| BIG BROTHERS BIG SISTERS OF SAN DIEGO | |||||||||||
| 8515 ARJONS DR SUITE A | SAN DIEGO | CA | 92126 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| CHRIS DUDLEY FOUNDATION | |||||||||||
| PO BOX 242 | TURNER | OR | 97392 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| CROHN'S & COLITIS FOUNDATION | |||||||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,250 | ||||
| DIABETES CAMPING AND EDUCATION SERVICES | |||||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| DIABETES RESEARCH CONNECTION | |||||||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| DIROSA PRESERVE | |||||||||||
| 5200 SONOMA HWY | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| HELEN WOODWARD | |||||||||||
| 6461 EL APAJO ROAD | RANCHO SANTA FE | CA | 92067 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | ||||
| JCC | |||||||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | ||||
| JEWISH FAMILY SERVICES | |||||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 | ||||
| JEWISH FEDERATION OF SAN DIEGO | |||||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,236 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||
| 5665 OBERLIN DRIVE 106 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $204,756 | ||||
| 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 | ||||
| LAWRENCE FAMILY JEWISH COMMUNITY CENTER | |||||||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,500 | ||||
| PROJECT CONCERN INTL | |||||||||||
| 5151 MURPHY CANYON ROAD 320 | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | ||||
| RAPE FOUNDATION | |||||||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,670 | ||||
| SCLERODERMA FOUNDATION | |||||||||||
| 300 ROSEWOOD DRIVE 105 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| SEACREST FOUNDATION | |||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,518 | ||||
| STAND AMONG FRIENDS | |||||||||||
| 777 GLADES RAOD BLDG NU84 120 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUND | $9,000 | ||||
| SUGARRAY LEONARD FOUNDATION | |||||||||||
| 21731 VENTURA BOULEVARD 300 | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| SUSAN G KOMEN | |||||||||||
| 55 EAST JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| TEMPLE ADAT SHALOM | |||||||||||
| 15905 POMERADO ROAD | POWAY | CA | 96130 | NONE | PUBLIC CHARITY | GENERAL FUND | $218 | ||||
| TEMPLE EL EMETH | |||||||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | NONE | PUBLIC CHARITY | GENERAL FUND | $718 | ||||
| TENTH MUSE FILMS | |||||||||||
| 453 S SPRING STREET 1008 | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,036 | ||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION | |||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | BUILDING FUND | $250,000 | ||||
| VARIOUS | |||||||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,645 | ||||
| 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 | $2,000 | ||||
| BACK ON MY FEET | |||||||||||
| 100 S BROAD STREET 2136 | PHILADELPHIA | PA | 19110 | NONE | PUBLIC CHARITY | GENERAL FUND | $529 | ||||
| AUSTRALIAN RED CROSS | |||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $702 | 23-47 VILLERS STREET | NORTH MELBOURNE | AS | VIC 3051 | ||||
| ROAD DOGS AND RESCUE | |||||||||||
| 1812 W BURBANK BLVD 7207 | BURBANK | CA | 91506 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,670 | ||||
| EARTH ALLIANCE | |||||||||||
| 2150 ALLSTON WAY 460 | BERKLEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,670 | ||||
| CRISTO REY SAN DIEGO HIGH SCHOOL | |||||||||||
| 1228 S 38TH STREET | SAN DIEGO | CA | 92113 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,575 | ||||
| SIERRA CLUB | |||||||||||
| 8304 CLAIRMONT MESA BLVD 101 | SAN DIEGO | CA | 92111 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | ||||
| HEBREW UNION COLLEGE | |||||||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,836 | ||||
| SARATOGA BRIDGES FOUNDATION | |||||||||||
| 16 SARATOGA BRIDGES BLVD | BALLSTON SPA | NY | 12020 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| LATINO COMMUNITY FOUNDATION | |||||||||||
| 235 MONTGOMERY STREET 1160 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,057 | ||||
| FREEDOM FOR GREAT APES | |||||||||||
| PO BOX 7794 | BEND | OR | 97708 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| SAINT BARNABAS MEDICAL CENTER | |||||||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,018 | ||||
| FOUNDATION FOR CLIMATE RESTORATION | |||||||||||
| 952 S SPRINGER ROAD | LOS ALTOS | CA | 94024 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| EMPOWERS AFRICA | |||||||||||
| 2 BEEKMAN PLACE 18B | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,140 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$76,574 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$52,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$52,924 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | 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 | $872,068 | EOYBookValueAmt |
| EOYFMV | $1,029,074 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $3,200 | BOYBookValueAmt |
| EOY Book Value | $1,592 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $1,608 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $4,839 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,839 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $1,059 | $0 | $0 |
| STATE TAX | $85 | $0 | $0 |
| FOREIGN TAX | $316 | $316 | $0 |
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