2021-11-11T15:38:02-06:00 2020-12-31 330851248 OLIVA & ASSOCIATES CPAS 4350 EXECUTIVE DR STE 375 SAN DIEGO CA 92121 990PF 2020-01-01 582667016 THE LISA & STEVE ALTMAN FAMILY FOUNDATION LISA 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 LISA ALTMAN PRESIDENT 8586250340 2021-11-01 1 LISA ALTMAN 999009999 SHELLY M QUARISA P00730188 8585540800 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1688577 X X 5 5 23645 23645 -76574 1396012 0 -52924 23650 0 0 0 2400 2400 0 1460 316 0 4839 4839 0 8699 7555 0 579140 579140 587839 7555 579140 -640763 16095 359613 659503 659503 1812721 872068 1029074 3200 1592 0 2175534 1533163 1688577 0 0 X 0 0 0 0 2175534 1533163 2175534 1533163 2175534 1533163 2175534 -640763 0 1534771 1608 1533163 MERRILL LYNCH P 113782 111883 1899 1899 MERRILL LYNCH P 183629 172556 11073 11073 MERRILL LYNCH P 6906 4441 2465 2465 CHARLES SCHWAB P 60506 53208 7298 7298 CHARLES SCHWAB P 1026944 1130498 -103554 -103554 CAPITAL GAINS DIVIDENDS P 4245 4245 4245 -76574 224 0 224 0 224 1816 0 0 0 1816 0 1592 1592 0 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 1090069 463100 0 1553169 0 0 1553169 23298 1529871 76494 76494 224 224 76270 0 76270 0 76270 579140 0 579140 0 579140 76270 0 0 890297 1684561 863002 372423 722239 4532522 579140 0 0 0 76270 502870 0 0 5035392 0 0 0 0 0 0 890297 4145095 1684561 863002 372423 722239 502870 X BEST DEFENSE FOUNDATION 249 HIGHWAY 101 SOLANA BEACH CA 92072 NONE PUBLIC CHARITY GENERAL FUND 2000 BIG BROTHERS BIG SISTERS OF SAN DIEGO 8515 ARJONS DR SUITE A SAN DIEGO CA 92126 NONE PUBLIC CHARITY GENERAL FUND 5000 CHRIS DUDLEY FOUNDATION PO BOX 242 TURNER OR 97392 NONE PUBLIC CHARITY GENERAL FUND 1000 CROHN'S & COLITIS FOUNDATION 386 PARK AVENUE SOUTH NEW YORK NY 10016 NONE PUBLIC CHARITY GENERAL FUND 10250 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 5000 DIROSA PRESERVE 5200 SONOMA HWY NAPA CA 94559 NONE PUBLIC CHARITY GENERAL FUND 1000 HELEN WOODWARD 6461 EL APAJO ROAD RANCHO SANTA FE CA 92067 NONE PUBLIC CHARITY GENERAL FUND 10000 JCC 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 10000 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 1236 JUVENILE DIABETES RESEARCH FOUNDATION 5665 OBERLIN DRIVE 106 SAN DIEGO CA 92121 NONE PUBLIC CHARITY GENERAL FUND 204756 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 LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 1000 PLANNED PARENTHOOD 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 NONE PUBLIC CHARITY GENERAL FUND 5500 PROJECT CONCERN INTL 5151 MURPHY CANYON ROAD 320 SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 15000 RAPE FOUNDATION 1223 WILSHIRE BLVD 410 SANTA MONICA CA 90403 NONE PUBLIC CHARITY GENERAL FUND 1670 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 1518 STAND AMONG FRIENDS 777 GLADES RAOD BLDG NU84 120 BOCA RATON FL 33431 NONE PUBLIC CHARITY GENERAL FUND 9000 SUGARRAY LEONARD FOUNDATION 21731 VENTURA BOULEVARD 300 WOODLAND HILLS CA 91364 NONE PUBLIC CHARITY GENERAL FUND 1000 SUSAN G KOMEN 55 EAST JACKSON BLVD CHICAGO IL 60604 NONE PUBLIC CHARITY GENERAL FUND 1000 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 1036 UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION 9500 GILMAN DRIVE LA JOLLA CA 92093 NONE PUBLIC CHARITY BUILDING FUND 250000 VARIOUS 9696 LA JOLLA FARMS RD LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 1645 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 2000 BACK ON MY FEET 100 S BROAD STREET 2136 PHILADELPHIA PA 19110 NONE PUBLIC CHARITY GENERAL FUND 529 AUSTRALIAN RED CROSS 23-47 VILLERS STREET NORTH MELBOURNE AS VIC 3051 NONE PUBLIC CHARITY GENERAL FUND 702 ROAD DOGS AND RESCUE 1812 W BURBANK BLVD 7207 BURBANK CA 91506 NONE PUBLIC CHARITY GENERAL FUND 1670 EARTH ALLIANCE 2150 ALLSTON WAY 460 BERKLEY CA 94704 NONE PUBLIC CHARITY GENERAL FUND 1670 CRISTO REY SAN DIEGO HIGH SCHOOL 1228 S 38TH STREET SAN DIEGO CA 92113 NONE PUBLIC CHARITY GENERAL FUND 2575 SIERRA CLUB 8304 CLAIRMONT MESA BLVD 101 SAN DIEGO CA 92111 NONE PUBLIC CHARITY GENERAL FUND 2500 HEBREW UNION COLLEGE 3077 UNIVERSITY AVENUE LOS ANGELES CA 90007 NONE PUBLIC CHARITY GENERAL FUND 3836 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 3057 FREEDOM FOR GREAT APES PO BOX 7794 BEND OR 97708 NONE PUBLIC CHARITY GENERAL FUND 1000 SAINT BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 NONE PUBLIC CHARITY GENERAL FUND 1018 FOUNDATION FOR CLIMATE RESTORATION 952 S SPRINGER ROAD LOS ALTOS CA 94024 NONE PUBLIC CHARITY GENERAL FUND 1000 EMPOWERS AFRICA 2 BEEKMAN PLACE 18B NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL FUND 2000 579140 0 14 5 14 23645 18 -76574 0 -52924 0 -52924 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2400 2400 0 EQUITIES 872068 1029074 PREPAID FEDERAL TAX 3200 1592 FEDERAL TAX 1608 INVESTMENT EXPENSES 4839 4839 0 FILING FEE 1059 0 0 STATE TAX 85 0 0 FOREIGN TAX 316 316 0