SHAFFER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHAFFER FAMILY FOUNDATION (EIN 45-6314648)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-29
- IRS object ID
- 202123029349100237
- Schema version
- 2020v4.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-29T14:53:35-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953518255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence M Schwartz CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Marine View Ave Ste 300 | AddressLine1Txt |
| City | Del Mar | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | 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 | 456314648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAFFER FAMILY FOUNDATION DTD 42911 | BusinessNameLine1Txt |
| Business Name Line2 | CO LAWRENCE M SCHWARTZ CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAF | BusinessNameControlTxt |
| Phone | 8582612406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 MARINE VIEW AVENUE 300 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANYA L SHAFFER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TANYA L | PersonFirstNm |
| Person Last | SHAFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE M SCHWARTZ | PreparerPersonNm |
| PTIN | P00016922 | PTIN |
| Phone | 8582612406 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,779,603 | 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 | $69,311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,311 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $69,311 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $589,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $589,755 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $589,755 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $765,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,674,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $765,097 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $86,947 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$91,306 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$91,306 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,332,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,332,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $746,013 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $700 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,923 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $33,981 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $19,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,489 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $162,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,706 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,328,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,328,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,490,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,706 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,329,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,158,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,173,705 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $711,307 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $904,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $608,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $608,596 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $108,154 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,356 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,960,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,207,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,200,555 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,789,626 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,499,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,609,893 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,037,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,318,868 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,326,477 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $28,353 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,032 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,032 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,828,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,670,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,779,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,828,514 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,828,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,670,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,828,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,670,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,828,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,158,120 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,670,394 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,670,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| First Republic 3122 | P | 2020-12-01 | 2020-12-31 | $173,586 | $236,133 | -$62,547 | -$62,547 |
| First Republic 3122 | P | 2000-12-31 | 2020-12-31 | $436,023 | $301,593 | $134,430 | $134,430 |
| First Republic 3130 | P | 2020-12-01 | 2020-12-31 | $3,015,045 | $2,933,389 | $81,656 | $81,656 |
| First Republic 3130 | P | 2000-12-31 | 2020-12-31 | $743,958 | $697,111 | $46,847 | $46,847 |
| 80,000 Oak Park Mich GO Bonds | P | 2012-10-01 | 2020-07-08 | $80,000 | $85,996 | -$5,996 | -$5,996 |
| First Republic 9963 | P | 2020-12-01 | 2020-12-31 | $212,884 | $190,965 | $21,919 | $21,919 |
| First Republic 9963 | P | 2000-12-31 | 2020-12-31 | $680,662 | $737,144 | -$56,482 | -$56,482 |
| First Republic 9963 | P | 2000-12-31 | 2020-12-31 | $2,114,377 | $1,685,905 | $428,472 | $428,472 |
| First Republic 9267 | P | 2020-12-01 | 2020-12-31 | $87,253 | $87,253 | $87,253 | |
| First Republic 9267 | P | 2000-12-31 | 2020-12-31 | $130,879 | $130,879 | $130,879 | |
| Other Adjustment | P | 2020-12-01 | 2020-12-31 | $41,334 | -$41,334 | -$41,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $765,097 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $86,947 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,314 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,314 | SubtotalAmt |
| Tax Based On Investment Income | $16,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,030 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,030 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $15,716 | OverpaymentAmt |
| Applied To ES Tax | $15,716 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE M SCHWARTZ CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8582612406 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 MARINE VIEW AVENUE 300 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920143926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES D SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| TANYA L SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| KELLY C SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,491,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,642,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $31,642,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $474,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,167,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,558,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,558,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,314 | TotalTaxAmt |
| Distributable Before Adj | $1,542,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,542,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,542,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,329,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,329,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,329,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,542,056 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $293,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $915,754 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $350,993 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,677,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,329,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,542,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $786,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,463,970 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,463,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $293,512 | ExcessFromYear4Amt |
| Excess From Year3 | $116,767 | ExcessFromYear3Amt |
| Excess From Year2 | $915,754 | ExcessFromYear2Amt |
| Excess From Year1 | $350,993 | ExcessFromYear1Amt |
| Excess From Current Year | $786,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D SHAFFER | ContributingManagerNm |
| Contributing Manager | TANYA L SHAFFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | PC | Funding Research for Bone & Cartilage Regeneration | $800,000 |
| UCLA Foundation Broad Stem Cell Res | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | Los Angeles | CA | 90095 | NONE | PC | Support UCLA Broad Stem Cell Research Training Program | $100,000 |
| UCLA Foundation Dept of Urology | |||||||
| 300 Stein Plaza Suite 300 | Los Angeles | CA | 90024 | NONE | PC | UCLA Dept of Urology Pelvic Medicine & Reconstructive Surgery Program | $75,000 |
| UCSD Foundation Health Sciences | |||||||
| 9500 Gilman Drive 0937 | La Jolla | CA | 92093 | NONE | PC | Support UCSD in Microbiome and Phage Research | $227,500 |
| Sanford Burnham Prebys Medical Disc | |||||||
| 10901 North Torrey Pines Road | La Jolla | CA | 92037 | NONE | PC | Support graduate student and post-doctoral salaries in Jerold Chun's lab for work on Alzheimers | $100,000 |
| Palo Verde High School | |||||||
| 667 North Lovekin | Blythe | CA | 92225 | NONE | PC | Scholarships | $5,000 |
| UCLA FOUNDATION | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | NONE | PC | FUNDING RESEARCH AND EDUCATION RELATING TO ESRD DIALYSIS CORE | $100,000 |
| UCLA FOUNDATION | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | NONE | PC | FUNDING RESEARCH AND EDUCATION RELATING TO PRECISION ANITBIOTICS | $200,000 |
| UCLA FIELDING SCHOOL OF PUBLIC HEAL | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | NONE | PC | FUNDING FOR DR. ANNE RIMOIN'S LAB | $340,800 |
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | |||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | FUNDING FOR DR. ERICA'S RESEARCH | $380,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,328,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,311 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589,755 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $765,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,332,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,332,857 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE POLICY | Desc |
| EOY Book Value | $14,032 | EOYBookValueAmt |
| EOYFMV | $14,032 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank Charges | $240 | $240 | |
| Miscellaneous Expenses | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$91,306 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $135,923 | Amt |
| Net Investment Income | $135,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,981 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $15,000 | $15,000 |
| Foreign Taxes Paid | $4,329 | $4,329 |
| State Fees | $160 | $160 |
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