BETA

KAMINSKY FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KAMINSKY FAMILY FOUNDATION (EIN 71-0992594)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-17
IRS object ID
202012309349100016
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-17T13:22:21-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14747 EXECUTIVE DR SUITE 1300AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92121ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710992594EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAMINSKY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAMIBusinessNameControlTxt
Phone8587597775PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1965 ARNELE AVEAddressLine1Txt
CityEL CAJONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIM KAMINSKYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8587597775PhoneNum
Signature2020-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE COLEMANPreparerPersonNm
PTINP01391326PTIN
Phone8586271400PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$640,353FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$110,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,130DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,130DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,866NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$284,858GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,866CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$136,996TotalRevAndExpnssAmt
Total Net Invst Incm$26,996TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,386OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,386OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,386TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,386TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$106,610ExcessRevenueOverExpensesAmt
Net Investment Income$21,610NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,130CashBOYAmt
Cash EOY$23,695CashEOYAmt
Cash EOYFMV$23,695CashEOYFMVAmt
Other Investments BOY$472,822OtherInvestmentsBOYAmt
Other Investments EOY$565,969OtherInvestmentsEOYAmt
Other Investments EOYFMV$616,658OtherInvestmentsEOYFMVAmt
Total Assets BOY$482,952TotalAssetsBOYAmt
Total Assets EOY$589,664TotalAssetsEOYAmt
Total Assets EOYFMV$640,353TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$482,952NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$589,664NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$482,952TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$589,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$482,952TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$589,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$482,952TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$106,610ExcessRevenueOverExpensesAmt
Other Increases$102OtherIncreasesAmt
Subtotal$589,664SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$589,664TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
ST COVERED2019-12-31$92,937$92,009$928$928
LT COVERED2019-12-31$1,200$1,163$37$37
LT NONCOVERED2019-12-31$184,042$171,820$12,222$12,222
CAPITAL GAINS DIVIDENDS$6,679$6,679$6,679P
FieldValueIRS element (for citing)
Capital Gain Net Income$19,866CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$928NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$448,071NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050215DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$400,206NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047476DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,716AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$344,540NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045614DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$300,123NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063307DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,920AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$253,289NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.074697DistributionYr5Rt
Total Distribution0.281309TotalDistributionRt
Average Distribution0.056262AverageDistributionRt
Net Vl Noncharitable Assets$550,397NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,966AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$216NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,182AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$432InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$432SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$432TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$68OverpaymentAmt
Applied To ES Tax$68AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KIM KAMINSKYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8587597775PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1965 ARNELE AVEAddressLine1Txt
CityEL CAJONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIM G KAMINSKY
965 ARNELE AVEEL CAJONCA92020DIRECTOR0.00$0$0$0
ROBERT J KAMINSKY
965 ARNELE AVEEL CAJONCA92020DIRECTOR0.00$0$0$0
GREGORY S KAMINSKY
965 ARNELE AVEEL CAJONCA92020DIRECTOR0.00$0$0$0
GARY M KAMINSKY
965 ARNELE AVEEL CAJONCA92020DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$538,496AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$558,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$558,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,382CashDeemedCharitableAmt
Net Vl Noncharitable Assets$550,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,520MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,520MinimumInvestmentReturnAmt
Tax Based On Investment Income$432TaxBasedOnInvestmentIncomeAmt
Total Tax$432TotalTaxAmt
Distributable Before Adj$27,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,088DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,416ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,091ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$585ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,092TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,088ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,088ExcessDistributionCyovAppCYAmt
Total Corpus$9,004TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,328ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,676ExcessDistriCyovToNextYrAmt
Excess From Year4$4,091ExcessFromYear4Amt
Excess From Year1$585ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE BISHOP'S SCHOOL
7607 LA JOLLA BLVDLA JOLLACA92037PCGENERAL SUPPORT$10,000
ST JUDES CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE MALL STOPMEMPHISTN38105PCGENERAL SUPPORT$5,000761
WOUNDED WARRIOR PROJECT INC
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256PCGENERAL SUPPORT$5,000
SCRIPPS LA JOLLA
PO BOX 2469LA JOLLACA92038PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,130ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,866ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,996ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,996TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
TOYOTA OF EL CAJON
1965 ARNELE AVEEL CAJONCA92020$60,000Yes (X)
HONDA OF EL CAJON
2889 ARNELE AVEEL CAJONCA92020$50,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EDGEWOOD GROWTH FUND INSTITUTIONAL CLASSAT COST$53,012$62,583
AB LARGE CAP GROWTH FUND ADVISOR CLASSAT COST$49,809$62,063
AB INCOME FUND ADVISOR CLASSAT COST$58,713$60,497
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS IAT COST$56,007$62,768
POLEN GROWTH FUND INSTITUTIONAL CLASSAT COST$54,940$62,073
GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASSAT COST$59,860$60,123
PIMCO INCOME FUND INSTITUTIONAL CLASSAT COST$61,718$60,767
AKRE FOCUS FUND INSTITUTIONAL CLASSAT COST$57,156$61,306
T. ROWE PRICE BLUE CHIP GROWTH FUND CLASS IAT COST$56,722$62,436
T. ROWE PRICE DIVIDEND GROWTH FUND CLASS IAT COST$58,032$62,042

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$5,386RevenueAndExpensesPerBooksAmt
Net Investment Income$5,386NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$102Amt

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