ANKLESARIA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANKLESARIA FAMILY FOUNDATION (EIN 33-0878223)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202041929349101349
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T17:42:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272992393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVEREAUX KUHNER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EMBARCADERO CENTER 1160 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330878223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANKLESARIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANKL | BusinessNameControlTxt |
| Phone | 8587557119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1172 CUCHARA DRIVE | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMY ANKLESARIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587557119 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S DEVEREAUX | PreparerPersonNm |
| PTIN | P00528027 | PTIN |
| Phone | 4156923900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $826,728 | 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 | $37,110 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $348,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,139 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,863 | 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 |
| Legal Fees Rev And Expnss | $392 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $392 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,754 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,754 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,803 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,616 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,863 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $480,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $559,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $786,448 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $417 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $417 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $497,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $826,728 | 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 | $497,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $599,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $497,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $497,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $497,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $599,743 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $599,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPITO INC A - 1,000 SHS | P | 2018-02-07 | 2019-01-11 | $38,000 | $25,008 | $12,992 | $12,992 |
| DRYFS STND GLB FXD INC I - 76.682 SH | P | 2019-01-01 | 2019-05-02 | $1,616 | $1,574 | $42 | $42 |
| FIRST EAGLE GLB I - 1,019.888 SH | P | 2019-07-23 | 2019-10-18 | $59,878 | $60,000 | -$122 | -$122 |
| GS MLP ENRGY RENAISSANCE - 6,500 SH | P | 2019-01-01 | 2019-10-18 | $29,905 | $33,233 | -$3,328 | -$3,328 |
| INTERSECT ENT INC - 650 SH | P | 2019-01-01 | 2019-01-08 | $17,021 | $23,554 | -$6,533 | -$6,533 |
| IVY INTL COR EQ I - 163.270 SHS | P | 2019-01-01 | 2019-05-02 | $2,812 | $2,682 | $130 | $130 |
| DRYFS STND GLB FXD INC I - 1,939 SH | P | 2017-12-15 | 2019-05-02 | $40,874 | $41,999 | -$1,125 | -$1,125 |
| GARRETT MOTION INC - 15 SHS | P | 2018-01-01 | 2019-10-18 | $141 | $195 | -$54 | -$54 |
| INDEXIQ CHAIKIN S/C ETF - 750 SHS | P | 2017-12-15 | 2019-01-08 | $17,754 | $21,045 | -$3,291 | -$3,291 |
| IVY INTL COR EQ I - 1,730 SHS | P | 2018-01-01 | 2019-05-02 | $29,791 | $28,223 | $1,568 | $1,568 |
| LAM RESEARCH CORPORATION - 200 SHS | P | 2008-07-24 | 2019-04-25 | $40,999 | $6,593 | $34,406 | $34,406 |
| LAM RESEARCH CORPORATION - 150 SHS | P | 2008-07-24 | 2019-07-29 | $31,633 | $4,945 | $26,688 | $26,688 |
| LAM RESEARCH CORPORATION - 150 SHS | P | 2008-07-24 | 2019-10-24 | $37,867 | $4,945 | $32,922 | $32,922 |
| RESIDEO TECHS INC - 25 SHS | P | 2018-01-01 | 2019-10-18 | $368 | $524 | -$156 | -$156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,139 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,181 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $645,914 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056277 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $526,971 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,703 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $481,006 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $384,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $321,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064711 | DistributionYr5Rt |
| Total Distribution | 0.312161 | TotalDistributionRt |
| Average Distribution | 0.062432 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $710,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,344 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $220 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,756 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | JIMMY ANKLESARIA | IndividualWithBooksNm |
| Phone | 8587557119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1172 CUCHARA DRIVE | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER L ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | CHAIRMAN AND SECRETARY | 2.00 | $0 | $0 | $0 |
| JIMMY ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | PRESIDENT AND TREASURER | 2.00 | $0 | $0 | $0 |
| RICHARD K CIRCUIT | ||||||||
| 1205 PROSPECT STREET SUITE 400 | LA JOLLA | CA | 92037 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZUBIN ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JASMINE ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| AVI ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | DIRECTOR | 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 | $662,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $721,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $721,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $710,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,976 | TotalTaxAmt |
| Distributable Before Adj | $33,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,485 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,198 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,188 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $512 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,183 | 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 | $20,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,485 | ExcessFromYear4Amt |
| Excess From Year2 | $8,198 | ExcessFromYear2Amt |
| Excess From Year1 | $4,188 | ExcessFromYear1Amt |
| Excess From Current Year | $512 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER L ANKLESARIA | ContributingManagerNm |
| Contributing Manager | JIMMY ANKLESARIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PI BETA PHI FOUNDATION | |||||||
| 667 WEST 28TH STREET | LOS ANGELES | CA | 90007 | N/A | 501(C) | COMMUNITY SERVICE | $1,000 |
| ALL AMERICAN BOYS CHORUS | |||||||
| PO BOX 1527 | COSTA MESA | CA | 92626 | N/A | 501(C) | ARTS/HUMANITIES | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | N/A | 501(C) | HEALTH | $500 |
| DEL NORTE HIGH SCHOOL MUSIC BOOSTERS | |||||||
| 16601 NIGHT HAWK LN ROOM M-101 | SAN DIEGO | CA | 92127 | N/A | 501(C) | EDUCATION | $500 |
| FRANCIS PARKER SCHOOL | |||||||
| 6501 LINA VISTA RD | SAN DIEGO | CA | 92111 | N/A | 501(C) | EDUCATION | $15,000 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| 1455 FRAZEE ROAD | SAN DIEGO | CA | 92108 | N/A | 501(C) | EDUCATION | $350 |
| UCSD FOUNDATION | |||||||
| 3333 N TORREY PINES COURT SUITE 200 | LA JOLLA | CA | 92037 | N/A | 501(C) | EDUCATION | $10,000 |
| NATIONAL HISTORY DAY SAN DIEGO | |||||||
| 9974 SCRIPPS RANCH BLVD 279 | SAN DIEGO | CA | 92131 | N/A | 501(C) | EDUCATION | $100 |
| SIKH FOUNDATION | |||||||
| PO BOX 27131 | SAN DIEGO | CA | 92198 | N/A | 501(C) | EDUCATION | $500 |
| SHELTER TO SOLDIER | |||||||
| 2665 FOURTH AVE | SAN DIEGO | CA | 92103 | N/A | 501(C) | COMMUNITY SERVICE | $500 |
| DEL MAR FOUNDATION | |||||||
| PO BOX 2913 | DEL MAR | CA | 92014 | N/A | 501(C) | COMMUNITY SERVICE | $500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | N/A | 501(C) | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,050 | 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 | $151 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,573 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,863 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANDREW DE NAZARETH | ||||||
| 1 | 826 SOMERSET DRIVE | MARYVILLE | TN | 37803 | $5,000 | Yes (X) |
| TANVEER PAPA | ||||||
| 2 | 505 19TH STREET E | JASPER | AL | 35501 | $5,000 | Yes (X) |
| DOMINIQUE SRESHTA CHARITY | ||||||
| 3 | 26 BERENGER PLACE | SUGAR LAND | TX | 77479 | $20,000 | Yes (X) |
| NANDISH KHODANPUR | ||||||
| 4 | 366 S MENTOR AVE APT 208 | PASADENA | CA | 91106 | $250 | Yes (X) |
| GIRIDHAR NAYAK | ||||||
| 5 | 9175 JUDICIAL DRIVE APT 6103 | LA JOLLA | CA | 92122 | $1,000 | Yes (X) |
| SAMRATH RAO | ||||||
| 6 | 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | $500 | Yes (X) |
| MCPGOV SERVICES INC | ||||||
| 7 | 260 W CREST ST SUITE D | ESCONDIDO | CA | 920251716 | $2,500 | Yes (X) |
| NIKHIL MASCARENHAS | ||||||
| 8 | 980 BUSH STREET APT 502 | SAN FRANCISCO | CA | 94109 | $1,360 | Yes (X) |
| WINSTON LOBO | ||||||
| 9 | 1248 34TH AVE | SAN FRANCISCO | CA | 94122 | $1,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,754 | Amt |
| Net Investment Income | $2,754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SH MICROSOFT CORP | $19,884 | $51,252 |
| 135 SH NVIDIA CORP | $18,955 | $31,765 |
| 145 SH VANGUARD FTSE EMERGING MARKETS ETF | $6,906 | $6,448 |
| 150 SH APPLE INC | $19,217 | $44,048 |
| 150 SH HONEYWELL INTL INC DEL | $17,415 | $26,550 |
| 195 SH DANAHER CORP DEL COM | $15,553 | $29,929 |
| 250 SH JP MORGAN CHASE & CO | $20,846 | $34,850 |
| 300 SH FRANCO NEV CORP | $19,955 | $30,990 |
| 350 SH SOUTHWEST AIRLNS CO | $18,524 | $18,893 |
| 40 SH LOCKHEED MARTIN CORP | $8,738 | $15,575 |
| 400 SH WAL-MART STORES INC | $28,022 | $47,536 |
| 450 SH VANGUARD FTSE EMERGING MARKETS ETF | $20,005 | $20,012 |
| 50 SH HOME DEPOT INC | $6,317 | $10,919 |
| 500 SH DELTA AIRLINES INC NEW | $26,839 | $29,240 |
| 500 SH FORTINET ENT INC | $23,182 | $53,380 |
| 75 SH VISA INC | $5,494 | $14,092 |
| 90 SH COSTCO WHOLESALE CRP DEL | $13,632 | $26,453 |
| 30 SH GOOGLE | $30,669 | $40,111 |
| 1850 SH BARRICK GOLD CORP | $33,594 | $34,392 |
| 2125 SH INDEXIQ IQ S&P HIGH YIELD LOW VOLATILITY | $53,767 | $54,039 |
| 2500 SH INDEXIQ IQ 50 PERENT HEDGED FTSE INTL ETF | $53,210 | $54,304 |
| 700 SH RUSSELL TOP 200 GROWTH ETF | $61,666 | $67,606 |
| 2400 SH NUVEEN REAL ASSET INCM & GROWTH FD | $37,073 | $44,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $392 | LegalFeesAmt |
| Net Investment Income | $392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $417 | EOYBookValueAmt |
| EOYFMV | $417 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $3,744 | $3,744 | $0 | $0 |
| BANK FEES | $24 | $24 | $0 | $0 |
| FILING FEE | $10 | $10 | $0 | $0 |
| LICENSES AND PERMITS | $25 | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID - LPL FINANCIALS | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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