THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION (EIN 58-2667016)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349100040
- 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 Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T13:22:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 9333 GENESEE AVE STE 110 | 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 | 2019-01-01 | 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 | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.81.229.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 13:34:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FF1CF00979B005087C0F7DDDD72799A73F586AC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32815776CA3C91526D8D9BAE8AFDBA8A35A14571 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,335,831 | 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 | $685,272 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $341,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,742 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $762,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,704 | 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 |
| Legal Fees Rev And Expnss | $130 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $130 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $719 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $891 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $830,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $830,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $843,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $830,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $432,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $359,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $359,613 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,822,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,812,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,976,218 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $677 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,256,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,175,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,335,831 | 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 | $2,256,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,175,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,256,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,256,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,175,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,256,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,175,626 | SubtotalAmt |
| Other Decreases | $92 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH #4128 | P | $185,000 | $182,664 | $2,336 | $2,336 |
| MERRILL LYNCH #4128 | P | $73,864 | $62,534 | $11,330 | $11,330 |
| MERRILL LYNCH #4128 | P | $2,600 | $2,553 | $47 | $47 |
| CHARLES SCHWAB #9513 | P | $70,610 | $67,947 | $2,663 | $2,663 |
| CAPITAL GAINS DIVIDENDS | P | $9,366 | $9,366 | $9,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,742 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $445,677 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,522,577 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.292712 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $945,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,716,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.550769 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,812,748 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,577,694 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.703244 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,088,356 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,999,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.272149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $883,255 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,058,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.217633 | DistributionYr5Rt |
| Total Distribution | 2.036507 | TotalDistributionRt |
| Average Distribution | 0.407301 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,194,841 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $893,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $894,651 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $830,601 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $1,816 | OverpaymentAmt |
| Applied To ES Tax | $1,816 | 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 | Yes (1) | 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 | $2,228,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,228,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,228,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,194,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,380 | TotalTaxAmt |
| Distributable Before Adj | $108,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $830,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $830,601 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $830,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $684,194 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $890,297 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,684,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $863,002 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $372,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,494,477 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $830,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $722,239 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,216,716 | 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 | $684,194 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,532,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $890,297 | ExcessFromYear4Amt |
| Excess From Year3 | $1,684,561 | ExcessFromYear3Amt |
| Excess From Year2 | $863,002 | ExcessFromYear2Amt |
| Excess From Year1 | $372,423 | ExcessFromYear1Amt |
| Excess From Current Year | $722,239 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 6632 CONVOY COURT | SAN DIEGO | CA | 92111 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| 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 | $15,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| 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 |
| HEART CARE INTERNATIONAL | |||||||
| 139 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| HUNTINGTON DISEASE SOCIETY OF AMERICA | |||||||
| 505 EIGHTH AVENUE 902 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| IMMUNOTHERAPY FOUNDATION | |||||||
| 440 STEVENS AVENUE | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| JEWISH FEDERATION OF SAN DIEGO | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 5665 OBERLIN DRIVE 106 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $163,313 |
| LA JOLLA PLAYHOUSE | |||||||
| 2910 LA JOLLA VILLAGE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LAWRENCE FAMILY JEWISH COMMUNITY CENTER | |||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| OLD GLOBE THEATRE | |||||||
| 1363 OLD GLOBE WAY | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| PEDAL THE CAUSE | |||||||
| 512 VIA DE LA VALLE 309 | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,803 |
| PLANNED PARENTHOOD | |||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL FUND | $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 | $5,000 |
| SANFORD BURNHAM MEDICAL RESEARCH INSTITUTUE | |||||||
| 10901 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| 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 | $500 |
| SIGMA DELTA | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | GENERAL FUND | $365 |
| 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 | $100 |
| 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 | $1,254 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | BUILDING FUND | $501,000 |
| VARIOUS | |||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,388 |
| YOUNGSTOWN JEWISH FEDERATION | |||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | |||||||
| 606 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| ALBANY HERO WORLD CHALLENGE | |||||||
| 121 INNOVATION DRIVE 150 | IRVINE | CA | 92617 | NONE | PUBLIC CHARITY | GENERAL FUND | $22,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | GENERAL FUND | $137 |
| CHRIS DUDLEY FOUNDATION | |||||||
| PO BOX 242 | TURNER | OR | 97392 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,875 |
| PROSTATE CANCER RESEARCH | |||||||
| 300 CORPORATE POINT 383 | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| NATIONAL WOMENS LAW CENTER | |||||||
| 11 DUPONT CIRCLE NW 800 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| RILEYS CHILDRENS FOUNDATION | |||||||
| 30 S MERIDIAN ST 200 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SOF SUPPORT | |||||||
| 1655 FORT MYER DRIVE 700 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL FUND | $37,000 |
| THE FIELDS | |||||||
| 2265 CAMINO VIDA ROBEL | CARLSBAD | CA | 92011 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| WASHINGTON NATIONAL PARK FUND | |||||||
| 1904 3RD AVENUE 400 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| MARANATHA | |||||||
| 10752 COASTWOOD RD | SAN DIEGO | CA | 92127 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 |
| JUST FOR KIDS FOUNDATION | |||||||
| 220 E COLORADO AVE 206 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| EDWARDS AIRFORCE BASE | |||||||
| 405 ROSAMOND BLVD | EDWARDS | CA | 93524 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| DIROSA PRESERVE | |||||||
| 5200 SONOMA HWY | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FACEBOOK FUNDRAISERS | |||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $550 |
| RENOVATION IN MUSIC | |||||||
| PO BOX 73051 | WASHINGTON | DC | 20056 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,030 |
| ATHANAEUM MUSIC & ARTS | |||||||
| 1008 WALL STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CONGREGATION RODEF SHALOM | |||||||
| 170 SAN PEDRO RD | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $830,601 | 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 | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,923 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,704 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL & KAREN STONE FAMILY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $685,272 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,200 | 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 | $1,812,721 | EOYBookValueAmt |
| EOYFMV | $1,976,218 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $130 | LegalFeesAmt |
| Net Investment Income | $130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $677 | BOYBookValueAmt |
| EOY Book Value | $3,200 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $92 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,666 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,666 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AND KAREN STONE FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $931 | $0 | $0 |
| STATE TAX | $60 | $0 | $0 |
| FOREIGN TAX | $719 | $719 | $0 |
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