BETA

KAMINSKY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KAMINSKY FAMILY FOUNDATION (EIN 71-0992594)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-04
IRS object ID
202532479349101118
Schema version
2024v5.2
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)
Return2025-09-04T12:30:55-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonGARY KAMINSKYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8587597775PhoneNum
Signature2025-09-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE COLEMANPreparerPersonNm
PTINP01391326PTIN
Phone8586271400PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,024,851FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$460,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$58,082DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,082DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,808NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147,607GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,808CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,500OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$529,390TotalRevAndExpnssAmt
Total Net Invst Incm$63,890TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$9,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,735OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,735OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$988TaxesRevAndExpnssAmt
Taxes Net Invst Incm$988TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,523TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,523TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$113,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$401,267ExcessRevenueOverExpensesAmt
Net Investment Income$49,367NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$104,687SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$366,233SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$366,233SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,485,452CorporateStockBOYAmt
Corporate Stock EOY$1,658,618CorporateStockEOYAmt
Corporate Stock EOYFMV$1,658,618CorporateStockEOYFMVAmt
Total Assets BOY$1,590,139TotalAssetsBOYAmt
Total Assets EOY$2,024,851TotalAssetsEOYAmt
Total Assets EOYFMV$2,024,851TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,590,139NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,024,851NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,590,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,024,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,590,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,024,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,590,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$401,267ExcessRevenueOverExpensesAmt
Other Increases$33,445OtherIncreasesAmt
Subtotal$2,024,851SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,024,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST COVEREDP2024-06-302024-12-31$145,746$141,799$3,947$3,947
LT CAPITAL GAIN DISTRIBUTIONSP2023-01-012024-12-31$1,861$1,861$1,861
FieldValueIRS element (for citing)
Capital Gain Net Income$5,808CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,947NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$686InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$686SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$686TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,256EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,756TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,070OverpaymentAmt
Applied To ES Tax$1,070AppliedToESTaxAmt
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 (3 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 CAJONCA92020CEO/DIRECTOR1.00$0$0$0
GREGORY S KAMINSKY
965 ARNELE AVEEL CAJONCA92020SECRETARY/CFO/DIRECTOR1.00$0$0$0
GARY M KAMINSKY
965 ARNELE AVEEL CAJONCA92020DIRECTOR1.00$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$1,596,929AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$258,382AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,855,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,855,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,830CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,827,481NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,374MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,374MinimumInvestmentReturnAmt
Tax Based On Investment Income$686TaxBasedOnInvestmentIncomeAmt
Total Tax$686TotalTaxAmt
Distributable Before Adj$90,688DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,688DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,688DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,688DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$16,312ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,862TotalExcessDistributionCyovAmt
Qualifying Distributions$113,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,688AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,912RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$51,774TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,774ExcessDistriCyovToNextYrAmt
Excess From Year2$16,312ExcessFromYear2Amt
Excess From Year1$12,550ExcessFromYear1Amt
Excess From Current Year$22,912ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BISHOP'S SCHOOL
7607 LA JOLLA BLVDLA JOLLACA92037NONEPCGENERAL SUPPORT$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 SOUTH OLIVE STREET 25TH FLOORLOS ANGELESCA90015NONEPCGENERAL SUPPORT$60,000
OUR RESCUE
81 S 9TH ST STE 420MINNEAPOLISMN554023284NONEPCGENERAL SUPPORT$5,000
RADY CHILDREN'S HOSPITAL
3020 CHILDRENS WAYSAN DIEGOCA92123NONEPCGENERAL SUPPORT$10,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL322566033NONEPCGENERAL SUPPORT$5,000
SCRIPPS HEALTH FOUNDATION
PO BOX 2669LA JOLLACA92038NONEPCGENERAL SUPPORT$5,000
CATHEDRAL CATHOLIC HIGH
5555 DEL MAR HEIGHTS RDSAN DIEGOCA92130NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,082ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,500ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,808ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$69,390ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,390TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
TOYOTA OF EL CAJON
1965 ARNELE AVEEL CAJONCA92020$220,000Yes (X)
HONDA OF EL CAJON
2889 ARNELE AVEEL CAJONCA92020$120,000Yes (X)
PUENTE HILLS TOYOTA
317070 GALE AVECITY OF INDUSTRYCA91748$120,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$9,300Amt
Net Investment Income$800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMM SERV SELECT SECTOR SPDR (XLC)$19,459$19,459
CONS DISCRET SEL SECT SPDR FD (XLY)$22,884$22,884
CONS STAPLES SEL SECT SPDR FD (XLP)$37,969$37,969
ENERGY SEL SECT SPDR FD (XLE)$13,106$13,106
HEALTH CARE SEL SECT SPDR FD (XLV)$70,161$70,161
INDUSTRIAL SEL SEC SPDR FD (XLI)$23,190$23,190
INVESCO CHINA TECHNOLOGY ETF (CQQQ)$17,248$17,248
ISHARES MSCI CHINA ETF (MCHI)$80,412$80,412
ISHARES MSCI EAFE ETF (EFA)$278,623$278,623
MATERIALS SEL SECT SPDR FD (XLB)$6,058$6,058
REAL ESTATE SELECT SECT SPDR (XLRE)$9,435$9,435
THE FINANCIAL SEL SECT SPDR FD (XLF)$43,739$43,739
THE TECHNOLOGY SEL SEC SPDR FD (XLK)$53,712$53,712
UTILITIES SEL SECT SPDR FUND (XLU)$10,672$10,672
VANGUARD FTSE DEVELOPED MKTS E (VEA)$79,429$79,429
VANGUARD LONG-TERM GOVERNMENT (VGLT)$80,811$80,811
AMERICAN BD FD OF AMERICA F2 (ABNFX)$273,068$273,068
AMERICAN STRATEGIC BOND F2 (ANBFX)$269,799$269,799
CALVERT SMALL CAP I (CSVIX)$16,171$16,171
EV RBERN ALL ASSET STRAT I (EIRAX)$84,315$84,315
FULLER&THALER BHV SMCP EQ INST (FTHSX)$24,539$24,539
PIMCO EM MKT LOC CUR & BD I2 (PELPX)$17,398$17,398
PIMCO INTL BD UNHEDGED I2 (PFUPX)$17,480$17,480
VICTORY TRIVLNT INTL SML CP I (MISIX)$37,363$37,363
W S MLP & ENERGY INFRA INST (SMLPX)$71,577$71,577

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$5,500RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$33,445Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$12,735Amt
Net Investment Income$12,735NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$988Amt
Net Investment Income$988NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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