2019-10-29T15:32:56-05:00 2018-12-31 330851248 OLIVA & ASSOCIATES CPAS 9333 GENESEE AVE STE 110 SAN DIEGO CA 92121 990PF 2018-01-01 582667016 THE LISA & STEVE ALTMAN FAMILY FOUNDATION LISA 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 LISA ALTMAN PRESIDENT 8586250340 2019-10-21 1 SHELLY M QUARISA P00730188 8585540800 2019-10-21 76.81.229.26 2019-10-21 11:18:53 PD P 7CE5B0BE95BB608951B69603C92055B72A029C15 6FF1CF00979B005087C0F7DDDD72799A73F586AC 2018 2020-03-31 21:24:44Z X 2284481 X 1508971 42602 42602 67890 2762080 67890 38918 38918 1658381 149410 0 0 0 683 683 0 170 0 0 5872 4954 0 6725 5637 0 445677 445677 452402 5637 445677 1205979 143773 49394 432817 432817 1005226 1822554 1850987 0 677 677 1054620 2256048 2284481 1628 0 1628 0 X 0 0 0 0 1052992 2256048 1052992 2256048 1054620 2256048 1052992 1205979 0 2258971 2923 2256048 MERRILL LYNCH #4128 P 1263197 1185219 77978 77978 CHARLES SCHWAB D 1498883 1508971 -10088 -10088 67890 0 945499 1716690 0.550769 1812748 2577694 0.703244 1088356 3999122 0.272149 883255 4058461 0.217633 568208 1608303 0.353297 2.097092 0.419418 1522577 638596 1438 640034 445677 2875 0 2875 0 2875 3600 0 0 3600 48 677 677 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A LISA ALTMAN 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1545763 0 0 1545763 0 0 1545763 23186 1522577 76129 76129 2875 2875 73254 0 73254 0 73254 445677 0 445677 0 445677 73254 0 0 488564 684194 890297 1684561 863002 4610618 445677 0 0 0 73254 372423 0 0 4983041 0 0 0 0 0 0 488564 4494477 684194 890297 1684561 863002 372423 X BIG BROTHERS BIG SISTERS OF SAN DIEGO 8515 ARJONS DR SUITE A SAN DIEGO CA 92126 NONE PUBLIC CHARITY GENERAL FUND 19680 CHILDRENS MIRACLE NETWORK 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 NONE PUBLIC CHARITY GENERAL FUND 250 HUNTINGTON DISEASE SOCIETY OF AMERICA 505 EIGHTH AVENUE 902 NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL FUND 2500 IMMUNOTHERAPY FOUNDATION 440 STEVENS AVENUE SOLANA BEACH CA 92075 NONE PUBLIC CHARITY GENERAL FUND 5000 JCC 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 3500 JEWISH FAMILY SERVICES 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 1036 JUVENILE DIABETES RESEARCH FOUNDATION 5665 OBERLIN DRIVE 106 SAN DIEGO CA 92121 NONE PUBLIC CHARITY GENERAL FUND 130496 LA JOLLA PLAYHOUSE 2910 LA JOLLA VILLAGE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 10000 LAS PATRONAS PO BOX 1888 LA JOLLA CA 92038 NONE PUBLIC CHARITY GENERAL FUND 1000 LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 500 NATIONAL MS SOCIETY PO BOX 4527 NEW YORK NY 10163 NONE PUBLIC CHARITY GENERAL FUND 750 NETWORK FOR GOOD 1140 CONNECTICUT AVENUE NW 700 WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL FUND 5000 OLD GLOBE THEATRE 1363 OLD GLOBE WAY SAN DIEGO CA 92101 NONE PUBLIC CHARITY GENERAL FUND 4500 PEDAL THE CAUSE 512 VIA DE LA VALLE 309 SOLANA BEACH CA 92075 NONE PUBLIC CHARITY GENERAL FUND 1288 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 15000 RAPE FOUNDATION 1223 WILSHIRE BLVD 410 SANTA MONICA CA 90403 NONE PUBLIC CHARITY GENERAL FUND 15000 SANFORD BURNHAM MEDICAL RESEARCH INSTITUTUE 10901 NORTH TORREY PINES ROAD LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 1000 SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE 105 DANVERS MA 01923 NONE PUBLIC CHARITY GENERAL FUND 1000 SEACREST FOUNDATION 211 SAXONY ROAD ENCINITAS CA 92024 NONE PUBLIC CHARITY GENERAL FUND 500 SUSAN G KOMEN 55 EAST JACKSON BLVD CHICAGO IL 60604 NONE PUBLIC CHARITY GENERAL FUND 250 TEMPLE ADAT SHALOM 15905 POMERADO ROAD POWAY CA 96130 NONE PUBLIC CHARITY GENERAL FUND 254 TEMPLE EL EMETH 3970 LOGAN WAY YOUNGSTOWN OH 44505 NONE PUBLIC CHARITY GENERAL FUND 1036 UCLA - DANCE MARATHON 10920 WILSHIRE BLVD 900 LOS ANGELES CA 90024 NONE PUBLIC CHARITY GENERAL FUND 533 UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION 9500 GILMAN DRIVE LA JOLLA CA 92093 NONE PUBLIC CHARITY BUILDING FUND 200000 VARIOUS 9696 LA JOLLA FARMS RD LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 3710 ACADEMY PREP CENTERS OF TAMPA 1407 E COLUMBUS DR TAMPA FL 33605 NONE PUBLIC CHARITY GENERAL FUND 5000 BEST DEFENSE FOUNDATION 249 HIGHWAY 101 SOLANA BEACH CA 92072 NONE PUBLIC CHARITY GENERAL FUND 2000 DIABETES RESEARCH CONNECTION 1400 MAIDEN LANE DEL MAR CA 92014 NONE PUBLIC CHARITY GENERAL FUND 10000 GREATER HORIZONS 1055 BROADWAY BLVD 130 KANSAS CITY KS 64105 NONE PUBLIC CHARITY GENERAL FUND 1000 HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 NONE PUBLIC CHARITY GENERAL FUND 394 NATIONAL SOCIETY FOR BLACK ENGINEERS 205 DAINGERFIELD ROAD ALEXANDRIA VA 22314 NONE PUBLIC CHARITY GENERAL FUND 500 ONE MIND PO BOX 680 RUTHERFORD CA 94573 NONE PUBLIC CHARITY GENERAL FUND 2500 445677 0 14 42602 14 38918 18 67890 0 149410 0 149410 0 0 0 0 0 0 0 0 0 0 X X 1 STEVE & LISA ALTMAN 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 1508971 X 1 688 SH ADOBE, 107 SH AMAZON.COM, 770 SH APPLE, 5,000 SH DEXCOM, 685 SH MASTERCARD & 850 SH VISA. 1508971 2018-08-24 EQUITIES 1822554 1850987 LEGAL 683 683 0 PREPAID FEDERAL TAX 0 677 677 FEDERAL TAX 2923 INVESTMENT EXPENSES 4954 4954 0 OFFICE 918 0 0 110 CORCORAN PROPERTIES 38918 38918 38918 ACCRUED FEDERAL TAX 1628 0 FILING FEE 160 0 0 STATE TAX 10 0 0