KARNEY FLASTER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KARNEY FLASTER FAMILY FOUNDATION (EIN 65-1211478)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349104655
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:39:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651211478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARNEY FLASTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARN | BusinessNameControlTxt |
| Phone | 3104765633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNA KARNEY FLASTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104765633 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT KILWEIN | PreparerPersonNm |
| PTIN | P00109165 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 12:37:20 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AF356D58FF6C99D9FE1D2DF77A2B336D2EB2F48 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,155,647 | 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 | $808,919 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $534,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,361,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,466,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $657,668 | 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 |
| Accounting Fees Rev And Expnss | $7,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,815 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,815 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,762 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $185 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,183,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $608,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,720 | CashBOYAmt |
| Cash EOY | $52,159 | CashEOYAmt |
| Cash EOYFMV | $52,159 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $256,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,792 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,765,802 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,213,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,917,240 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $695,104 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $911,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $870,456 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,739,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,492,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,155,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,739,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,492,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,739,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,492,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,739,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,492,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,739,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,183,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,923,306 | SubtotalAmt |
| Other Decreases | $430,344 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,492,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UNION BANK (DETAILED SCHEDULE MAINTAINED) | $2,339,543 | $1,826,974 | $512,569 | $512,569 | |
| CAPITAL GAINS DIVIDENDS | $22,200 | $22,200 | $22,200 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,626 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,121,737 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050496 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,630,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051998 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,349,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,078,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052558 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,641 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,648,313 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056882 | DistributionYr5Rt |
| Total Distribution | 0.266489 | TotalDistributionRt |
| Average Distribution | 0.053298 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,364,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $339,214 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,081 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $345,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,652 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $501 | EsPenaltyAmt |
| Tax Due | $2,663 | 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 | SUSANNA KARNEY FLASTER | IndividualWithBooksNm |
| Phone | 3104765633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNA KARNEY FLASTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY & CFO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $6,402,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,461,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,461,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,364,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,162 | TotalTaxAmt |
| Distributable Before Adj | $306,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,652 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $215,652 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $81,498 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $81,498 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,912 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSANNA KARNEY FLASTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||
| PO BOX 87131 | SAN DIEGO | CA | 92138 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| AMERICANS UNITED | ||||||||
| 1310 L STREET NW STE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 | |
| ATHANAEUM | ||||||||
| 1008 WALL STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $450 | |
| CENTER FOR PUBLIC INTEGRITY | ||||||||
| 910 17TH STREET NW SUITE 700 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 9001 TOWNE CENTER DR | SAN DIEGO | CA | 92122 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,549 | |
| CORTLAND COLLEGE FOUNDATION | ||||||||
| PO BOX 2000 | CORTLAND | NY | 13045 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| FOUNDATION OF LA JOLLA HIGH SCHOOL | ||||||||
| 750 NAUTILUS STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| PO BOX 11 OS 3 | CENTER CITY | MN | 55012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,200 | |
| HILLEL AT UCLA | ||||||||
| 574 HILGARD AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,300 | |
| HOUSE OF ISRAEL | ||||||||
| 2156 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| INEWSOURCEORG | ||||||||
| 5500 CAMPANILE DR PSFA 361C | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $29,010 | |
| JEWISH FEDERATION OF SAN DIEGO | ||||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| KITCHENS FOR GOOD | ||||||||
| 404 EUCLID AVE | SAN DIEGO | CA | 92114 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| LA JOLLA PLAYHOUSE | ||||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $39,236 | |
| MCASD | ||||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 | |
| NATIONAL CONFLICT RESOLUTION CENTER | ||||||||
| 530 B STREET SUITE 1700 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| PLAN INTERNATIONAL | ||||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $427 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| SALK INSTITUTE | ||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,730 | |
| SAN DIEGO COASTKEEPER | ||||||||
| 2825 DEWEY RD STE 207 | SAN DIEGO | CA | 92106 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| SAN DIEGO MUSEUM OF ART | ||||||||
| PO BOX 122107 | SAN DIEGO | CA | 92112 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $40,500 | |
| STAND WITH US | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 | |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,800 | |
| VOICE OF SAN DIEGO | ||||||||
| 110 WEST A STREET | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 TWENTY-FOURTH STREET NW PO BOX | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | 97180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,152 | 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 | $17,234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $534,769 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $657,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $657,668 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SUSANNA AND MICHAEL FLASTER | |||||||
| 1 | 6341 HARTLEY DRIVE | LA JOLLA | CA | 92037 | $708,919 | Yes (X) | |
| DAVID V KARNEY TRUST | |||||||
| 2 | 1447 CLOVERFIELD BLVD STE 200 | SANTA MONICA | CA | 90404 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3750 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND | $236,369 | 2018-02-12 |
| 1 | 1730 SHS VANGUARD TAX MANAGED CAP APP ADMIRAL FUND | $235,954 | 2018-02-12 |
| 1 | 1050 SHS APPLE | $236,596 | 2018-08-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,630 | Amt |
| Net Investment Income | $3,815 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,815 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF SECURTIES | IdentifierTxt |
| Form And Line Reference | PDF ATTACHMENT | FormAndLineReferenceDesc |
| Medium Explanation | LIST OF SECURITIES OWNED BY THE KARNEY FLASTER FAMILY FOUNDATION | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $911,156 | EOYBookValueAmt |
| EOYFMV | $870,456 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,213,855 | EOYBookValueAmt |
| EOYFMV | $4,917,240 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED SECURITY CONTRIBUTION BASIS ADJUSTMENT | Desc |
| Amt | $430,344 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $3,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $45,762 | Amt |
| Net Investment Income | $45,762 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL CHARITABLE REGISTRY | $150 | $0 | $150 |
| CA FRANCHISE TAX BOARD | $10 | $0 | $10 |
| CA SECRETARY OF STATE | $25 | $0 | $25 |
| US TREASURY | $17,712 | $0 | $0 |
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