SHAFFER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHAFFER FAMILY FOUNDATION (EIN 45-6314648)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-04
- IRS object ID
- 201913089349101356
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-04T15:54:52-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953518255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence M Schwartz CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Encinitas Blvd 200 | AddressLine1Txt |
| City | Encinitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920244361 | 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 | 456314648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAFFER FAMILY FOUNDATION DTD 42911 | BusinessNameLine1Txt |
| Business Name Line2 | CO LAWRENCE M SCHWARTZ CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAF | BusinessNameControlTxt |
| Phone | 7607534434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 ENCINITAS BLVD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D SHAFFER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence M Schwartz | PreparerPersonNm |
| PTIN | P00016922 | PTIN |
| Phone | 7607534434 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,405,305 | 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 | $144,212 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $41 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $822,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $822,168 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $822,168 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $833,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,389,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $833,601 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,019 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,019 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,840,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,695,829 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $822,209 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,152 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,382 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,528 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $616 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $616 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $571 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $571 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,989 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,505,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,505,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,703,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,989 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,532,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$863,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,595,434 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $804,220 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $592,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $557,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $557,073 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,698,509 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,584,999 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,543,679 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,422,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,034,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,792,764 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,433,012 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,476,618 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,446,042 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,694,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,324,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,065,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,841,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,977,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,405,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,841,397 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,977,649 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,841,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,977,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,841,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,977,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,841,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$863,748 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,977,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,977,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See Attached Detail | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-12-31 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $5,389,623 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,556,022 | CostOrOtherBasisAmt |
| Gain Or Loss | $833,601 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $833,601 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $833,601 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,667,370 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,504,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,744,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,312,841 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05952 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,486,256 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,520,916 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04870 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,518,371 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,305,773 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04850 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,396,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,981,030 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04820 | DistributionYr5Rt |
| Total Distribution | 0.257846 | TotalDistributionRt |
| Average Distribution | 0.051569 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,648,374 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,683,644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,954 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,699,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,532,219 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,954 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,954 | SubtotalAmt |
| Tax Based On Investment Income | $15,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,424 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,424 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $17,451 | OverpaymentAmt |
| Applied To ES Tax | $17,451 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE M SCHWARTZ CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7607534434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 ENCINITAS BLVD 200 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920244361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES D SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| TANYA L SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| KELLY C SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,126,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,145,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $33,145,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $497,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,648,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,632,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,632,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,954 | TotalTaxAmt |
| Distributable Before Adj | $1,616,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,616,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,616,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,532,219 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,532,219 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,954 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,516,265 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,616,465 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $293,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $116,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $410,279 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,532,219 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,616,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $915,754 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,326,033 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,326,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $293,512 | ExcessFromYear2Amt |
| Excess From Year1 | $116,767 | ExcessFromYear1Amt |
| Excess From Current Year | $915,754 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D SHAFFER | ContributingManagerNm |
| Contributing Manager | TANYA L SHAFFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | PC | Funding Research for Bone & Cartilage Regeneration | $500,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | PC | RESEARCH RELATED TO SHOULDER BIOMECHANICS | $300,000 |
| UCLA Foundation Broad Stem Cell Res | |||||||
| 615 Charles Young Drive 477 BSRB | Los Angeles | CA | 90095 | NONE | PC | Support UCLA Broad Stem Cell Research Training Program | $100,000 |
| UCLA Foundation Dept of Urology | |||||||
| 300 Stein Plaza Suite 300 | Los Angeles | CA | 90024 | NONE | PC | UCLA Dept of Urology Pelvic Medicine & Reconstructive Surgery Program | $300,000 |
| UCSD Foundation Health Sciences | |||||||
| 9500 Gilman Drive 0937 | La Jolla | CA | 92093 | NONE | PC | Support UCSD Health Science - Dept of Orthopaedic Surgery Research Program | $50,000 |
| Sanford Burnham Prebys Medical Disc | |||||||
| 10901 North Torrey Pines Road | La Jolla | CA | 92037 | NONE | PC | Support graduate student and post-doctoral salaries in Jerold Chun's lab | $100,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | PC | FUNDING FOR SALARY OF DIRECTOR OF ORTHO RESEARCH | $1,000,000 |
| Palo Verde High School | |||||||
| 667 North Lovekin | Blythr | CA | 92225 | NONE | PC | Scholarships | $5,000 |
| UCLA-DRC HEALTH RESEARCH TRAINING P | |||||||
| 650 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | NONE | PC | FUNDING RESEARCH AND EDUCATION RELATING TO WORDWIDE SPREAD OF INFECTIOUS DISEASES | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,505,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $822,168 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $833,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,695,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,695,829 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | JAMES TANYA SHAFFER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9543 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $319,684 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,461 shares of iShares Russell Growth ETF (IWF)FMV - $319,684, COST - $144,212 | NoncashPropertyDesc |
| Fair Market Value | $319,684 | FairMarketValueAmt |
| Received | 2018-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $650 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Expenses | Desc |
| Revenue And Expenses Per Books | $5,712 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $571 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $571 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $40,019 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,019 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $161,521 | Amt |
| Net Investment Income | $80,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,152 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,382 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal | $21,000 | $11,500 | $210 | $210 |
| Foreign Taxes Paid | $3,896 | $1,948 | $390 | $390 |
| State Taxes | $160 | $80 | $16 | $16 |
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