THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION (EIN 58-2667016)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102095
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:47:11-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330578542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVA GODDARD & WRIGHT 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 | 2017-01-01 | 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 | 8586584811 | 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 | 8586584811 | PhoneNum |
| Signature | 2018-11-06 | 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 | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.11.253.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 08:40:41 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72439F573AC5A33D0E8356BCE4833126E34AA4D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 65335C446F853BDD45C30D782AA867BCBE5846B6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,192,893 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,757,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,498 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,918 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $184,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,793 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $914 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,876 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $945,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $945,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $964,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $945,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$779,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $221,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,612,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,005,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,143,499 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,834,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,054,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,192,893 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,628 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,628 | 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 | $1,834,116 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,052,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,834,116 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,834,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,054,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,834,116 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$779,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,054,620 | SubtotalAmt |
| Other Decreases | $1,628 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH #4128 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,757,457 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,654,959 | CostOrOtherBasisAmt |
| Gain Or Loss | $102,498 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $102,498 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,498 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,812,748 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,577,694 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.703244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,088,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,999,122 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.272149 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $883,255 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,058,461 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.217633 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $568,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,608,303 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.353297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $674,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $489,852 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.376403 | DistributionYr5Rt |
| Total Distribution | 2.922726 | TotalDistributionRt |
| Average Distribution | 0.584545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,716,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,003,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,005,152 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $945,499 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,710 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,628 | 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 | 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 | 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 | LISA ALTMAN | IndividualWithBooksNm |
| Phone | 8586584811 | 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 |
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 | $1,742,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,742,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,742,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,142 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,716,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,338 | TotalTaxAmt |
| Distributable Before Adj | $82,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $945,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $945,499 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $945,499 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $649,933 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $488,564 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $684,194 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $890,297 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,684,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,397,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $945,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $863,002 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,260,551 | 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 | $649,933 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,610,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $488,564 | ExcessFromYear4Amt |
| Excess From Year3 | $684,194 | ExcessFromYear3Amt |
| Excess From Year2 | $890,297 | ExcessFromYear2Amt |
| Excess From Year1 | $1,684,561 | ExcessFromYear1Amt |
| Excess From Current Year | $863,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 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 | $250 |
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 7669 | ATLANTA | GA | 30357 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO | |||||||
| 8515 ARJONS DR SUITE A | SAN DIEGO | CA | 92126 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,500 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| DIABETES CAMPING AND EDUCATION SERVICES | |||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| EMPLOYMENT OPTIONS | |||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| HUNGER BUSTERS | |||||||
| 3116 SYLVAN AVENUE | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| IMMUNOTHERAPY FOUNDATION | |||||||
| 440 STEVENS AVENUE | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| INSULIN FOR LIFE | |||||||
| 5745 SW 75TH STREET 116 | GAINSVILLE | FL | 32608 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| JEWISH FAMILY SERVICES | |||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,268 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 5665 OBERLIN DRIVE 106 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $158,399 |
| LAS PATRONAS | |||||||
| PO BOX 1888 | LA JOLLA | CA | 92038 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| LAWRENCE FAMILY JEWISH COMMUNITY CENTER | |||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| MARCH OF DIMES | |||||||
| 9325 SKY PARK COURT 250 | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $103 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NATIONAL CONFLICT RESOLUTION CENTER | |||||||
| 530 B STREET 1700 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| NATIONAL MS SOCIENTY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE NW 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| OLD GLOBE THEATRE | |||||||
| 1363 OLD GLOBE WAY | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| PEDAL THE CAUSE | |||||||
| 512 VIA DE LA VALLE 309 | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,288 |
| PLANNED PARENTHOOD | |||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| PRO KIDS | |||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| RADY'S CHILDRENS HOSPITAL | |||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,500 |
| RONALD MCDONALD HOUSE | |||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| SAN DIEGO POLICE OFFICERS' ASSOCIATION | |||||||
| 8388 VICKERS STREET | SAN DIEGO | CA | 92111 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $1,500 |
| 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 |
| SDSU CAMPANILLE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | JACOBS JAM CENTER PLEDGE | $135,000 |
| 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 | $100 |
| ST JUDE | |||||||
| 1129 S 38TH STREET | SAN DIEGO | CA | 92113 | NONE | PUBLIC CHARITY | GENERAL FUND | $750 |
| STAND AMONG FRIENDS | |||||||
| 777 GLADES RAOD BLDG NU84 120 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,580 |
| STONE MAP & ATLAS FOUNDATION | |||||||
| 7825 FAY AVENUE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| 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 | $500 |
| TEMPLE ADAT SHALOM | |||||||
| 15905 POMERADO ROAD | POWAY | CA | 96130 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,154 |
| TEMPLE EL EMETH | |||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | NONE | PUBLIC CHARITY | GENERAL FUND | $986 |
| THE SEANY FOUNDATION | |||||||
| 7567 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | BUILDING FUND | $456,000 |
| USD SCHOOL OF LAW | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| 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 |
| 1SANDIEGO | |||||||
| PO BOX 12054 | SAN DIEGO | CA | 92112 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| NATURE BY NURTURE | |||||||
| 112 WEST 34TH STREET | NEW YORK | NY | 10120 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| HEART CARE INTERNATIONAL | |||||||
| 139 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| IRANIAN AMERICAN SCHOLARSHIP FUND | |||||||
| PO BOX 500835 | SAN DIEGO | CA | 92150 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| JUST GIVING | |||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| ACTBLUE HUMAN TRIAL | |||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $525 |
| UCLA - DANCE MARATHON | |||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| FEEDING AMERICA | |||||||
| 9455 WAPLES STREET 135 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| SAN DIEGO MESA COLLEGE | |||||||
| 7250 MESA COLLEGE DR | SAN DIEGO | CA | 92111 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| VARIOUS | |||||||
| 9696 LA JOLLA FARMS RD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,246 |
| NSWFF | |||||||
| 300 CARLSBAD VILLAGE DRIVE 108A-361 | CARLSBAD | CA | 92008 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| B'NAI B'RITH YOUTH SERVICES | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $945,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,377 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,498 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,793 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | 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 | $1,005,226 | EOYBookValueAmt |
| EOYFMV | $1,143,499 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $1,628 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $15,876 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 110 CORCORAN PROPERTIES | Desc |
| Revenue And Expenses Per Books | $38,918 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,918 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED FEDERAL TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,628 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $904 | $0 | $0 |
| STATE TAX | $10 | $0 | $0 |
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