ANKLESARIA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANKLESARIA FAMILY FOUNDATION (EIN 33-0878223)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349102032
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T11:36:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330371564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATTO POPE & WALWICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 WEST C STREET SUITE 1700 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | 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 | 330878223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANKLESARIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANKL | BusinessNameControlTxt |
| Phone | 8587557119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1172 CUCHARA DRIVE | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMY ANKLESARIA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8587557119 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J GATTO CPA | PreparerPersonNm |
| PTIN | P00078663 | PTIN |
| Phone | 6192827366 | PhoneNum |
| Preparation | 2018-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $583,192 | 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 | $24,550 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,169 | 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 | $1,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,369 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,814 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $434,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $541,378 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $486,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $583,192 | 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 | $486,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $496,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $486,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $496,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $486,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $486,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $496,228 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $496,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERISOURCEBERGEN CORP | 2017-03-27 | 2017-11-28 | $16,443 | $17,468 | -$1,025 | -$1,025 | |
| AMERICAN WTR WKS CO INC | 2016-08-17 | 2017-07-05 | $7,771 | $7,622 | $149 | $149 | |
| EOG RERSOURCES INC | 2017-03-20 | 2017-06-05 | $21,452 | $23,759 | -$2,307 | -$2,307 | |
| MARATHON OIL CORP | 2017-03-20 | 2017-11-28 | $9,453 | $9,983 | -$530 | -$530 | |
| OCCIDENTAL PETE CORP CAL | 2016-03-11 | 2017-01-05 | $7,098 | $7,074 | $24 | $24 | |
| WELLS FARGO & CO NEW DEL | 2017-03-20 | 2017-11-28 | $13,533 | $14,569 | -$1,036 | -$1,036 | |
| CHUBB LTD | 2016-03-04 | 2017-06-05 | $7,249 | $5,857 | $1,392 | $1,392 | |
| GOLDMAN SACHS MLP ENTERGY | 2016-10-03 | 2017-11-28 | $10,962 | $13,465 | -$2,503 | -$2,503 | |
| MARATHON OIL CORP | 2016-08-17 | 2017-11-28 | $9,453 | $10,039 | -$586 | -$586 | |
| MONDELEZ INTERNATIONAL INC | 2016-03-03 | 2017-07-05 | $4,333 | $4,066 | $267 | $267 | |
| MEDTRONIC PLC SHS | 2016-03-04 | 2017-11-28 | $6,146 | $5,642 | $504 | $504 | |
| NEXTERA ENERGY INC SHS | 2016-03-02 | 2017-07-06 | $6,926 | $5,609 | $1,317 | $1,317 | |
| TOTAL S.A. SP ADR | 2016-03-11 | 2017-07-05 | $4,912 | $4,748 | $164 | $164 | |
| VERIZON COMMUNICATIONS | 2016-03-02 | 2017-06-05 | $4,626 | $5,208 | -$582 | -$582 | |
| WELLS FARGO & CO NEW DEL | 2016-05-17 | 2017-11-28 | $5,413 | $4,767 | $646 | $646 | |
| HARTFORD MUT FDS INC | 2016-02-10 | 2017-03-07 | $62,700 | $54,998 | $7,702 | $7,702 | |
| MFS DIVERSIFIED INCOME | 2016-02-10 | 2017-03-07 | $66,850 | $59,990 | $6,860 | $6,860 | |
| HARTFORD SMALL CAP | 2016-02-10 | 2017-03-21 | $12,849 | $9,500 | $3,349 | $3,349 | |
| AB LIMITED DURATION HIGH | 2016-03-02 | 2017-03-21 | $77,127 | $73,533 | $3,594 | $3,594 | |
| IVY INTERNATIONAL CORE EQUITY FUND | 2016-02-10 | 2017-03-20 | $35,000 | $28,769 | $6,231 | $6,231 | |
| IVY ENERGY FUND CL I | 2016-02-10 | 2017-06-05 | $13,081 | $18,017 | -$4,936 | -$4,936 | |
| CAPITAL GAINS DIVIDENDS | $24 | $24 | $24 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,718 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $481,006 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $384,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $321,427 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064711 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $162,472 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $104,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.172962 | DistributionYr5Rt |
| Total Distribution | 0.503765 | TotalDistributionRt |
| Average Distribution | 0.100753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $526,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $751 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $751 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $354 | OverpaymentAmt |
| Applied To ES Tax | $354 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | JIMMY ANKLESARIA | IndividualWithBooksNm |
| Phone | 8587557119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1172 CUCHARA DRIVE | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER L ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | CHAIRMAN AND SECRETARY | 2.00 | $0 | $0 | $0 |
| JIMMY ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| RICHARD K CIRCUIT | ||||||||
| 1205 PROSPECT STREETSUITE 400 | LA JOLLA | CA | 92037 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL J GATTO | ||||||||
| 550 WEST C STREETSUITE 1700 | SAN DIEGO | CA | 92101 | TREASURER | 1.00 | $0 | $0 | $0 |
| ZUBIN ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | SAN DIEGO | CA | 92014 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JASMINE ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | SAN DIEGO | CA | 92014 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| AVI ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | SAN DIEGO | CA | 92014 | DIRECTOR | 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 | $492,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $534,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $397 | TotalTaxAmt |
| Distributable Before Adj | $25,952 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,485 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $72,986 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,198 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,184 | 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 | $18,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,701 | ExcessFromYear4Amt |
| Excess From Year3 | $20,800 | ExcessFromYear3Amt |
| Excess From Year2 | $11,485 | ExcessFromYear2Amt |
| Excess From Current Year | $8,198 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER L ANKLESARIA | ContributingManagerNm |
| Contributing Manager | JIMMY ANKLESARIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL AMERICAN BOYS CHORUS | |||||||
| PO BOX 1527 | COSTA MESA | CA | 92626 | NOT RELATED | 501(C) | ARTS/HUMANITIES | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NOT RELATED | 501(C) | HEALTH | $500 |
| AMERICAN RED CROSS | |||||||
| 34800 BOB WILSON DR | SAN DIEGO | CA | 92134 | NOT RELATED | 501(C) | PUBLIC WELFARE | $2,500 |
| CAMARADA INC | |||||||
| 4474 HORTENSIA STREET | SAN DIEGO | CA | 92103 | NOT RELATED | 501(C) | EDUCATIONAL | $2,000 |
| FRANCIS PARKER SCHOOL | |||||||
| 6501 LINDA VISTA RD | SAN DIEGO | CA | 92111 | NOT RELATED | 501(C) | EDUCATION | $10,000 |
| PADRES PEDAL THE CAUSE | |||||||
| 2445 FIFTH AVENUE SUITE 402 | SAN DIEGO | CA | 92101 | NOT RELATED | 501(C) | CANCER RESEARCH | $500 |
| PI BETA PHI FOUNDATION | |||||||
| 1154 TOWN AND COUNTRY COMMONS | CHESTERFIELD | MO | 63017 | NOT RELATED | 501(C) | EDUCATION | $1,000 |
| SAN DIEGO RESUCE MISSION | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 92138 | NOT RELATED | 501(C) | COMBAT HOMLESSNESS | $300 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NOT RELATED | 501(C) | EDUCATIONAL | $1,500 |
| UCSD FOUNDATION | |||||||
| 3333 N TORREY PINES COURT SUITE 200 | LA JOLLA | CA | 92037 | NOT RELATED | 501(C) | EDUCATIONAL | $15,000 |
| SAN DIEGO HISTORY CENTER | |||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NOT RELATED | 501(C) | EDUCATIONAL | $500 |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| 6461 EL APAJO RD | RANCHO SANTA FE | CA | 92067 | NOT RELATED | 501(C) | ANIMAL SHELTER | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,150 | 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 | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,169 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICT GOMES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA ST STE 2100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,960 | Amt |
| Net Investment Income | $1,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 AMERICAN TOWER REIT INC | $4,860 | $7,134 |
| 50 SH APPLE INC | $5,095 | $8,462 |
| 200 SH COMCAST CORP NEW CL A | $5,893 | $8,010 |
| 90 COSTCO WHOLESALE CRP DEL | $13,632 | $16,751 |
| 95 DANAHER CORP DEL COM | $6,887 | $8,818 |
| 50 SH ECOLAB INC | $5,335 | $6,709 |
| 50 SH HONEYWELL INTL INC DEL | $5,455 | $7,668 |
| 50 SH HOME DEPOT INC | $6,317 | $9,476 |
| 40 SH LOCKHEED MARTIN CORP | $8,738 | $12,842 |
| 100 SH ELI LILLY & CO | $7,636 | $8,446 |
| 100 SH MICROSOFT CORP | $5,267 | $8,554 |
| 130 SH SEMPRA ENERGY | $12,977 | $13,900 |
| 75 SH VISA INC | $5,494 | $8,551 |
| 100 DANAHER CORP DEL | $8,666 | $9,282 |
| 300 FRANCO NEV CORP | $19,955 | $23,985 |
| 100 HONEYWELL INTL INC DEL | $12,679 | $15,336 |
| 250 JPMORGAN CHASE & CO | $20,846 | $26,735 |
| 225 MICROSOFT CORP | $14,617 | $19,247 |
| 135 NVIDIA | $18,955 | $26,122 |
| 350 SOUTHWEST AIRLNS CO | $18,524 | $22,907 |
| 400 WAL-MART STORES INC | $28,022 | $39,500 |
| 450 VANGUARD FTSE EMERGING MARKETS ETF | $20,005 | $20,659 |
| 750 INDEXIQ ETF TR SHS IQ | $21,045 | $21,037 |
| 1939 DREYFUS/STANDISH GLOBAL | $41,999 | $41,456 |
| 3633 WESTERN ASSET CORE PLUS BOND FD CL I | $41,997 | $43,015 |
| 1238 IVY INTERNATIONAL CORE EQUITY | $18,231 | $25,185 |
| 4266 JANUS HENDERSON GLOBAL | $40,996 | $40,868 |
| 100 APPLE INC | $14,122 | $16,923 |
| 350 CLOVIS ONCOLOGY INC | $20,169 | $23,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $23 | $23 | $0 |
| FILING FEE | $10 | $10 | $0 |
| LICENSES | $25 | $25 | $0 |
| BROKERAGE FEE | $4,861 | $4,861 | $0 |
| MISCELLANEOUS | $3,450 | $3,450 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $138 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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