RODEKI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RODEKI FOUNDATION (EIN 45-5590876)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349101100
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T08:18:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 | 455590876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODEKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODE | BusinessNameControlTxt |
| Phone | 8585589200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIONA MACKIN-JHA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8585589200 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE A MYHRA | PreparerPersonNm |
| PTIN | P01086790 | PTIN |
| Phone | 8585589200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.174.140.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-10 | IPDt |
| IP Tm | 11:21:09 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 337B4F60C6255489E9E483DDBFF0F28F8259E97E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF93C5D76935EF9914B1A2010A7D98AAF99FCD35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,884,434 | 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 | $3,998 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $245,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $947,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,660,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $947,210 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,197,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,193,070 | 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 | $3,888 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $389 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,499 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,656 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $110 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,206 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $706,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $706,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $762,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $709,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $434,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,139,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,192 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,319,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,765,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,836,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,379,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,813,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,884,434 | 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 | $10,379,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,813,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,379,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,813,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,379,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,813,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,379,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $434,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,813,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,813,759 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,616,128 | $4,713,321 | $902,807 | $902,807 | |
| CAPITAL GAINS DIVIDENDS | $44,403 | $44,403 | $44,403 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $947,210 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $694,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,409,719 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051759 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $899,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,228,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067959 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $726,182 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,542,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,986,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,161 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,458,426 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011323 | DistributionYr5Rt |
| Total Distribution | 0.201229 | TotalDistributionRt |
| Average Distribution | 0.040246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,702,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $591,699 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $603,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $709,609 | 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 | $11,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,724 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,724 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,674 | 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 | FIONA MACKIN-JHA | IndividualWithBooksNm |
| Phone | 8585589200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | 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 |
|---|---|---|---|---|---|---|---|---|
| SANJAY JHA | ||||||||
| 4225 EXECUTIVE SQUARE SUITE 1150 | LA JOLLA | CA | 92037 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FIONA MACKIN-JHA | ||||||||
| 4225 EXECUTIVE SQUARE SUITE 1150 | LA JOLLA | CA | 92037 | CFO/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 | $14,699,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,925,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,925,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $223,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,702,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $735,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $735,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,398 | TotalTaxAmt |
| Distributable Before Adj | $723,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $723,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $723,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $709,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $709,609 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $698,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $723,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $81,684 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $709,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $709,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,096 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,096 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,506 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $95,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $67,588 | ExcessFromYear2Amt |
| Excess From Year1 | $27,918 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANJAY JHA | ContributingManagerNm |
| Contributing Manager | FIONA MACKIN-JHA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BRIDGE FOR KIDS | ||||||||
| 4445 EASTGATE MALL SUITE 200 | SAN DIEGO | CA | 92121 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 2655 CAMINO DEL RIO NORTH SUITE 100 | SAN DIEGO | CA | 92108 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $36,000 | |
| HOME START INC | ||||||||
| 5005 TEXAS STREET SUITE 203 | SAN DIEGO | CA | 92108 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $30,000 | |
| LA JOLLA COUNTRY DAY SCHOOL | ||||||||
| 9490 GENESEE AVENUE | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $30,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $5,000 | |
| PRO KIDS | ||||||||
| 4085 52ND ST | SAN DIEGO | CA | 92105 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $5,000 | |
| REALITY CHANGERS | ||||||||
| 3910 UNIVERSITY AVE SUITE 300-RC | SAN DIEGO | CA | 92105 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $35,000 | |
| SALK INSTITUTE | ||||||||
| 10010 N TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $525,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 6402 ARLINGTON BOULEVARD SUITE 300 | FALLS CHURCH | VA | 22042 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $5,000 | |
| THE SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $15,000 | 200 |
| UCSD FOUNDATION | ||||||||
| 9500 GILLMAN DRIVE 0940 | LA JOLLA | CA | 92093 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $706,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCSD JACOBS SCHOOL OF ENGINEERING | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 GILLMAN DRIVE 0403 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT GENERAL OPERATIONS. | GrantOrContributionPurposeTxt |
| Amt | $3,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $947,210 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,193,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,193,070 | 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 FEES | CategoryTxt |
| Amt | $3,888 | Amt |
| Net Investment Income | $389 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,499 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,765,567 | BookValueAmt |
| EOYFMV | $15,836,242 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $47,402 | $47,402 | $0 |
| MISCELLANEOUS | $1,804 | $1,804 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARY OF STATE | $25 | $0 | $25 |
| DELAWARE SECRETARY OF STATE | $25 | $0 | $25 |
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| ATTORNEY GENERAL | $50 | $0 | $50 |
| FOREIGN TAXES | $3,656 | $3,656 | $0 |
Comments