LYMAN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LYMAN FAMILY FOUNDATION (EIN 20-2019997)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201823129349101112
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-08T16:07:53-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330690020PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAVINE LOFGREN MORRIS & ENGELBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14180 LA JOLLA VILLAGE DR STE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202019997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYMABusinessNameControlTxt
Phone8586952001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN LYMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8586952001PhoneNum
Signature2018-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY J CAMPBELLPreparerPersonNm
PTINP00434334PTIN
Phone8584551200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.43.33.117IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-30IPDt
IP Tm07:23:15IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2B8AEF237629739FF5BF0F9A8D26CB0C594DF390AtSubmissionCreationDeviceId
At Submission Filing Device Id6CFD80EB4E1E316B272423E746AA006C3548E544AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,187,415FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,897DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,897DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,609NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$92,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$12,699TotalRevAndExpnssAmt
Total Net Invst Incm$4,910TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$400LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$200LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$200LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,844AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$922AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$922AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,675OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,675OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,929TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,122TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,015ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,015ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,797TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,137TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,643ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,953CashBOYAmt
Cash EOY$15,509CashEOYAmt
Cash EOYFMV$15,509CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,980SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,573SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,573SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$423,486CorporateStockBOYAmt
Corporate Stock EOY$1,147,333CorporateStockEOYAmt
Corporate Stock EOYFMV$1,147,333CorporateStockEOYFMVAmt
Total Assets BOY$436,419TotalAssetsBOYAmt
Total Assets EOY$1,187,415TotalAssetsEOYAmt
Total Assets EOYFMV$1,187,415TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$436,419RetainedEarningBOYAmt
Retained Earning EOY$1,187,415RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$436,419TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,187,415TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$436,419TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,187,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$436,419TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,643ExcessRevenueOverExpensesAmt
Other Increases$825,639OtherIncreasesAmt
Subtotal$1,187,415SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,187,415TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$92,936GrossSalesPriceAmt
Cost Or Other Basis$110,545CostOrOtherBasisAmt
Gain Or Loss-$17,609GainOrLossAmt
Gains Minus Excess Or Losses-$17,609GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,609CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$91,546AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,037,119NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088270DistributionYr1Rt
Adjusted Qlfy Distri Yr2$168,670AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,820,465NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.092652DistributionYr2Rt
Adjusted Qlfy Distri Yr3$145,529AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,853,676NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037764DistributionYr3Rt
Adjusted Qlfy Distri Yr4$151,941AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,379,174NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044964DistributionYr4Rt
Adjusted Qlfy Distri Yr5$187,044AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,948,933NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063428DistributionYr5Rt
Total Distribution0.327078TotalDistributionRt
Average Distribution0.065416AverageDistributionRt
Net Vl Noncharitable Assets$994,487NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,055AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$65,055AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,137QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,018EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,018TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$22,018OverpaymentAmt
Applied To ES Tax$22,018AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTANIA LANCASTERIndividualWithBooksNm
Phone8586952001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN A LYMAN
PO BOX 676046RANCHO SANTA FECA92067PRESIDENT1.00$0$0$0
VICKI JO LYMAN
PO BOX 676046RANCHO SANTA FECA92067CFO/ SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANT MAKING CHARITABLE PRIVATE FOUNDATIONDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$979,744AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,887AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,009,631TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,009,631AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,144CashDeemedCharitableAmt
Net Vl Noncharitable Assets$994,487NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,724MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,724MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$49,724DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,724DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,724DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,137ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,137QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,137AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,724DistributableAsAdjustedAmt
Undistributed Income PY$49,839UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$51,137QualifyingDistributionsAmt
Applied To Year1$49,839AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$48,426UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN A LYMANContributingManagerNm
Contributing ManagerVICKI JO LYMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121NONEPUBLIC CHARITYHEALTH GRANT$1,000
CHP 11-99 FOUNDATION
2244 NORTH STATE COLLEGE BLVDFULLERTONCA92831NONEPUBLIC CHARITYGENERAL GRANT$500
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO641291680NONEPUBLIC CHARITYATHLETIC GRANT$5,000
HEALTHNETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPUBLIC CHARITYHEALTH GRANT$1,000
HONORARY DEPUTY SHERIFFS
PO BOX 421260SAN DIEGOCA921421260NONEPUBLIC CHARITYGENERAL GRANT$750
HORIZON CHRISTIAN FELLOWSHIP
PO BOX 9070 6365 EL APAJO RDRANCHO SANTA FECA92067NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$13,000
JOSH MCDOWELL MINISTRY
660 INTERNATIONAL PKWY STE 100RICHARDSONTX750816616NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$1,000
LA JOLLA MUSIC SOCIETY
7946 IVANHOE AVELA JOLLACA92037NOEPUBLIC CHARITYGENERAL GRANT$2,500
LEUKEMIA & LYMPHOMA SOCIETY
6033 W CENTURY BLVD STE 300LOS ANGELESCA90045NONEPUBLIC CHARITYHEALTH GRANT$500
ROLF BENIRSCHKE LEGACY FOUNDATION
PO BOX 231429ENCINITASCA92023NONEPUBLIC CHARITYGENERAL GRANT$2,000
STORMEYE INSTITUTE
167 ASHLEY AVENUE PO BOX 250676CHARLESTONSC29425NONEPUBLIC CHARITYHEALTH GRANT$5,000
THE OLD GLOBE
1363 OLD GLOBE WAYSAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$1,665
UCSD FOUNDATION
9500 GILMAN DRIVELA JOLLACA920930940NONEPUBLIC CHARITYEDUCATIONAL GRANT$4,000
HUNTINGTON DISEASE SOCIETY OF AMERICA (HDSA) - SAN DIEGO
505 EIGHTH AVENUE SUITE 902NEW YORKNY10018NONEPUBLIC CHARITYGENERALHEALTH GRANT$100
AMERICAN CANCER SOCIETY
5333 MISSION CENTER ROAD STE 105SAN DIEGOCA92108NONEPUBLIC CHARITYHEALTH GRANT$6,000
CIVITAN INTERNATIONAL FOUNDATION
PO BOX 130744BIRMINGHAMAL352130744NONEPUBLIC CHARITYGENERAL GRANT$5,000
SEAL FAMILY FOUNDATION
300 CARLSBAD VILLAGE DR SUITECARLSBADCA92008NONEPUBLIC CHARITYGENERAL GRANT$1,000108A-361
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,015TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,897ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$17,609ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$12,699ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$12,699TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,844Amt
Net Investment Income$922NetInvestmentIncomeAmt
Disbursements Charitable Prps$922DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$1,147,333EOYBookValueAmt
EOYFMV$1,147,333EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$400LegalFeesAmt
Net Investment Income$200NetInvestmentIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$825,639Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$9,675Amt
Net Investment Income$9,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATECategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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