IRVING AND FRANCINE SUKNOW FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
IRVING AND FRANCINE SUKNOW FOUNDATION (EIN 25-6648797)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201723179349101992
Schema version
2016v3.0
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)
Return2017-11-13T16:33:18-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256648797EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRVING & FRANCINE SUKNOW FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PEPPER HAMILTON LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRVIBusinessNameControlTxt
Phone2159814000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 TWO LOGAN SQUARE 18TH ARCH STSAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032799ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY FADER LYNDA GORDONPersonNm
Person TitleSUCCESSOR CO-TRUSTEEPersonTitleTxt
Phone2159814000PhoneNum
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT E LOFGRENPreparerPersonNm
PTINP00647580PTIN
Phone8584551200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.43.33.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-09IPDt
IP Tm13:01:06IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2BB9046EF8DBE6CDE73DE958D6F5349682D92D81AtSubmissionCreationDeviceId
At Submission Filing Device IdDF584EB58E6E0512197D52B2D3A8E63DCA0254F0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,666,157FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$190,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$190,460DividendsNetInvstIncmAmt
Dividends Adj Net Incm$190,460DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$15,667NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,981,074GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,667CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,127TotalRevAndExpnssAmt
Total Net Invst Incm$206,127TotalNetInvstIncmAmt
Total Adj Net Incm$190,460TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$40,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$842LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$842LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$690AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$690AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$4,000TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$37,380OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,692OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,688OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,692TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$47,220TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$619,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$619,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$701,912TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,692TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$666,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$495,785ExcessRevenueOverExpensesAmt
Net Investment Income$170,435NetInvestmentIncomeAmt
Adjusted Net Income$190,460AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$126,069SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,571SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,571SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,115,272CorporateStockBOYAmt
Corporate Stock EOY$7,293,251CorporateStockEOYAmt
Corporate Stock EOYFMV$7,342,705CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,084,620CorporateBondsBOYAmt
Corporate Bonds EOY$1,906,765CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,891,970CorporateBondsEOYFMVAmt
Other Investments BOY$1,876,416OtherInvestmentsBOYAmt
Other Investments EOY$2,411,104OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,320,911OtherInvestmentsEOYFMVAmt
Other Assets BOY$15,099OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$12,217,476TotalAssetsBOYAmt
Total Assets EOY$11,721,691TotalAssetsEOYAmt
Total Assets EOYFMV$11,666,157TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$12,217,476CapitalStockBOYAmt
Capital Stock EOY$11,721,691CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,217,476TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,721,691TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,217,476TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,721,691TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,217,476TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$495,785ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,721,691SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,721,691TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - BNY MELLON #20000$783,495$806,300-$22,805-$22,805
PUBLICLY TRADED SECURITIES - BNY MELLON #20000$872,051$954,677-$82,626-$82,626
PUBLICLY TRADED SECURITIES - BNY MELLON #09000$65,049$67,235-$2,186-$2,186
PUBLICLY TRADED SECURITIES - BNY MELLON #09000$119,846$137,195-$17,349-$17,349
CAPITAL GAINS DIVIDENDS$140,633$140,633$140,633P
FieldValueIRS element (for citing)
Capital Gain Net Income$15,667CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$24,991NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$324,213AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,426,792NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059743DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,665AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$746,894NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038379DistributionYr2Rt
Adjusted Qlfy Distri Yr3$73,633AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$790,554NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.093141DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,303AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$833,848NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068721DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,708AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$837,835NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050974DistributionYr5Rt
Total Distribution0.310958TotalDistributionRt
Average Distribution0.062192AverageDistributionRt
Net Vl Noncharitable Assets$11,436,403NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$711,253AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,704NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$712,957AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$666,220QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,409InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,409SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,409TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,305EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$4,000AppliedToEsTaxAmt
Total Payments And Credits$7,305TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,896OverpaymentAmt
Applied To ES Tax$3,896AppliedToESTaxAmt
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 StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPEPPER HAMILTONIndividualWithBooksNm
Phone2159814000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 TWO LOGAN SQUARE 18TH ARCH STSAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032799ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
HENRY FADER
3000 TWO LOGAN SQUARE 18THARCH STSPHILADELPHIAPA191032799CO-TRUSTEE1.50$20,000$0$0
LYNDA S GORDON
PO BOX 676357RANCHO SANTA FECA92067CO-TRUSTEE1.50$20,000$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

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$11,480,883AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$129,678AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,610,561TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,610,561AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$174,158CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,436,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$571,820MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$571,820MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,409TaxBasedOnInvestmentIncomeAmt
Total Tax$3,409TotalTaxAmt
Distributable Before Adj$568,411DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$568,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$568,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$666,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$666,220QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$666,220AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$568,411DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,351ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,201ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,363ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$55,061ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$106,976TotalExcessDistributionCyovAmt
Qualifying Distributions$666,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$568,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$97,809RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$204,785TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,351ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$203,434ExcessDistriCyovToNextYrAmt
Excess From Year4$16,201ExcessFromYear4Amt
Excess From Year3$34,363ExcessFromYear3Amt
Excess From Year1$55,061ExcessFromYear1Amt
Excess From Current Year$97,809ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA DE AMPARO
325 BUENA CREEK ROADSAN MARCOSCA92069PCHUMAN SERVICES - ADULT RESIDENTIAL CARE$500
JEWISH FAMILY SERVICES OF SAN DIEGO
8804 BALBOA AVESAN DIEGOCA92123PCCOMMUNITY SERVICES$2,000
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON RDSAN DIEGOCA921234325PCRELIGIOUS AND COMMUNITY SERVICES$15,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
12121 SCRIPPS SUMMIT DRIVE STE 190SAN DIEGOCA92131PCMS RESEARCH$3,000
NORTH BEACH REPERTORY THEATRE
987-D LOMAS SANTA FE DRIVESOLANA BEACHCA92075PCTHEATER AND PERFORMING ARTS$1,000
PEDAL THE CAUSE - SAN DIEGO
512 VIA DE LA VALLE SUITE 302SOLANO BEACHCA92075PCMEDICAL$1,500
RADY CHILDREN'S HOSPITAL FOUNDATION
MC 5005 3020 CHILDRENS WAYSAN DIEGOCA921234325PCKAWASAKI MEDICAL RESEARCH$132,500
SEACREST FOUNDATION
211 SAXONY RDENCINITASCA92024PCRESIDENT ASSISTANCE FUND$2,500
SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTER BLVDSAN DIEGOCA92123PCSURVIVOR'S REHAB FUND$500
UCSD FOUNDATION
9500 GILMAN DRIVE SUITE 0853LA JOLLACA92093PCPROSTATE CANCER RESEARCH$25,000
UCSD FOUNDATION
9500 GILMAN DRIVE SUITE 0937LA JOLLACA920930641PCRADY PAVILLION FOR WOMEN AND INFANTS$500
UCSD FOUNDATION MOORES CANCER CENTER
9500 GILMAN DRIVE SUITE 0937LA JOLLACA92093PCCANCER RESEARCH$10,000
UCSD FOUNDATION MOORES CANCER CENTER
9500 GILMAN DRIVE SUITE 0937LA JOLLACA92093PCBREAST CANCER RESEARCH$25,000
UCSD FOUNDATION MOORES CANCER CENTER
9500 GILMAN DRIVE SUITE 0940LA JOLLACA92093PCPATIENT NAVIGATOR PROGRAM$400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$619,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$190,460ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,667ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,127ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,127TotalIncomeProducingActyAmt

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$690Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$690DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE OBLIGATIONSBondNm
EOY Book Value$1,906,765EOYBookValueAmt
EOYFMV$1,891,970EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$7,293,251EOYBookValueAmt
EOYFMV$7,342,705EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,411,104BookValueAmt
EOYFMV$2,320,911EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$842LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$842DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRECEIVABLE FROM BROKER FOR PENDING SALESDesc
BOY Book Value$15,099BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$35,692$35,692$0$0
ADMINISTRATIVE EXPENSES$1,688$0$0$1,688

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

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