FRED B LUDDY FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FRED B LUDDY FAMILY FOUNDATION INC (EIN 46-4188357)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349100428
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T10:46:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464188357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED B LUDDY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 8585589200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 430 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED B LUDDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8585589200 | PhoneNum |
| Signature | 2017-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J BROWNELL | PreparerPersonNm |
| PTIN | P00232091 | 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 | 2017-10-26 | IPDt |
| IP Tm | 15:46:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6DD3352F12480F2CEA94BE19CBD06D8862680762 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C77B8461A8589161459163EBA1FDEA1B9A16487 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,236,498 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $925,080 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $945 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$33,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $893,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $945 | 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 |
| Legal Fees Rev And Expnss | $2,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,100 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,628 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,314 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,144 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $604,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $624,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $638,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $263,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,994,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,344,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,344,418 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $892,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $892,080 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,994,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,236,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,236,498 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $831 | AccountsPayableBOYAmt |
| Grants Payable BOY | $20,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $20,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,973,377 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,236,498 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,973,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,236,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,994,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,236,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,973,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $263,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,236,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,236,498 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $658,095 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,977,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.221035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $350,711 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $253,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.382608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 1.603643 | TotalDistributionRt |
| Average Distribution | 0.534548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,658,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,490,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,490,237 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $638,144 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,000 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | 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 | FRED B LUDDY | IndividualWithBooksNm |
| Phone | 8585589200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 150 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| FRED B LUDDY | ||||||||
| PO BOX 430 | RANCHO SANTA FE | CA | 92067 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRAYDON HAMILTON | ||||||||
| 1200 PROSPECT STREET 500 | LA JOLLA | CA | 92037 | TREASURER | 1.00 | $0 | $0 | $0 |
| ERIC I WEITZEN | ||||||||
| 12730 HIGH BLUFF DRIVE 200 | SAN DIEGO | CA | 92130 | 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 | $68,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,660,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,729,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,729,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,658,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,929 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $232,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $638,144 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $638,144 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $638,144 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $360,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $609,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $970,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $638,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $405,215 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,375,249 | 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 | $1,375,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $360,306 | ExcessFromYear2Amt |
| Excess From Year1 | $609,728 | ExcessFromYear1Amt |
| Excess From Current Year | $405,215 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED B LUDDY | ContributingManagerNm |
| Shareholder Manager | FRED B LUDDY | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| IMMUNOTHERAPY FOUNDATION | ||||||||
| 440 STEVENS AVE STE 200 | SOLANA BEACH | CA | 92075 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| RANCHO SANTA FE EDUCATION FOUNDATION | ||||||||
| 5927 LA GRANADA | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATIONS | $40,000 | |
| UCSD FOUNDATION - RADY SCHOOL OF MANAGEMENT | ||||||||
| 10300 N TORREY PINES RD PLAZA LEVEL | LA JOLLA | CA | 92037 | NONE | PC | GENERAL OPERATIONS | $250,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STRPROSTATE CANCER | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATIONS | $74,900 | FOUNDATIONEET |
| HOSPICE OF THE NORTH COAST | ||||||||
| 2525 PIO PICO DRIVE SUITE 301 | CARLSBAD | CA | 92008 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| JDRF | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| THE CAMPANILE FOUNDATION | ||||||||
| 5500 CAMPANILE DRIVE MC1968 | SAN DIEGO | CA | 92182 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| SES TENNIS CENTER | ||||||||
| PO BOX 5005 119 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $624,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $945 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICENOW INC - UNREALIZED GAIN/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$32,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$32,055 | 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 | FRED B LUDDY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 430 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $925,080 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,000 SHARES OF SERVICENOW, INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $925,080 | FairMarketValueAmt |
| Received | 2016-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,628 | Amt |
| Net Investment Income | $11,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,144 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS #VR 21151 STOCKS | StockNm |
| EOY Book Value | $892,080 | EOYBookValueAmt |
| EOYFMV | $892,080 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,200 | LegalFeesAmt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICENOW INC - UNREALIZED GAIN/LOSS | Desc |
| Revenue And Expenses Per Books | -$33,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$33,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXERCISE TAX | $166 | $0 | $0 |
| STATE TAX | $10 | $10 | $0 |
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