ANKLESARIA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANKLESARIA FAMILY FOUNDATION (EIN 33-0878223)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349103844
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:52:43-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823382227 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meletis and Munsch LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12626 High Bluff Dr Ste 400 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330878223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANKLESARIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANKL | BusinessNameControlTxt |
| Phone | 6199857119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1172 CUCHARA DRIVE | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMY ANKLESARIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karyn L Meletis Partner | PreparerPersonNm |
| PTIN | P00359533 | PTIN |
| Phone | 8582995900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,653,845 | 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 | $1,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,472 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$41 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $243,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,411 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $403,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,779 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $660,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,802 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $314 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $314 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,026 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,946 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $474,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $474,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $170,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $455,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $594,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,482,223 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $75,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $78,681 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $576,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $747,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,653,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $576,785 | RetainedEarningBOYAmt |
| Retained Earning EOY | $747,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $576,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $747,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $576,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $747,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $576,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $170,216 | ExcessRevenueOverExpensesAmt |
| Subtotal | $747,001 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $747,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,702.224 SHS ALSPG PREC MTLS | P | 2023-10-13 | 2024-02-02 | $74,472 | $75,000 | -$528 | -$528 |
| 300 SHS CHEVRON CORP | P | 2022-04-21 | 2024-02-09 | $45,528 | $49,162 | -$3,634 | -$3,634 |
| 2,000 SHS NVIDIA CORP | P | 2017-07-06 | 2024-08-21 | $254,593 | $7,020 | $247,573 | $247,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,411 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$528 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,308 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,308 | SubtotalAmt |
| Tax Based On Investment Income | $3,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,528 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,165 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,693 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $65 | EsPenaltyAmt |
| Overpayment | $3,320 | OverpaymentAmt |
| Applied To ES Tax | $3,320 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIMMY ANKLESARIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6199857119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1172 CUCHARA DRIVE | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIFER L ANKLESARIA | ||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | CHAIRMAN & SECR | 2.00 | $0 |
| JIMMY ANKLESARIA | ||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | PRESIDENT & TRE | 2.00 | $0 |
| RICHARD K CIRCUIT | ||||||
| 1205 PROSPECT STREET STE 400 | LA JOLLA | CA | 92037 | Director | 1.00 | $0 |
| ZUBIN ANKLESARIA | ||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | Director | 2.00 | $0 |
| JASMINE ANKLESARIA | ||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | Vice President | 2.00 | $0 |
| AVI ANKLESARIA | ||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,470,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,530,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,530,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,507,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,308 | TotalTaxAmt |
| Distributable Before Adj | $72,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,560 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $474,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,071 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,717 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $13,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,560 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $402,489 | RemainingDistriFromCorpusAmt |
| Total Corpus | $416,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $416,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,717 | ExcessFromYear4Amt |
| Excess From Current Year | $402,489 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER L ANKLESARIA | ContributingManagerNm |
| Contributing Manager | JIMMY ANKLESARIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Cancer Society | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | 501(c)(3) | HEALTH | $500 |
| Camarada | ||||||
| 325 W WASHINGTON ST 2-163 | SAN DIEGO | CA | 92103 | 501(c)(3) | ART/ HUMANITY | $3,500 |
| Del Mar Foundation | ||||||
| 225 9TH STREET | DEL MAR | CA | 92014 | 501(c)(3) | EDUCATION | $500 |
| Francis Parker School | ||||||
| 6501 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | 501(c)(3) | EDUCATION | $5,000 |
| San Diego Wildlife Alliance | ||||||
| 2920 ZOO DR | SAN DIEGO | CA | 92101 | 501(c)(3) | EDUCATION | $500 |
| Old Town Artisan Studios | ||||||
| 78-046 CALLE BARCELONA | LA QUINTA | CA | 92253 | 501(c)(3) | ART/HUMANITY | $2,500 |
| San Diego Cricket Club | ||||||
| 12350 BLACK MOUNTAIN ROAD | SAN DIEGO | CA | 92129 | 501(c)(3) | SPORTS | $1,500 |
| Boys Girls Club of San Diego | ||||||
| 4635 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | 501(c)(3) | EDUCATION | $1,000 |
| UCSD Foundation | ||||||
| 3333 N TORREY PINES CT SUITE 200 | LA JOLLA | CA | 92037 | 501(c)(3) | EDUCATION | $20,000 |
| UNIVERSITY OF SAN DIEGO | ||||||
| 5998 ALCALA PARK WAY | SAN DIEGO | CA | 92110 | 501(c)(3) | EDUCATION | $10,000 |
| SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | 501(c)(3) | COMMUNITY | $2,500 |
| SOCIAL GOOD FUND | ||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | 501(c)(3) | ART/ HUMANITY | $10,000 |
| ST JUDE'S CHILDRENS RESEARCH HOSPIT | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501(c)(3) | CHILD DEVELOPMENT | $500 |
| UCSD Foundation | ||||||
| 3333 N TORREY PINES CT SUITE 200 | LA JOLLA | CA | 92037 | 501(c)(3) | EDUCATION | $190,803 |
| UNIVERSITY OF SAN DIEGO | ||||||
| 5998 ALCALA PARK WAY | SAN DIEGO | CA | 92110 | 501(c)(3) | EDUCATION | $96,910 |
| UNIVERSITY OF SAN DIEGO | ||||||
| 5998 ALCALA PARK WAY | SAN DIEGO | CA | 92110 | 501(c)(3) | EDUCATION | $54,048 |
| UCSD Foundation | ||||||
| 3333 N TORREY PINES CT SUITE 200 | LA JOLLA | CA | 92037 | 501(c)(3) | EDUCATION | $74,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $474,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $698 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,472 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$41 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,779 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,411 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPREC ON STOCK GIFTS PAID | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $405,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $659,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 5,000 SHS ENERGY TRANSFER LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $78,681 | BookValueAmt |
| EOYFMV | $97,950 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $314 | LegalFeesAmt |
| Net Investment Income | $314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEES | $8,821 | $8,821 |
| BANK FEES | $84 | $84 |
| Rental Expenses | $41 | $41 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| APPREC ON STOCK GIFTS PAID | $405,460 | |
| Other Investment Income | -$1,779 | -$1,779 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,026 | Amt |
| Net Investment Income | $4,026 | NetInvestmentIncomeAmt |
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