LYMAN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LYMAN FAMILY FOUNDATION (EIN 20-2019997)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-08
IRS object ID
201722519349100852
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)
Return2017-09-08T16:32:08-05:00ReturnTs
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)
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
Signature2017-08-24SignatureDt
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 Address24.43.33.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-24IPDt
IP Tm11:26:35IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0D1A7040E484353599D8FBDDE3C76BE37632EED0AtSubmissionCreationDeviceId
At Submission Filing Device IdDF584EB58E6E0512197D52B2D3A8E63DCA0254F0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$436,419FMVAssetsEOYAmt
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$5,014DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,014DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$810,504NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$81,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$805,477TotalRevAndExpnssAmt
Total Net Invst Incm$5,027TotalNetInvstIncmAmt
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$549LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$275LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$274LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,545AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$773AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$772AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,051OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,051OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,099TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,046TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$116,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,099TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,546TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$922,157ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,201CashBOYAmt
Cash EOY$4,953CashEOYAmt
Cash EOYFMV$4,953CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,980SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,980SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,208,083CorporateStockBOYAmt
Corporate Stock EOY$423,486CorporateStockEOYAmt
Corporate Stock EOYFMV$423,486CorporateStockEOYFMVAmt
Total Assets BOY$1,222,581TotalAssetsBOYAmt
Total Assets EOY$436,419TotalAssetsEOYAmt
Total Assets EOYFMV$436,419TotalAssetsEOYFMVAmt
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$1,222,581RetainedEarningBOYAmt
Retained Earning EOY$436,419RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,222,581TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$436,419TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,222,581TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$436,419TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,222,581TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$922,157ExcessRevenueOverExpensesAmt
Other Increases$135,995OtherIncreasesAmt
Subtotal$436,419SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$436,419TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$75,409$892,285-$816,876-$816,876
PUBLICLY TRADED SECURITIESP$6,372$6,372$6,372
FieldValueIRS element (for citing)
Capital Gain Net Income-$810,504CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$168,670AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,820,465NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092652DistributionYr1Rt
Adjusted Qlfy Distri Yr2$145,529AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,853,676NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037764DistributionYr2Rt
Adjusted Qlfy Distri Yr3$151,941AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,379,174NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044964DistributionYr3Rt
Adjusted Qlfy Distri Yr4$187,044AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,948,933NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063428DistributionYr4Rt
Adjusted Qlfy Distri Yr5$188,483AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,944,410NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047785DistributionYr5Rt
Total Distribution0.286593TotalDistributionRt
Average Distribution0.057319AverageDistributionRt
Net Vl Noncharitable Assets$1,037,119NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$59,447AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$59,447AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,546QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
Total Payments And Credits$22,018TotalPaymentsAndCreditsAmt
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$1,011,594AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,319AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,052,913TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,052,913AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,037,119NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,856MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,856MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$51,856DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,856DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,856DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,546ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,546QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,546AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,856DistributableAsAdjustedAmt
Undistributed Income PY$89,529UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$91,546QualifyingDistributionsAmt
Applied To Year1$89,529AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,017AppliedToCurrentYearAmt
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$49,839UndistributedIncomeCYAmt
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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
2305 HISTORIC DECATUR ROAD SUITE100SAN DIEGOCA92106NONEPUBLIC CHARITYSCIENCE GRANT$1,000
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$25,000
HEALTHNETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPUBLIC CHARITYHEALTH GRANT$500
HONORARY DEPUTY SHERIFFS
PO BOX 421260SAN DIEGOCA921421260NONEPUBLIC CHARITYGENERAL GRANT$500
HORIZON CHRISTIAN FELLOWSHIP
PO BOX 9070 6365 EL APAJO RDRANCHO SANTA FECA92067NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$13,600
JOSH MCDOWELL MINISTRY
660 INTERNATIONAL PKWY STE 100RICHARDSONTX750816616NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$1,000
ROLF BENIRSCHKE LEGACY FOUNDATION
PO BOX 231429ENCINITASCA92023NONEPUBLIC CHARITYGENERAL GRANT$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLIC CHARITYHEALTH GRANT$500
STORMEYE INSTITUTE
167 ASHLEY AVENUE PO BOX 250676CHARLESTONSC29425NONEPUBLIC CHARITYHEALTH GRANT$25,000
UCSD FOUNDATION
9500 GILMAN DRIVELA JOLLACA920930940NONEPUBLIC CHARITYEDUCATIONAL GRANT$6,000
SAN DIEGO ZOO
2920 ZOO DRIVESAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$900
LA JOLLA MUSIC SOCIETY
7946 IVANHOE AVELA JOLLACA92037NOEPUBLIC CHARITYGENERAL GRANT$2,000
THE OLD GLOBE
1363 OLD GLOBE WAYSAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$2,000
NAVAL SPECIAL WARFARE FOUNDATION
300 CARLSBAD VILLAGE DRIVE 108ACARLSBADCA92008NONEPUBLIC CHARITYGENERAL GRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,500TotalGrantOrContriPdDurYrAmt
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$5,014ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$810,504ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$805,477ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$805,477TotalIncomeProducingActyAmt

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$1,545Amt
Net Investment Income$773NetInvestmentIncomeAmt
Disbursements Charitable Prps$772DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$423,486EOYBookValueAmt
EOYFMV$423,486EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$549LegalFeesAmt
Net Investment Income$275NetInvestmentIncomeAmt
Disbursements Charitable Prps$274DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$135,995Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$24,051Amt
Net Investment Income$24,051NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE$10$0$0
OTHER$25$0$0

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