ANKLESARIA FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANKLESARIA FAMILY FOUNDATION (EIN 33-0878223)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201731319349101798
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T13:38:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330371564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATTO POPE & WALWICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 WEST C STREET SUITE 1700 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921013568 | 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 | 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 | 8587557119 | 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 | TREASURER | PersonTitleTxt |
| Phone | 8587557119 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J GATTO CPA | PreparerPersonNm |
| PTIN | P00078663 | PTIN |
| Phone | 6192827366 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.164.100.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 16:56:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3FDC7A90D64CE006C3A45EA9C8C4D80395DAFF1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $517,049 | 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 | $105,042 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $433,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,045 | 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 |
| Accounting Fees Rev And Expnss | $1,657 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $231 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,703 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,703 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $380,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $434,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $465,025 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $424,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $486,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $517,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $424,555 | RetainedEarningBOYAmt |
| Retained Earning EOY | $486,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $424,555 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $486,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $424,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $486,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $424,555 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $486,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $486,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HIGH INCOME MUNICIPAL | 2016-02-10 | 2016-03-02 | $35,898 | $36,000 | -$102 | -$102 | |
| LIMITED DURATION HIGH INCOME | 2016-03-02 | 2016-07-14 | $25,000 | $23,951 | $1,049 | $1,049 | |
| JANUS GLOBAL LIFE SCIENCES | 2014-11-14 | 2016-01-21 | $41,486 | $50,009 | -$8,523 | -$8,523 | |
| HARTFORD SMALL CAP GROWTH | 2014-11-14 | 2016-03-01 | $31,382 | $40,009 | -$8,627 | -$8,627 | |
| AB HIGH INCOME MUNICIPAL | 2014-11-14 | 2016-03-02 | $61,586 | $60,504 | $1,082 | $1,082 | |
| WELLS FARGO LARGE CAP | 2014-11-14 | 2016-03-01 | $46,984 | $49,394 | -$2,410 | -$2,410 | |
| LORD ABBETT MULTI ASSET | 2014-11-14 | 2016-01-21 | $49,294 | $60,010 | -$10,716 | -$10,716 | |
| IVY ENERGY FUND | 2014-11-14 | 2016-03-01 | $18,260 | $24,139 | -$5,879 | -$5,879 | |
| INVESCO ASIA PACIFIC | 2014-11-14 | 2016-01-21 | $34,793 | $45,021 | -$10,228 | -$10,228 | |
| COLUMBIA SELIGMAN COMM | 2006-10-16 | 2016-03-01 | $43,022 | $27,504 | $15,518 | $15,518 | |
| ADVANSIX INC | 2016-03-11 | 2016-11-03 | $29 | $29 | $0 | $0 | |
| CITIGROUP INC | 2016-03-04 | 2016-05-17 | $4,361 | $4,337 | $24 | $24 | |
| FORTIVE CORP | 2016-03-15 | 2016-07-06 | $1,767 | $1,617 | $150 | $150 | |
| PFIZER INC | 2016-03-11 | 2016-05-10 | $3,364 | $3,029 | $335 | $335 | |
| SPECTRA ENERGY CORP | 2016-03-02 | 2016-09-07 | $4,191 | $2,985 | $1,206 | $1,206 | |
| THERMO FISHER SCIENTIFIC | 2016-03-04 | 2016-03-15 | $6,878 | $7,001 | -$123 | -$123 | |
| WELLS FARGO LARGE CAP | 2016-01-21 | 2016-11-02 | $2,149 | $2,002 | $147 | $147 | |
| IVY ENERGY FUND | 2016-01-21 | 2016-08-17 | $1,128 | $805 | $323 | $323 | |
| WELLS FARGO LARGE CAP | 2014-11-14 | 2016-11-02 | $9,952 | $9,619 | $333 | $333 | |
| IVY ENERGY FUND | 2014-11-14 | 2016-08-17 | $11,349 | $13,338 | -$1,989 | -$1,989 | |
| CAPITAL GAINS DIVIDENDS | $677 | $677 | $677 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $384,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $321,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064711 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,701 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $162,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139723 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $104,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.172962 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,737 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.110466 | DistributionYr5Rt |
| Total Distribution | 0.567032 | TotalDistributionRt |
| Average Distribution | 0.113406 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $481,006 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,549 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $72 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,703 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $894 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $894 | TotalPaymentsAndCreditsAmt |
| Overpayment | $751 | OverpaymentAmt |
| Applied To ES Tax | $751 | 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 | JIMMY ANKLESARIA | IndividualWithBooksNm |
| Phone | 8587557119 | 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 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER L ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JIMMY ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | DEL MAR | CA | 92014 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| RICHARD K CIRCUIT | ||||||||
| 1205 PROSPECT STREETSUITE 400 | LA JOLLA | CA | 92037 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL J GATTO | ||||||||
| 550 WEST C STREETSUITE 1700 | SAN DIEGO | CA | 92101 | TREASURER | 1.00 | $0 | $0 | $0 |
| ZUBIN ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | SAN DIEGO | CA | 92014 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JASMINE ANKLESARIA | ||||||||
| 1172 CUCHARA DRIVE | SAN DIEGO | CA | 92014 | DIRECTOR | 2.00 | $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 | $440,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $488,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $488,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $481,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $143 | TotalTaxAmt |
| Distributable Before Adj | $23,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,907 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,703 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,703 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,703 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,737 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,701 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,204 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,204 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,519 | 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 | $10,533 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,000 | ExcessFromYear4Amt |
| Excess From Year3 | $22,701 | ExcessFromYear3Amt |
| Excess From Year2 | $20,800 | ExcessFromYear2Amt |
| Excess From Year1 | $11,485 | ExcessFromYear1Amt |
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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL AMERICAN BOYS CHORUS | |||||||
| PO BOX 1527 | COSTA MESA | CA | 92626 | NOT RELATED | 501(C) | ARTS/HUMANITIES | $100 |
| AMERICAN RED CROSS | |||||||
| 34800 BOB WILSON DR | SAN DIEGO | CA | 92134 | NOT RELATED | 501(C) | PUBLIC WELFARE | $1,000 |
| CAMARADA INC | |||||||
| 4474 HORTENSIA STREET | SAN DIEGO | CA | 92103 | NOT RELATED | 501(C) | EDUCATIONAL | $2,000 |
| FOUNDATION FOR NAT'L HISTORY DAY-SD | |||||||
| 9974 SCRIPPS RANCH BLVD 279 | SAN DIEGO | CA | 92131 | NOT RELATED | 501(C) | EDUCATION | $553 |
| FRANCIS PARKER SCHOOL | |||||||
| 6501 LINDA VISTA RD | SAN DIEGO | CA | 92111 | NOT RELATED | 501(C) | EDUCATION | $5,000 |
| PI BETA PHI FOUNDATION | |||||||
| 1154 TOWN AND COUNTRY COMMONS | CHESTERFIELD | MO | 63017 | NOT RELATED | 501(C) | EDUCATION | $1,000 |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DR | SAN DIEGO | CA | 92123 | NOT RELATED | 501(C) | PUBLIC WELFARE | $10,000 |
| WIJABA | |||||||
| 520 BROADWAY 2ND FLOOR | SANTA MONICA | CA | 90401 | NOT RELATED | 501(C) | WORLD LITERACY | $1,000 |
| PADRES PEDAL THE CAUSE | |||||||
| 2445 FIFTH AVENUE SUITE 402 | SAN DIEGO | CA | 92101 | NOT RELATED | 501(C) | CANCER RESEARCH | $500 |
| SAN DIEGO RESUCE MISSION | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 92138 | NOT RELATED | 501(C) | COMBAT HOMLESSNESS | $300 |
| PROJECT CONCERN INTERNATIONAL | |||||||
| 5151 MURPHY CANYON ROAD SUITE 320 | SAN DIEGO | CA | 92123 | NOT RELATED | 501(C) | COMBAT POVERTY | $1,000 |
| SAN DEIGO POLICE FOUNDATION | |||||||
| 444 W BEECH ST 250 | SAN DIEGO | CA | 92101 | NOT RELATED | 501(C) | LOCAL POLICE SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,703 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$18,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,708 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL KRAUSE | ||||||
| 1 | 9012 BUCKWHEAT ST | SAN DIEGO | CA | 92129 | $70,000 | Yes (X) |
| RAHUL SARPESHKAR | ||||||
| 2 | 44 CAMP BROOK COMMON | HANOVER | NH | 03755 | $5,001 | Yes (X) |
| ARTHUR C PINTO ESTATE | ||||||
| 3 | 4 BAYBERRY COMMON | WESTPORT | CT | 06880 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,657 | Amt |
| Net Investment Income | $1,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 AMERICAN TOWER REIT INC | $4,860 | $5,284 |
| 100 AMERICA WTR WRKS CO INC | $7,622 | $7,236 |
| 50 SH APPLE INC | $5,096 | $5,791 |
| 100 SH COMCAST CORP NEW CL A | $5,893 | $6,905 |
| 90 COSTCO WHOLESALE CRP DEL | $13,618 | $14,410 |
| 50 SH CHUBB LTD | $5,857 | $6,606 |
| 95 DANAHER CORP DEL COM | $6,887 | $7,395 |
| 50 SH ECOLAB INC | $5,345 | $5,861 |
| 50 SH HONEYWELL INTL INC DEL | $5,455 | $5,792 |
| 50 SH HOME DEPOT INC | $6,317 | $6,704 |
| 40 SH LOCKHEED MARTIN CORP | $8,738 | $9,998 |
| 100 SH ELI LILLY & CO | $7,636 | $7,355 |
| 650 SH MARATHON OIL CORP | $10,039 | $11,252 |
| 100 SH MONDELEZ INTERNATIONAL INC | $4,119 | $4,433 |
| 75 SH MEDTRONIC PLD SHS | $5,662 | $5,342 |
| 100 SH MICROSOFT CORP | $5,267 | $6,214 |
| 50 SH NEXTRA ENERGY INC SHS | $5,609 | $5,973 |
| 100 SH OCCIDENTAL PETE CORP CAL | $7,074 | $7,123 |
| 130 SH SEMPRA ENERGY | $12,977 | $13,083 |
| 100 SH TOTAL S.A. SP ADR | $4,748 | $5,097 |
| 100 SH VERIZON COMMUNICATIONS COM | $5,208 | $5,338 |
| 75 SH VISA INC | $5,495 | $5,852 |
| 100 SH WELLS FARGO & CO | $4,767 | $5,511 |
| 2000 SH GOLDMAN SACHS MLP ENERGY | $14,355 | $14,380 |
| 328 SH HARTFORD SMALL CAP | $11,919 | $12,543 |
| 5479 SH MFS DIVERSIFIED INCOME FUND | $59,990 | $65,699 |
| 4489 SH HARTFORD BALANCED INCOME FUND | $54,999 | $61,282 |
| 3655 SH AD LIMITED DURATION HIGH INCOME CL C | $35,898 | $37,690 |
| 3836 SH AD LIMITED DURATION HIGH INCOME ADV VL | $37,634 | $39,512 |
| 1104 SH IVY ENERGY FUND | $18,017 | $16,362 |
| 3564 SH IVY INTERNATIONAL CORE EQUITY | $47,001 | $53,002 |
| 5407 SH AMERICANBERNSTEIN HIGH | $0 | $0 |
| 1457 SH INVESCO ASIA PACIFIC | $0 | $0 |
| 963 SH JANUS GLOBAL LIFE | $0 | $0 |
| 3760 SH LORD ABBETT MULTI ASSET | $0 | $0 |
| 3368 SH WELLS FARGO ADVANTAGE | $0 | $0 |
| 801 COLUMBIA SELIGMAN COMMUNICATIONS & INFO A | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $196 | $196 | $0 |
| FILING FEE | $10 | $10 | $0 |
| LICENSES | $25 | $25 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $172 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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