SAN DIEGO LIONS WELFARE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO LIONS WELFARE FOUNDATION (EIN 33-0299972)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-26
- IRS object ID
- 201740269349300904
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-26T09:18:11-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921083820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330299972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO LIONS WELFARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6192397264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 MARKET STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SINGER | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Signature | 2017-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN W NORTHCOTE | PreparerPersonNm |
| PTIN | P00085554 | PTIN |
| Phone | 6192947200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICTORIA WIERIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 MARKET STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,048,893 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sandiegolions.org/welfare-foundation.html | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST ECONOMICALLY DISADVANTAGED CITIZENS WHO ARE NOT HELPED BY OTHER AGENCIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $25,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,991 | CYProgramServiceRevenueAmt |
| PY Investment Income | $296,847 | PYInvestmentIncomeAmt |
| CY Investment Income | $196,577 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14 | PYOtherRevenueAmt |
| CY Other Revenue | $32 | CYOtherRevenueAmt |
| PY Total Revenue | $388,958 | PYTotalRevenueAmt |
| CY Total Revenue | $286,444 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $182,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $182,803 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $157,066 | PYOtherExpensesAmt |
| CY Other Expenses | $143,772 | CYOtherExpensesAmt |
| PY Total Expenses | $339,480 | PYTotalExpensesAmt |
| CY Total Expenses | $326,575 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$40,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,081,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,029,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $151,386 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $127,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,930,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,902,191 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSIST ECONOMICALLY DISADVANTAGED CITIZENS WHO ARE NOT HELPED BY OTHER AGENCIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $92,393 | ExpenseAmt |
| Desc | YOUTH ACTIVITIES PROGRAMS - PROVIDE FUNDS FOR VARIOUS YOUTH PROGRAMS SUCH AS DRUG ABUSE PREVENTION AND SENDING ECONOMICALLY DISADVANTAGED YOUTH TO SUMMER CAMP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $63,695 | ExpenseAmt |
| Desc | SENIOR CITIZENS PROGRAMS - PROVIDE FUNDS FOR ECONOMICALLY DISADVANTAGED SENIOR CITIZENS SUCH AS MEALS ON WHEELS AND ST PAUL MANOR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,224 | ExpenseAmt |
| Revenue | $60,079 | RevenueAmt |
| Desc | MIKE MORROW - PROVIDES VARIOUS HIGH SCHOOL STUDENT BASEBALL ATHLETES THE CHANCE TO PLAY AND PROMOTE GOOD SPORTSMANSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,382 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $912 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $252,694 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA WIERIG | PersonNm |
| Phone | 6192397518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 MARKET STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CYNTHIA COLES | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES LAGRONE | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX MCDONALD | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN BALDWIN | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN LARSEN | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN ELIAS | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON MENDENHALL | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD KAPRIELIAN | |||||||
| SECRETARY/CFO | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT GOFF | |||||||
| CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HELGA MOORE | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TED KAY | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE SCHUETZ | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTTY SCHUETZ | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SILVERIA | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER SINGER | |||||||
| VICE CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CLARENCE STEADMAN | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SUDERMAN | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAM MYERS | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ZAPOTICZNY | |||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA WIERIG | |||||||
| Executive Dir. | 40.00 | 40.00 | $0 | $51,499 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $51,499 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,844 | AllOtherContributionsAmt |
| Total Contributions | $28,844 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MIKE MORROW INCOME | 711300 | $60,079 | $60,079 |
| TAILTWISTER | 900099 | $912 | $912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,991 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,331 | TotalRevenueColumnAmt |
| Exclusion | $129,331 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $829,695 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $762,449 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,246 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,246 | TotalRevenueColumnAmt |
| Exclusion | $67,246 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,023 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $196,577 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,803 | TotalAmt |
| Program Services | $168,803 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,540 | TotalAmt |
| Management And General | $8,540 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,782 | TotalAmt |
| Program Services | $1,950 | ProgramServicesAmt |
| Management And General | $13,832 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,904 | TotalAmt |
| Management And General | $41,904 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MIKE MORROW EXPENSES | $61,224 | $61,224 | |
| INSURANCE | $8,510 | $8,510 | |
| TAILTWISTER | $4,119 | $4,119 | |
| SERVICE DOG SURGERY PAYMENT | $1,542 | $1,542 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151 | TotalAmt |
| Program Services | $1,056 | ProgramServicesAmt |
| Management And General | $1,095 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,575 | TotalAmt |
| Program Services | $252,694 | ProgramServicesAmt |
| Management And General | $73,881 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $65,766 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,718 | BOYAmt |
| EOY | $172,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $126,441 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,438,613 | BOYAmt |
| EOY | $4,322,432 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,210 | BOYAmt |
| EOY | $469,302 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,081,896 | BOYAmt |
| EOY | $5,029,586 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,386 | BOYAmt |
| EOY | $127,395 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,386 | BOYAmt |
| EOY | $127,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,557,918 | BOYAmt |
| EOY | $3,501,109 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,482 | BOYAmt |
| EOY | $1,123,189 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,110 | BOYAmt |
| EOY | $277,893 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,930,510 | BOYAmt |
| EOY | $4,902,191 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,081,896 | BOYAmt |
| EOY | $5,029,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$40,131 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $47,680 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$35,868 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 34 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (34 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| HANNAHS HOUSE | ||||
| 330591145 | 9 | false | $5,000 | $0 |
| SAN DIEGO RESCUE MISSION | ||||
| 951874073 | 1 | false | $5,000 | $0 |
| SD SECOND CHANCE PROGRAM | ||||
| 330839640 | 7 | false | $3,330 | $0 |
| LIONS CAMP JACK | ||||
| 330939506 | 7 | false | $17,950 | $0 |
| TRAVELERS AID SOCIETY OF SAN DIEGO | ||||
| 951727674 | 7 | false | $8,800 | $0 |
| MARK TWAIN HIGH SCHOOL | ||||
| 956002781 | 7 | false | $2,800 | $0 |
| MEALS ON WHEELS GREATER SD INC | ||||
| 952660509 | 9 | false | $4,964 | $0 |
| SDSU RESEARCH FOUNDATION | ||||
| 956042721 | 5 | false | $5,915 | $0 |
| INCLUDE AUTISM | ||||
| 200948809 | 7 | false | $2,500 | $0 |
| EAR OF THE LION FOUNDATION OF CANV | ||||
| 770003862 | 7 | false | $750 | $0 |
| SD YOUNG ARTISTS MUSIC ACADEMY | ||||
| 330810289 | 9 | false | $4,454 | $0 |
| UNITED CEREBRAL PALSY OF SAN DIEGO | ||||
| 951866066 | 7 | false | $2,874 | $0 |
| BOYS & GIRLS CLUB OF GREAT SD | ||||
| 951865988 | 7 | false | $4,000 | $0 |
| VETERANS VILLAGE OF SAN DIEGO | ||||
| 953649525 | 9 | false | $5,000 | $0 |
| SAN DIEGO YOUTH SERVICES | ||||
| 952648050 | 9 | false | $1,665 | $0 |
| DEAF COMMUNITY SERVICES OF SD | ||||
| 330006089 | 7 | false | $7,500 | $0 |
| ELDER HEKP OF SAN DIEGO INC | ||||
| 952880426 | 7 | false | $4,000 | $0 |
| EPISCOPAL REFUGEE NETWORK | ||||
| 208999776 | 9 | false | $5,050 | $0 |
| GIRL SCOUTS SAN DIEGO | ||||
| 951644585 | 9 | false | $5,000 | $0 |
| INTERFAITH SHELTER NETWORK | ||||
| 952630300 | 9 | false | $6,000 | $0 |
| LIONS SIGHT & HEARING FOUNDATION | ||||
| 952916098 | 7 | false | $5,000 | $0 |
| MENTAL HEALTH AMERICA OF SAN DIEGO | ||||
| 951948185 | 7 | false | $5,000 | $0 |
| PARALYZED VETS OF AMERICA CAL-DIEGO | ||||
| 953691162 | 9 | false | $1,500 | $0 |
| QUALITY OF LIFE CONNECTIONS | ||||
| 205173974 | 9 | false | $5,000 | $0 |
| ROWAN ELEMENTARY SCHOOL | ||||
| 956002781 | 7 | false | $2,450 | $0 |
| SAN DIEGO CHILDRENS CHOIR | ||||
| 330488298 | 7 | false | $2,250 | $0 |
| SAN DIEGO CIVIC YOUTH BALLET | ||||
| 237079373 | 2 | false | $3,500 | $0 |
| SAN DIEGO COUNCIL ON LITERACY | ||||
| 330390376 | 7 | false | $2,238 | $0 |
| SD HIGH SCHOOL PARENT CONNECT | ||||
| 956002781 | 7 | false | $4,500 | $0 |
| SAN DIEGO NATURAL HISTORY MUSEUM | ||||
| 951643375 | 7 | false | $2,500 | $0 |
| SAN DIEGO OASIS | ||||
| 300403895 | 7 | false | $5,850 | $0 |
| SAN DIEGO RIVER PARK FOUNDATION | ||||
| 010565671 | 7 | false | $6,963 | $0 |
| TARIQ KHAMISA FOUNDATION | ||||
| 330688465 | 9 | false | $10,000 | $0 |
| UCSD FDTN CO EYEMOBILE CHILDREN | ||||
| 952872494 | 5 | false | $9,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 34 | SupportedOrganizationsTotalCnt |
| Support Sum | $168,803 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | false | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | false | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | false | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $66,722 | PriorYearAmt |
| Current Year | $60,991 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $66,722 | PriorYearAmt |
| Current Year | $60,991 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $100,849 | PriorYearAmt |
| Current Year | $101,212 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | -$34,127 | PriorYearAmt |
| Current Year | -$40,221 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,437,820 | PriorYearAmt |
| Current Year | $4,278,971 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $184,852 | PriorYearAmt |
| Current Year | $136,186 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $365,204 | PriorYearAmt |
| Current Year | $341,907 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,987,876 | PriorYearAmt |
| Current Year | $4,757,064 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,987,876 | PriorYearAmt |
| Current Year | $4,757,064 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $74,818 | PriorYearAmt |
| Current Year | $71,356 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,913,058 | PriorYearAmt |
| Current Year | $4,685,708 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $171,957 | PriorYearAmt |
| Current Year | $164,000 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $171,957 | PriorYearAmt |
| Current Year | $164,000 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | -$34,127 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | -$29,008 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $171,957 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $171,957 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $171,957 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $184,345 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $184,345 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $171,957 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0.00000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $171,957 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,724 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $25,724 | CyovAppliedUnderdistrCPYAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $184,345 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $146,233 | CYDistriAppDistributableAmt |
| Excess Distribution | $38,112 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $38,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $38,112 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF TRUSTEES VOTE AS TO WHICH ORGANIZATIONS RECEIVE SUPPORT FROM THE ORGANIZATION | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,110 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$14,183 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,034 | AdministrativeExpensesAmt |
| End Year Balance | $277,893 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,265 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,137 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,018 | AdministrativeExpensesAmt |
| End Year Balance | $297,110 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,122 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,752 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,609 | AdministrativeExpensesAmt |
| End Year Balance | $307,265 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,504 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,173 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,555 | AdministrativeExpensesAmt |
| End Year Balance | $280,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,149 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,788 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,857 | AdministrativeExpensesAmt |
| End Year Balance | $267,504 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,916 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,916 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,498 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,027 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,027 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ENDOWMENT FUNDS | $277,893 |
| ORTON CRUT | $191,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $469,302 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REMAINDER TRUST LIAB. | Desc |
| Amt | $127,395 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $127,395 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $298,256 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $47,680 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $47,680 | RevenueNotReportedAmt |
| Revenue Subtotal | $250,576 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,868 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $35,868 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $286,444 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $326,575 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $326,575 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $326,575 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | TO SUPPORT DAILY OPERATIONS OF THE ORGANIZATION |
| Part X : FIN48 Footnote | The Foundation is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation is not a private foundation.The Foundations Return of Organization Exempt from Income Tax for the years ended June 30, 2016, 2015, 2014, and 2013 is subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DEAF COMMUNITY SERVICES OF SD | ||||||||
| 1545 HOTEL CIRCLE SOUTH 300 | SAN DIEGO | CA | 92108 | 330006089 | 501(C)(3) | $7,500 | $0 | GIFT |
| EPISCOPAL REFUGEE NETWORK | ||||||||
| 4265 FAIRMONT AVE | SAN DIEGO | CA | 92105 | 208999776 | 501(C)(3) | $5,050 | $0 | GIFT |
| INTERFAITH SHELTER NETWORK OF | ||||||||
| 3530 CAMINO DEL RIO N STE 301 | SAN DIEGO | CA | 92108 | 952630300 | 501(C)(3) | $6,000 | $0 | GIFT |
| LIONS CAMP JACK | ||||||||
| 310 MARKET STREET | SAN DIEGO | CA | 92101 | 330939506 | 501(C)(3) | $17,950 | $0 | GIFT |
| SAN DIEGO OASIS | ||||||||
| 1702 CAMINO DEL RIO N 3RD FL | SAN DIEGO | CA | 92108 | 300403895 | 501(C)(3) | $5,850 | $0 | GIFT |
| SD RIVER PARK FOUNDATION | ||||||||
| 4891 PACIFIC HIGHWAY STE 114 | SAN DIEGO | CA | 92110 | 010565671 | 501(C)(3) | $6,963 | $0 | GIFT |
| SDSU RESEARCH FOUNDATION | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | 501(C)(3) | $5,915 | $0 | GIFT |
| TARIQ KHAMISA FOUNDATION | ||||||||
| 9920 PACIFIC HEIGHTS BLVD 150 | SAN DIEGO | CA | 92121 | 330688465 | 501(C)(3) | $10,000 | $0 | GIFT |
| TRAVELERS AID SOCIETY OF SD | ||||||||
| 925 B STREET ROOM 304 | SAN DIEGO | CA | 92101 | 951727674 | 501(C)(3) | $8,800 | $0 | GIFT |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 952872494 | 501(C)(3) | $9,500 | $0 | GIFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHPS - SDSU | 5 | $6,000 |
| SCHOLARSHPS - U.C. REGENTS | 4 | $4,800 |
| SCHOLARSHIPS - SDCCD | 1 | $1,200 |
| SCHOLARSHIPS - SAN JOSE STATE UNIVE | 1 | $1,200 |
| SCHOLARSHIPS-OTHER | 1 | $800 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | COMMITTEES VOTE TO DETERMINE DESTINATION OF FUNDS. A REQUEST FOR THE USE OF THOSE FUNDS ARE MADE BY THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: TAILTWISTER - PROVIDES FUNDS TO VARIOUS HEALTH AND WELFARE ORGANIZATIONS DESIGNATED BY THE BOARD OF TRUSTEES. OTHER PROGRAM SERVICES 5: MIKE MORROW - PROVIDES VARIOUS HIGH SCHOOL STUDENT BASEBALL ATHLETES THE CHANCE TO PLAY AND PROMOTE GOOD SPORTSMANSHIP. OTHER PROGRAM SERVICES 6: HEARING IMPAIRED PROGRAMS - TO PROVIDE FUNDS TO HELP DISADVANTAGED CITIZENS WITH HEARING IMPAIRMENTS. OTHER PROGRAM SERVICES 7: SHEFFIELD - PROVIDE FUNDS FOR AFFORDABLE HOUSING MAINTENANCE. OTHER PROGRAM SERVICES 8: MANOR - PROVIDING FUNDS FOR LOW-INCOME ELDERLY AND DISABLED CITIZENS AFFORDABLE HOUSING. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | TRUSTEES JEANNE SCHUETZ AND SCOTTY SCHUETZ ARE HUSBAND AND WIFE. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | MEMBERS OF LIONS CLUB OF SAN DIEGO |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | MEMBERS OF LIONS CLUB OF SAN DIEGO VOTE ON ACTIONS |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | BYLAW CHANGES. GRANTS OF $100,000 OR MORE |
| Form 990, Part VI, Line 11b: Form 990 Review Process | AVAILABLE TO THE TRUSTEE PRIOR TO SUBMISSION, PRESENTED TO THE TRUSTEES AT IT'S MONTHLY MEETING. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | TRUSTEES RECUSE THEMSELVES FROM DISCUSSIONS AND ABSTAIN FROM VOTES ON GRANTS WHERE THEIR OTHER ORGANIZATION HAS AN INTEREST. ALL VOTES ARE HELD IN A PUBLIC FORUM, WHERE THE CHAIR MONITORS AND ENFORCES THIS POLICY. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIONS CLUB OF SAN DIEGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 MARKET STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 950939292 | EIN |
| Primary Activities | PROVIDES MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)4 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIONS CLUB OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | p | TransactionTypeTxt |
| Involved | $41,904 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments