THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND STEVE ALTMAN FAMILY FOUNDATION (EIN 58-2667016)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349102119
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T14:37:42-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330578542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVA GODDARD & WRIGHT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9333 GENESEE AVENUE SUITE 110 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582667016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISA & STEVE ALTMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 8586584811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9696 LA JOLLA FARMS ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE ALTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8586584811 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2016-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,529,899 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $103,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,632,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $473 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $473 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $110 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,088,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,088,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,121,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,088,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$993,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,024,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,024,301 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,553,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,584,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,505,598 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,610,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,609,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,529,899 | 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 | $4,610,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,609,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,610,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,609,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,610,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,609,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,610,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$993,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,617,157 | SubtotalAmt |
| Other Decreases | $7,879 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,609,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH #4128 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,632,207 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,608,037 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,170 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,170 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $883,255 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,058,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.217633 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $568,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,608,303 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.353297 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $674,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $489,852 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.376403 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $945,984 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,017,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.929723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $485,639 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $573,554 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.846719 | DistributionYr5Rt |
| Total Distribution | 3.723775 | TotalDistributionRt |
| Average Distribution | 0.744755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,999,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,978,366 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,979,314 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,088,356 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,897 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,897 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Overpayment | $2,059 | OverpaymentAmt |
| Applied To ES Tax | $2,059 | 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 | 0 | 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 | STEVE ALTMAN | IndividualWithBooksNm |
| Phone | 8586584811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9696 LA JOLLA FARMS ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVE ALTMAN | ||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LISA ALTMAN | ||||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,060,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,060,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,060,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,999,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,897 | TotalTaxAmt |
| Distributable Before Adj | $198,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,059 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,088,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,088,356 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,088,356 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $457,109 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $895,547 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $649,933 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $488,564 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $684,194 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,175,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,088,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $890,297 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,065,644 | 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 | $457,109 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,608,535 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $895,547 | ExcessFromYear4Amt |
| Excess From Year3 | $649,933 | ExcessFromYear3Amt |
| Excess From Year2 | $488,564 | ExcessFromYear2Amt |
| Excess From Year1 | $684,194 | ExcessFromYear1Amt |
| Excess From Current Year | $890,297 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 6632 CONVOY COURT | SAN DIEGO | CA | 92111 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 7669 | ATLANTA | GA | 30357 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO | |||||||
| 8515 ARJONS DR SUITE A | SAN DIEGO | CA | 92126 | NONE | PUBLIC CHARITY | GENERAL FUND | $17,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $11,800 |
| DIABETES CAMP | |||||||
| 9696 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| EVERYDAY HERO | |||||||
| 21350 W 153RD STREET | OLATHE | KS | 66061 | NONE | PUBLIC CHARITY | GENERAL FUND | $406 |
| HUNGER BUSTERS | |||||||
| 3116 SYLVAN AVENUE | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| INTERNATIONAL BIPOLAR FOUNDATION | |||||||
| 8895 TOWNE CENTRE DRIVE 105 | SAN DIEGO | CA | 92122 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| JCC | |||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| JEWISH FAMILY SERVICES | |||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 |
| JEWISH FEDERATION OF SAN DIEGO | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,018 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 5665 OBERLIN DRIVE 106 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $124,014 |
| LA JOLLA PLAYHOUSE | |||||||
| 2910 LA JOLLA VILLAGE DRIVE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $14,600 |
| LAS PATRONAS | |||||||
| PO BOX 1888 | LA JOLLA | CA | 92038 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MIRACLE BABIES | |||||||
| 8745 AERO DRIVE 111 | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE NW 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,030 |
| OLD GLOBE THEATRE | |||||||
| 1363 OLD GLOBE WAY | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| PEDAL THE CAUSE | |||||||
| 512 VIA DE LA VALLE 309 | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| PLANNED PARENTHOOD | |||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| PRO KIDS | |||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SALK INSTITUTE | |||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $250,000 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| SAN DIEGO PUBLIC LIBRARY FOUNDATION | |||||||
| 820 E STREET | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SAN DIEGO STATE SDSURF-AAF | |||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | GENERAL FUND | $26,420 |
| SCLERODERMA FOUNDATION | |||||||
| 300 ROSEWOOD DRIVE 105 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT CT | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 |
| SDSU CAMPANILLE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | JACOBS JAM CENTER PLEDGE | $167,463 |
| SEAL-NSW FAMILY FOUNDATION | |||||||
| 300 CARLSBAD VILLAGE DRIVE 108A-361 | CARLSBAD | CA | 92008 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| SIGMA DELTA | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| STAND AMONG FRIENDS | |||||||
| 777 GLADES RAOD BLDG NU84 120 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,750 |
| SUSAN G KOMEN | |||||||
| 55 EAST JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| TEMPLE ADAT SHALOM | |||||||
| 15905 POMERADO ROAD | POWAY | CA | 96130 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,270 |
| TEMPLE EL EMETH | |||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,036 |
| THE SEANY FOUNDATION | |||||||
| 7567 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | BUILDING FUND | $311,430 |
| USD SCHOOL OF LAW | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| VOICES FOR CHILDREN | |||||||
| 1000 VERMONT AVENUE NW 700 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| YOUNGSTOWN JEWISH FEDERATION | |||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | |||||||
| 606 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| BREES DREAM FOUNDATION | |||||||
| 7 EASTON OVAL | COLUMBUS | OH | 43219 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| HUNTINGTON DISEASE SOCIETY OF AMERICA | |||||||
| 505 EIGHTH AVENUE 902 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| IMMUNOTHERAPY FOUNDATION | |||||||
| 440 STEVENS AVENUE | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| INSULIN FOR LIFE | |||||||
| 5745 SW 75TH STREET 116 | GAINSVILLE | FL | 32608 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 9150 CHESAPEAKE DRIVE 100 | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| MARCH DIMES | |||||||
| 9325 SKY PARK COURT 250 | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| NATIONAL CONFLICT RESOLUTION CENTER | |||||||
| 530 B STREET 1700 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| HUMAN TRIAL | |||||||
| 9396 LA JOLLA FARMS ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| RIDE TO CONQUER CANCER | |||||||
| 401 N BROADWAY | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITY | GENERAL FUND | $83 |
| SALVATION ARMY | |||||||
| 2799 HEALTH CENTER DR | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SAN DIEGO HALL OF CHAMPIONS | |||||||
| 2131 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $950 |
| SAN DIEGO HEBREW HOMES | |||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| SERVING SENIORS | |||||||
| 1525 FOURTH AVENUE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SUGARRAY LEONARD FOUNDATION | |||||||
| 21731 VENTURA BOULEVARD 300 | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SWITCHFOOT BRO | |||||||
| PO BOX 130245 | CARLSBAD | CA | 92013 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 700 CHILDS WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL FUND | $518 |
| YOUNGSTOWN SYMPHONY SOCIETY | |||||||
| 260 W FEDERAL STREET | YOUNGSTOWN | OH | 44503 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| STONE MAP & ATLAS FOUNDATION | |||||||
| 7825 FAY AVENUE | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,088,356 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,134 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $13,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,584,977 | EOYBookValueAmt |
| EOYFMV | $2,505,598 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $473 | LegalFeesAmt |
| Net Investment Income | $473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $7,879 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $19,713 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $100 | $100 | $0 |
| STATE TAX | $10 | $10 | $0 |
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