ANKLESARIA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANKLESARIA FAMILY FOUNDATION (EIN 33-0878223)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-06
- IRS object ID
- 201621279349101372
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T16:01:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-04 | 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 | 2016-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $403,024 | 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 | $74,427 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,170 | 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 | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,985 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $353,066 | CorporateStockBOYAmt |
| Corporate Stock EOY | $380,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $359,039 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $386,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $403,024 | 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 | $386,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $424,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $441,083 | SubtotalAmt |
| Other Decreases | $16,528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $424,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-12-31 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $8,486 | GrossSalesPriceAmt |
| Gain Or Loss | $8,486 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,486 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $321,427 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064711 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,701 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $162,472 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139723 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $104,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.172962 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $70,559 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.301166 | DistributionYr5Rt |
| Total Distribution | 0.789028 | TotalDistributionRt |
| Average Distribution | 0.157806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $384,614 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,694 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $894 | OverpaymentAmt |
| Applied To ES Tax | $894 | 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 | $344,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $390,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $390,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $384,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $266 | TotalTaxAmt |
| Distributable Before Adj | $18,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,965 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,250 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,701 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,973 | 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 | $21,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,737 | ExcessFromYear4Amt |
| Excess From Year3 | $18,000 | ExcessFromYear3Amt |
| Excess From Year2 | $22,701 | ExcessFromYear2Amt |
| Excess From Year1 | $20,800 | ExcessFromYear1Amt |
| Excess From Current Year | $11,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER L ANKLESARIA | ContributingManagerNm |
| Contributing Manager | JIMMY ANKLESARIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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 CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NOT RELATED | 501(C) | HEALTH | $500 |
| AMERICAN RED CROSS | |||||||
| 34800 BOB WILSON DR | SAN DIEGO | CA | 92134 | NOT RELATED | 501(C) | PUBLIC WELFARE | $1,250 |
| CAMARADA INC | |||||||
| 4474 HORTENSIA STREET | SAN DIEGO | CA | 92103 | NOT RELATED | 501(C) | EDUCATIONAL | $1,800 |
| DMTZ-BUILDING FUND | |||||||
| 662 ROSCOE ST | CHICAGO | IL | 60657 | NOT RELATED | 501(C) | PUBLIC WELFARE | $5,000 |
| FRANCIS PARKER SCHOOL | |||||||
| 6501 LINDA VISTA RD | SAN DIEGO | CA | 92111 | NOT RELATED | 501(C) | EDUCATIONAL | $8,000 |
| FOUNDATION FOR NAT'L HISTORY DAY-SD | |||||||
| 9974 SCRIPPS RANCH BLVD 279 | SAN DIEGO | CA | 92131 | NOT RELATED | 501(C) | EDUCATION | $500 |
| PI BETA PHI FOUNDATION | |||||||
| 1154 TOWN AND COUNTRY COMMONS | CHESTERFIELD | MO | 63017 | NOT RELATED | 501(C) | EDUCATION | $500 |
| SALVATION ARMY | |||||||
| 180 OCEAN BLVD 9TH FLOOR | LONG BEACH | CA | 90802 | NOT RELATED | 501(C) | HUMAN SERVICES | $300 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NOT RELATED | 501(C) | EDUCATIONAL | $12,000 |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DR | SAN DIEGO | CA | 92123 | NOT RELATED | 501(C) | PUBLIC WELFARE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,450 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,486 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,170 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JIMMY AND JENNIFER ANKLESARIA | |||||||
| 1 | 1172 CUCHARA DR | DEL MAR | CA | 92014 | $44,031 | Yes (X) | |
| MICHAEL KRAUSE | |||||||
| 2 | 9012 BUCKWHEAT ST | SAN DIEGO | CA | 92129 | $14,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 801 SHARES OF COLUMBIA SELIGMAN COMMUNICATIONS | NoncashPropertyDesc |
| Fair Market Value | $44,031 | FairMarketValueAmt |
| Received | 2015-12-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $1,680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5407 SH AMERICANBERNSTEIN HIGH | $60,504 | $61,423 |
| 995 SH HARTFORD SMALL CAP | $40,009 | $34,497 |
| 1457 SH INVESCO ASIA PACIFIC | $45,021 | $38,071 |
| 3222 SH IVY ENERGY FUND | $47,499 | $32,192 |
| 963 SH JANUS GLOBAL LIFE | $50,009 | $46,917 |
| 3760 SH LORD ABBETT MULTI ASSET | $60,009 | $51,587 |
| 3368 SH WELLS FARGO ADVANTAGE | $50,015 | $50,352 |
| 801 COLUMBIA SELIGMAN COMMUNICATIONS & INFO A | $27,504 | $44,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED APPRECIATED STOCK | Desc |
| Amt | $16,528 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $150 | $150 | $0 |
| FILING FEE | $10 | $10 | $0 |
| LICENSES | $50 | $50 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $2,322 | $0 | $0 |
| FOREIGN TAX | $117 | $0 | $0 |
Comments