LYMAN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LYMAN FAMILY FOUNDATION (EIN 20-2019997)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201631379349101833
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T10:41:09-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330690020PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAVINE LOFGREN MORRIS & ENGELBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14180 LA JOLLA VILLAGE DR STE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202019997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYMABusinessNameControlTxt
Phone8586952001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN LYMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8586952001PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND GALLAGHERPreparerPersonNm
PTINP00647562PTIN
Phone8584551200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,222,581FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,000DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,173NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$269,073GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,173CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$31,178TotalRevAndExpnssAmt
Total Net Invst Incm$31,178TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$400LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$200LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$200LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,545AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$773AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$772AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$26,498TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$972TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$168,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$168,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$168,972TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$165,265ExcessRevenueOverExpensesAmt
Net Investment Income$30,205NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,643CashBOYAmt
Cash EOY$8,201CashEOYAmt
Cash EOYFMV$8,201CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,297SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,297SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,438,855CorporateStockBOYAmt
Corporate Stock EOY$1,208,083CorporateStockEOYAmt
Corporate Stock EOYFMV$1,208,083CorporateStockEOYFMVAmt
Total Assets BOY$2,460,157TotalAssetsBOYAmt
Total Assets EOY$1,222,581TotalAssetsEOYAmt
Total Assets EOYFMV$1,222,581TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,460,157RetainedEarningBOYAmt
Retained Earning EOY$1,222,581RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,460,157TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,222,581TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,460,157TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,222,581TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,460,157TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$165,265ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,294,892SubtotalAmt
Other Decreases$1,072,311OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,222,581TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$70,240$76,059-$5,819-$5,819
PUBLICLY TRADED SECURITIESP$198,833$166,841$31,992$31,992
FieldValueIRS element (for citing)
Capital Gain Net Income$26,173CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$145,529AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,853,676NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037764DistributionYr1Rt
Adjusted Qlfy Distri Yr2$151,941AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,379,174NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044964DistributionYr2Rt
Adjusted Qlfy Distri Yr3$187,044AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,948,933NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063428DistributionYr3Rt
Adjusted Qlfy Distri Yr4$188,483AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,944,410NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047785DistributionYr4Rt
Adjusted Qlfy Distri Yr5$181,465AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,398,366NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041257DistributionYr5Rt
Total Distribution0.235198TotalDistributionRt
Average Distribution0.047040AverageDistributionRt
Net Vl Noncharitable Assets$1,820,465NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,635AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$302NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85,937AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$168,972QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$302InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$302SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$302TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$22,320TotalPaymentsAndCreditsAmt
Overpayment$22,018OverpaymentAmt
Applied To ES Tax$22,018AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTANIA LANCASTERIndividualWithBooksNm
Phone8586952001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN A LYMAN
PO BOX 676046RANCHO SANTA FECA92067PRESIDENT1.00$0$0$0
VICKI JO LYMAN
PO BOX 676046RANCHO SANTA FECA92067CFO/ SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANT MAKING CHARITABLE PRIVATE FOUNDATIONDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,809,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,954AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,848,188TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,848,188AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,723CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,820,465NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,023MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,023MinimumInvestmentReturnAmt
Tax Based On Investment Income$302TaxBasedOnInvestmentIncomeAmt
Total Tax$302TotalTaxAmt
Distributable Before Adj$90,721DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,721DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,721DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$168,972ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$168,972QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$302PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$168,670AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,721DistributableAsAdjustedAmt
Undistributed Income PY$167,780UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$168,972QualifyingDistributionsAmt
Applied To Year1$167,780AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,192AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$89,529UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN A LYMANContributingManagerNm
Contributing ManagerVICKI JO LYMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
2305 HISTORIC DECATUR ROAD SUITE100SAN DIEGOCA92106NONEPUBLIC CHARITYSCIENCE GRANT$1,000
BLITZ FOR THE BETTER FOUNDATION
59 CAVALIER BLVD SUITE 310FLORENCEKY41042NONEPUBLIC CHARITYHEALTH GRANT$2,000
CASA DE AMPARO
325 BUENA CREEK ROADSAN MARCOSCA92069NONEPUBLIC CHARITYHEALTH GRANT$2,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121NONEPUBLIC CHARITYHEALTH GRANT$1,000
CHP 11-99 FOUNDATION
2244 NORTH STATE COLLEGE BLVDFULLERTONCA92831NONEPUBLIC CHARITYGENERAL GRANT$500
DETROIT AMATEUR HOCKEY CLUB LTD
22831 CANTERBURY STREETST CLR SHORESMI480801919NONEPUBLIC CHARITYATHLETE GRANT$250
EDIFY CHRISTIAN
10590 W OCEAN AIR DR STE 300SAN DIEGOCA92130NONEPUBLIC CHARITYEDUCATIONAL GRANT$10,000
ERIC WOOD FOUNDATION
59 CAVALIER BLVD SUITE 310FLORENCEKY41042NONEPUBLIC CHARITYGENERAL GRANT$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO641291680NONEPUBLIC CHARITYATHLETIC GRANT$30,000
GUARDIAN ANGEL FOUNDATION
59 CAVALIER BLVD SUITE 310FLORENCEKY41042NONEPUBLIC CHARITYHEALTH GRANT$2,000
HEALTHNETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPUBLIC CHARITYHEALTH GRANT$500
HONORARY DEPUTY SHERIFFS
PO BOX 421260SAN DIEGOCA921421260NONEPUBLIC CHARITYGENERAL GRANT$500
HORIZON CHRISTIAN FELLOWSHIP
PO BOX 9070 6365 EL APAJO RDRANCHO SANTA FECA92067NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$16,250
JOSH MCDOWELL MINISTRY
660 INTERNATIONAL PKWY STE 100RICHARDSONTX750816616NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$1,000
LEAD THE WAY FOUNDATION
59 CAVALIER BLVD SUITE 310FLORENCEKY41042NONEPUBLIC CHARITYGENERAL GRANT$2,000
MELVIN INGRAMS MISSING P
59 CAVALIER BLVD SUITE 310FLORENCEKY41042NONEPUBLIC CHARITYGENERAL GRANT$2,000
MISSION VALLEY CHRISTIAN FELLOWSHIP
PO BOX 601460SAN DIEGOCA92160NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$5,000
ORANGEWOOD CHILDREN'S FOUNDATION
1575 E 17TH STREETSANTA ANACA92705NONEPUBLIC CHARITYGENERAL GRANT$6,000
PEDAL THE CAUSE
512 VIA DE LA VALLE STE 309SOLANA BEACHCA92075NONEPUBLIC CHARITYHEALTH GRANT$500
REALITY CHANGERS
3910 UNIVERSITY AVE STE 300-RCSAN DIEGOCA92105NONEPUBLIC CHARITYEDUCATIONAL GRANT$15,000
ROLF BENIRSCHKE LEGACY FOUNDATION
PO BOX 231429ENCINITASCA92023NONEPUBLIC CHARITYGENERAL GRANT$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLIC CHARITYHEALTH GRANT$500
STORMEYE INSTITUTE
167 ASHLEY AVENUE PO BOX 250676CHARLESTONSC29425NONEPUBLIC CHARITYHEALTH GRANT$25,000
SUSAN G KOMEN
4699 MURPHY CANYON RD STE 102BSAN DIEGOCA92123NONEPUBLIC CHARITYHEALTH GRANT$3,000
THIRST PROJECT
5478 WILSHIRE BLVD STE 400LOS ANGELESCA90036NONEPUBLIC CHARITYGENERAL GRANT$5,000
TURNING POINT
1315 25TH STREETSAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$1,000
UC SAN DIEGO MOORE
9500 GILMAN DRIVE 0940LA JOLLACA920930940NONEPUBLIC CHARITYEDUCATIONAL GRANT$2,000
UCSD FOUNDATION
9500 GILMAN DRIVELA JOLLACA920930940NONEPUBLIC CHARITYEDUCATIONAL GRANT$20,000
VETERANS HOUSING INITIATIVE
501 W BROADWAY STE A-306SAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$168,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,000ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,173ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,178ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,178TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,545Amt
Net Investment Income$773NetInvestmentIncomeAmt
Disbursements Charitable Prps$772DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$1,208,083EOYBookValueAmt
EOYFMV$1,208,083EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$400LegalFeesAmt
Net Investment Income$200NetInvestmentIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$1,072,311Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE$10$0$0
OTHER$150$0$0
FEDERAL$26,338$0$0

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