BETA

SAHM FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SAHM FAMILY FOUNDATION (EIN 33-0753690)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349100042
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-16T13:36:58-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330753690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAHM FAMILY FOUNDATION CO WITHERS BERGMAN LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAHMBusinessNameControlTxt
Phone8587564410PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2329AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP920672329ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M COWLEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8587564410PhoneNum
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY H MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,493,686FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,231,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$54,287DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,345DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,170NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,119,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,170CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,820OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,369,277TotalRevAndExpnssAmt
Total Net Invst Incm$133,515TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$42,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$134,675LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$28,171LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$106,503LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,116AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,058AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,058AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,718OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,718OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,274TaxesRevAndExpnssAmt
Taxes Net Invst Incm$599TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,160OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,160OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$224,943TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$64,546TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$157,721TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$318,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$64,546TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$251,221TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,050,834ExcessRevenueOverExpensesAmt
Net Investment Income$68,969NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$79,708SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,167,311SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,167,311SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,528,611CorporateStockBOYAmt
Corporate Stock EOY$1,371,030CorporateStockEOYAmt
Corporate Stock EOYFMV$1,553,644CorporateStockEOYFMVAmt
Corporate Bonds BOY$664,584CorporateBondsBOYAmt
Corporate Bonds EOY$554,396CorporateBondsEOYAmt
Corporate Bonds EOYFMV$541,731CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$8,231,000OtherAssetsEOYAmt
Other Assets EOYFMV$8,231,000OtherAssetsEOYFMVAmt
Total Assets BOY$2,272,903TotalAssetsBOYAmt
Total Assets EOY$11,323,737TotalAssetsEOYAmt
Total Assets EOYFMV$11,493,686TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,272,903UnrestrictedBOYAmt
Unrestricted EOY$11,323,737UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,272,903TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,323,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,272,903TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,323,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,272,903TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,050,834ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,323,737SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,323,737TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2013-12-312014-12-31$1,096,429$1,037,142$59,287$59,287
CLASS ACTION PROCEEDSP2013-12-312014-12-31$72$72$72
CAPITAL GAINS DIVIDENDSP$22,811$22,811$22,811
FieldValueIRS element (for citing)
Capital Gain Net Income$82,170CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$92,715AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,380,395NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038949DistributionYr1Rt
Adjusted Qlfy Distri Yr2$115,427AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,463,622NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.078864DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,897AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,112,317NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.125771DistributionYr3Rt
Adjusted Qlfy Distri Yr4$138,624AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,536,588NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090215DistributionYr4Rt
Adjusted Qlfy Distri Yr5$205,292AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,460,147NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.140597DistributionYr5Rt
Total Distribution0.474396TotalDistributionRt
Average Distribution0.094879AverageDistributionRt
Net Vl Noncharitable Assets$3,837,708NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$364,118AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$690NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$364,808AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$251,221QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,379TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$878EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,800AppliedToEsTaxAmt
Total Payments And Credits$3,678TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Overpayment$2,292OverpaymentAmt
Applied To ES Tax$2,292AppliedToESTaxAmt
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 RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLINDSAY BROWNELL LLPIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQ STE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID A EBERSHOFF
PO BOX 2329RANCHO SANTA FECA92067DIRECTOR1.00$13,600$0$0
JAMES COWLEY
PO BOX 2329RANCHO SANTA FECA92067DIRECTOR1.00$13,600$0$0
CHRISTOPHER SAHM
PO BOX 2329RANCHO SANTA FECA92067DIRECTOR1.00$13,600$0$0
LINDA GUINN
PO BOX 2329RANCHO SANTA FECA92067DIRECTOR1.00$3,600$0$0
ROBERT CUTHBERTSON
PO BOX 2329RANCHO SANTA FECA92067DIRECTOR1.00$3,600$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCKENNA LONG & ALDRIDGE LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 WEST BROADWAY STE 2600AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92101ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGAL SERVICESServiceTypeTxt
Compensation$112,686CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$2,341,311AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$156,697AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,398,142FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,896,150TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,896,150AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,837,708NetVlNoncharitableAssetsAmt
Minimum Investment Return$191,885MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$191,885MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,379TaxBasedOnInvestmentIncomeAmt
Total Tax$1,379TotalTaxAmt
Distributable Before Adj$190,506DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$190,506DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$190,506DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$251,221ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$251,221QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$251,221AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$190,506DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$132,519ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,227ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$86,147ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,502ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$323,395TotalExcessDistributionCyovAmt
Qualifying Distributions$251,221QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$190,506AppliedToCurrentYearAmt
Remaining Distri From Corpus$60,715RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$384,110TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$132,519ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$251,591ExcessDistriCyovToNextYrAmt
Excess From Year4$62,227ExcessFromYear4Amt
Excess From Year3$86,147ExcessFromYear3Amt
Excess From Year2$42,502ExcessFromYear2Amt
Excess From Current Year$60,715ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP KESEM
PO BOX 452CULVER CITYCA90232N/APCGENERAL SUPPORT$5,000
CARLSBAD MUSIC FESTIVAL
PO BOX 4067CARLSBADCA92018N/APCGENERAL SUPPORT$7,500
CEDAR SPRINGS WALDORF SCHOOL
6029 GOLD MEADOWS ROADPLACERVILLECA95667N/APCGENERAL SUPPORT$10,000
CHILDREN OF THE NIGHT
14530 SYLVAN STREETVAN NUYSCA91411N/APCGENERAL SUPPORT$10,000
EAST COUNTY YOUTH SYMPHONY
339 HART DRIVEEL CAJONCA92021N/APCGENERAL SUPPORT$1,000
JOURNEY SCHOOL FOUNDATION
27102 FOXBOROUGHALISO VIEJOCA92656N/APCGENERAL SUPPORT$15,000
PRO KIDS GOLF ACADEMY & LEARNING CENTER
4085 52ND STREETSAN DIEGOCA92105N/APCGENERAL SUPPORT$15,000
THE SAN DIEGO FOUNDATION
2508 HISTORIC DECATUR ROAD STE 200SAN DIEGOCA92106N/APCGENERAL SUPPORT$10,000
VOICES FOR CHILDREN
2851 MEADOW LARK DRIVESAN DIEGOCA92123N/APCGENERAL SUPPORT$10,000
YMCA OF SAN DIEGO COUNTY
3708 RUFFIN ROADSAN DIEGOCA92123N/APCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,287ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,170ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$1,820ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$138,277ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$138,277TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SAHM MARITAL TRUST UTA DATED NOVEMB
1PO BOX 1516RANCHO SANTA FECA92067$1,000,000Yes (X)
RAMONA SAHM 2005 CHARITABLE REMAIND
2PO BOX 1516RANCHO SANTA FECA92067$8,231,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property50% INTEREST IN DDR EAST LLCNoncashPropertyDesc
Fair Market Value$8,231,000FairMarketValueAmt
Received2014-10-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,116Amt
Net Investment Income$4,058NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,058DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
COMPENSATION OF DIRECTORSFORM 990PF, PAGE 6, PART VIII, LINE 1, BOX (C)*THE AMOUNT REPORTED IN PART VIII, LINE 1, BOX (C), STATEMENT 11, INCLUDES SERVICE ON AN ACTIVE COMMITTEE OF THE BOARD, MONITORING THE POST-MORTEM ADMINISTRATION OF THE SAHM TRUSTS.
LEGAL SERVICES DESCRIPTIONFORM 990PF, PAGE 7, PART VIII, LINE 3MCKENNA LONG & ALDRIDGE (FORMERLY LUCE FORWARD) IS A LAW FIRM WHICH PROVIDED, FOR A REASONABLE FEE, NECESSARY PERSONAL SERVICES RELATED TO THE LEGAL AND ADMINISTRATIVE NEEDS OF THE FOUNDATION AND TO PROTECTING ITS INTEREST IN THE POST-MORTEM ADMINISTRATION OF THE SAHM FAMILY TRUSTS, OF WHICH THE SAHM FAMILY FOUNDATION IS THE RESIDUARY BENEFICIARY. ONE MEMBER OF THE BOARD OF DIRECTORS, JAMES COWLEY, WAS ALSO OF COUNSEL TO THE LAW FIRM. MR. COWLEY IS NOT A PARTNER (OR OTHERWISE AN OWNER) OF MCKENNA LONG & ALDRIDGE AND DOES NOT RECEIVE A SHARE OF THE PROFITS OF MCKENNA LONG & ALDRIDGE. HE RECEIVED COMPENSATION FROM MCKENNA LONG & ALDRIDGE. SUCH COMPENSATION IS INDEPENDENT OF THE PROFITS OF MCKENNA LONG & ALDRIDGE. MR. COWLEY DOES NOT HAVE A MATERIAL FINANCIAL INTEREST IN MCKENNA LONG & ALDRIDGE OR IN ITS FEES COLLECTED FROM THE FOUNDATION.NORTON ROSE FULBRIGHT & JAWORSKI IS A LAW FIRM WHICH PROVIDED, FOR A REASONABLE FEE, NECESSARY PERSONAL SERVICES TO THE FOUNDATION RELATED TO PROTECTING ITS INTEREST IN THE POST-MORTEM ADMINISTRATION OF THE SAHM FAMILY TRUSTS, OF WHICH THE SAHM FAMILY FOUNDATION IS THE RESIDUARY BENEFICIARY. ONE MEMBER OF THE BOARD OF DIRECTORS, DAVID EBERSHOFF, WAS ALSO OF COUNSEL TO THE LAW FIRM. MR. EBERSHOFF IS NOT A PARTNER OR OWNER OF NORTON ROSE FULBRIGHT & JAWORSKI AND DOES NOT RECEIVE A SHARE OF THE PROFITS OF NORTON ROSE FULBRIGHT & JAWORSKI. HE RECEIVES COMPENSATION FROM NORTON ROSE FULBRIGHT & JAWORSKI. SUCH COMPENSATION IS INDEPENDENT OF THE PROFITS OF NORTON ROSE FULBRIGHT & JAWORSKI . MR. EBERSHOFF DOES NOT HAVE A MATERIAL FINANCIAL INTEREST IN NORTON ROSE FULBRIGHT & JAWORSKI OR IN ITS FEES COLLECTED FROM THE FOUNDATION.BOTH OF THE ABOVE DIRECTORS AND LAW FIRMS (OR THEIR PREDECESSORS) REPRESENTED ROLAND SAHM OR RAMONA SAHM OR ELIXIR INDUSTRIES, THEIR FAMILY BUSINESS, FOR MANY YEARS PRIOR TO THEIR RESPECTIVE DEATHS AND ARE UNIQUELY QUALIFIED TO ADVISE AND REPRESENT THE FOUNDATION WITH RESPECT TO THE POST-MORTEM ADMINISTRATIONS OF THE SAHM ESTATES. BOTH MR. EBERSHOFF AND MR. COWLEY WERE ASKED BY ONE OR BOTH SAHMS TO SERVE AS DIRECTORS OF THE FOUNDATION.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$554,396EOYBookValueAmt
EOYFMV$541,731EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,371,030EOYBookValueAmt
EOYFMV$1,553,644EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$134,675LegalFeesAmt
Net Investment Income$28,171NetInvestmentIncomeAmt
Disbursements Charitable Prps$106,503DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
Desc50% INTEREST IN DDR EAST LLCDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$8,231,000EOYBookValueAmt
EOYFMV$8,231,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$3,942$0$3,942
BANK FEES$90$0$90
FILING FEES$60$0$60
MILEAGE$1,068$0$1,068

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$1,820RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,820AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$25,718Amt
Net Investment Income$25,718NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$2,675$0$0
FOREIGN TAXES$599$599$0

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