M & I PFISTER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- M & I PFISTER FOUNDATION (EIN 20-5994513)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201532299349101178
- 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
- Form 990-PF
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T16:34:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 NOBEL DRIVE STE 450 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921221051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205994513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & I PFISTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | M&IP | BusinessNameControlTxt |
| Phone | 8585518785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LA JOLLA BLVD NO 527 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920377651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRWIN PFISTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8585518785 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD E EVANS | PreparerPersonNm |
| PTIN | P00370515 | PTIN |
| Phone | 8585974100 | PhoneNum |
| Preparation | 2015-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $907,899 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $286,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,294 | 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 |
| Taxes Rev And Expnss | $2,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $398,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $286,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,027,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $897,870 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $897,870 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,160,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $907,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $907,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,160,070 | CapitalStockBOYAmt |
| Capital Stock EOY | $907,899 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $907,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $907,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,048,047 | SubtotalAmt |
| Other Decreases | $140,148 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $907,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,475 SHS APPLE INC. | P | 2013-10-28 | 2014-10-06 | $145,634 | $111,647 | $33,987 | $33,987 |
| 1,075 SHS SCHLUMBERGER LTD | D | 2013-12-26 | 2014-10-06 | $106,567 | $36,744 | $69,823 | $69,823 |
| 3,775 SHS APPLE INC | P | 2013-10-28 | 2014-11-25 | $444,434 | $285,740 | $158,694 | $158,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,504 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $393,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $654,967 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.601404 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $402,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $913,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.440357 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $368,846 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,492,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.247216 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $345,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,477,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.233631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $219,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,542,800 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142376 | DistributionYr5Rt |
| Total Distribution | 1.664984 | TotalDistributionRt |
| Average Distribution | 0.332997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $764,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $254,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $257,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $395,932 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,974 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,974 | TotalPaymentsAndCreditsAmt |
| Tax Due | $889 | TaxDueAmt |
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 | IRWIN PFISTER | IndividualWithBooksNm |
| Phone | 8585518785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LA JOLLA BLVD 527 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920377651 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARYANNE PFISTER | ||||||||
| 5580 LA JOLLA BLVD 527 | LA JOLLA | CA | 920377651 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| IRWIN PFISTER | ||||||||
| 5580 LA JOLLA BLVD 527 | LA JOLLA | CA | 920377651 | TREASURER/SECRETARY | 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 | $709,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $776,389 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $776,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $764,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,863 | TotalTaxAmt |
| Distributable Before Adj | $35,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,932 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,863 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $393,069 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $212,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $345,931 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $369,932 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $404,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $365,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,697,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $360,558 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,057,879 | 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 | $212,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,845,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $345,931 | ExcessFromYear4Amt |
| Excess From Year3 | $369,932 | ExcessFromYear3Amt |
| Excess From Year2 | $404,000 | ExcessFromYear2Amt |
| Excess From Year1 | $365,180 | ExcessFromYear1Amt |
| Excess From Current Year | $360,558 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARYANNE PFISTER | ContributingManagerNm |
| Contributing Manager | IRWIN PFISTER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARYANNE PFISTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LA JOLLA BLVD 527 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 923077651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8585518785 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL APPLICATION WITH DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDFUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | PUBLIC CHARITY | TO SUPPORT CHILDREN LIVING IN POVERTY | $12,432 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 920374291 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $195,000 |
| NEW CHILDREN'S MUSEUM | |||||||
| 200 WEST ISLAND AVENUE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $5,000 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT THE REPRODUCTION, PROTECTION AND EXHIBITI | $20,000 |
| THE ATHENAEUM | |||||||
| 1008 WALL ST | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $13,500 |
| LA JOLLA PLAYHOUSE | |||||||
| 2910 LA JOLLA VILLAGE DR | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $10,000 |
| SAN DIEGO ZOO - RITZ | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT THE REPRODUCTION, PROTECTION AND EXHIBITION | $10,000 |
| SAN DIEGO ZOO GLOBAL | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT THE REPRODUCTION, PROTECTION AND EXHIBITION | $125,000 |
| SAN DIEGO MUSEUM OF ART | |||||||
| 1450 EL PRADO | SAN DIEGO | CA | 92102 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,932 | 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 | $12,316 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,294 | 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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE M. & I. PFISTER FOUNDATION, ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. /S/_______________________________ _____________________IRWIN PFISTER, TREASURER DATE | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,000 SHS SCHLUMBERGER LTD. (BEGINNING 14,417 SHS) | $597,870 | $597,870 |
| 9507.04 SHS SERIES A PREFERRED STOCK OF FSC COLORADO HOLDINGS | $270,000 | $270,000 |
| 94,495.33 SHS OF COMMON STOCK OF FSC COLORADO HOLDINGS | $30,000 | $30,000 |
| 5,250 SHS APPLE INC. | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $140,148 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FINANCIAL SERVICES | Desc |
| Revenue And Expenses Per Books | $11,474 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,474 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $10 | $0 | $0 |
| EXCISE TAXES | $2,300 | $0 | $0 |
| RRF1 | $75 | $0 | $0 |