SHAFFER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHAFFER FAMILY FOUNDATION (EIN 45-6314648)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-06
- IRS object ID
- 201542799349100009
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-06T19:54:55-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence M Schwartz CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Encinitas Blvd 200 | AddressLine1Txt |
| City | Encinitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920244361 | 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 | 456314648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAFFER FAMILY FOUNDATION DTD 42911 | BusinessNameLine1Txt |
| Business Name Line2 | CO LAWRENCE M SCHWARTZ CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAF | BusinessNameControlTxt |
| Phone | 7607534434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 ENCINITAS BLVD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D SHAFFER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence M Schwartz | PreparerPersonNm |
| PTIN | P00016922 | PTIN |
| Phone | 7607534434 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,365,551 | 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 | $216,823 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $988,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $973,882 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,777 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $632,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,702,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $632,007 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $16,936 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$23,821 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,732 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,813,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,627,621 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,713 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,700 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $198,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $19,805 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,040 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,620 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $790 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $158 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $228,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,663 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,693,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,663 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,533,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $120,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,507,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,050 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $231 | CashEOYAmt |
| Cash EOYFMV | $231 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $614,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $486,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $486,959 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,496,201 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,232,191 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,244,781 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,067,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,265,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,248,516 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,588,734 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,518,733 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,521,424 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,159,470 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,543,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,863,640 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,927,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,047,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,365,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,927,087 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,047,503 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,927,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,047,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,927,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,047,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,927,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $120,416 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,047,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,047,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $632,007 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,936 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,396,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,981,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04820 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,224,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,193,188 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04674 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $500,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,041,695 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01920 | DistributionYr3Rt |
| Total Distribution | 0.11415 | TotalDistributionRt |
| Average Distribution | 0.03805 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,305,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,191,122 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,206,199 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,533,448 | 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 | $15,077 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,077 | SubtotalAmt |
| Tax Based On Investment Income | $15,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,968 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $18,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $27,968 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $12,873 | OverpaymentAmt |
| Applied To ES Tax | $12,873 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE M SCHWARTZ CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7607534434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 ENCINITAS BLVD 200 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920244361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| JAMES D SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| TANYA L SHAFFER | ||||||
| PO BOX 9543 | RANCHO SANTA FE | CA | 92067 | Trustee | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,782,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,782,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $31,782,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $476,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,305,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,565,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,565,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,077 | TotalTaxAmt |
| Distributable Before Adj | $1,550,212 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,550,212 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,550,212 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,533,448 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,533,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,077 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,518,371 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,550,212 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $294,641 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $294,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,533,448 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,533,448 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,764 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,764 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $277,877 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $277,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $277,877 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D SHAFFER | ContributingManagerNm |
| Contributing Manager | TANYA L SHAFFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCRIPPS HEALTH FOUNDATION | |||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92121 | NONE | 501(c)(3) | Funding Research | $960,000 |
| The Bishop's School | |||||||
| 7607 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | 501(c)(3) | FUNDING EDUCATIONAL PROGRAMS | $100,000 |
| Scripps Research Institute | |||||||
| 10550 North Torrey Pines Road | La Jolla | CA | 92037 | NONE | 501(c)(3) | Funding Research | $200,000 |
| UCLA Foundation | |||||||
| 10920 Wilshire Blvd Suite 900 | Los Angeles | CA | 90024 | NONE | 501(c)(3) | FUNDING EDUCATIONAL PROGRAMS | $200,000 |
| CARR Education Foundation | |||||||
| 228 Margarita Drive | San Rafael | CA | 94901 | NONE | 501(c)(3) | FUNDING EDUCATIONAL PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,465,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $988,659 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $632,007 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Adjustments | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$45,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,596,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,596,845 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES TANYA SHAFFER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9543 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $325,911 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,964 shares of Vanguard REIT ViperCost: $216,823FMV: $325,911 | NoncashPropertyDesc |
| Fair Market Value | $325,911 | FairMarketValueAmt |
| Received | 2014-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Expenses | Desc |
| Revenue And Expenses Per Books | $1,580 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $158 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $158 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Adjustments | -$45,553 | |
| Other Investment Income | $21,732 | $21,732 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $198,052 | Amt |
| Net Investment Income | $99,026 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,805 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $64,040 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D TANYA L SHAFFER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9543 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $10,304 | $10,304 |
| Foreign Taxes Paid | $1,316 | $1,316 |
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