KARNEY FLASTER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KARNEY FLASTER FAMILY FOUNDATION (EIN 65-1211478)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349101795
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T18:39:43-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952399533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902122907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651211478 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARNEY FLASTER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KARN | NameControl |
| Phone | 3108265637 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSANNA KARNEY FLASTER | Name |
| Title | PRESIDENT | Title |
| Phone | 3108265637 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KURT KILWEIN | Name |
| PTIN | P00109165 | PTIN |
| Phone | 3102732501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2287410 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 99323 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 42751 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42751 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17124 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4825745 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17124 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 159198 | TotalRevenueAndExpenses |
| Total Net Investment Income | 59875 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2376 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1188 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1188 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17568 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17568 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 85 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 85 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20029 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18756 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1273 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 107246 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 107246 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 127275 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18756 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108519 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 31923 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41119 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 71205 | CashEOY |
| Cash EOYFMV | 71205 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 157407 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 186689 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 186689 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1611260 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1500227 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1819367 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 164156 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 206625 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 210149 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1932823 | TotalAssetsBOY |
| Total Assets EOY | 1964746 | TotalAssetsEOY |
| Total Assets EOYFMV | 2287410 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1932823 | RetainedEarningsBOY |
| Retained Earnings EOY | 1964746 | RetainedEarningsEOY |
| Total Net Assets BOY | 1932823 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1964746 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1932823 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1964746 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1932823 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 31923 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1964746 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1964746 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | UNIONBANK PRIVATE BANK SECURITIES ACCOUNT | DescriptionOfAsset |
| Gross Sales Price | 4825745 | GrossSalesPrice |
| Cost Or Other Basis | 4808621 | CostOrOtherBasis |
| Gain Or Loss | 17124 | GainOrLoss |
| Gains Minus Excess Or Losses | 17124 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17124 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 78100 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2025292 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038562 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 81594 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1763155 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046277 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 98234 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1558136 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063046 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 105992 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1970387 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053792 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118165 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2554013 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046266 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.247943 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049589 | AverageDistributionRatio |
| Net Noncharitable Assets | 2175669 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 107889 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 411 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 108300 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108519 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 411 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 411 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 411 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Overpayment | 189 | Overpayment |
| Amount Credited To Next Year | 189 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSANNA KARNEY FLASTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3108265637 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SUSANNA KARNEY FLASTER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY & CFO | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2155592 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53209 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2208801 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2208801 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33132 | CashDeemedCharitable |
| Net Noncharitable Assets | 2175669 | NetNoncharitableAssets |
| Minimum Investment Return | 108783 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 108783 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 411 | TaxBasedOnInvestmentIncome |
| Total Tax | 411 | TotalTax |
| Distributable Amount Before Adj | 108372 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 108372 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 108372 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108519 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 108519 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 411 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 108108 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 108372 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 17334 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 17334 | TotalExcessDistriCarryover |
| Qualifying Distributions | 108519 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 108372 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 147 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 17481 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 17481 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 17334 | ExcessFromYear2 |
| Excess From Current Year | 147 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSANNA KARNEY FLASTER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CONGREGATION BETH ISRAEL | |||||||
| 9001 TOWNE CENTRE DRIVE | SAN DIEGO | CA | 92122 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $16,485 |
| DOTART CENTER AT UCLA HILLEL | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| ILAN AND LAEL BUILDING FUND | |||||||
| 930 ORCHARD LANE | SANTA YSABEL | CA | 92070 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| JEWISH COMMUNITY CENTER | |||||||
| 4126 EXECUTIVE DR | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $13,100 |
| JEWISH FAMILY SERVICES - JFS | |||||||
| 8804 BALBOA | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| JCC ON THE PALISADES - KAPLAN | |||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $36 |
| LA JOLLA PLAYHOUSE | |||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,550 |
| LJHS - LA JOLLA HIGH SCHOOL FOUNDATION | |||||||
| 750 NAUTILUS STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| MCASD | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $270 |
| MIAMI UNIVERSITY PARENTS FUND | |||||||
| 725 E CHESTNUT ST | OXFORD | OH | 45056 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| NATIONAL CONFLICT RESOLUTION CENTER | |||||||
| 625 BROADWAY SUITE 1221 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $8,000 |
| NEW CHILDRENS MUSEUM | |||||||
| 200 WEST ISLAND AVENUE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| PLAN INTERNATIONAL | |||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST | |||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $32,800 |
| SAN DIEGO MUSEUM OF ART | |||||||
| PO BOX 122107 | SAN DIEGO | CA | 92112 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| SAN DIEGO WOMEN'S FOUNDATION | |||||||
| 2508 HISTORIC DECATUR ROAD 200 | SAN DIEGO | CA | 92106 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| SEACREST VILLAGE RETIREMENT COMMUNITIES | |||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,500 |
| USC SHOAH FOUNDATION | |||||||
| 444 SOUTH FLOWER - 41ST FLOOR | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| WATERS OF EDEN - SD COMMUNITY | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $145 |
| WOMENS FOUNDATION OF CALIFORNIA | |||||||
| 340 PINE STREET 302 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| WOMEN GIVE | |||||||
| 32-17 COLLEGE POINT DRIVE 206 | FLUSHING | NY | 11354 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 107246 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,751 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,124 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $59,875 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 59875 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | SUSANNA K FLASTER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6341 HARTLEY DRIVE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 99323 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1,500 SHARES QUALCOMM COMMON STOCK | NoncashPropertyDescription |
| Fair Market Value | 99323 | FairMarketValue |
| Date Received | 2012-09-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,376 | Amount |
| Net Investment Income | 1188 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1188 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 206625 | EOYBookValue |
| EOYFMV | 210149 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1500227 | EOYBookValue |
| EOYFMV | 1819367 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $17,568 | Amount |
| Net Investment Income | 17568 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CA FRANCHISE TAX BOARD | $10 | 0 | 10 |
| CA SECRETARY OF STATE | $25 | 0 | 25 |
| ATTORNEY GENERAL CHARITABLE REGISTRY | $50 | 0 | 50 |
Comments