M & I PFISTER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- M & I PFISTER FOUNDATION (EIN 20-5994513)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201311989349100216
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T15:45:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330835986 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER PETERSON ET AL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 NOBEL DRIVE STE 450 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921221051 | 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 | 205994513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & I PFISTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | M&IP | NameControl |
| Phone | 8585518785 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LA JOLLA BLVD NO 527 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920377651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IRWIN PFISTER | Name |
| Title | TREASURER | Title |
| Phone | 8585518785 | Phone |
| Date Signed | 2013-06-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00370515 | PTIN |
| Phone | 8585974100 | Phone |
| Date Prepared | 2013-06-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1072343 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 17016 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17016 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 146115 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 302898 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 146115 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 163131 | TotalRevenueAndExpenses |
| Total Net Investment Income | 163131 | 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 |
| Other Prof Fees Rev And Expnss | 189 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 189 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2161 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 428 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2350 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 617 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 404000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 404000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 406350 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 617 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 404000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -243219 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 162514 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 115830 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29393 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29393 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1339291 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1042950 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1042950 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1455121 | TotalAssetsBOY |
| Total Assets EOY | 1072343 | TotalAssetsEOY |
| Total Assets EOYFMV | 1072343 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1455121 | CapitalStockBOY |
| Capital Stock EOY | 1072343 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1455121 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1072343 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1455121 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1072343 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1455121 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -243219 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1211902 | Subtotal |
| Other Decreases | 139559 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1072343 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1240 SHS OF SCHLUMBERGER LTD | D | 2005-06-07 | 2012-02-24 | 98980 | 42389 | 56591 | 56591 |
| 1677 SHS OF SCHLUMBERGER LTD | D | 2005-06-07 | 2012-06-14 | 107232 | 57329 | 49903 | 49903 |
| 723 SHS OF SCHLUMBERGER LTD | P | 2008-11-21 | 2012-06-14 | 46230 | 28993 | 17237 | 17237 |
| 700 SHS OF SCHLUMBERGER LTD | P | 2008-11-21 | 2012-09-06 | 50456 | 28072 | 22384 | 22384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 146115 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 368846 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1492001 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.247216 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 345231 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1477679 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.233631 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 219658 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1542800 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.142376 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 235632 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1550269 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.151994 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 149649 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1240557 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.120630 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.895847 | TotalDistributionRatio |
| Average Distribution Ratio | 0.179169 | AverageDistributionRatio |
| Net Noncharitable Assets | 913748 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 163715 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1625 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 165340 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 404000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1625 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1625 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1625 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1120 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2200 | TaxPaidWithExtension |
| Total Credits And Payments | 3320 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Overpayment | 1688 | Overpayment |
| Amount Credited To Next Year | 1688 | 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 | 0 | 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 | IRWIN PFISTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8585518785 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LA JOLLA BLVD 527 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920377651 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 867397 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60266 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 927663 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 927663 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13915 | CashDeemedCharitable |
| Net Noncharitable Assets | 913748 | NetNoncharitableAssets |
| Minimum Investment Return | 45687 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45687 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1625 | TaxBasedOnInvestmentIncome |
| Total Tax | 1625 | TotalTax |
| Distributable Amount Before Adj | 44062 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 44062 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 44062 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 404000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 404000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1625 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 402375 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44062 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 36455 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 219885 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 345931 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 369932 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 972203 | TotalExcessDistriCarryover |
| Qualifying Distributions | 404000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 404000 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 44062 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 44062 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1332141 | 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 | 1332141 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 212278 | ExcessFromYear3 |
| Excess From Year2 | 345931 | ExcessFromYear2 |
| Excess From Year1 | 369932 | ExcessFromYear1 |
| Excess From Current Year | 404000 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARYANNE PFISTER | ContributingManager |
| Contributing Manager | IRWIN PFISTER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARYANNE PFISTER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LA JOLLA BLVD 527 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 923077651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8585518785 | RecipientPhoneNumber |
| Form And Info And Materials | GENERAL APPLICATION WITH DETERMINATION LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MUSEUM OF CONTEMPORARY ART | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 920374291 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $161,000 |
| NEW CHILDREN'S MUSEUM | |||||||
| 200 WEST ISLAND AVENUE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $25,000 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT THE REPRODUCTION, PROTECTION AND EXHIBITI | $168,000 |
| SD FOUNDATION | |||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92106 | NONE | PUBLIC CHARITY | TO IMPROVE THE QUALIFY OF LIFE IN ALL COMMUNITIES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 404000 | 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 | $17,016 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $146,115 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $163,131 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 163131 | 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 |
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 | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 14,417 SHS SCHLUMBERGER LTD. (BEGINNING 16,217 SHS) | 698315 | 698315 |
| 11,300 SHS NOKIA CORP SPONS ADR | 44635 | 44635 |
| 9507.04 SHS SERIES A PREFERRED STOCK OF FSC COLORADO HOLDINGS | 270000 | 270000 |
| 94,495.33 SHS OF COMMON STOCK OF FSC COLORADO HOLDINGS | 30000 | 30000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $139,559 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CHARGE | Category |
| Amount | $189 | Amount |
| Net Investment Income | 189 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | $10 | 0 | 0 |
| EXCISE TAXES | $1,673 | 0 | 0 |
| FOREIGN TAXES | $428 | 428 | 0 |
| RRF1 | $50 | 0 | 0 |