LIPP FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LIPP FAMILY FOUNDATION (EIN 20-1985794)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-08-22
- IRS object ID
- 201342349349100604
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-22T10:04:22-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hayes & Associates Acctcy Corp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 B Avenue Suite 211 | AddressLine1 |
| City | Coronado | City |
| State | CA | State |
| ZIP Code | 921183424 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201985794 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lipp Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIPP | NameControl |
| Phone | 6194354195 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 B Avenue Suite 211 | AddressLine1 |
| City | Coronado | City |
| State | CA | State |
| ZIP Code | 92118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William J Barkhurst | Name |
| Title | President | Title |
| Date Signed | 2013-08-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John M Hart CPA | Name |
| PTIN | P00013328 | PTIN |
| Phone | 6194354195 | Phone |
| 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 | 4100782 | 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 | 36513 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36513 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 36513 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 318696 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3040072 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 318696 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 144512 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 355209 | TotalRevenueAndExpenses |
| Total Net Investment Income | 355209 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 181025 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 36124 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 36124 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 36124 | CompOfcrDirTrstAdjNetIncm |
| Accounting Fees Rev And Expnss | 3085 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3085 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 3085 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3085 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 32700 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 32700 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 32700 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 32700 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 6307 | InterestRevAndExpnss |
| Interest Net Invst Incm | 6307 | InterestNetInvstIncm |
| Interest Adj Net Incm | 6307 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 6307 | InterestDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 300 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 300 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 300 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 78516 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 78516 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 78516 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 42392 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 310500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 310500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 389016 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 78516 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 78516 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 352892 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33807 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 276693 | NetInvestmentIncome |
| Adjusted Net Income | 102509 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Other BOY | 3715306 | InvestmentsOtherBOY |
| Investments Other EOY | 3681499 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4100782 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3715306 | TotalAssetsBOY |
| Total Assets EOY | 3681499 | TotalAssetsEOY |
| Total Assets EOYFMV | 4100782 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3715306 | RetainedEarningsBOY |
| Retained Earnings EOY | 3681499 | RetainedEarningsEOY |
| Total Net Assets BOY | 3715306 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3681499 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3715306 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3681499 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3715306 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33807 | ExcessOfRevenueOverExpenses |
| Subtotal | 3681499 | Subtotal |
| Total Net Assets Fund Balances EOY | 3681499 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| 4406 Weitz Partners Value | P | 2001-01-01 | 2013-01-01 | 108000 | 102162 | 5838 | 5838 |
| 24579 Victory Portfolio | P | 2001-01-01 | 2013-01-01 | 418545 | 387059 | 31486 | 31486 |
| 11934 N&B Genesis | P | 2001-01-01 | 2013-01-01 | 428848 | 373716 | 55132 | 55132 |
| 2909 Meridian Value Fund | P | 2001-01-01 | 2013-01-01 | 94952 | 86696 | 8256 | 8256 |
| 2283 Mainstay MAPA | P | 2001-01-01 | 2013-01-01 | 80000 | 73716 | 6284 | 6284 |
| 3004 Keeley Small Capital Fund | P | 2007-12-14 | 2003-01-01 | 84500 | 82382 | 2118 | 2118 |
| 9203 FPA Capital Fund | P | 2001-01-01 | 2013-01-31 | 410490 | 349379 | 61111 | 61111 |
| 8121 Excelsior Value & Restructuring | P | 2001-01-01 | 2013-01-31 | 382044 | 377523 | 4521 | 4521 |
| 11768 Davis New York Venture | P | 2001-01-01 | 2013-01-31 | 434570 | 404897 | 29673 | 29673 |
| 7326 Calamos Growth | P | 2001-01-01 | 2013-01-31 | 359484 | 390745 | -31261 | -31261 |
| 717 N&B Genesis | P | 2012-12-17 | 2013-01-31 | 25785 | 24066 | 1719 | 1719 |
| 1131 Excelsior Value & Restructuring | P | 2012-01-01 | 2013-01-31 | 52918 | 49774 | 3144 | 3144 |
| 547 Davis New York Venture | P | 2012-12-19 | 2013-01-31 | 20257 | 19261 | 996 | 996 |
| Capital gain dividends | P | 139679 | 139679 | 139679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 318696 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 144512 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 295500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3810615 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07755 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 300500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4338610 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06926 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 350000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3492572 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.10021 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 280000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4223975 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06629 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 445754 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5302259 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.08407 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.39738 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07948 | AverageDistributionRatio |
| One Percent Net Investment Income | 2767 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2767 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 352892 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2767 | InvestmentIncomeExciseTax |
| Subtotal | 2767 | Subtotal |
| Tax Based On Investment Income | 2767 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3200 | TotalCreditsAndPayments |
| Overpayment | 433 | Overpayment |
| Amount Credited To Next Year | 433 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles W Hayes CPA Treas | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6194354195 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 B Avenue Suite 211 | AddressLine1 |
| City | Coronado | City |
| State | CA | State |
| ZIP Code | 92118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Sydney J Stanley | ||||||
| 960 A Avenue | Coronado | CA | 92118 | Director | 5.00 | 7225 |
| Charles W Hayes | ||||||
| 1001 B Avenue Suite 211 | Coronado | CA | 92118 | Director | 5.00 | 7225 |
| William J Barkhurst | ||||||
| 1330 Orange Avenue Suite 308 | Coronado | CA | 92118 | Director | 5.00 | 21728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hayes & Associates CPAs | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 B Avenue Suite 211 | AddressLine1 |
| City | Coronado | City |
| State | CA | State |
| ZIP Code | 92118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Investment mgmt tax | TypeOfService |
| Compensation | 35785 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To support and to fund educational, scientific and literary purposes. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | General - to 501(c)(3) charitable organizations. | Description2 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 2767 | TaxBasedOnInvestmentIncome |
| Total Tax | 2767 | TotalTax |
| Distributable Amount Before Adj | 2767 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2767 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 352892 | ExpensesAndContributions |
| Qualifying Distributions | 352892 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2767 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 350125 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 448586 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 68801 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 350000 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 300500 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 295500 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1463387 | TotalExcessDistriCarryover |
| Qualifying Distributions | 352892 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 352892 | RemainingDistriFromCorpus |
| Total Corpus | 1816279 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 448586 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1367693 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 68801 | ExcessFromYear4 |
| Excess From Year3 | 350000 | ExcessFromYear3 |
| Excess From Year2 | 300500 | ExcessFromYear2 |
| Excess From Year1 | 295500 | ExcessFromYear1 |
| Excess From Current Year | 352892 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| San Diego Youth Symphony | |||||||
| 1650 El Prado 207A | San Diego | CA | 92101 | None | N/A | General charitable | $5,000 |
| CSUSB William C Green Memorial Fund | |||||||
| 5500 University Parkway | San Bernardino | CA | 92407 | None | N/A | General charitable | $10,500 |
| Fuerte Hills - Rady's Children Hosp | |||||||
| 3030 Childrens Way | San Deigo | CA | 92123 | None | N/A | General charitable | $5,000 |
| Big Brothers Big Sisters | |||||||
| 8515 Arjons Drive Suite A | San Diego | CA | 92156 | None | N/A | General charitable | $20,000 |
| Camp Able | |||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | None | N/A | General charitable | $5,000 |
| University of Delaware | |||||||
| George Evans House | Newark | DE | 19717 | None | N/A | Educational and science | $30,000 |
| Texas AM Foundation | |||||||
| 514 John R Blocker Building | College Station | TX | 77843 | None | N/A | Educational and science | $30,000 |
| Southwestern College | |||||||
| 900 Otay Lakes Road | Chula Vista | CA | 91910 | None | N/A | Educational and science | $60,000 |
| San Diego State University | |||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | None | N/A | Educational and science | $30,000 |
| Friends of Coronado Library | |||||||
| 1001 B Avenue Suite 211 | Coronado | CA | 92118 | None | N/A | Educational | $10,000 |
| Coronado Schools Foundation | |||||||
| 555 D Avenue | Coronado | CA | 92118 | None | N/A | Educational and science | $60,000 |
| Coronado Hospital Foundation | |||||||
| 250 Prospect Place | Coronado | CA | 92118 | None | N/A | General charitable | $5,000 |
| Steven J Wampler Foundation | |||||||
| 924 D Avenue | Coronado | CA | 92118 | None | N/A | General charitable | $5,000 |
| Coronado High School Band Boos | |||||||
| 650 D Avenue | Coronado | CA | 92118 | None | N/A | Educational | $5,000 |
| Univ of Massachusetts - Amhers | |||||||
| 120 Governors Drive | Amherst | MA | 01003 | None | N/A | Educational and science | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 310500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 36513 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 318696 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 355209 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 355209 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation | Category |
| Amount | $3,085 | Amount |
| Net Investment Income | 3085 | NetInvestmentIncome |
| Adjusted Net Income | 3085 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3085 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hayes & Associates CPAs | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Fees for investment management based upon assets under management. | Explanation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Revenue And Expenses Per Books | 300 | RevenueAndExpensesPerBooks |
| Net Investment Income | 300 | NetInvestmentIncome |
| Adjusted Net Income | 300 | AdjustedNetIncome |
| Disbursements Charitable Prps | 300 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | Category |
| Amount | $32,700 | Amount |
| Net Investment Income | 32700 | NetInvestmentIncome |
| Adjusted Net Income | 32700 | AdjustedNetIncome |
| Disbursements Charitable Prps | 32700 | DisbursementsCharitablePrps |
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