M & I PFISTER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- M & I PFISTER FOUNDATION (EIN 20-5994513)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201112279349100841
- Schema version
- 2010v3.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T17:28:52-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585974100 | Phone |
| Date Prepared | 2011-08-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1771019 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100050 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9549 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9549 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10672 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10672 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 50273 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 610624 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 50273 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 170544 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70494 | 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 | 1770 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 531 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 531 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4116 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5886 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 531 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 531 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 345400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 345400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 351286 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 531 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 345931 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -180742 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 69963 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 655817 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 416899 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 416899 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 994185 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1354120 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1354120 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 110523 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1760525 | TotalAssetsBOY |
| Total Assets EOY | 1771019 | TotalAssetsEOY |
| Total Assets EOYFMV | 1771019 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1760525 | CapitalStockBOY |
| Capital Stock EOY | 1771019 | 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 | 1760525 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1771019 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1760525 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1771019 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1760525 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -180742 | ExcessOfRevenueOverExpenses |
| Other Increases | 191236 | OtherIncreases |
| Subtotal | 1771019 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1771019 | 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 |
|---|---|---|---|---|---|---|---|
| INTL BK RECON & DEVELOP 10.250% DTD 012508 | P | 2008-01-25 | 2010-01-27 | 77377 | 84567 | -7190 | -7190 |
| 10000 SHS INTEL CORP | P | 2009-09-30 | 2010-02-22 | 207792 | 196305 | 11487 | 11487 |
| 2500 SHS TOTAL S.A. FRANCE SPON ADR | P | 2009-09-09 | 2010-02-22 | 145302 | 135065 | 10237 | 10237 |
| 2500 SHS TRANSOCEAN | P | 2009-02-06 | 2010-05-04 | 180153 | 144414 | 35739 | 35739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 50273 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 219658 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1542800 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.142376 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 235632 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1550269 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.151994 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 149649 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1240557 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.120630 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 162292 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.415000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.103750 | AverageDistributionRatio |
| Net Noncharitable Assets | 1477679 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 153309 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 700 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 154009 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 345931 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 700 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 700 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 700 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Tax Due | 460 | TaxDue |
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 | 1 | 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 | 986891 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 513291 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1500182 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1500182 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22503 | CashDeemedCharitable |
| Net Noncharitable Assets | 1477679 | NetNoncharitableAssets |
| Minimum Investment Return | 73884 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 73884 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 700 | TaxBasedOnInvestmentIncome |
| Total Tax | 700 | TotalTax |
| Distributable Amount Before Adj | 73184 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 73184 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 73184 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 345931 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 345931 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 700 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 345231 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 73184 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 183153 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 219885 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 403038 | TotalExcessDistriCarryover |
| Qualifying Distributions | 345931 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 345931 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 73184 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 73184 | ExcessDistriCyovAppliedCY |
| Total Corpus | 675785 | 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 | 675785 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 109969 | ExcessFromYear2 |
| Excess From Year1 | 219885 | ExcessFromYear1 |
| Excess From Current Year | 345931 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHILDFUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | PUBLIC CHARITY | TO SUPPORT CHILDREN LIVING IN POVERTY | $25,000 |
| FOUNDATION FOR ANIMAL CARE AND EDUCATION | |||||||
| 10435 SORRENTO VALLEY RD STE 300 | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | TO SUPPORT VETERINARY SPECIALTY TREATMENT OF PETS | $1,000 |
| HUMANE SOCIETY OF SD | |||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | NONE | TO SUPPORT VETERINARY SPECIALTY TREATMENT OF PETS | $5,000 | |
| HUMANE SOCIETY OF USA | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | TO SUPPORT VETERINARY SPECIALTY TREATMENT OF PETS | $5,000 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 920374291 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $135,000 |
| NEW CHILDREN'S MUSEUM | |||||||
| 200 WEST ISLAND AVENUE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL PROGRAMS AND EXHIBITIONS | $25,400 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | TO SUPPORT THE REPRODUCTION, PROTECTION AND EXHIBITI | $149,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 345400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,549 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,672 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $50,273 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $70,494 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 70494 | 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 | IRWIN MARYANNE PFISTER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 100050 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1,217 SHARES OF STOCK SCHLUMBERGER LTD NETHERLANDS ANTILLES | NoncashPropertyDescription |
| Fair Market Value | 100050 | FairMarketValue |
| Date Received | 2010-12-28 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $1,770 | Amount |
| Net Investment Income | 531 | NetInvestmentIncome |
| Disbursements Charitable Prps | 531 | DisbursementsCharitablePrps |
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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | INTL BK RECON & DEVELOP MED TERM NTS 10.250% | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 16,217 SHS SCHLUMBERGER LTD. (BEGINNING 6,500 SHS) | 1354120 | 1354120 |
| 10000 SHS INTEL CORP | 0 | 0 |
| 2500 SHS S.A. FRANCE | 0 | 0 |
| 2500 SHS TRANSOCEAN | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $191,236 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | IRWIN AND MARYANNE PFISTER | PersonName |
US Address USAddress
| 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 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | $225 | 0 | 0 |
| EXCISE TAXES | $3,891 | 0 | 0 |