KARNEY FLASTER FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KARNEY FLASTER FAMILY FOUNDATION (EIN 65-1211478)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-05
IRS object ID
202602179349100215
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-05T14:55:46-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Disaster ReliefLA WILDFIRES DR-4856DisasterReliefTxt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111444 W OLYMPIC BLVD 11TH FLRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651211478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Karney Flaster Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SUSANNA KARNEY FLASTERInCareOfNm
Business Name ControlKARNBusinessNameControlTxt
Phone3104765633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16341 Hartley DriveAddressLine1Txt
CityLa JollaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSANNA FLASTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104765633PhoneNum
Signature2026-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebecca Wexelman-MossPreparerPersonNm
PTINP01680203PTIN
Phone3105661900PhoneNum
Preparation2026-10-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,236,262FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$220,578ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$70,354InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70,354InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$159,218DividendsRevAndExpnssAmt
Dividends Net Invst Incm$159,218DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,511,035NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,423,263GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,511,035CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,961,185TotalRevAndExpnssAmt
Total Net Invst Incm$1,740,607TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$55,626OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$55,626OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$31,711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,036TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$87,337TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,662TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$808,108ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$808,108ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$895,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,662TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$808,108TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,065,740ExcessRevenueOverExpensesAmt
Net Investment Income$1,683,945NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,680CashBOYAmt
Cash EOY$14,349CashEOYAmt
Cash EOYFMV$14,349CashEOYFMVAmt
Sav And Temp Cash Invst BOY$480,232SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$903,260SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$904,793SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$583,688USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,250,331USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,255,353USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,758,183CorporateStockBOYAmt
Corporate Stock EOY$6,610,831CorporateStockEOYAmt
Corporate Stock EOYFMV$10,769,290CorporateStockEOYFMVAmt
Other Investments BOY$65,615OtherInvestmentsBOYAmt
Other Investments EOY$248,367OtherInvestmentsEOYAmt
Other Investments EOYFMV$292,477OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,961,398TotalAssetsBOYAmt
Total Assets EOY$9,027,138TotalAssetsEOYAmt
Total Assets EOYFMV$13,236,262TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$7,961,398RetainedEarningBOYAmt
Retained Earning EOY$9,027,138RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,961,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,027,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,961,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,027,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,961,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,065,740ExcessRevenueOverExpensesAmt
Subtotal$9,027,138SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,027,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST US BANK#1480 - SEE STMT ATTACHEDP$3,451,440$3,736,222-$292,557-$284,782
LT US BANK#1480 - SEE STMT ATTACHEDP$3,971,823$2,151,918$1,803,592$1,819,905
FieldValueIRS element (for citing)
Capital Gain Net Income$1,511,035CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,407InvestmentIncomeExciseTaxAmt
Subtotal$23,407SubtotalAmt
Tax Based On Investment Income$23,407TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$35,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$128EsPenaltyAmt
Overpayment$11,465OverpaymentAmt
Applied To ES Tax$11,465AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSANNA KARNEY FLASTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104765633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16341 HARTLEY DRIVEAddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUSANNA KARNEY FLASTERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16341 HARTLEY DRIVEAddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT, SECRETARY & CFOTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,904,731AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,936,530TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,936,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$194,048CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,742,482NetVlNoncharitableAssetsAmt
Minimum Investment Return$637,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$637,124MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,407TaxBasedOnInvestmentIncomeAmt
Total Tax$23,407TotalTaxAmt
Distributable Before Adj$613,717DistributableBeforeAdjAmt
Distributable Before Ded$613,717DistributableBeforeDedAmt
Distributable As Adjusted$613,717DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$808,108ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$808,108QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$613,717DistributableAsAdjustedAmt
Undistributed Income PY$550,275UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$808,108QualifyingDistributionsAmt
Applied To Year1$550,275AppliedToYear1Amt
Applied To Current Year$257,833AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$355,884UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSANNA KARNEY FLASTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Athenaeum Music & Arts Li
1008 WALL STLA JOLLACA92037N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$500
CONGREGATION BETH ISRAEL
9001 TOWNE CENTRE DRSAN DIEGOCA92122N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$130,015
FEEDING SAN DIEGO
9477 WAPLES STREET 100SAN DIEGOCA92121N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
SUSAN G KOMEN
13770 Noel Road Suite 801889DallasTX75380N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$2,000
Planned Parenthood of the Pacific Southwest
1075 Camino Del Rio SouthSAN DIEGOCA92108N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$300,000
Jewish Federation of San Diego
4950 Murphy Canyon RoadSAN DIEGOCA92123N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$38,000
ACLU
PO Box 87131SAN DIEGOCA92138N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$15,000
San Diego Symphony
1245 7th AveSAN DIEGOCA92101N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
Americans United for Separation of Church & State
1310 L St NW Ste 200WASHINGTONDC200054563N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
La Jolla Community Foundation
1298 Prospect StLA JOLLACA92037N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$22,500
Old Globe Theatre
1363 Old Globe WaySAN DIEGOCA92101N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$15,000
The Washington Institute
1111 19th Street NWWASHINGTONDC20036N/AGOVPUBLIC SUPPORT OF ORGANIZATION MISSION$12,500Suite 500
UC San Diego - Scripps Institution of Oceanography
9500 Gilman DriveLA JOLLACA92093N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$70,000
National Geographic - Ocean Project
1145 17th Street NWWASHINGTONDC20006N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
San Diego Coastkeepers
8305 Vickers StSAN DIEGOCA92111N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000Suite 209
UC San Diego Foundation
9500 Gilman Drive 0140LA JOLLACA92093N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$13,500
La Jolla Country Day School
9490 Genesee AveLA JOLLACA92037N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$12,500
Salk Institute for Biological Studies
10010 N Torrey Pines RdLA JOLLACA92037N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
Lawrence Family JCC of San Diego
4126 Executive DrLA JOLLACA92037N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$5,775
Voice of San Diego
110 West A StreetSAN DIEGOCO92101N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$7,500Suite 650
Southern Poverty Law Center
400 Washington AveMontgomeryAL36104N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$7,500
Jewish Family Services of San Diego
8804 Balboa AveSAN DIEGOCA92123N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$68,000
Oceanside Museum of Art
704 Pier View WayOceansideCA92057N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
Museum of Contemporary Art San Diego
700 Prospect StLA JOLLACA92037n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$12,500
Foundation of La Jolla High School
750 Nautilus StreetLA JOLLACA92037n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
Hillel at UCLA
574 Hilgard AveLOS ANGELESCA90024n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$500
iNewsource
550 Campanile DriveSAN DIEGOCA92182n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000PSFA 361C
Hebrew Free Loan of San Diego
9404 Genesee AveLA JOLLACA92037n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$3,500
Impact Cubed
441 Saxony RoadEncinitasCA92024n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$3,600
National Conflict Resolution Center
530 B StSAN DIEGOCA92101n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000UNIT 1700
Plan International USA
275 PROMENADE STREET 225PROVIDENCERI02908n/aPCPUBLIC SUPPORT OF ORGANIZATION MISSION$718
SAN DIEGO FIRE-RESCUE FOUNDATION
7676 HAZARD CENTER DRIVE 1150SAN DIEGOCA92108N/APCPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$808,108TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,354ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$159,218ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,511,035ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,740,607ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,740,607TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
Susanna Flaster
16341 Hartley Drivela jollaCA92037$198,578Yes (X)
Susanna Flaster
26341 Hartley DriveLA JOLLACA92037$22,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property725 SHS - APPLE INCNoncashPropertyDesc
Fair Market Value$198,578FairMarketValueAmt
Received2025-12-17ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,250,331USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,255,353USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUINIX INC - EQIX$0$0
SPDR GOLD SHARES ETF$248,367$292,477

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$55,626Amt
Net Investment Income$55,626NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$1,036$1,036
FEDERAL TAX$30,675

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