MATTHEW AND IRIS STRAUSS FAMILYFOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MATTHEW AND IRIS STRAUSS FAMILYFOUNDATION INC (EIN 20-4732619)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349107467
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:31:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 NOBEL DRIVE SUITE 300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204732619 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW AND IRIS STRAUSS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 8587927500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 HIGHLAND DRIVE SUITE 200 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN M STRAUSS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8587927500 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER MACPHEE CPA | PreparerPersonNm |
| PTIN | P00547018 | PTIN |
| Phone | 8585974100 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $987,244 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $596,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $596,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,243 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49,243 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $33,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,075 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $89,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,422 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,388,052 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,388,052 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,580,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,557,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,983,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $550 | CashBOYAmt |
| Cash EOY | $410 | CashEOYAmt |
| Cash EOYFMV | $410 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,589 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,601 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,029 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,874,294 | LandBOYAmt |
| Land EOY | $572 | LandEOYAmt |
| Land EOYFMV | $572 | LandEOYFMVAmt |
| Other Assets BOY | $6,093,569 | OtherAssetsBOYAmt |
| Other Assets EOY | $983,673 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $983,673 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,970,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $987,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $987,244 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,970,985 | CapitalStockBOYAmt |
| Capital Stock EOY | $987,244 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,970,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $987,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,970,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $987,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,970,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,983,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $987,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $987,244 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STRAUSSFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN M STRAUSS | IndividualWithBooksNm |
| Phone | 8587927500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 HIGHLAND DRIVE STE 200 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CRISTINA DELLA COLETTA | ||||||||
| 9500 GILMAN DRIVE MC-0406 | LA JOLLA | CA | 920930406 | DIR & VICE PRES | 1.00 | $0 | $0 | $0 |
| MATTHEW C STRAUSS | ||||||||
| 990 HIGHLAND DRIVE 200 | SOLANA BEACH | CA | 92075 | DIRECTOR & PRES | 5.00 | $0 | $0 | $0 |
| IRIS LYNN STRAUSS | ||||||||
| 990 HIGHLAND DRIVE 200 | SOLANA BEACH | CA | 92075 | DIR & SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN STRAUSS ESQUIRE | ||||||||
| 10265 SCIENCE CENTER DR | SAN DIEGO | CA | 92121 | DIR & VICE PRES | 1.00 | $0 | $0 | $0 |
| KATHRYN KANJO | ||||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | DIR & VICE PRES | 1.00 | $0 | $0 | $0 |
| JENNIFER L MACPHEE | ||||||||
| 3655 NOBEL DRIVE SUITE 300 | SAN DIEGO | CA | 92122 | FINANCIAL COMPLIANCE OFFICER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLLECTION, PRESERVATION, AND EXHIBITION OF WORKS OF CONTEMPORARY ART BY NATIONALLY AND INTERNATIONALLY RECOGNIZED ARTISTS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,557,766 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,557,766 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-06-08 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,557,766 | CurrentYearAmt |
| Year1 | $105,259 | Year1Amt |
| Year2 | $117,713 | Year2Amt |
| Year3 | $192,258 | Year3Amt |
| Total | $9,972,996 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,557,766 | CurrentYearAmt |
| Year1 | $105,259 | Year1Amt |
| Year2 | $117,713 | Year2Amt |
| Year3 | $192,258 | Year3Amt |
| Total | $9,972,996 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $987,244 | CurrentYearAmt |
| Year1 | $9,970,985 | Year1Amt |
| Year2 | $10,015,036 | Year2Amt |
| Year3 | $10,104,789 | Year3Amt |
| Total | $31,078,054 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $987,244 | CurrentYearAmt |
| Year1 | $9,970,985 | Year1Amt |
| Year2 | $10,015,036 | Year2Amt |
| Year3 | $10,104,789 | Year3Amt |
| Total | $31,078,054 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW C STRAUSS | ContributingManagerNm |
| Contributing Manager | IRIS LYNN STRAUSS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN M STRAUSS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 HIGHLAND DRIVE SUITE 200 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8587927500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | N/A | NC | IN KIND FOR TRITON CENTER-ART COLLECTION | $5,521,333 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | N/A | NC | IN KIND FOR TRITON CENTER-REAL ESTATE | $3,866,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,388,052 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MATTHEW AND IRIS STRAUSS | |||||||
| 1 | 990 HIGHLAND DRIVE 200 | SOLANA BEACH | CA | 92075 | $200,000 | Yes (X) | |
| MATTHEW AND IRIS STRAUSS | |||||||
| 2 | 990 HIGHLAND DRIVE 200 | SOLANA BEACH | CA | 92075 | $396,800 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | UNTITLED 1999 BY JOSE MANUEL BALLESTER | $46,800 | 2023-05-06 |
| 2 | BC (4442) BY STERLING RUBY | $350,000 | 2023-10-15 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (3 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt | Current Year AmortizationCurrentYearAmortizationAmt |
|---|---|---|---|---|---|---|---|---|
| WEBSITE | 2013-12-31 | $3,950 | $3,950 | 36.000000000000 | $0 | $0 | $3,950 | |
| WEBSITE | 2014-12-31 | $14,501 | $14,501 | 36.000000000000 | $0 | $0 | $14,501 | |
| WEBSITE | 2021-05-10 | $5,150 | $2,861 | 36.000000000000 | $0 | $1,717 | $4,578 | $1,717 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2007-07-10 | $3,442,500 | L | $0 | $0 | $0 | ||
| BUILDING | 2007-07-10 | $607,500 | SL | $14,928 | $0 | $14,928 | $240,792 | 39.000000000000 |
| IMPROVEMENTS | 2007-12-20 | $10,148 | SL | $249 | $0 | $249 | $3,911 | 39.000000000000 |
| IMPROVEMENTS | 2011-05-04 | $17,314 | SL | $425 | $0 | $425 | $5,162 | 39.000000000000 |
| LIGHTING | 2011-05-04 | $5,030 | 200DB | $0 | $0 | $0 | $5,030 | 7.000000000000 |
| IMPROVEMENTS | 2012-09-12 | $11,412 | SL | $280 | $0 | $280 | $3,015 | 39.000000000000 |
| LIGHTING | 2012-08-12 | $2,600 | 200DB | $0 | $0 | $0 | $2,600 | 7.000000000000 |
| LIGHTING | 2012-07-24 | $800 | 200DB | $0 | $0 | $0 | $800 | 7.000000000000 |
| LIGHTING | 2012-08-08 | $450 | 200DB | $0 | $0 | $0 | $450 | 7.000000000000 |
| LIGHTING | 2012-10-08 | $1,000 | 200DB | $0 | $0 | $0 | $1,000 | 7.000000000000 |
| EQUIPMENT | 2014-09-02 | $1,032 | 200DB | $0 | $0 | $0 | $1,032 | 5.000000000000 |
| EQUIPMENT | 2014-08-06 | $1,567 | 200DB | $0 | $0 | $0 | $1,567 | 5.000000000000 |
| WATER HEATER | 2015-02-11 | $1,028 | 200DB | $0 | $0 | $0 | $1,028 | 5.000000000000 |
| LAND IMPROVEMENT | 2015-12-16 | $2,321 | 150DB | $120 | $0 | $142 | $1,241 | 15.000000000000 |
| IMPROVEMENTS | 2017-03-07 | $8,272 | SL | $203 | $0 | $203 | $1,228 | 39.000000000000 |
| IMPROVEMENTS | 2018-05-17 | $10,500 | SL | $258 | $0 | $258 | $1,245 | 39.000000000000 |
| PHONE SYSTEM | 2019-07-29 | $2,500 | 200DB | $144 | $0 | $432 | $2,068 | 5.000000000000 |
| PHONE SYSTEM | 2020-05-07 | $2,500 | 200DB | $144 | $0 | $458 | $1,780 | 5.000000000000 |
| ART GALLERY EXPANSION | 2020-08-24 | $5,700 | SL | $140 | $0 | $140 | $347 | 39.000000000000 |
| EQUIPMENT | 2021-07-06 | $11,974 | 200DB | $1,150 | $0 | $2,195 | $6,227 | 5.000000000000 |
| SECURITY SYSTEM | 2022-10-06 | $9,125 | 200DB | $3,034 | $0 | $1,673 | $456 | 5.000000000000 |
| FENCE | 2023-08-16 | $13,500 | 150DB | $0 | $0 | $225 | 15.000000000000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WEBSITE | $3,950 | $3,950 | $0 |
| WEBSITE | $14,501 | $14,501 | $0 |
| WEBSITE | $5,150 | $4,578 | $572 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $49,243 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $49,243 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NET INTANGIBLE ASSETS | $2,290 | $0 | $0 |
| ART ALMANAC | $50,632 | $47,162 | $47,162 |
| ARTWORK | $6,040,647 | $936,511 | $936,511 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $21,770 | $0 | $0 | $21,770 |
| MAINTENANCE | $25,840 | $0 | $0 | $25,840 |
| UTILITIES | $15,832 | $0 | $0 | $15,832 |
| PEST CONTROL | $792 | $0 | $0 | $792 |
| REPAIRS | $6,117 | $0 | $0 | $6,117 |
| SECURITY | $1,230 | $0 | $0 | $1,230 |
| WEBSITE MAINTENANCE | $12,295 | $0 | $0 | $12,295 |
| OPERATING EXPENSE | $47 | $0 | $0 | $47 |
| PUBLICATION EXPENSE | $3,470 | $0 | $0 | $3,470 |
| BANK CHARGES | $29 | $0 | $0 | $29 |
| AMORTIZATION | $1,717 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $32,999 | $0 | $0 | $32,999 |
| TAXES & LICENSES | $50 | $0 | $0 | $50 |