THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION (EIN 33-0833801)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349103204
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:42:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263047512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP T WRIGHT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 EXECUTIVE DR STE 375 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330833801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICIA AND CHRISTOPHER WEIL | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8587246040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11236 EL CAMINO REAL | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WEIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587246040 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | WEIL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP T WRIGHT | PreparerPersonNm |
| PTIN | P00730190 | PTIN |
| Phone | 6199923027 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,899,984 | 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 | $590,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $58,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,503,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,436 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $751,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,038 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,038 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,899 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,296 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,048,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,048,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,084,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,048,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $992,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $810,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $810,689 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,735,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,732,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,088,841 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $150,503 | OtherAssetsBOYAmt |
| Other Assets EOY | $454 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $454 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,878,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,543,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,899,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,878,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,543,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,878,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,543,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,878,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,543,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,878,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,545,087 | SubtotalAmt |
| Other Decreases | $1,746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,543,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY - 7850 | $249,961 | $272,336 | -$22,375 | -$22,375 | |
| FIDELITY - 7850 | $1,148,433 | $1,128,407 | $20,026 | $20,026 | |
| CAPITAL GAINS DIVIDENDS | $104,785 | $104,785 | $104,785 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | 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 | $2,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $454 | OverpaymentAmt |
| Applied To ES Tax | $454 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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.WEILFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER WEIL | IndividualWithBooksNm |
| Phone | 8587246040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11236 EL CAMINO REAL | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER WEIL | ||||||||
| 11236 EL CAMINO REAL | SAN DIEGO | CA | 92130 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA WEIL | ||||||||
| 11236 EL CAMINO REAL | SAN DIEGO | CA | 92130 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| KIT-VICTORIA WELLS | ||||||||
| 11236 EL CAMINO REAL | SAN DIEGO | CA | 92130 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MATTHEW WEIL | ||||||||
| 11236 EL CAMINO REAL | SAN DIEGO | CA | 92130 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAITLIN WEIL | ||||||||
| 11236 EL CAMINO REAL | SAN DIEGO | CA | 92130 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MACY OLIVAS | ||||||||
| 11236 EL CAMINO REAL | SAN DIEGO | CA | 92130 | EXECUTIVE DIRECTOR | 0.00 | $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 |
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 | $4,283,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,283,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,283,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,218,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,739 | TotalTaxAmt |
| Distributable Before Adj | $209,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,048,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,048,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,048,413 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $305,234 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $431,923 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $420,651 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $498,869 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $722,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,378,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,048,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $839,213 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,218,201 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $305,234 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,912,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $431,923 | ExcessFromYear4Amt |
| Excess From Year3 | $420,651 | ExcessFromYear3Amt |
| Excess From Year2 | $498,869 | ExcessFromYear2Amt |
| Excess From Year1 | $722,311 | ExcessFromYear1Amt |
| Excess From Current Year | $839,213 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER WEIL | ContributingManagerNm |
| Contributing Manager | PATRICIA WEIL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| ASU FOUNDATION | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | EXEMPT | GENERAL FUND | $2,000 | |
| BARRIO LOGAN COLLEGE INSTITUTE | ||||||||
| 2114 NATIONAL AVENUE | SAN DIEGO | CA | 92113 | NONE | EXEMPT | GENERAL FUND | $15,000 | |
| CAL POLY STATE UNIVERSITY | ||||||||
| ADMINISTRATION 131E | SAN LUIS OBISPO | CA | 93407 | NONE | EXEMPT | GENERAL FUND | $2,250 | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 4508 MISSION BAY DRIVE | SAN DIEGO | CA | 92109 | NONE | EXEMPT | GENERAL FUND | $15,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| FRIENDS OF BALBOA PARK | ||||||||
| 2125 PARK BLVD | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $100 | |
| INEWSOURCE | ||||||||
| 5500 CAMPANILE DRIVE PSFA 361C | SAN DIEGO | CA | 92182 | NONE | EXEMPT | GENERAL FUND | $4,000 | |
| INSTITUTE FOR STUDY ABROAD | ||||||||
| 6201 CORPORATE DRIVE SUITE 200 | INDIANAPOLIS | IN | 46278 | NONE | EXEMPT | GENERAL FUND | $500 | |
| JEWISH FAMILY SERVICES | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $25,000 | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| PO BOX 601627 | SAN DIEGO | CA | 92160 | NONE | EXEMPT | GENERAL FUND | $8,000 | |
| LA JOLLA SYMPHONY & CHORUS | ||||||||
| 9500 GILMAN DRIVE UCSD 0361 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| MAINLY MOZART INC | ||||||||
| 444 WEST BEECH ST 220 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $500 | |
| NATIONAL CONFICT RESOLUTION CENTER | ||||||||
| 530 B STREET | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | EXEMPT | GENERAL FUND | $100 | |
| ORCAS ISLAND CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 646 | EASTBOUND | WA | 98245 | NONE | EXEMPT | GENERAL FUND | $2,000 | |
| PLAN INTERNATIONAL USA | ||||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | NONE | EXEMPT | GENERAL FUND | $396 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| P O BOX 97166 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL FUND | $10,000 | |
| PLOUGH SHARES FUND | ||||||||
| 315 BAY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | EXEMPT | GENERAL FUND | $394,067 | 200 |
| SAN DIEGO GRANT MAKERS | ||||||||
| 5060 SHOREHAM PLACE SUITE 350 | SAN DIEGO | CA | 92122 | NONE | EXEMPT | GENERAL FUND | $1,500 | |
| SAN DIEGO STATE UNIVERSITY | ||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | EXEMPT | GENERAL FUND | $2,250 | |
| SAN DIEGO YOUTH SYMPHONY | ||||||||
| 1650 EL PRADO 207A | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $2,500 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| STUDENTS WITHOUT LIMITS | ||||||||
| P O BOX 90224 | SAN DIEGO | CA | 92169 | NONE | EXEMPT | GENERAL FUND | $15,000 | |
| THE SAN DIEGO MUSEUM OF ART | ||||||||
| P O BOX 122107 | SAN DIEGO | CA | 92112 | NONE | EXEMPT | GENERAL FUND | $200 | |
| UC REGENTS | ||||||||
| 9500 GILMAN DRIVE DEPT 0026 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $6,750 | |
| UCSD FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $200,000 | |
| VOICE OF SAN DIEGO | ||||||||
| 110 WEST A STREET 650 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $10,000 | |
| WORDS ALIVE | ||||||||
| 5111 SANTA FE STREET SUITE 219 | SAN DIEGO | CA | 92109 | NONE | EXEMPT | GENERAL FUND | $15,000 | |
| YMCA OF SAN DIEGO | ||||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $100 | |
| ADEN GEBREMEDHIN | ||||||||
| 7592 BROOKHAVEN ROAD | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| ADRIAN VALDEZ | ||||||||
| 5530 GRAPE ST | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| AKATZIN TORRES | ||||||||
| 819 SOUTH 45TH ST | SAN DIEGO | CA | 92113 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| ALEJANDRA CORTEZ | ||||||||
| 7511 ROOSEVELT AVE | LEMON GROVE | CA | 91945 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| ALEXANDRA MORALES | ||||||||
| 3971 FRANKLIN AVE | SAN DIEGO | CA | 92113 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| AMERICA SANCHEZ RADILLA | ||||||||
| 1451 S 45TH ST | SAN DIEGO | CA | 92113 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL FUND | $100 | |
| ANDREA CORTEZ | ||||||||
| 4344 1/2 35TH ST | SAN DIEGO | CA | 92104 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| ANDRES ARGUELLES MORALES | ||||||||
| 728 42ND ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| BAO LAM | ||||||||
| 2355 CRANDALL DR | SAN DIEGO | CA | 92111 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| BRANDON NAVA | ||||||||
| 3857 COTTONWOOD ST | SAN DIEGO | CA | 92113 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| CAL COAST CARES FOUNDATION | ||||||||
| 9201 SPECTRUM CENTER BLVD STE 300 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $50,000 | |
| CAL STATE UNIVERSITY SAN MARCOS | ||||||||
| 3333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92096 | NONE | EXEMPT | GENERAL FUND | $6,750 | |
| CANYON CREST ACADEMY | ||||||||
| 5951 VILLAGE CENTER LOOP ROAD | SAN DIEGO | CA | 92130 | NONE | EXEMPT | GENERAL FUND | $600 | |
| CENTER FOR COURT INNOVATION | ||||||||
| 520 EIGHTH AVE 18TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| CYNTHIA SOLIS | ||||||||
| 627 LINDEN AVE 2 | LONG BEACH | CA | 90802 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| DARIO QUIROZ | ||||||||
| 1545 CORTA DEL SUR | LEMON GROVE | CA | 91945 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| EDWARD RIVERA | ||||||||
| 1815 ROBERTS WAY | ARCATA | CA | 95521 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| EMANUEL RODRIGUEZ | ||||||||
| 1208 COTTON ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| EMILIA RANGEL | ||||||||
| PO BOX 1694 | BORREGO SPRINGS | CA | 92004 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| ERICK RAMOS | ||||||||
| 814 39TH ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| FELIPE DE LA CRUZ | ||||||||
| 3419 BLY ST | SAN DIEGO | CA | 92115 | NONE | N/A | INDIVIDUAL SCHOPLARSHIP | $2,000 | |
| GABRIELA ROCHA | ||||||||
| PO BOX 1360 | BORREGO SPRINGS | CA | 92004 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| GEMMA RUBI | ||||||||
| 665 BOUNDARY ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| GERARDO TORRES | ||||||||
| 704 DUVAL ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| GUILLERMO MONTEMAYOR | ||||||||
| 4055 48TH ST APT 9 | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| HENRY HAO | ||||||||
| 6558 CELIA VISTA DR | SAN DIEGO | CA | 92115 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JACOBS & CUSHAMN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| JACOBS CENTER FOR NEIGHBORHOOD INNOVATION | ||||||||
| 404 EUCLID AVE | SAN DIEGO | CA | 92114 | NONE | EXEMPT | GENERAL FUND | $25,000 | |
| JANET CAMACHO | ||||||||
| 7956 PALA ST | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JASMINE FERNANDEZ | ||||||||
| 1645 G ST APT 10 | ARCATA | CA | 95521 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JAZMIN SOSA HERRERA | ||||||||
| 119 29TH ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JAZMINE SCOTT | ||||||||
| 5559 CRESTON DR | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JEREMAE DELACRUZ | ||||||||
| 1400 UNIVERSITY AVE B401 | RIVERSIDE | CA | 92507 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JESSICA PHAM | ||||||||
| 4996 PERKON PL | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOAN REYES | ||||||||
| 146 SAN JACINTO DR | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOHN STEWART | ||||||||
| 2650 DURANT AVE | BERKELEY | CA | 94720 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOHNNY HAYES | ||||||||
| 6341 CAMINITO SALADO | SAN DIEGO | CA | 92111 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JORGE JIMENEZ MEJIA | ||||||||
| 6750 EL COLEGIO RD APT 441 | GOLETA | CA | 93117 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOSE ALVAREZ-CASTILLO | ||||||||
| 530 MIDVALE AVE | LOS ANGELES | CA | 90024 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOSHUA GARCIA | ||||||||
| 3980 C ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOSHUA TOLLIVER | ||||||||
| 3677 45TH STREET APT A | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| JOSUE BARRAGAN | ||||||||
| 606 27TH ST APT 23 | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| KADIJA AMBA | ||||||||
| 5023 WILLIAMS AVE APT 5 | SAN DIEGO | CA | 91942 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| KAREN GARCIA | ||||||||
| PO BOX 792 | BORREGO SPRINGS | CA | 92004 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| KAREN SALGADO | ||||||||
| 3976 DELTA ST | SAN DIEGO | CA | 92113 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| KATHY DOAN | ||||||||
| 4 FARRINGTON SQUARE BOX 5736 | BETHLEHEM | PA | 18015 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| KAYLA SEALIE | ||||||||
| 818 AMERICAN AVE | LEMOORE | CA | 93245 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| KEVIN LE | ||||||||
| 2125 WESTINGHOUSE STR APT 109 | SAN DIEGO | CA | 92111 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LEEZA JACKSON | ||||||||
| 9500 ZELZAH AVE APT M120 | NORTHRIDGE | CA | 91325 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LEILANI CROSBY | ||||||||
| 12705 MAPLEVIEW ST 52 | LAKESIDE | CA | 92040 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LEILANI TURLA | ||||||||
| 7864 CAMINO TRANQUILO | SAN DIEGO | CA | 92122 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LESLIE MEDINA SARABIA | ||||||||
| 7855 AVENIDA NAVIDAD APT 226 | SAN DIEGO | CA | 92122 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LIFE MOVES | ||||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | NONE | EXEMPT | GENERAL FUND | $800 | |
| LINDA PHAM | ||||||||
| 8116 NILES ST | HOUSTON | TX | 77017 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LISA SALCIDO | ||||||||
| 715 BEVERLY WAY | ARCATA | CA | 95521 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LIZBETH GUZMAN VILLANUEVA | ||||||||
| 10877 VIA SAN BLAS | SAN DIEGO | CA | 92126 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LIZETTE VALDERRAMA | ||||||||
| 4530 MARKET ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LOUIS NILSSON | ||||||||
| 3690 MOUNT ARIANE DR | SAN DIEGO | CA | 92111 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| LUAN NGUYEN | ||||||||
| 5755 HUGHES ST | SAN DIEGO | CA | 92115 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| MARIANA ARIAS | ||||||||
| PO BOX 1247 | BORREGO SPRINGS | CA | 92004 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| MERON LEMMI | ||||||||
| 4031 39TH ST APT 201 | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| MIGUEL BARRON | ||||||||
| 820 SYCAMORE AVE APT 205 | VISTA | CA | 92081 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| MOUNT MIGUEL HIGH SCHOOL | ||||||||
| 8585 BLOSSOM LANE | SPRING VALLEY | CA | 91977 | NONE | EXEMPT | SCHOLARSHIP FUND | $15,000 | |
| MY PHAM | ||||||||
| 13650 E COLFAX AVE APT 2524 | AURORA | CO | 80011 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| N'NYREEIMAAN NAJEE'ULLAH | ||||||||
| 1606 BAYVIEW HEIGHTS DR APT 4 | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| NATALIE RUYBAL | ||||||||
| 1239 W 30TH ST APT 2 | LOS ANGELES | CA | 90007 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| NATALY ARIAS ARBACA | ||||||||
| 2642 DERBY ST APT 2 | BERKELEY | CA | 94705 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| NINA DO | ||||||||
| 1119 W LOS ANGELES AVE APT 9 | MONTEBELLO | CA | 90640 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| NINA PHAM | ||||||||
| 4035 POPPY PLACE 1 | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| OMAR GARCIA | ||||||||
| 350 DOMINGUEZ WAY APT B | EL CAJON | CA | 92021 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| PAOLINA CHAVEZ IBARRA | ||||||||
| 4720 A ST | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| PERLA GIL | ||||||||
| 4217 HILLTOP DR | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| PHUONG DIEP | ||||||||
| 2414 PARKER ST | SAN DIEGO | CA | 94704 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| QUYNH TRUONG | ||||||||
| 4243 50TH ST APT 9 | SAN DIEGO | CA | 92115 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| RAUL GARDUNO | ||||||||
| 455 AURORA ST | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| RAVEN WASHINGTON | ||||||||
| 5554 BONITA DR | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS ST | BROOKLYN | NY | 11231 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| REGENT OF UC LOS ANGELES | ||||||||
| 405 HILGARD AVE | LOS ANGELES | CA | 90095 | NONE | EXEMPT | SCHOLARSHIP PAYMENT | $4,500 | |
| RICHARD TRAN | ||||||||
| 3847 ESTRELLA AVE | SAN DIEGO | CA | 92105 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| ROSA BELTRAN | ||||||||
| 8026 NIGHTINGALE WAY | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| SALVADOR CUEVAS | ||||||||
| 4807 FEDERAL BLVD | SAN DIEGO | CA | 92102 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| SAN FRANCISCO BALLET ASSOCIATION | ||||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | EXEMPT | GENERAL FUND | $100 | |
| SARAI FUENTES | ||||||||
| 3945 58TH ST APT 3 | SAN DIEGO | CA | 92115 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| SENAI HAGOS | ||||||||
| 435 OZZIE WAY | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| SOUTHWESTERN COLLEGE | ||||||||
| 900 OTAY LAKES RD | CHULA VISTA | CA | 91910 | NONE | EXEMPT | SCHOLARSIP PAYMENT | $1,250 | |
| STEPHANIA MORENO | ||||||||
| 6938 PARKSIDE AVE | SAN DIEGO | CA | 92139 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| STEPHANIE BUITRON | ||||||||
| 1503 ACHESON ST | SAN DIEGO | CA | 92111 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| STEPHANIE CHAN | ||||||||
| 100 HAVEN AVE TOWER 2 APT 13C | NEW YORK | NY | 10032 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| TANIA RUIZ | ||||||||
| 675 65TH AT APT 9 | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| THOA PHAN | ||||||||
| 5753 LUBER ST | SAN DIEGO | CA | 92114 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| THE MONARCH SCHOOL | ||||||||
| 1625 NEWTON AVENUE | SAN DIEGO | CA | 92113 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| THE OLD GLOBE THEATRE | ||||||||
| PO BOX 122171 | SAN DIEGO | CA | 92112 | NONE | EXEMPT | GENERAL FUND | $6,000 | |
| THE PREUSS SCHOOL UCSD | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| VANESSA RODARTE | ||||||||
| PO BOX 1259 | BORREGO SPRINGS | CA | 92004 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| VANESSA ROJAS MUJICA | ||||||||
| 8736 HELIX VISTA DR UNIT B | SPRING VALLEY | CA | 91977 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| WORLD WILDLIFE FOUNDATION | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL FUND | $100 | |
| YAN LIU | ||||||||
| 4312 60TH ST | SAN DIEGO | CA | 92115 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| YARELI CERVANTES | ||||||||
| 2201 CHANNING WAY APT 1 | BERKELEY | CA | 94704 | NONE | N/A | INDIVIDUAL SCHOLARSHIP | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,048,413 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,354 | 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 |
|---|---|---|---|---|---|---|
| CHRISTOPHER & PATRICIA WEIL | ||||||
| 1 | 13262 CAMINITO MAR VILLA | DEL MAR | CA | 92014 | $150,000 | Yes (X) |
| CHRISTOPHER & PATRICIA WEIL | ||||||
| 2 | 13262 CAMINITO MAR VILLA | DEL MAR | CA | 92014 | $440,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,038 | Amt |
| Net Investment Income | $17,038 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $3,732,198 | EOYBookValueAmt |
| EOYFMV | $4,088,841 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN RECEIVABLE - SAN DIEGO REP | $150,000 | $0 | $0 |
| PREPAID FEDERAL INCOME TAX | $503 | $454 | $454 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $1,746 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINSTRATIVE EXPENSES | $16,838 | $16,838 | $0 |
| BANK FEES | $458 | $458 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,739 | $1,739 | $0 |
| STATE TAX | $160 | $160 | $0 |