THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION (EIN 33-0833801)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202003199349100620
- Schema version
- 2019v5.1
- 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
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T13:34:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 9333 GENESEE AVE STE 110 | 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 | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP T WRIGHT | PreparerPersonNm |
| PTIN | P00730190 | PTIN |
| Phone | 6199923027 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.81.229.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:56:30 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FF1CF00979B005087C0F7DDDD72799A73F586AC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F05EAB0A320506CD802859664B966773C325BE62 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,024,389 | 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 | $1,585,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $75,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $620,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,820,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,160 | 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 | $22,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,461 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,308 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,019 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $909,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $909,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $938,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,019 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $909,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $881,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $589,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $992,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $992,437 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,410,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,735,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,881,449 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,503 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150,503 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,000,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,878,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,024,389 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $580 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $763 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,343 | 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 | $3,999,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,878,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,999,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,878,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,000,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,878,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,999,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $881,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,880,476 | SubtotalAmt |
| Other Decreases | $2,097 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,878,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY - 7850 | P | $33,730 | $34,661 | -$931 | -$931 |
| FIDELITY - 7850 | P | $456,966 | $426,676 | $30,290 | $30,290 |
| CAPITAL GAINS DIVIDENDS | P | $129,994 | $129,994 | $129,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,353 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $679,038 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,705,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.183260 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $619,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,042,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.153224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $586,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,154,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.186030 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $469,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,429,801 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136932 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $511,992 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,667,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.139603 | DistributionYr5Rt |
| Total Distribution | 0.799049 | TotalDistributionRt |
| Average Distribution | 0.159810 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,792,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $606,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $608,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $909,855 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,061 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,061 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $503 | OverpaymentAmt |
| Applied To ES Tax | $503 | 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 | $3,849,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,849,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,849,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,792,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,061 | TotalTaxAmt |
| Distributable Before Adj | $187,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $909,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $909,855 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,061 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $907,794 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $332,546 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $305,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $431,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $420,651 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $498,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,989,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $909,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $722,311 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,711,534 | 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 | $332,546 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,378,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $305,234 | ExcessFromYear4Amt |
| Excess From Year3 | $431,923 | ExcessFromYear3Amt |
| Excess From Year2 | $420,651 | ExcessFromYear2Amt |
| Excess From Year1 | $498,869 | ExcessFromYear1Amt |
| Excess From Current Year | $722,311 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BRIDGE FOR KIDS | ||||||||
| 5381 MOONLIGHT LANE | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $1,013 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| BALLET THEATRE FOUNDATION | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL FUND | $100 | |
| BARRIO LOGAN COLLEGE INSTITUTE | ||||||||
| 2114 NATIONAL AVENUE | SAN DIEGO | CA | 92113 | NONE | EXEMPT | GENERAL FUND | $10,000 | |
| CANYON CREST ACADEMY FOUNDATION | ||||||||
| 5951 E VILLAGE CENTER LOOP ROAD | SAN DIEGO | CA | 92130 | NONE | EXEMPT | GENERAL FUND | $4,100 | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 4508 MISSION BAY DRIVE | SAN DIEGO | CA | 92109 | NONE | EXEMPT | GENERAL FUND | $12,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | GENERAL FUND | $10,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1975 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| FLIGHT TEST HISTORICAL FOUNDATION | ||||||||
| PO BOX 57 | EDWARDS | CA | 93523 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| INEWSOURCE | ||||||||
| 5500 CAMPANILE DRIVE PSFA 361C | SAN DIEGO | CA | 92182 | NONE | EXEMPT | GENERAL FUND | $2,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $734 | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| PO BOX 601627 | SAN DIEGO | CA | 92160 | NONE | EXEMPT | GENERAL FUND | $4,000 | |
| LA JOLLA SYMPHONY & CHORUS | ||||||||
| 9500 GILMAN DRIVE UCSD 0361 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $3,500 | |
| MAINLY MOZART INC | ||||||||
| 444 WEST BEECH ST 220 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $26,000 | |
| NATIONAL CONFICT RESOLUTION CENTER | ||||||||
| 530 B STREET | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $5,250 | |
| 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 | $200 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| P O BOX 97166 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL FUND | $5,000 | |
| SAN DIEGO ART INSTITUTE | ||||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $2,500 | |
| SAN DIEGO BOTANIC GARDEN | ||||||||
| PO BOX 230005 | ENCINITAS | CA | 92023 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| SAN DIEGO GRANT MAKERS | ||||||||
| 5060 SHOREHAM PLACE SUITE 350 | SAN DIEGO | CA | 92122 | NONE | EXEMPT | GENERAL FUND | $7,500 | |
| SAN DIEGO REPERTORY THEATRE | ||||||||
| 79 HORTON PLAZA | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $54,600 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| 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 | $30,000 | |
| THE SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR ROAD 20 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | GENERAL FUND | $200 | |
| TORREY PINES ASSOCIATION | ||||||||
| P O BOX 3003 | DEL MAR | CA | 92014 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| UCSD FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0083 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $245,700 | |
| UNIVERSITY OF REDLANDS | ||||||||
| PO BOX 3080 | REDLANDS | CA | 92374 | NONE | EXEMPT | GENERAL FUND | $35,000 | |
| VOICE OF SAN DIEGO | ||||||||
| 110 WEST A STREET 650 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $7,500 | |
| WORDS ALIVE | ||||||||
| 5111 SANTA FE STREET SUITE 219 | SAN DIEGO | CA | 92109 | NONE | EXEMPT | GENERAL FUND | $19,050 | |
| ASU FOUNDATION | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | EXEMPT | GENERAL FUND | $2,000 | |
| COMIC-COM MUSEUM | ||||||||
| 2131 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $3,050 | |
| DONORS CHOOSE | ||||||||
| P O BOX 7247 | PHILADELPHIA | PA | 191706656 | NONE | EXEMPT | GENERAL FUND | $200 | |
| GLOBAL MEDICAL TRAINING | ||||||||
| 2701 E HILL DRIVE | ROCK FALLS | IL | 61071 | NONE | EXEMPT | GENERAL FUND | $1,205 | |
| INSTITUTE FOR STUDY ABROAD | ||||||||
| 6201 CORPORATE DRIVE SUITE 200 | INDIANAPOLIS | IN | 46278 | NONE | EXEMPT | GENERAL FUND | $3,000 | |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | EXEMPT | GENERAL FUND | $2,000 | |
| MINORITY HUMANITARIAN FOUNDATION | ||||||||
| 1618 SAN MIGUEL AVENUE | SPRING VALLEY | CA | 91977 | NONE | EXEMPT | GENERAL FUND | $301 | |
| NORTH BROOKLYN COALITION | ||||||||
| HELPNORTHBROOKLYNCOALITIONORG | NEW YORK | NY | 11201 | NONE | EXEMPT | GENERAL FUND | $1,183 | |
| OPERA NEO | ||||||||
| 3356 DALEY CENTER DRIVE 1312 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $100 | |
| PLAN INTERNATIONAL USA | ||||||||
| 2300 N STREET NW AUITE 350 | WASHINGTON | DC | 20037 | NONE | EXEMPT | GENERAL FUND | $1,000 | |
| PLOUGH SHARES FUND | ||||||||
| 315 BAY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NONE | EXEMPT | GENERAL FUND | $200 | |
| SAN DIEGO CHILDREN'S CHOIR | ||||||||
| 1620 5TH AVENUE SUITE 300 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $1,500 | |
| SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | EXEMPT | GENERAL FUND | $382,769 | 200 |
| SDA ACADEMY FOUNDATION | ||||||||
| 800 SANTA FE DRIVE | ENCINITAS | CA | 92024 | NONE | EXEMPT | GENERAL FUND | $500 | |
| THE ART OF YOGA PROJECT | ||||||||
| 555 BRYANT STREET 232 | PALO ALTO | CA | 94301 | NONE | EXEMPT | GENERAL FUND | $200 | |
| THE SAN DIEGO MUSEUM OF ART | ||||||||
| P O BOX 122107 | DEL MAR | CA | 92112 | NONE | EXEMPT | GENERAL FUND | $200 | |
| UC REGENTS | ||||||||
| OFFICE OF FINANCIAL AID | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | GENERAL FUND | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $909,855 | 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 | $75,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,160 | 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 (4 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 | $250,000 | Yes (X) |
| CHRISTOPHER & PATRICIA WEIL | ||||||
| 2 | 13262 CAMINITO MAR VILLA | DEL MAR | CA | 92014 | $250,000 | Yes (X) |
| CHRISTOPHER & PATRICIA WEIL | ||||||
| 3 | 13262 CAMINITO MAR VILLA | DEL MAR | CA | 92014 | $85,000 | Yes (X) |
| CHRISTOPHER & PATRICIA WEIL | ||||||
| 4 | 13262 CAMINITO MAR VILLA | DEL MAR | CA | 92014 | $1,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,250 | Amt |
| Net Investment Income | $22,250 | 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 | $3,735,439 | EOYBookValueAmt |
| EOYFMV | $3,881,449 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN RECEIVABLE - SAN DIEGO REP | $0 | $150,000 | $150,000 |
| PREPAID FEDERAL INCOME TAX | $0 | $503 | $503 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $2,097 | 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 | $5,187 | $5,187 | $0 |
| BANK FEES | $121 | $121 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED FEDERAL TAX | Desc |
| BOY Book Value | $763 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,376 | $1,376 | $0 |
| STATE TAX | $85 | $85 | $0 |