IRVING AND FRANCINE SUKNOW FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND FRANCINE SUKNOW FOUNDATION (EIN 25-6648797)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-29
- IRS object ID
- 201912729349100101
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-29T12:16:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330690020 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINE LOFGREN MORRIS & ENGELBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4180 LA JOLLA VILLAGE DR STE 300 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256648797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING & FRANCINE SUKNOW FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PEPPER HAMILTON LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 2159814000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 TWO LOGAN SQUARE 18TH ARCH STS | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY FADER LYNDA GORDON | PersonNm |
| Person Title | SUCCESSOR CO-TRUSTEE | PersonTitleTxt |
| Phone | 2159814000 | PhoneNum |
| Signature | 2019-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E LOFGREN | PreparerPersonNm |
| PTIN | P00647580 | PTIN |
| Phone | 8584551200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.43.33.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-02 | IPDt |
| IP Tm | 15:04:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D9D5991EB19C8A038828AD9FFD8F226F76389E95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A444DA7FE6051AA0346B62600675B70435C9E4DF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,202,750 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $194,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,467 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $194,467 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $822,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,891,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $822,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,017,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,017,451 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $194,467 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | 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 | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,430 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $14,047 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,781 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,134 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $713,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $831,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $793,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $185,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $979,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $194,467 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,645 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,555,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,892,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,661,948 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,783,935 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,607,676 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,538,049 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,986,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,009,189 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,894,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,432,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,618,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,202,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,432,665 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,618,358 | 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 | $11,432,665 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,618,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,432,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,618,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,432,665 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $185,693 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,618,358 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,618,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - BNY MELLON #20000 | $3,512,002 | $3,068,518 | $443,484 | $443,484 | |
| CAPITAL GAINS DIVIDENDS | $379,500 | $379,500 | $379,500 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $822,984 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $443,484 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $786,109 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,031,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065340 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $666,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,436,403 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058254 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $324,213 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,426,792 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,665 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $746,894 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $790,554 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093141 | DistributionYr5Rt |
| Total Distribution | 0.314857 | TotalDistributionRt |
| Average Distribution | 0.062971 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,285,838 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $773,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,793 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $783,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $793,624 | 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 | $9,793 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,793 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,247 | OverpaymentAmt |
| Applied To ES Tax | $10,247 | 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 | PA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PEPPER HAMILTON | IndividualWithBooksNm |
| Phone | 2159814000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 TWO LOGAN SQUARE 18TH ARCH STS | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032799 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY FADER | ||||||||
| 3000 TWO LOGAN SQUARE 18THARCH STS | PHILADELPHIA | PA | 191032799 | CO-TRUSTEE | 1.50 | $20,000 | $0 | $0 |
| LYNDA S GORDON | ||||||||
| PO BOX 676357 | RANCHO SANTA FE | CA | 92067 | CO-TRUSTEE | 1.50 | $20,000 | $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 | $12,400,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,472,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,472,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,285,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,793 | TotalTaxAmt |
| Distributable Before Adj | $604,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $604,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $604,499 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $793,624 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $793,624 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,793 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $783,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $604,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,363 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $55,061 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,809 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $194,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $381,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $793,624 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $604,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,125 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $570,959 | 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 | $34,363 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $536,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $55,061 | ExcessFromYear3Amt |
| Excess From Year2 | $97,809 | ExcessFromYear2Amt |
| Excess From Year1 | $194,601 | ExcessFromYear1Amt |
| Excess From Current Year | $189,125 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CASA DE AMPARO | ||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | PUBLIC CHARITY | ANTI CHILD ABUSE FUNDING | $1,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 6165 GREENWICH DR STE 120 | SAN DIEGO | CA | 92122 | PUBLIC CHARITY | EDUCATIONAL AND WELL-BEING PROGRAMS | $1,500 |
| HILLEL OF SAN DIEGO | ||||||
| 5717 LINDA PASEO | SAN DIEGO | CA | 92115 | PUBLIC CHARITY | JEWISH STUDENT SERVICES | $1,000 |
| JEWISH FAMILY SERVICES OF SAN DIEGO | ||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | PUBLIC CHARITY | COMMUNITY SERVICES | $5,000 |
| JEWISH FEDERATION OF SAN DIEGO COUNTY | ||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 921234325 | PUBLIC CHARITY | RELIGIOUS AND COMMUNITY SERVICES | $15,000 |
| LA JOLLA COUNTRY DAY SCHOOL | ||||||
| 9490 GENESEE AVE | LA JOLLA | CA | 92037 | PUBLIC CHARITY | SCHOOL PROGRAMS / FACILITIES | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 12121 SCRIPPS SUMMIT DRIVE STE 190 | SAN DIEGO | CA | 92131 | PUBLIC CHARITY | MS RESEARCH | $62,000 |
| PEDAL THE CAUSE - SAN DIEGO | ||||||
| 512 VIA DE LA VALLE SUITE 302 | SOLANO BEACH | CA | 92075 | PUBLIC CHARITY | MEDICAL | $2,000 |
| PHASE ONE FOUNDATION - ROAD TO CURING CANCER | ||||||
| 256 - 26TH ST STE 201 | SANTA MONICA | CA | 90402 | PUBLIC CHARITY | CANCER RESEARCH | $1,000 |
| RADY CHILDREN'S HOSPITAL FOUNDATION | ||||||
| MC 5005 3020 CHILDRENS WAY | SAN DIEGO | CA | 921234325 | PUBLIC CHARITY | MEDICAL RESEARCH | $125,000 |
| SALK INSTITUTE | ||||||
| 10010 N TORREY PINES ROAD | LA JOLLA | CA | 920371002 | PUBLIC CHARITY | RESEARCH | $25,000 |
| SEACREST FOUNDATION | ||||||
| 211 SAXONY RD | ENCINITAS | CA | 92024 | PUBLIC CHARITY | RESIDENT ASSISTANCE FUND | $2,500 |
| THE V FOUNDATION | ||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | PUBLIC CHARITY | CANCER RESEARCH | $1,000 |
| UC SAN DIEGO FOUNDATION | ||||||
| 9500 GILMAN DRIVE SUITE 0937 | LA JOLLA | CA | 920930641 | PUBLIC CHARITY | PROSTATE CANCER RESEARCH | $35,500 |
| UCSD FOUNDATION MOORES CANCER CENTER | ||||||
| 9500 GILMAN DRIVE SUITE 0937 | LA JOLLA | CA | 92093 | PUBLIC CHARITY | BREAST CANCER RESEARCH | $31,000 |
| UCSD FOUNDATION MOORES CANCER CENTER | ||||||
| 9500 GILMAN DRIVE SUITE 0940 | LA JOLLA | CA | 92093 | PUBLIC CHARITY | PATIENT NAVIGATOR PROGRAM | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $713,500 | 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 | $194,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $822,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,017,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,017,451 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,430 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $2,607,676 | EOYBookValueAmt |
| EOYFMV | $2,538,049 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,892,848 | EOYBookValueAmt |
| EOYFMV | $6,661,948 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,009,189 | BookValueAmt |
| EOYFMV | $1,894,108 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $38,134 | $38,134 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $3,088 | $0 | $0 | $3,088 |
| MISCELLANEOUS EXPENSES | $559 | $0 | $0 | $559 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $6,165 | $0 | $0 | $6,165 |
| FOREIGN TAXES | $7,882 | $0 | $0 | $7,882 |