REBECCA MOORES FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- REBECCA MOORES FOUNDATION (EIN 46-1515262)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349101115
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T11:15:17-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Main Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461515262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA MOORES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETH TONER | InCareOfNm |
| Business Name Control | REBE | BusinessNameControlTxt |
| Phone | 8583501860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12265 El Camino Real Suite 150 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA MOORES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8583501861 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Scott Lockett | PreparerPersonNm |
| PTIN | P00565903 | PTIN |
| Phone | 7133192000 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 76030320183165000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6CA17816E188B8A1964B21374B28D62E64343E72 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1D0E5BD55ECC9FC3CAFFE3A9E7E301767B5722F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,604,431 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $780,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,852 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,772 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,772 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $185,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,480 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $531 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $180 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,343 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,323,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,138,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $625,695 | CashBOYAmt |
| Cash EOY | $1,836,356 | CashEOYAmt |
| Cash EOYFMV | $1,836,356 | CashEOYFMVAmt |
| Other Investments BOY | $10,197,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,091,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,768,075 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,823,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,927,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,604,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,823,574 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,927,398 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,823,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,927,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,823,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,927,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,823,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,138,522 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,685,052 | SubtotalAmt |
| Other Decreases | -$1,242,316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,927,368 | 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 |
|---|---|---|---|---|---|
| NT ACCOUNT 26-50392 | $250,000 | $229,412 | $20,588 | $20,588 | |
| CAPITAL GROUP 70-435600 | $500,000 | $499,596 | $404 | $404 | |
| CAPITAL GAIN DIVIDENDS | $30,860 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,852 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $798,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,692,076 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074706 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,248,823 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,978,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.265905 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,144,518 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,404,256 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.253503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,422,265 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,949,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,399,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.67335 | TotalDistributionRt |
| Average Distribution | 0.13467 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,724,434 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,444,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,160 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,445,420 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,300,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,319 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,319 | SubtotalAmt |
| Tax Based On Investment Income | $2,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,562 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,562 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,243 | OverpaymentAmt |
| Applied To ES Tax | $3,243 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH TONER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8583501860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12265 EL CAMINO REAL SUITE 150 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Rebecca Moores | ||||||||
| 12265 El Camino Real Suite 150 | San Diego | CA | 92130 | President & Director | 0 | $0 | $0 | $0 |
| Jennifer Moores | ||||||||
| 1207 Crestview Dr | Cardiff by the Sea | CA | 92007 | CFO & Director | 0 | $0 | $0 | $0 |
| John J Moores Jr | ||||||||
| 991C Lomas Santa Fe Dr 442 | Solana Beach | CA | 92075 | Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,957,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,191,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,738,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,887,750 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,887,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,724,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,319 | TotalTaxAmt |
| Distributable Before Adj | $533,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $533,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $533,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,300,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,300,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,300,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $533,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,535,269 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,452,242 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $266,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,776,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,300,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $533,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $766,097 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,542,919 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,542,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522,680 | ExcessFromYear4Amt |
| Excess From Year3 | $2,535,269 | ExcessFromYear3Amt |
| Excess From Year2 | $3,452,242 | ExcessFromYear2Amt |
| Excess From Year1 | $266,631 | ExcessFromYear1Amt |
| Excess From Current Year | $766,097 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REBECCA MOORES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| The La Jolla Playhouse | |||||||
| 2910 La Jolla Village Drive | La Jolla | CA | 92037 | PC | Advancing theatre as an art form and as a vital social, moral and political platform by providing unfettered creative opportunities for the leading artists or today and tomorrow. | $150,000 | |
| San Diego Symphony | |||||||
| 1245 Seventh Avenue | San Diego | CA | 92101 | PC | To achieve excellence and sustain its music education programming, as well as to support exceptional music for the 2015-2016 season, benefitting the people of the greater San Diego region. | $100,000 | |
| UC San Diego Foundation | |||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | PC | To directly support the mission of UC San Diego Foundation. | $550,000 | 0937 |
| Psycharmor Institute | |||||||
| 11199 Sorrento Valley Rd | San Diego | CA | 92121 | PC | To provide free online education and support to all Americans who work with, live with or care for military service members, Veterans, and their families. | $500,000 | Ste 203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,300,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Psycharmor Institute | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11199 Sorrento Valley Rd | AddressLine1Txt |
| Address Line2 | Ste 203 | AddressLine2Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To provide free online education and support to all Americans who work with, live with or care for military service members, veterans, and other families. | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,480 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INVESTMENTS | $2,945,551 | $1,622,584 |
| FIXED INCOME INVESTMENTS | $406,936 | $406,936 |
| INVESTMENT IN PARTNERSHIP | $5,738,555 | $5,738,555 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $531 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | -$1,242,316 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $13,301 | $13,301 |
| INVESTMENT MANAGEMENT FEES | $4,568 | $4,568 |
| STATE TAXES | $10 | |
| SHIPPING EXPENSES | $87 | |
| FOREIGN TAXES PAID | $2,474 | $2,474 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary Earnings from Partnership | Desc |
| Revenue And Expenses Per Books | $31,772 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31,772 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $180 | Amt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |