THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION (EIN 33-0833801)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349101523
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:11:49-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330578542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVA GODDARD & WRIGHT CPAS | 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 | 2017-01-01 | 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 | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.11.253.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 07:25:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72439F573AC5A33D0E8356BCE4833126E34AA4D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 65335C446F853BDD45C30D782AA867BCBE5846B6 | 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 | $3,940,249 | 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 | $3,840 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $72,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,035,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,876 | 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 | $20,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $959 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,567 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $621,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $621,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $621,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$446,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $693,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $343,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $343,215 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,148 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $445 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $3,226,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,377,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,597,034 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $247,499 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,170,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,721,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,940,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,170,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,721,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,170,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,721,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,170,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,721,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,170,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$446,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,723,243 | SubtotalAmt |
| Other Decreases | $1,703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,721,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #7850 | P | $145,663 | $137,729 | $7,934 | $7,934 |
| FIDELITY #7850 | P | $635,012 | $630,841 | $4,171 | $4,171 |
| FIDELITY #1818 | P | $7,167 | $7,527 | -$360 | -$360 |
| FIDELITY #1818 | P | $127,945 | $134,372 | -$6,427 | -$6,427 |
| CIC OPPORTUNITIES FUND I LLC | D | $12,325 | $12,325 | $12,325 | |
| CAPITAL GAINS DIVIDENDS | P | $107,210 | $107,210 | $107,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $586,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,154,059 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.186030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $469,648 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,429,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $511,992 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,667,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $401,179 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,211,920 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.124903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $346,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,037,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114058 | DistributionYr5Rt |
| Total Distribution | 0.701526 | TotalDistributionRt |
| Average Distribution | 0.140305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,042,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $567,134 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,703 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $568,837 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $621,056 | 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 | $1,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,148 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $445 | OverpaymentAmt |
| Applied To ES Tax | $445 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
| 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 | $4,103,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,103,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,103,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,042,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,703 | TotalTaxAmt |
| Distributable Before Adj | $200,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $621,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $621,056 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,703 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $619,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $196,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $245,365 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $332,546 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $305,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $431,923 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,511,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $621,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $420,651 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,932,554 | 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 | $196,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,735,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $245,365 | ExcessFromYear4Amt |
| Excess From Year3 | $332,546 | ExcessFromYear3Amt |
| Excess From Year2 | $305,234 | ExcessFromYear2Amt |
| Excess From Year1 | $431,923 | ExcessFromYear1Amt |
| Excess From Current Year | $420,651 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHOR CENTER FOR BLIND CHILDREN | |||||||
| 3801 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | NONE | EXEMPT | CLAYTON CAMPUS BUILDING FUND | $250 |
| CANYON CREST ACADEMY FOUNDATION | |||||||
| 5951 E VILLAGE CENTER LOOP ROAD | SAN DIEGO | CA | 92130 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| CHILDRENS BOOK BANK | |||||||
| 2680 SW RAVENSVIEW DRIVE | PORTLAND | OR | 97201 | NONE | EXEMPT | GENERAL FUND | $400 |
| DEL MAR SCHOOLS EDUCATION FOUNDATION | |||||||
| 5333 OLD CARMEL VALLEY ROAD | SAN DIEGO | CA | 92130 | NONE | EXEMPT | GENERAL FUND | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 5055 | HAGERSTOWN | MD | 217415055 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| INEWSOURCE | |||||||
| 5500 CAMPANILE DRIVE PSFA 361C | SAN DIEGO | CA | 92182 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| JACOB CENTER FOR NEIGHBORHOOD INTERVENTION | |||||||
| 5160 FEDERAL BLVD | SAN DIEGO | CA | 92102 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| LA JOLLA SYMPHONY & CHORUS | |||||||
| 9500 GILLMAN DRIVE UCSD 0361 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $6,000 |
| LEAGUE OF WOMEN VOTERS OF THE US | |||||||
| 1730 M STREET NW 1000 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| MAINLY MOZART INC | |||||||
| 2802 JUAN STREET 29 | SAN DIEGO | CA | 921102763 | NONE | EXEMPT | GENERAL FUND | $25,000 |
| MARYMOUNT HIGH SCHOOL | |||||||
| 10643 SUNSET BLVD | LOS ANGELES | CA | 90077 | NONE | EXEMPT | GENERAL FUND | $250 |
| NATIONAL CONFICT RESOLUTION CENTER | |||||||
| 625 BROADWAY SUITE 1221 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| PLAYWRIGHTS PROJECT | |||||||
| 3675 RUFFIN ROAD STE 330 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $6,000 |
| ROTARY CLUB OF LA JOLLA | |||||||
| PO BOX 525 | LA JOLLA | CA | 92038 | NONE | EXEMPT | SCHOLARSHIPS | $500 |
| SAN DIEGO GRANT MAKERS | |||||||
| 4270 EXECUTIVE SQUARE 200 | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $7,750 |
| SAN DIEGO REPERTORY THEATRE | |||||||
| 79 HORTON PLAZA | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $70,668 |
| SAN DIEGO SOCIAL VENTURE PARTNERS | |||||||
| 6960 FLANDERS DRIVE | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $15,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| TEACH FOR AMERICA | |||||||
| 315 W 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL FUND | $5,000 |
| THE SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR ROAD 20 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | BORREGO SPRINGS HIGH SCHOOL, MKC/GOMPERS AND MKC/PREUSS SCHOLARSHIP FUNDS | $268,043 |
| UC BERKLEY | |||||||
| 303 BOALT HALL | BERKLEY | CA | 94720 | NONE | EXEMPT | GENERAL FUND | $2,000 |
| UCSD FOUNDATION | |||||||
| 9500 GILLMAN DRIVE MC 0536 | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $36,100 |
| UNITARIAN UNIVERSALIST FELLOWSHIP OF SAN DIEGUITO | |||||||
| 1036 SOLANA DRIVE | SOLANA BEACH | CA | 92075 | NONE | EXEMPT | GENERAL FUND | $6,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | EXEMPT | GENERAL FUND | $45,856 |
| VOICE OF SAN DIEGO | |||||||
| 110 WEST A STREET 650 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $15,000 |
| WORDS ALIVE | |||||||
| 5111 SANTA FE STREET SUITE 219 | SAN DIEGO | CA | 92109 | NONE | EXEMPT | GENERAL FUND | $18,500 |
| A BRIDGE FOR KIDS | |||||||
| 4445 EASTGATE MALL 200 | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $2,120 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | GENERAL FUND | $5,144 |
| AMIGOS DEL LAS AMERICAS | |||||||
| 1800 W LOOP S 1325 | HOUSTON | TX | 77027 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL FUND | $100 |
| CAL POLY STATE UNIVERSITY | |||||||
| 1 GRAND AVENUE 117 | SAN LUIS OBISPO | CA | 93407 | NONE | EXEMPT | GENERAL FUND | $2,125 |
| DRL FUND | |||||||
| 3262 HOLIDAY COURT 100 | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $2,500 |
| FRIENDS OF BALBOA PARK | |||||||
| 2125 PARK BLVD | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| JEWISH FAMILY SERVICES | |||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| SAN DIEGO JEWISH CULTURE | |||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| LEWIS & CLARK COLLEGE | |||||||
| 0615 SW PALANTINE HILL ROAD | PORTLAND | OR | 97219 | NONE | EXEMPT | DIVERSITY FUND | $20,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTON | CT | 06470 | NONE | EXEMPT | GENERAL FUN | $500 |
| STUDENTS WITHOUT LIMITS | |||||||
| 4735 CASS STREET | SAN DIEGO | CA | 92109 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| THE RESCUED DOG | |||||||
| 1220 ROSECRANS STREET PMB 252 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | GENERAL FUND | $250 |
| NEW VILLAGE ARTS | |||||||
| 2787 STATE STREET | CARLSBAD | CA | 92008 | NONE | EXEMPT | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $621,056 | 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 | $72,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $196,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,876 | 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 | $20,050 | Amt |
| Net Investment Income | $20,050 | 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 | $3,377,880 | EOYBookValueAmt |
| EOYFMV | $3,597,034 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $1,703 | 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 | $1,510 | $1,510 | $0 |
| INVESTMENT MANAGEMENT FEES | $4,057 | $4,057 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $728 | $728 | $0 |
| STATE TAX | $60 | $60 | $0 |
| TAX & LICENSES | $171 | $171 | $0 |