THE LEGLER BENBOUGH FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: THE LEGLER BENBOUGH FOUNDATION (EIN 33-0105049)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-09-21
IRS object ID: 201602659349100300
Schema version: 2015v2.1
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
Depreciation Schedule
Gain Loss Sale Other Assets Sch
General Explanation Attachment
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-09-21T08:51:57-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	330885895	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LINDSAY & BROWNELL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4225 EXECUTIVE SQUARE SUITE 1150	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	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330105049	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LEGLER BENBOUGH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LEGL	BusinessNameControlTxt
Phone	6192358099	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2550 FIFTH AVENUE SUITE 712	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92103	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETER ELLSWORTH	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6192358099	PhoneNum
Signature	2016-09-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY H MCGROARTY	PreparerPersonNm
PTIN	P00735101	PTIN
Phone	8585589200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$24,102,638	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$5,100	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$5,100	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$712,154	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$706,158	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,969,219	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$15,632,041	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,969,691	CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm	$345,620	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,686,473	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,026,569	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$172,853	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$40,936	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$131,917	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$39	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$20	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$19	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$18,661	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$14,929	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,732	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$130,816	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$86,738	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$44,078	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$40,453	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,952	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$6,930	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$148	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$74	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$21,925	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$10,962	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$10,963	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$23,230	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$14,230	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$11,204	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$408,125	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$172,841	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$208,843	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,364,425	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,003,885	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,772,550	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$172,841	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,212,728	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$4,086,077	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,853,728	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$209,418	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,093,778	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,093,778	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$8,960	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$8,173	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$8,173	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$27,882,161	OtherInvestmentsBOYAmt
Other Investments EOY	$21,000,687	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$21,000,687	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$29,486	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$29,486	LandBldgEquipAccumDeprecAmt
Land BOY	$741	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Total Assets BOY	$28,101,280	TotalAssetsBOYAmt
Total Assets EOY	$24,102,638	TotalAssetsEOYAmt
Total Assets EOYFMV	$24,102,638	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$29,438	AccountsPayableBOYAmt
Accounts Payable EOY	$31,208	AccountsPayableEOYAmt
Grants Payable BOY	$677,460	GrantsPayableBOYAmt
Grants Payable EOY	$3,038,000	GrantsPayableEOYAmt
Total Liabilities BOY	$706,898	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,069,208	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$27,394,382	UnrestrictedBOYAmt
Unrestricted EOY	$21,033,430	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$27,394,382	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$21,033,430	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$28,101,280	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$24,102,638	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$27,394,382	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$4,086,077	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$23,308,305	SubtotalAmt
Other Decreases	$2,274,875	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$21,033,430	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DYNAMIC EQUITY ALTERNATIVE INVESTMENT	P	$174,392	$91,606	$82,786	$82,786
GOLDEN TREE OFFSHORE FUND	P	$14,819	$16,760	-$1,941	-$1,941
GOLDMAN SACHS (PUBLICLY TRADED SECURITIES)	P	$12,323,521	$10,919,833	$1,403,688	$1,403,688
GOLDMAN SACHS CORPORATE CREDIT INVESTMENT FUND	P	$46,897	$34,030	$12,867	$12,867
SECURITIES LITIGATION PROCEEDS	P	$42		$42	$42
HEDGE FUND OPPORTUNITIES	P	$2,080,534	$1,650,000	$430,534	$430,534
GOLDMAN SACHS PROPRIETARY ACCESS FUND	P	$991,715	$950,000	$41,715	$41,715

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,969,691	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$4,779,972	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$30,353,585	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.157476	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,199,835	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$31,016,953	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.070924	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$2,815,970	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$30,693,437	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.091745	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,016,929	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$32,409,165	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.093089	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$3,547,687	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$33,367,666	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.106321	DistributionYr5Rt
Total Distribution	0.519555	TotalDistributionRt
Average Distribution	0.103911	AverageDistributionRt
Net Vl Noncharitable Assets	$25,858,066	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,686,937	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$28,537	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,715,474	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,212,728	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	$28,537	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$28,537	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$28,537	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$34,288	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$15,000	AppliedToEsTaxAmt
Total Payments And Credits	$49,288	TotalPaymentsAndCreditsAmt
Overpayment	$20,751	OverpaymentAmt
Applied To ES Tax	$20,751	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.BENBOUGHFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PETER ELLSWORTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6192358099	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2550 FIFTH AVENUE 712	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92103	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
PETER K ELLSWORTH
2550 FIFTH AVENUE 712	SAN DIEGO	CA	92103	PRESIDENT & DIRECTOR	30.00	$144,453	$0	$0
BOB KELLY
2550 FIFTH AVENUE 712	SAN DIEGO	CA	92103	GOVERNING DIRECTOR	0.20	$9,200	$0	$0
FREDERICK P CROWELL
2550 FIFTH AVENUE 712	SAN DIEGO	CA	92103	GOVERNING DIRECTOR	0.20	$8,000	$0	$0
JOHN G REBELO JR
2550 FIFTH AVENUE 712	SAN DIEGO	CA	92103	GOVERNING DIRECTOR	0.20	$11,200	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GOLDMAN SACHS & CO	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2121 AVENUE OF THE STARS	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$86,738	CompensationAmt

Field	Value	IRS element (for citing)
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	$23,267,281	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,975,664	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$8,899	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$26,251,844	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$26,251,844	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$393,778	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$25,858,066	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,292,903	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,292,903	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$28,537	TaxBasedOnInvestmentIncomeAmt
Total Tax	$28,537	TotalTaxAmt
Distributable Before Adj	$1,264,366	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,264,366	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,264,366	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,212,728	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,212,728	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$28,537	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$4,184,191	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,264,366	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,882,480	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,410,311	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,315,212	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$177,953	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,313,551	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$8,099,507	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,212,728	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,264,366	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,948,362	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$11,047,869	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	$1,882,480	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$9,165,389	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,410,311	ExcessFromYear4Amt
Excess From Year3	$1,315,212	ExcessFromYear3Amt
Excess From Year2	$177,953	ExcessFromYear2Amt
Excess From Year1	$3,313,551	ExcessFromYear1Amt
Excess From Current Year	$2,948,362	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	PETER K ELLSWORTH	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2550 FIFTH AVENUE 712	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92103	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6192358099	RecipientPhoneNum
Form And Info And Materials	LETTER STATING PERTINENT INFORMATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	MARCH 15 FOR APRIL 15 GRANT AND SEPTEMBER 15 FOR OCTOBER 15 GRANT	SubmissionDeadlinesTxt
Restrictions On Awards	THE FOUNDATION FOCUSES ITS GRANTMAKING ACTIVITIES IN SUPPORT OF SAN DIEGO CITY BASED ARTS AND CULTURAL INSTITUTIONS, SCIENTIFIC OR RESEARCH ORGANIZATIONS, AND HEALTH, EDUCATION AND WELFARE PROGRAMS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BALBOA ART CONSERVATION CENTER
PO BOX 3755	SAN DIEGO	CA	92163	PUBLIC	GENERAL SUPPORT	$10,000
BALBOA PARK CULTURAL PARTNERSHIP
1549 EL PRADO SUITE 4	SAN DIEGO	CA	92154	PUBLIC	GENERAL SUPPORT	$44,443
BALBOA PARK ONLINE COLLABORATIVE INC
2131 PAN AMERICAN PLAZA	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$663,642
CONNECT FOUNDATION
4790 EASTGATE MALL SUITE 125	SAN DIEGO	CA	92121	PUBLIC	GENERAL SUPPORT	$85,000
ELEMENTARY INSTITUTE OF SCIENCE
608 51ST STREET	SAN DIEGO	CA	92114	PUBLIC	GENERAL SUPPORT	$90,000
EPIPHANY PREP SCHOOL OF SAN DIEGO
6134 BENSON AVENUE	SAN DIEGO	CA	92114	PUBLIC	GENERAL SUPPORT	$20,000
EXPONENT PHILANTHROPY
1720 N STREET NW	WASHINGTON	DC	20036	PUBLIC	GENERAL SUPPORT	$750
GOMPERS PREPARATORY ACADEMY
1005 47TH STREET	SAN DIEGO	CA	92102	PUBLIC	GENERAL SUPPORT	$78,000
IZCALLI ESCUELA DE LA BAZA
PO BOX 50208	SAN DIEGO	CA	92165	PUBLIC	GENERAL SUPPORT	$50,000
J CRAIG VENTER INSTITUTE
4120 CAPRICORN LANE	LA JOLLA	CA	92037	PUBLIC	GENERAL SUPPORT	$155,000
KYOTO SYMPOSIUM ORGANIZATION
PO BOX 3303	LA JOLLA	CA	92038	PUBLIC	GENERAL SUPPORT	$5,000
MIND TREASURES
11405 LEGACY TERRACE	SAN DIEGO	CA	92131	PUBLIC	GENERAL SUPPORT	$18,755
MUSEUM OF PHOTOGRAPHIC ARTS
1649 EL PRADO	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$60,200
NATIONAL CONFLICT RESOLUTION CENTER
530 B STREET SUITE 1700	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$165,000
OLD GLOBE THEATRE
1363 OLD GLOBE WAY	SAN DIEGO	CA	92102	PUBLIC	GENERAL SUPPORT	$50,000
OUTDOOR OUTREACH
5275 MARKET STREET SUITE 21	SAN DIEGO	CA	92114	PUBLIC	GENERAL SUPPORT	$60,000
PLANNED PARENTHOOD
1075 CAMINO DEL RIO SOUTH	SAN DIEGO	CA	92108	PUBLIC	GENERAL SUPPORT	$75,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
1111 FRANKLIN ST 12TH FLOOR	OAKLAND	CA	94607	PUBLIC	GENERAL SUPPORT	$203,000
RISE URBAN LEADERSHIP INSTITUTE
404 EUCLID AVENUE SUITE 261	SAN DIEGO	CA	92114	PUBLIC	GENERAL SUPPORT	$140,000
SAN DIEGO CONVENTION AND TOURIST BUREAU
750 B STREET SUITE 1500	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$50,000
SAN DIEGO FOUNDATION
2508 HISTORIC DECANTUR RD SUITE 200	SAN DIEGO	CA	92106	PUBLIC	GENERAL SUPPORT	$10,000
SAN DIEGO GRANTMAKERS
5060 SHOREHAM PLACE STE 350	SAN DIEGO	CA	92122	PUBLIC	GENERAL SUPPORT	$31,200
SAN DIEGO HISTORY CENTER
1649 EL PRADO SUITE 3	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$50,000
SAN DIEGO MUSEUM OF ART
PO BOX 122107	SAN DIEGO	CA	92112	PUBLIC	GENERAL SUPPORT	$1,200
SAN DIEGO MUSEUM OF MAN
1350 EL PRADO	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$577,460
SAN DIEGO PUBLIC LIBRARY FOUNDATION
330 PARK BOULEVARD	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$471,235
SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT
530 B STREET SUITE 700	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$37,000
SAN DIEGO SECOND CHANCE PROGRAM
6145 IMPERIAL AVE	SAN DIEGO	CA	92114	PUBLIC	GENERAL SUPPORT	$36,000
SAN DIEGO ZOO GLOBAL
PO BOX 120551	SAN DIEGO	CA	92112	PUBLIC	GENERAL SUPPORT	$200,000
SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTER BLVD	SAN DIEGO	CA	92123	PUBLIC	GENERAL SUPPORT	$100,000
STAR PAL
4110 54TH ST	SAN DIEGO	CA	92105	PUBLIC	GENERAL SUPPORT	$10,000
TEACH FOR AMERICA
315 WEST 36TH STREET 7TH FLOOR	NEW YORK	NY	10018	PUBLIC	GENERAL SUPPORT	$52,500
THE YMCA
3708 RUFFIN ROAD	SAN DIEGO	CA	92123	PUBLIC	GENERAL SUPPORT	$45,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940	LA JOLLA	CA	92093	PUBLIC	GENERAL SUPPORT	$250,000
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARK	SAN DIEGO	CA	92110	PUBLIC	GENERAL SUPPORT	$50,000
URBAN YOUTH COLLABORATIVE
PO BOX 124708	SAN DIEGO	CA	92112	PUBLIC	GENERAL SUPPORT	$13,500
URBAN YOUTH COLLABORATIVE (POLLARD)
PO BOX 124708	SAN DIEGO	CA	92112	PUBLIC	GENERAL SUPPORT	$35,000
VOICE OF SAN DIEGO
110 WEST A STREET SUITE 650	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,003,885	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BALBOA PARK CULTURAL PARTNERSHIP
1549 EL PRADO SUITE 4	SAN DIEGO	CA	92154	PUBLIC	GENERAL SUPPORT	$50,000
BALBOA PARK ONLINE COLLABORATIVE INC
2131 PAN AMERICAN PLAZA	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$150,000
SAN DIEGO PUBLIC LIBRARY FOUNDATION
330 PARK BOULEVARD	SAN DIEGO	CA	92101	PUBLIC	GENERAL SUPPORT	$463,000
TEACH FOR AMERICA
315 WEST 36TH STREET 7TH FLOOR	NEW YORK	NY	10018	PUBLIC	GENERAL SUPPORT	$375,000
THE YMCA
3708 RUFFIN ROAD	SAN DIEGO	CA	92123	PUBLIC	GENERAL SUPPORT	$2,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$3,038,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,100	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$712,154	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$1,969,219	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,686,473	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,686,473	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	$18,661	Amt
Net Investment Income	$14,929	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,732	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (16 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
FURNITURE & EQUIPMENT	1999-06-01	$30,465	$30,465	200DB	7.000000000000	$0	$0
OFFICE FURNITURE & EQUIPMENT	1999-06-04	$26,785	$26,785	200DB	7.000000000000	$0	$0
FAX MACHINE	1999-05-12	$296	$296	200DB	7.000000000000	$0	$0
COPY MACHINE	1999-09-21	$754	$754	200DB	5.000000000000	$0	$0
TELEPHONES	1999-09-21	$230	$230	200DB	5.000000000000	$0	$0
CREDENZA, BOOKCASES, OFFICE CHAIRS	1999-07-19	$20,474	$20,474	200DB	7.000000000000	$0	$0
OFFICE CHAIRS	1999-09-21	$1,120	$1,120	200DB	7.000000000000	$0	$0
OFFICE CHAIRS	1999-12-19	$1,516	$1,516	200DB	7.000000000000	$0	$0
TABLE DESK	1999-12-31	$8,547	$8,547	200DB	7.000000000000	$0	$0
OFFICE EQUIPMENT	2004-07-26	$1,951	$1,951	200DB	5.000000000000	$0	$0
COPIER	2004-11-04	$736	$736	200DB	5.000000000000	$0	$0
HP PRINTER/FAX/COPIER	2007-01-10	$286	$286	200DB	5.000000000000	$0	$0
BROTHER MULTI-FUNCTION COPIER	2008-03-28	$509	$509	200DB	5.000000000000	$0	$0
COMPUTER	2009-09-23	$1,956	$1,956	200DB	5.000000000000	$0	$0
FURNITURE & EQUIPMENT - CARPET	2010-02-28	$3,322	$2,581	200DB	7.000000000000	$148	$0
CREDENZA, BOOKCASES, OFFICE CHAIRS	1999-07-19	$15,000	$15,000	200DB	7.000000000000	$0	$0

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	BasisBasisAmt	Sales ExpenseSalesExpenseAmt	Total NetTotalNetAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Gross Sales PriceGrossSalesPriceAmt
FURNITURE & EQUIPMENT - CARPET	2010-02	PURCHASED	2015-12	$3,322	$0	-$593	$2,729
FURNITURE	2014-01	PURCHASED	2015-11		$0	$121		$121

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990-PF, PART VII-B, QUESTION 1A(5)	FormAndLineReferenceDesc
Medium Explanation	IN REFERENCE TO PART VII-B, QUESTION 1A(5): THE FOUNDATION IS PAYING COMPENSATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES, HOWEVER THE COMPENSATION IS REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION, AND AS SUCH IS AN EXCEPTED ACT UNDER IRS REG 53-4941(D)-3.	MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$21,000,687	BookValueAmt
EOYFMV	$21,000,687	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
TELEPHONES	$230	$230	$0
OFFICE CHAIRS	$1,516	$1,516	$0
TABLE DESK	$8,547	$8,547	$0
OFFICE EQUIPMENT	$1,951	$1,951	$0
HP PRINTER/FAX/COPIER	$286	$286	$0
COMPUTER	$1,956	$1,956	$0
CREDENZA, BOOKCASES, OFFICE CHAIRS	$15,000	$15,000	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$39	LegalFeesAmt
Net Investment Income	$20	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$19	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$2,274,875	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL SERVICE FEES	$1,197	$359	$838
INSURANCE	$6,509	$3,905	$2,604
BUSINESS EXPENSES	$15,524	$7,762	$7,762
PORTFOLIO DEDUCTIONS	$0	$2,204	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$86,738	$86,738	$0
PROFESSIONAL SERVICES	$44,078	$0	$44,078

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$28,571	$0	$0
FOREIGN TAXES	$1,990	$1,990	$0
FILING FEES	$180	$0	$180
PAYROLL TAXES	$9,473	$2,842	$6,631
PERSONAL PROPERTY	$239	$120	$119