THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@PATRICIA AND CHRISTOPHER WEIL FAMILY FOUNDATION (EIN 33-0833801)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349100842
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:19:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 CPA'S | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9333 GENESEE AVENUE SUITE 110 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2 |
| 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 | 12555 HIGH BLUFF DRIVE SUITE 180 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WEIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587246040 | PhoneNum |
| Signature | 2014-05-08 | 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 | 2014-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,487,364 | 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 | $372,936 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,011,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,965 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $628,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,809 | 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 | $6,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $383 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,246 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $420,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,835,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,907,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,326,511 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,860,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,068,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,487,364 | 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 | $2,860,230 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,068,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,860,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,068,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,860,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,068,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,860,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67 | OtherIncreasesAmt |
| Subtotal | $3,068,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,068,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 5000 SH PUBLIC STORAGE | D | $812,092 | $724,380 | $87,712 | $87,712 |
| TEMPLETON GLOBAL BOND ADVISOR | P | $8,417 | $7,944 | $473 | $473 |
| FIRST EAGLE HIGH YIELD | P | $2,970 | $2,830 | $140 | $140 |
| TEMPLETON GLOBAL BOND ADVISOR | P | $114,908 | $108,449 | $6,459 | $6,459 |
| CAPITAL GAINS DIVIDENDS | P | $73,181 | $73,181 | $73,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,965 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $346,438 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,037,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $410,592 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,782,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.147583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $289,989 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,595,446 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $259,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,205,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112,768 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,374,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047492 | DistributionYr5Rt |
| Total Distribution | 0.538636 | TotalDistributionRt |
| Average Distribution | 0.107727 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,211,920 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $346,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,402 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,570 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,191 | TaxDueAmt |
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 | 12555 HIGH BLUFF DRIVE 180 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER WEIL | ||||||||
| 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA WEIL | ||||||||
| 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| KIT-VICTORIA WELLS | ||||||||
| 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MATTHEW WEIL | ||||||||
| 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAITLIN WEIL | ||||||||
| 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | OR | 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 | $3,168,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,260,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,260,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,211,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,391 | TotalTaxAmt |
| Distributable Before Adj | $158,205 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,205 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,391 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $401,179 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $150,617 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $162,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $196,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $787,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,032,490 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,032,490 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $150,617 | ExcessFromYear4Amt |
| Excess From Year3 | $162,155 | ExcessFromYear3Amt |
| Excess From Year2 | $277,518 | ExcessFromYear2Amt |
| Excess From Year1 | $196,835 | ExcessFromYear1Amt |
| Excess From Current Year | $245,365 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS YOUTH ACADEMY | |||||||
| 9370 WAPLES STREET SUITE 101 | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $2,000 |
| ANCHOR CENTER FOR BLIND CHILDREN | |||||||
| 3801 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | NONE | EXEMPT | CLAYTON CAMPUS BUILDING FUND | $250 |
| ART POWER UCSD | |||||||
| 9500 GILLMAN DRIVE MC 0077 | LA JOLLA | CA | 92093 | NONE | EXEMPT | GENERAL FUND | $13,500 |
| CENTER FOR COMMUNITY SOLUTIONS | |||||||
| 3657 MONROE STREET | CARLSBAD | CA | 92008 | NONE | EXEMPT | GENERAL FUND | $9,000 |
| CHILDRENS BOOK BANK | |||||||
| 2680 SW RAVENSVIEW DRIVE | PORTLAND | OR | 97201 | NONE | EXEMPT | GENERAL FUND | $200 |
| DEL MAR SCHOOLS EDUCATION FOUNDATION | |||||||
| 5333 OLD CARMEL VALLEY ROAD | SAN DIEGO | CA | 92130 | NONE | EXEMPT | GENERAL FUND | $1,900 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | GENERAL FUND | $3,000 |
| EARL WARREN PTSA | |||||||
| 155 STEVENS AVENUE | SOLANA BEACH | CA | 92075 | NONE | EXEMPT | GENERAL FUND | $300 |
| FLIGHT TEST HISTORICAL FOUNDATION | |||||||
| PO BOX 57 | EDWARDS | CA | 93523 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| GOMPERS CHARTER MIDDLE SCHOOL | |||||||
| 1005 47TH STREET | SAN DIEGO | CA | 92102 | NONE | EXEMPT | GENERAL FUND | $188 |
| JACKIE ROBINSON FAMILY YMCA | |||||||
| 151 YMCA WAY | SAN DIEGO | CA | 92102 | NONE | EXEMPT | GENERAL FUND | $5,500 |
| MAINLY MOZART INC | |||||||
| 2802 JUAN STREET 29 | SAN DIEGO | CA | 921102763 | NONE | EXEMPT | GENERAL FUND | $21,757 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | EXEMPT | GENERAL FUND | $100 |
| NATIONAL CONFICT RESOLUTION CENTER | |||||||
| 625 BROADWAY SUITE 1221 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $1,800 |
| OLD GLOBE THEATRE | |||||||
| PO BOX 122171 | SAN DIEGO | CA | 921129890 | NONE | EXEMPT | GENERAL FUND | $3,500 |
| PROJECT CONCERN | |||||||
| 5151 MURPHY CANYON RD 320 | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL FUND | $12,500 |
| ROLLING READERS | |||||||
| 255 CAMINO DEL RIO S 330 | SAN DIEGO | CA | 92108 | NONE | EXEMPT | GENERAL FUND | $5,700 |
| SAN DIEGO GRANT MAKERS | |||||||
| 4270 EXECUTIVE SQUARE 200 | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| SAN DIEGO REP | |||||||
| 79 HORTON PLAZA | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| SAN DIEGO YOUTH SYMPHONY | |||||||
| 1650 EL PRADO 207A | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $2,000 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| THE SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR ROAD 20 | SAN DIEGO | CA | 92106 | NONE | EXEMPT | SCHOLARSHIPS | $209,500 |
| UCSD FOUNDATION | |||||||
| 9500 GILLMAN DRIVE MC 0536 | LA JOLLA | CA | 92037 | NONE | EXEMPT | GENERAL FUND | $18,100 |
| UNITARIAN UNIVERSALIST FELLOWSHIP OF SAN DIEGUITO | |||||||
| 1036 SOLANA DRIVE | SOLANA BEACH | CA | 92075 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| VILLA MUSICA | |||||||
| 10373 ROSELLE STREET 170 | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $3,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2655 CAMINO DEL RIO N 100 | SAN DIEGO | CA | 92108 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| BARRIO LOGAN COLLEGE INSTITUTE | |||||||
| 1625 NEWTON STREET | SAN DIEGO | CA | 92113 | NONE | EXEMPT | GENERAL FUND | $15,000 |
| BROADWAY DANCE CENTER | |||||||
| 322 WEST 45TH STREET 3RD FLOOR | NEW YORK | NY | 10036 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $250 |
| CORAZON INC | |||||||
| PO BOX 2669 | LAGUNA HILLS | CA | 92654 | NONE | EXEMPT | GENERAL FUND | $13,000 |
| CSSSA | |||||||
| 39 EAST WALNUT STREET 8 | PASADENA | CA | 91103 | NONE | EXEMPT | SCHOLARSHIP FUND | $1,000 |
| DEL MAR HEIGHTS PTA | |||||||
| 1875 CONNECTICUT AVENUE NW 600 | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL FUND | $200 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 5055 | HAGERSTOWN | MD | 217415055 | NONE | EXEMPT | GENERAL FUND | $50 |
| FRIENDS OF THE DEL MAR LIBRARY | |||||||
| PO BOX 993 | DEL MAR | CA | 92014 | NONE | EXEMPT | GENERAL FUND | $100 |
| GRAND CIRCLE FOUNDATION | |||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | NONE | EXEMPT | GENERAL FUND | $1,000 |
| HELEN KELLER ELEMENTARY SCHOOL | |||||||
| 1445 E HILTON AVENUE | MESA | AZ | 85204 | NONE | EXEMPT | TRIP FUND | $750 |
| LA CASA MARIA | |||||||
| 800 EL BOSQUE ROAD | SANTA BARBARA | CA | 93108 | NONE | EXEMPT | GENERAL FUND | $100 |
| MARINE CORP SCHOLARSHIP FOUNDATION | |||||||
| 909 NO WASHINGTON STREET 400 | ALEXANDRIA | VA | 99314 | NONE | EXEMPT | SCHOLARSHIP FUND | $1,000 |
| MLK SCHOLAR | |||||||
| 12555 HIGHBLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | NONE | EXEMPT | GENERAL FUND | $1,150 |
| MONARCH SCHOOL | |||||||
| 1625 NEWTON AVENUE | SAN DIEGO | CA | 92113 | NONE | EXEMPT | GENERAL FUND | $800 |
| O'CONNOR HOSPITAL FOUNDATION | |||||||
| 2105 FOREST AVENUE | SAN JOSE | CA | 95128 | NONE | EXEMPT | GENERAL FUND | $200 |
| OUR LADY OF MOUNT CARMEL SCHOOL | |||||||
| 301 GRAND STREET | REDWOOD CITY | CA | 94062 | NONE | EXEMPT | GENERAL FUND | $250 |
| PEDAL THE CAUSE | |||||||
| 512 VIA DEL LA VALLE 309 | SOLANA BEACH | CA | 92075 | NONE | EXEMPT | GENERAL FUND | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL FUND | $200 |
| SAN DIEGO NATURAL HISTORY MUSEUM | |||||||
| 1788 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $3,000 |
| SAN DIEGO SOCIAL VENTURE PARTNERS | |||||||
| 6960 FLANDERS DRIVE | SAN DIEGO | CA | 92121 | NONE | EXEMPT | GENERAL FUND | $10,000 |
| TEACH FOR AMERICA | |||||||
| 315 W 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL FUND | $15,000 |
| TIMKEN MUSEUM | |||||||
| 1500 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXEMPT | GENERAL FUND | $100 |
| MET OPERA NATIONAL COUNCIL AUDITIONS | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | EXEMPT | GENERAL FUND | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,570 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,836 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $167,965 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CHRISTOPHER PATRICIA WEIL FAMILY TR | ||||||
| 1 | 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | $172,560 | Yes (X) |
| CHRISTOPHER PATRICIA WEIL FAMILY TR | ||||||
| 2 | 12555 HIGH BLUFF DRIVE 180 | SAN DIEGO | CA | 92130 | $200,376 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES PUBLIC STORAGE | $172,560 | 2013-10-17 |
| 2 | 1322 SHARES PUBLIC STORAGE | $200,376 | 2013-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,050 | Amt |
| Net Investment Income | $6,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $2,907,975 | $3,326,511 |
| MUTUAL FUND | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINSTRATIVE EXPENSES | $6,321 | $6,321 | $0 |
| INVESTMENT MANAGEMENT FEES | $3,925 | $3,925 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Amount | $67 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $298 | $298 | $0 |
| STATE TAX | $85 | $85 | $0 |