Unknown Organization

990PF • Fiscal year 2013 • EIN 72-6226331

Jun 01, 2012 to May 31, 2013 • Filed on Nov 08, 2013

Organization Profile

5642 Dolphin Place92037

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-100%

Faster asset growth than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $460,655 (-100%) from 2012

Net Assets

Down

Down $460,655 (-100%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$357,815

Down $15,117,008 (-98%) from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$0

Liabilities$0

Net Assets$0

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue-

Expenses$357,815

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2012 to May 31, 2013
Signed: Nov 8, 2013
Return Version: 2012v2.3

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD WOLTMAN	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	RANCHO SANTA FE FOUNDATION	DONOR ADVISED GIFT	PUBLIC	RANCHO SANTA FE, CA, US	$294,032
Paid Grant	GREEK PEAK ADAPTIVE SNOWSPORTS	EDUCATION	PUBLIC	ENDWELL, NY, US	$20,000
Paid Grant	WILIAM SOROKA ADMINISTRATION TRUST	DONOR ADVISED GIFT	PUBLIC	LA JOLLA, CA, US	$649

Filing and Contact Details

Filer

EIN: 72-6226331

Raw XML Appendix278 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	10000
AccountingFeesSchedule/AccountingFees/Category	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	5000
CompensationExplanation/Compensation/PersonName	0	RICHARD WOLTMAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	0	93375
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	1	112054
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired	0	2009-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired	1	2009-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	0	2012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	1	2012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	0	13150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	1	15970
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name	0	IMH FINANCIAL CORP - 5,000 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name	1	IMH FINANCIAL CORP - 6,017 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense	0	650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense	1	923
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet	0	-80875
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet	1	-97007
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	GIRARD SECURITIES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	IMH SECURED LOAN FUND LLC
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	42
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome	0	-177882
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/NetRentalIncmPersonalProperty/ExclusionCode	0	16
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/RelatedOrExemptFunctionIncome	0	75000
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	42
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	-102882
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	-102840
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	10000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	314681
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	314681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	40
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	42
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-460655
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	29120
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss	0	32640
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	-177882
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	69546
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	75000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	75000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm	0	259
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss	0	259
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	235
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	314681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	5494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	357815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	75040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	-102840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	5494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	43134
IRS990PF/BalanceSheets/CashBOY	0	253748
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	382
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	206283
IRS990PF/BalanceSheets/OrgThatFollowSFAS117	0	X
IRS990PF/BalanceSheets/PrepaidExpensesBOY	0	242
IRS990PF/BalanceSheets/TotalAssetsBOY	0	460655
IRS990PF/BalanceSheets/TotalAssetsEOY	0	0
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	460655
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	0
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	460655
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	0
IRS990PF/BalanceSheets/UnrestrictedBOY	0	460655
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-460655
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	460655
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	9247
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	9247
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	9247
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	9942
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	695
IRS990PF/DistributableAmount/TotalTax	0	695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	8
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	4
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	691
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	8
IRS990PF/ExemptPF	0	X
IRS990PF/FinalReturn	0	X
IRS990PF/FMVAssetsEOY	0	0
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	201861
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	184222
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	17639
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	3028
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	9942
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	198833
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	201861
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	RICHARD WOLTMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	5642 DOLPHIN PLACE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	LA JOLLA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	92037
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	232961
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	232266
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	1.168146
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	3.986264
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.419459
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.838774
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.347034
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.249197
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	198833
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	3874204
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	2383168
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	2729144
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	3078305
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	4286869
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	695
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	314681
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	15443599
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	999642
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	2289136
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	1068275
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	1068275
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	5.840728
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	313986
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	314681
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	695
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	314681
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	RICHARD WOLTMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8587503601
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	5642 DOLPHIN PLACE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	LA JOLLA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	92037
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	true
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	20000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	294032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	649
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	DONOR ADVISED GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	DONOR ADVISED GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	GREEK PEAK ADAPTIVE SNOWSPORTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	RANCHO SANTA FE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	WILIAM SOROKA ADMINISTRATION TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 8538
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 811
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	5462 DOLPHIN PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	ENDWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	RANCHO SANTA FE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	LA JOLLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	13762
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	92067
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	92037
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	314681
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	9247
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	9247
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	15250357
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	881200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	2153859
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	915652
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	861601
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	861601
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	19506502
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	305434
IRS990PF/UndistributedIncome/ExcessFromYear1	0	15250357
IRS990PF/UndistributedIncome/ExcessFromYear2	0	881200
IRS990PF/UndistributedIncome/ExcessFromYear3	0	2153859
IRS990PF/UndistributedIncome/ExcessFromYear4	0	915652
IRS990PF/UndistributedIncome/QualifyingDistributions	0	314681
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	305434
IRS990PF/UndistributedIncome/TotalCorpus	0	20368103
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	20062669
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
LegalFeesSchedule/LegalFees/Amount	0	32640
LegalFeesSchedule/LegalFees/Category	0	LEGAL FEES
LiquidationExplanationStmt/Statement	0	ALL ASSETS OF THE TRUST WERE DISTRIBUTED.
OtherIncomeSchedule2/OtherIncome/Description	0	OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	75000
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	75000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	259
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	259
TaxesSchedule/Taxes/Amount	0	235
TaxesSchedule/Taxes/Category	0	STATE FILING FEES
TaxesSchedule/Taxes/NetInvestmentIncome	0	235
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	726226331
ReturnHeader/Filer/Name/BusinessNameLine1	0	WILLIAM SOROKA CHARITABLE TRUST
ReturnHeader/Filer/NameControl	0	WILL
ReturnHeader/Filer/Phone	0	8587503601
ReturnHeader/Filer/USAddress/AddressLine1	0	5642 DOLPHIN PLACE
ReturnHeader/Filer/USAddress/City	0	LA JOLLA
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	92037
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2013-11-08
ReturnHeader/Officer/Name	0	RICHARD WOLTMAN
ReturnHeader/Officer/Phone	0	8587503601
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2014-01-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	SILBERMAN LANGNER ASSOCIATES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	6050 SANTO RD STE 130
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SAN DIEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	921246103
ReturnHeader/Preparer/Name	0	HOWARD SILBERMAN
ReturnHeader/Preparer/Phone	0	8582683330
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-06-01
ReturnHeader/TaxPeriodEndDate	0	2013-05-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-09T18:15:51-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: -
Expenses: $357,815
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00		$0.36
2012Detailed filing. Detailed filing data is available for this year.	$0.46	$0.00	$0.46		$15.5
2011Detailed filing. Detailed filing data is available for this year.	$2.64	$0.00	$2.64		$1.06