2025-11-03T09:10:18-06:00 2024-12-31 330851248 OLIVA & ASSOCIATES CPAS 4350 EXECUTIVE DR STE 350 SAN DIEGO CA 92121 990PF 2024-01-01 582667016 THE LISA & STEVE ALTMAN FAMILY FOUNDATION LISA 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 LISA ALTMAN PRESIDENT 8586250340 2025-10-23 1 0 SHELLY M QUARISA P00730188 8585540800 2025-10-23 2024 2025-03-06 01:10:19Z X 985821 X 497415 19604 19604 55096 604881 55096 572115 74700 0 0 0 3404 0 0 90 15 0 1797 1797 0 5291 1812 0 606112 606112 611403 1812 606112 -39288 72888 61792 22303 22303 910833 914188 963518 793 0 0 973418 936491 985821 878 4257 878 4257 X 0 0 0 0 972540 932234 972540 932234 973418 936491 972540 -39288 0 933252 1018 932234 MERRILL #4128 P 2783 2645 138 138 MERRILL #4128 P 1975 1788 187 187 MORGAN STANLEY #6461 P 9880 9779 101 101 MORGAN STANLEY #6461 P 11772 12067 -295 -295 CHARLES SCHWAB P 578198 523506 54692 54692 CAPITAL GAINS DIVIDENDS P 273 273 273 55096 1013 0 1013 0 1013 793 0 0 0 793 5 225 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A LISA ALTMAN 8586250340 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA ALTMAN 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 PRESIDENT 1.00 0 0 0 STEVE ALTMAN 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 938853 42048 0 980901 0 0 980901 14714 966187 48309 48309 1013 1013 47296 0 47296 0 47296 606112 0 606112 47296 0 0 722239 502870 706371 660223 450007 3041710 606112 0 0 0 47296 558816 0 0 3600526 0 0 0 0 0 0 722239 2878287 502870 706371 660223 450007 558816 X ALZHEIMER'S ASSOCIATION 6632 CONVOY COURT SAN DIEGO CA 92111 NONE PUBLIC CHARITY GENERAL FUND 1000 BIG BROTHERS BIG SISTERS OF SAN DIEGO 8515 ARJONS DR SUITE A SAN DIEGO CA 92126 NONE PUBLIC CHARITY GENERAL FUND 10000 CHILDRENS HEART FOUNDATION 5 REVERE DR 200 NORTHBROOK IL 60062 NONE PUBLIC CHARITY GENERAL FUND 2500 CHRIS DUDLEY FOUNDATION PO BOX 242 TURNER OR 97392 NONE PUBLIC CHARITY GENERAL FUND 500 CUREBOUND 9191 TOWNE CENTER DR 310 SAN DIEGO CA 92121 NONE PUBLIC CHARITY GENERAL FUND 52500 DIABETES RESEARCH CONNECTION 1400 MAIDEN LANE DEL MAR CA 92014 NONE PUBLIC CHARITY GENERAL FUND 2500 FARMLINK PROJECT PO BOX 744772 LOS ANGELES CA 90074 NONE PUBLIC CHARITY GENERAL FUND 10000 FREEDOMDOGS 3639 MIDWAY DRIVE 376 SAN DIEGO CA 92110 NONE PUBLIC CHARITY GENERAL FUND 1000 JEWISH FAMILY SERVICES 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 518 JEWISH FEDERATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 1018 JUVENILE DIABETES RESEARCH FOUNDATION CANADA 190 O-CONNER STREET 5TH FLOOR OTTAWA ONTARIO CA K2P2R3 NONE PUBLIC CHARITY GENERAL FUND 184 JUVENILE DIABETES RESEARCH FOUNDATION NEW ENGLAND 62 WALNUT STREET SUITE 5 WELLESLEY MA 02481 NONE PUBLIC CHARITY GENERAL FUND 500 JUVENILE DIABETES RESEARCH FOUNDATION 5665 OBERLIN DRIVE 106 SAN DIEGO CA 92121 NONE PUBLIC CHARITY GENERAL FUND 181460 LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 1018 MEALS ON WHEELS 2254 SAN DIEGO AVE 200 SAN DIEGO CA 92110 NONE PUBLIC CHARITY GENERAL FUND 3000 MILES FOR MOFFITT 1902 MAGNOLIA DR MBC-FOU TAMPA FL 336129416 NONE PUBLIC CHARITY GENERAL FUND 2500 MUSEUM OF CONTEMPORARY ART 700 PROSPECT STREET LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL FUND 1018 NEUROLAB 360 2146 ENCINITAS BLVD 110 ENCINITAS CA 92024 NONE PUBLIC CHARITY GENERAL FUND 75000 PLANNED PARENTHOOD 1075 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 NONE PUBLIC CHARITY GENERAL FUND 516 PROMISES2KIDS 9400 RUFFIN ROAD CT STE A SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL FUND 250 SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE 105 DANVERS MA 01923 NONE PUBLIC CHARITY GENERAL FUND 500 SEACREST FOUNDATION 211 SAXONY ROAD ENCINITAS CA 92024 NONE PUBLIC CHARITY GENERAL FUND 518 SIGMA DELTA 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 NONE PUBLIC CHARITY GENERAL FUND 500 STAND AMONG FRIENDS 777 GLADES RAOD BLDG NU84 120 BOCA RATON FL 33431 NONE PUBLIC CHARITY GENERAL FUND 2500 SUSAN G KOMEN 55 EAST JACKSON BLVD CHICAGO IL 60604 NONE PUBLIC CHARITY GENERAL FUND 1040 TEMPLE ADAT SHALOM 15905 POMERADO ROAD POWAY CA 96130 NONE PUBLIC CHARITY GENERAL FUND 1036 TEMPLE EL EMETH 3970 LOGAN WAY YOUNGSTOWN OH 44505 NONE PUBLIC CHARITY GENERAL FUND 518 UNIVERSITY OF CALIFORNIA SAN DIEGO FOUNDATION 9500 GILMAN DRIVE LA JOLLA CA 92093 NONE PUBLIC CHARITY BUILDING FUND 251018 YOUNGSTOWN JEWISH FEDERATION 505 GYPSY LANE YOUNGSTOWN OH 44504 NONE PUBLIC CHARITY GENERAL FUND 1500 606112 0 14 19604 18 55096 0 74700 0 74700 0 0 0 0 0 0 0 0 0 0 X X 1 STEVE & LISA ALTMAN 9696 LA JOLLA FARMS ROAD LA JOLLA CA 92037 497415 X 1 PUBLICLY TRADED STOCK 497415 2024-12-17 ACCOUNTING 3404 0 0 EQUITIES 914188 963518 PREPAID FEDERAL TAX 793 0 FEDERAL TAX 1018 INVESTMENT EXPENSES 1797 1797 0 CREDIT CARD PAYABLE 878 4032 FEDERAL TAX PAYABLE 0 225 FILING FEE 50 0 0 FOREIGN TAX 15 15 0 TAX & LICENSES 25 0 0