GUZIK FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: GUZIK FOUNDATION (EIN 77-0360079)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202433179349102453
Schema version: 2023v5.1
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
Schedule B
Accounting Fees Schedule
Applied To Prior Year Election
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T12:36:58-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 PAGE MILL ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770360079	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	GUZI	BusinessNameControlTxt
Phone	6506258000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2443 WYANDOTTE STREET	AddressLine1Txt
City	MOUNTAIN VIEW	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94043	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NAHUM GUZIK	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	6508458100	PhoneNum
Signature	2024-11-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SANGINI GOENKA	PreparerPersonNm
PTIN	P01061662	PTIN
Phone	6508458100	PhoneNum
Preparation	2024-11-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$79,207,643	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	$251,475	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$483,666	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$483,666	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,637,098	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,581,449	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$733,086	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$733,086	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$733,086	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$21,629	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$21,629	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,126,954	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,819,830	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
Legal Fees Rev And Expnss	$7,633	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$48,550	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$24,275	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$583,458	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$583,458	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$27,430	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$27,430	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$6,683	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$0	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,663	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$675,417	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$615,888	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$24,275	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,761,583	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,761,583	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,437,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$615,888	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,785,858	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,310,046	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,203,942	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$157,371	CashBOYAmt
Cash EOY	$133,305	CashEOYAmt
Cash EOYFMV	$133,305	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$15,981,648	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$8,623,723	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$8,623,723	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$48,852,488	CorporateStockBOYAmt
Corporate Stock EOY	$61,859,233	CorporateStockEOYAmt
Corporate Stock EOYFMV	$61,859,233	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$7,746,165	CorporateBondsBOYAmt
Corporate Bonds EOY	$8,591,382	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$8,591,382	CorporateBondsEOYFMVAmt
Total Assets BOY	$72,737,672	TotalAssetsBOYAmt
Total Assets EOY	$79,207,643	TotalAssetsEOYAmt
Total Assets EOYFMV	$79,207,643	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$565	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$565	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$565	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$565	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$72,737,107	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$79,207,078	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$72,737,107	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$79,207,078	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$72,737,672	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$79,207,643	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$72,737,107	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,310,046	ExcessRevenueOverExpensesAmt
Other Increases	$7,780,017	OtherIncreasesAmt
Subtotal	$79,207,078	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$79,207,078	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALES OF PUBLICLY TRADED SECURITIES	P	2023-01-01	2023-12-31	$338,245	$338,245	$338,245
SALES OF PUBLICLY TRADED SECURITIES	P	2022-01-01	2023-12-31	$374,487	$374,487	$374,487
CAPITAL GAINS DIVIDENDS	P			$20,354	$20,354	$20,354

Field	Value	IRS element (for citing)
Capital Gain Net Income	$733,086	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$30,635	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$30,635	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$30,635	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$42,053	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$42,053	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$11,418	OverpaymentAmt
Applied To ES Tax	$11,418	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	N/A	WebsiteAddressTxt
Individual With Books	NAHUM GUZIK	IndividualWithBooksNm
Phone	6506254256	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2443 WYANDOTTE STREET	AddressLine1Txt
City	MOUNTAIN VIEW	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94043	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	Yes (1)	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

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
NAHUM GUZIK
2443 WYANDOTTE	MOUNTAIN VIEW	CA	94043	PRESIDENT	2.00	$0	$0	$0
KIRA MAKAGON
2443 WYANDOTTE	MOUNTAIN VIEW	CA	94043	SECRETARY	0.00	$0	$0	$0
BAOMAI TRUONG
2443 WYANDOTTE	MOUNTAIN VIEW	CA	94043	CHIEF FINANCIAL OFFICER	1.00	$0	$0	$0
RONIT WIDMANN-LEVY
2443 WYANDOTTE	MOUNTAIN VIEW	CA	94043	DIRECTOR OF DEVELOPMENT	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	$62,885,010	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,646,094	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$75,531,104	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$75,531,104	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,132,967	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$74,398,137	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,719,907	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,719,907	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$30,635	TaxBasedOnInvestmentIncomeAmt
Total Tax	$30,635	TotalTaxAmt
Distributable Before Adj	$3,689,272	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,689,272	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,689,272	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,785,858	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,785,858	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,689,272	DistributableAsAdjustedAmt
Undistributed Income PY	$3,607,312	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,785,858	QualifyingDistributionsAmt
Applied To Year1	$3,607,312	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$178,546	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$3,510,726	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NAHUM GUZIK	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient RelationshipRecipientRelationshipTxt	Address Line2RecipientUSAddress/AddressLine2Txt
ACHIEVEKIDS
3860 MIDDLEFIELD RD	PALO ALTO	CA	94303	PUBLIC CHARITY	EDUCATION - HELPING KIDS WITH DEVELOPMENTAL AND MENTAL CHALLENGES	$30,000
ALISA SADIKOVA
60 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	INDIVIDUAL	TUITION PAID TO THE JUILLIARD SCHOOL, PRE-APPROVED BY IRS UNDER SECTION 4945(G)(1)	$67,400	NONE
BAYER BALLET ACADEMY
2028 OLD MIDDLEFIELD WAY	MOUNTAIN VIEW	CA	94043	PUBLIC CHARITY	PERFORMING ARTS	$50,000
CHABAD HOUSE OF CALIFORNIA
741 GAYLEY AVE	LOS ANGELES	CA	90024	PUBLIC CHARITY	JEWISH EDUCATION - MUSIC & ARTS	$50,000
CHABAD PALO ALTO
3070 LOUIS RD	PALO ALTO	CA	94303	PUBLIC CHARITY	JEWISH EDUCATION	$5,000
CHABAD OF SAN FRANCISCO
496 NATOMA ST	SAN FRANCISCO	CA	94103	PUBLIC CHARITY	JEWISH EDUCATION	$5,000
CHABAD OF SAN JOSE
15405 LOS GATOS BLVD STE 204	LOS GATOS	CA	95032	PUBLIC CHARITY	JEWISH EDUCATION	$10,000
CHAMBER MUSIC SAN FRANCISCO
1314 34TH AVENUE	SAN FRANCISCO	CA	94122	PUBLIC CHARITY	PERFORMING ARTS	$25,000
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVD	MOUNTAIN VIEW	CA	94043	PUBLIC CHARITY	EDUCATION - HISTORY	$10,000
GRIGORI BALASANYAN
1140 BOYLSTON STREET	BOSTON	MA	02215	INDIVIDUAL	TUITION PAID TO BOSTON CONSERVATORY AT BERKLEE PRE-APPROVED BY IRS UNDER SECTION 4945(G)(1)	$15,800	NONE
HARLEM ACADEMY
655 SAINT NICHOLAS AVENUE	NEW YORK	NY	10030	PUBLIC CHARITY	EDUCATION- NONPROFIT ACCREDITED SCHOOL IN NY CITY FOR GRADES K-8	$10,000
JOSEPH BRODSKY MEMORIAL FELLOWSHIP FUND
291 14TH STREET	BROOKLYN	NY	11215	PUBLIC CHARITY	EDUCATION	$20,000
LEONARDO GUREVICH
30 CAMPUS RD	ANNANDALEONHUDSON	NY	12504	INDIVIDUAL	TUITION PAID TO BARD COLLEGE PRE-APPROVED BY IRS UNDER SECTION 4945(G)(1)	$21,339	NONE
RUSSIAN JEWISH COMMUNITY SF
5600 GEARY BLVD	SAN FRANCISCO	CA	94121	PUBLIC CHARITY	EDUCATION - JEWISH IMMIGRANT SUPPORT	$5,000
SAN FRANCISCO BALLET
455 FRANKLIN ST	SAN FRANCISCO	CA	94102	PUBLIC CHARITY	PERFORMING ARTS	$15,000
SAN FRANCISCO SYMPHONY
201 VAN NESS AVE	SAN FRANCISCO	CA	94102	PUBLIC CHARITY	PERFORMING ARTS	$40,000
THE CHP 11-99 FOUNDATION
3188 AIRWAY AVENUE SUITE C	COSTA MESA	CA	92626	PUBLIC CHARITY	EDUCATION	$5,000
THE ROHR CHABAD STUDENT CENTER (FKA CHABAD JEWISH STUDENT CENTER)
1142 KING ST	SANTA CRUZ	CA	95060	PUBLIC CHARITY	JEWISH EDUCATION AND PEOPLEHOOD	$10,000
THEATER GAMES PRODUCTIONS
1901 NEWMAN PL	MOUNTAIN VIEW	CA	94043	PUBLIC CHARITY	PERFORMING ARTS	$15,000
AMERICANS FOR BEN-GURION UNIVERSITY
1001 AVENUE OF THE AMERICAS 19TH	NEW YORK	NY	10018	PUBLIC CHARITY	EDUCATION	$1,501,116		FLOOR
BHUTAN FOUNDATION (YANG YA FOUNDATION)
1050 CONNECTICUT AVE NW 66013	WASHINGTON	DC	20035	PUBLIC CHARITY	TO SERVE THE PEOPLE OF BHUTAN	$300,000
THE NEW SCHOOL (MANNES SCHOOL OF MUSIC)
55 WEST 13TH STREET	NEW YORK	NY	10011	PUBLIC CHARITY	EDUCATION	$50,000
AMERICAN TECHNION SOCIETY
55 EAST 59TH STREET	NEW YORK	NY	10022	PUBLIC CHARITY	BIOLOGY AND MEDICINE RELATED PROJECTS	$1,500,928

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,761,583	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	$483,666	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,637,098	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,629	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$733,086	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,875,479	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,875,479	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	NAHUM GUZIK	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2443 WYANDOTTE STREET	AddressLine1Txt
City	MOUNTAIN VIEW	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94043	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$251,475	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	514 SHARES OF NVIDIA CORP (NVDA)	NoncashPropertyDesc
Fair Market Value	$251,475	FairMarketValueAmt
Received	2023-12-22	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$48,550	Amt
Net Investment Income	$5,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$24,275	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSTHE GUZIK FOUNDATIONFEIN: 77-0360079 2443 WYANDOTTE STREETMOUNTAIN VIEW, CALIFORNIA 94043TAX YEAR ENDING 2019PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2017, IN THE AMOUNT OF $932,435.	ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
UBS #10603	$777,293	$777,293
UBS #10604	$7,814,089	$7,814,089

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
UBS #10600	$6,981,188	$6,981,188
UBS #10603	$10,375,796	$10,375,796
UBS #12590	$10,925,993	$10,925,993
UBS #13379	$5,549,164	$5,549,164
UBS #10602	$10,379,813	$10,379,813
UBS #10625	$14,019,580	$14,019,580
UBS #13256	$3,627,699	$3,627,699

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$7,633	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSES	$648	$0	$0
OFFICE EXPENSE	$1,015	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
UBS #10603	$21,435	$21,435	$21,435
UBS #10604	$194	$194	$194

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN/LOSS ON INVESTMENT	Desc
Amt	$7,780,017	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED EXCHANGE GAIN/LOSS	Desc
BOY Book Value	$565	BOYBookValueAmt
EOY Book Value	$565	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$583,458	Amt
Net Investment Income	$583,458	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$27,430	Amt
Net Investment Income	$27,430	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

GUZIK FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Applied To Prior Year Election AppliedToPriorYearElection

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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