SYZYGY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SYZYGY FOUNDATION INC (EIN 48-1250583)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-20
- IRS object ID
- 202341719349100764
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-20T14:16:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461261044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEND & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 SOMERSET DRIVE STE 208 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481250583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYZYGY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYZY | BusinessNameControlTxt |
| Phone | 9132135400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 918 5420 W 61ST PLACE | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE LEE CURTIS GUEST | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9132135400 | PhoneNum |
| Signature | 2023-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMIE | PersonFirstNm |
| Person Last | LEE CURTIS GUEST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD FRIEND II | PreparerPersonNm |
| PTIN | P00546198 | PTIN |
| Phone | 9132135400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,665,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $339,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $367,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $339,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $398,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,485 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $46 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $461,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $465,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$5 | CashBOYAmt |
| Cash EOY | $5,786 | CashEOYAmt |
| Cash EOYFMV | $5,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,245 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,111,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,083,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,659,671 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,157,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,089,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,665,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,157,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,089,708 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,157,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,157,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,089,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,157,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,089,708 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100 SHS C OF MICROSOFT CORP | 2010-06-24 | 2022-01-03 | $33,272 | $2,501 | $30,771 | $30,771 | |
| 400 SHS C OF MICROSOFT CORP | 2006-09-12 | 2022-01-03 | $133,087 | $10,384 | $122,703 | $122,703 | |
| 100 SHS C OF MICROSOFT CORP | 2004-05-17 | 2022-01-03 | $33,272 | $2,573 | $30,699 | $30,699 | |
| 100 SHS C OF WALKER & DUNLOP INC. | 2010-12-14 | 2022-01-03 | $14,917 | $1,000 | $13,917 | $13,917 | |
| 25 SHS C OF MICROSOFT CORP | 2010-06-24 | 2022-03-28 | $7,647 | $625 | $7,022 | $7,022 | |
| 10 SHS C OF COSTCO WHSL CORP | 2004-06-03 | 2022-03-29 | $5,666 | $396 | $5,270 | $5,270 | |
| 90 SHS C OF COSTCO WHSL CORP | 2004-06-03 | 2022-04-08 | $54,187 | $3,561 | $50,626 | $50,626 | |
| 100 SHS C OF COSTCO WHSL CORP | 2004-06-03 | 2022-09-16 | $49,943 | $3,957 | $45,986 | $45,986 | |
| 6 SHS O OF FORD CALL OPTION | 2022-01-19 | 2022-02-07 | $234 | $234 | $234 | ||
| 6 SHS O OF FORD MTR CALL OPTION | 2022-02-07 | 2022-06-21 | $210 | $210 | $210 | ||
| 100 SHS C OF MICROSOFT CORP | 2006-09-12 | 2022-01-03 | $33,272 | $2,596 | $30,676 | $30,676 | |
| 40 SHS C OF ORGANON & CO | 2013-10-28 | 2022-04-05 | $1,421 | $831 | $590 | $590 | |
| 10 SHS C OF ORGANON & CO | 2013-10-28 | 2022-04-05 | $355 | $208 | $147 | $147 | |
| .917 SHS C OF WARNER BROS DISCOVERY IN | 2013-05-24 | 2022-04-14 | $22 | $33 | -$11 | -$11 | |
| CAPITAL GAINS DIVIDENDS | $460 | $460 | $460 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $339,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,375 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,375 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,905 | OverpaymentAmt |
| Applied To ES Tax | $2,905 | 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 | KS | 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 | JOHN C KORNITZER | IndividualWithBooksNm |
| Phone | 9136777778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 W 61ST STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 66201 | 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 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMIE LEE CURTIS GUEST | ||||||||
| C/O JOHN C KORNITZER 5420 W 61ST PL | SHAWNEE MISSION | KS | 66201 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER GUEST | ||||||||
| C/O JOHN C KORNITZER 5420 W 61ST PL | SHAWNEE MISSION | KS | 66201 | SECRETARY | 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 | $2,950,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,995,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,995,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,950,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,470 | TotalTaxAmt |
| Distributable Before Adj | $142,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,047 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $461,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,120 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,502 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $301,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,148 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $523,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $318,953 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $842,536 | 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 | $26,120 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $816,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,953 | ExcessFromYear4Amt |
| Excess From Year3 | $95,502 | ExcessFromYear3Amt |
| Excess From Year2 | $301,860 | ExcessFromYear2Amt |
| Excess From Year1 | $91,148 | ExcessFromYear1Amt |
| Excess From Current Year | $318,953 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| ART DIVISION | |||||||
| 2521 W 4TH STREET | LOS ANGELES | CA | 90057 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| BAY AREA WOMEN'S AND CHILDREN'S CENTER | |||||||
| 318 LEAVENWORTH ST | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CREATIVE GROWTH IN SAN FRANCISCO | |||||||
| 355 24TH STREET | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| FREE MOM HUGS | |||||||
| 2101 NW 19TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| IDAHO RIVERS UNITED | |||||||
| PO BOX 633 | BOISE | ID | 83701 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| KCRW FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MEAT FREE MONDAYS (CHARITIES AID FOUNDATION AMERICA) | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NEVER BE SOLO | |||||||
| 901 E GRAND AVENUE APT 2 | EL SEGUNDO | CA | 90245 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NOTRE DAME HIGH SCHOOL OF SHERMAN OAKS | |||||||
| 13645 RIVERSIDE DR | SHERMAN OAKS | CA | 91423 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| OPEN HAND FOUNDATION | |||||||
| 2459 W 208TH ST STE 100 | TORRANCE | CA | 90501 | N/A | PUBLIC CHARITY | CHARITABLE | $25,000 |
| PAW WORKS | |||||||
| 79 EAST DAILY DR STE 515 | CAMARILLO | CA | 93010 | N/A | PUBLIC CHARITY | CHARITABLE | $105,000 |
| PEN AMERICA | |||||||
| 588 BROADWAY RM 303 | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PEOPLE FOR THE AMERICAN WAY | |||||||
| 1101 15TH STREET NW STE 600 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLE | $25,000 |
| PERFECT PET RESCUE | |||||||
| 1178 ANGELO DR | BEVERLY HILLS | CA | 90210 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SKYLIGHT THEATER COMPANY | |||||||
| 1816 1/2 N VERMONT AVENUE | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| THE HELP GROUP-ADVANCE LA | |||||||
| 13130 BURBANK BLVD | SHERMAN OAKS | CA | 91401 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| TOLCA LAKE ELEMENTARY SCHOOL | |||||||
| 4840 CAHUENGA BLVD | NORTH HOLLYWOOD | CA | 91601 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | N/A | PUBLIC CHARITY | CHARITABLE | $25,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | CHARITABLE | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,185 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $339,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $398,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $398,485 | 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 | FRIEND & ASSOCIATES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPT INVESTMENTS | StockNm |
| EOY Book Value | $1,083,922 | EOYBookValueAmt |
| EOYFMV | $2,659,671 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $2,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $46 | Amt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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