LEYTON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEYTON FOUNDATION (EIN 27-1447571)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349104124
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:28:48-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330269446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Donovan Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9930 Research Drive Suite 100 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 271447571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leyton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEYT | BusinessNameControlTxt |
| Phone | 8882886617 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2271 W Malvern Ave 424 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell Leyton | PersonNm |
| Person Title | CEO & CFO | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mitchell | PersonFirstNm |
| Person Last | Leyton | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Donovan | PreparerPersonNm |
| PTIN | P00234335 | PTIN |
| Phone | 9496401333 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $192,105 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,725 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,725 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,294 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$7,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,727 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,727 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $786 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,727 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,743 | CashBOYAmt |
| Cash EOY | $8,845 | CashEOYAmt |
| Cash EOYFMV | $8,845 | CashEOYFMVAmt |
| Other Investments BOY | $211,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $192,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $183,260 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $226,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,105 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $800 | LoansFromOfficersEOYAmt |
| Total Liabilities EOY | $800 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $226,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $200,838 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $226,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $200,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $226,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $201,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $226,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,430 | ExcessRevenueOverExpensesAmt |
| Subtotal | $200,838 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $200,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (97 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 59.479 ALLSPRING CORE PLUS BD I | P | 2021-06-03 | 2022-11-14 | $656 | $795 | -$139 | -$139 |
| 33.586 ALLSPRING CORE PLUS BD I | P | 2021-10-26 | 2022-11-14 | $370 | $449 | -$79 | -$79 |
| 118.154 ALLSPRING CORE PLUS BD I | P | 2021-10-26 | 2022-09-28 | $1,315 | $1,579 | -$264 | -$264 |
| 200.725 ALLSPRING CORE PLUS BD I | P | 2021-05-19 | 2022-06-13 | $2,310 | $2,672 | -$362 | -$362 |
| 353.304 ALLSPRING ULTRA SHTRM IN INS | P | 2021-11-04 | 2022-04-26 | $2,985 | $3,035 | -$50 | -$50 |
| 491.917 ALLSPRING ULTRA SHTRM IN INS | P | 2022-03-30 | 2022-04-26 | $4,157 | $4,167 | -$10 | -$10 |
| 678.867 AMERICAN BEAC AHL TARGETRISK Y | P | 2022-01-21 | 2022-09-28 | $6,850 | $7,963 | -$1,113 | -$1,113 |
| 0.537 CLEARBRIDGE INTL GROWTH I | P | 2021-06-03 | 2022-11-14 | $29 | $38 | -$9 | -$9 |
| 1.551 CLEARBRIDGE INTL GROWTH I | P | 2021-10-26 | 2022-08-05 | $86 | $110 | -$24 | -$24 |
| 0.294 CLEARBRIDGE INTL GROWTH I | P | 2021-06-03 | 2022-08-05 | $16 | $21 | -$5 | -$5 |
| 23.742 CLEARBRIDGE INTL GROWTH I | P | 2021-10-26 | 2022-07-22 | $1,268 | $1,681 | -$413 | -$413 |
| 18.234 CLEARBRIDGE INTL GROWTH I | P | 2021-05-19 | 2022-04-26 | $1,003 | $1,236 | -$233 | -$233 |
| 19.336 COLUMBIA DIVIDEND INCOME INST | P | 2021-10-26 | 2022-08-05 | $563 | $599 | -$36 | -$36 |
| 75.531 COLUMBIA DIVIDEND INCOME INST | P | 2021-10-26 | 2022-07-22 | $2,124 | $2,340 | -$216 | -$216 |
| 239.388 COLUMBIA MORTGAGE OPPORT INST | P | 2021-10-26 | 2022-09-28 | $2,047 | $2,545 | -$498 | -$498 |
| 6.475 COLUMBIA MORTGAGE OPPORT INST | P | 2021-11-05 | 2022-09-28 | $55 | $69 | -$14 | -$14 |
| 364.495 COLUMBIA MORTGAGE OPPORT INST | P | 2021-05-19 | 2022-09-28 | $3,116 | $3,984 | -$868 | -$868 |
| 149.514 COLUMBIA MORTGAGE OPPORT INST | P | 2021-06-03 | 2022-09-28 | $1,278 | $1,630 | -$352 | -$352 |
| 4 CONS STAPLES SEL SECT SPDR FD | P | 2022-05-10 | 2022-11-14 | $294 | $304 | -$10 | -$10 |
| 6 CONS STAPLES SEL SECT SPDR FD | P | 2022-05-10 | 2022-08-05 | $446 | $456 | -$10 | -$10 |
| 2 CONS STAPLES SEL SECT SPDR FD | P | 2022-05-03 | 2022-08-05 | $149 | $152 | -$3 | -$3 |
| 2 CONS STAPLES SEL SECT SPDR FD | P | 2022-05-10 | 2022-07-22 | $146 | $152 | -$6 | -$6 |
| 118.664 DIAMOND HILL LONG-SHORT I | P | 2021-12-15 | 2022-04-19 | $3,403 | $3,349 | $54 | $54 |
| 153.976 DOUBLELINE LOW DURATION BD I | P | 2021-10-26 | 2022-06-13 | $1,463 | $1,529 | -$66 | -$66 |
| 260.583 DOUBLELINE LOW DURATION BD I | P | 2021-05-19 | 2022-06-13 | $2,476 | $2,601 | -$125 | -$125 |
| 89.831 DOUBLELINE LOW DURATION BD I | P | 2021-06-03 | 2022-06-13 | $853 | $897 | -$44 | -$44 |
| 50 FT-PREFERRED SECUR & INC ETF | P | 2021-07-08 | 2022-04-27 | $911 | $1,032 | -$121 | -$121 |
| 31 FT-PREFERRED SECUR & INC ETF | P | 2021-10-26 | 2022-04-27 | $565 | $635 | -$70 | -$70 |
| 3.018 GOLDMAN SACHS GQG INTL OPP I | P | 2021-10-26 | 2022-11-14 | $51 | $63 | -$12 | -$12 |
| 4.152 GOLDMAN SACHS GQG INTL OPP I | P | 2021-10-26 | 2022-08-05 | $71 | $86 | -$15 | -$15 |
| 4.491 GOLDMAN SACHS GQG INTL OPP I | P | 2021-10-26 | 2022-07-22 | $75 | $93 | -$18 | -$18 |
| 81.77 GOLDMAN SACHS GQG INTL OPP I | P | 2021-05-19 | 2022-04-26 | $1,468 | $1,572 | -$104 | -$104 |
| 25.407 GUGGENHEIM MACRO OPPORT I | P | 2021-05-19 | 2022-09-28 | $598 | $694 | -$96 | -$96 |
| 38.776 GUGGENHEIM MACRO OPPORT I | P | 2021-06-03 | 2022-09-28 | $912 | $1,064 | -$152 | -$152 |
| 11.61 GUGGENHEIM TOTAL RETURN BD I | P | 2021-06-03 | 2022-11-14 | $267 | $333 | -$66 | -$66 |
| 31.406 GUGGENHEIM TOTAL RETURN BD I | P | 2021-10-26 | 2022-11-14 | $721 | $904 | -$183 | -$183 |
| 55.983 GUGGENHEIM TOTAL RETURN BD I | P | 2021-10-26 | 2022-09-28 | $1,306 | $1,612 | -$306 | -$306 |
| 139.292 GUGGENHEIM TOTAL RETURN BD I | P | 2021-05-19 | 2022-06-13 | $3,375 | $3,975 | -$600 | -$600 |
| 45 INVESCO NASDAQ 100 ETF | P | 2022-07-22 | 2022-11-14 | $5,316 | $5,561 | -$245 | -$245 |
| 4 INVESCO NASDAQ 100 ETF | P | 2022-07-22 | 2022-08-05 | $527 | $494 | $33 | $33 |
| 14 INVESCO NASDAQ 100 ETF | P | 2021-11-03 | 2022-03-30 | $2,108 | $2,243 | -$135 | -$135 |
| 4 INVESCO NASDAQ 100 ETF | P | 2021-11-05 | 2022-03-30 | $602 | $658 | -$56 | -$56 |
| 9 INVESCO QQQ TRUST SERIES 1 | P | 2021-10-26 | 2022-07-22 | $2,706 | $3,413 | -$707 | -$707 |
| 15 INVESCO QQQ TRUST SERIES 1 | P | 2021-05-19 | 2022-07-22 | $4,510 | $4,822 | -$312 | -$312 |
| 10 INVESCO QQQ TRUST SERIES 1 | P | 2021-06-03 | 2022-07-22 | $3,007 | $3,305 | -$298 | -$298 |
| 8 INVESCO QQQ TRUST SERIES 1 | P | 2021-05-19 | 2022-07-15 | $2,329 | $2,572 | -$243 | -$243 |
| 5 INVESCO QQQ TRUST SERIES 1 | P | 2021-05-19 | 2022-04-26 | $1,590 | $1,607 | -$17 | -$17 |
| 30 ISHARES CORE DIVIDEND GROWTH | P | 2021-10-26 | 2022-07-22 | $1,471 | $1,597 | -$126 | -$126 |
| 2 ISHARES CORE DIVIDEND GROWTH | P | 2022-04-26 | 2022-07-22 | $98 | $102 | -$4 | -$4 |
| 60 ISHARES CORE DIVIDEND GROWTH | P | 2021-05-19 | 2022-07-22 | $2,942 | $3,002 | -$60 | -$60 |
| 22 ISHARES CORE DIVIDEND GROWTH | P | 2021-06-03 | 2022-07-22 | $1,079 | $1,117 | -$38 | -$38 |
| 1 ISHARES CORE INTL STOCK ETF | P | 2021-10-26 | 2022-08-05 | $59 | $74 | -$15 | -$15 |
| 3 ISHARES CORE INTL STOCK ETF | P | 2021-10-26 | 2022-07-22 | $172 | $221 | -$49 | -$49 |
| 8 ISHARES CORE INTL STOCK ETF | P | 2021-06-03 | 2022-07-22 | $458 | $598 | -$140 | -$140 |
| 9 ISHARES CORE INTL STOCK ETF | P | 2021-05-19 | 2022-04-26 | $553 | $652 | -$99 | -$99 |
| 1 ISHARES CORE MSCI EAFE ETF | P | 2021-10-26 | 2022-08-05 | $61 | $77 | -$16 | -$16 |
| 2 ISHARES CORE MSCI EAFE ETF | P | 2021-10-26 | 2022-07-22 | $119 | $153 | -$34 | -$34 |
| 8 ISHARES CORE MSCI EAFE ETF | P | 2021-06-03 | 2022-07-22 | $477 | $615 | -$138 | -$138 |
| 10 ISHARES CORE MSCI EAFE ETF | P | 2021-05-19 | 2022-04-26 | $644 | $749 | -$105 | -$105 |
| 5 ISHARES CORE S&P 500 ETF | P | 2021-10-26 | 2022-11-14 | $1,985 | $2,292 | -$307 | -$307 |
| 4 ISHARES CORE S&P 500 ETF | P | 2021-10-26 | 2022-08-05 | $1,657 | $1,833 | -$176 | -$176 |
| 27 ISHARES RUSSELL MID-CAP ETF | P | 2021-05-19 | 2022-04-19 | $2,101 | $2,047 | $54 | $54 |
| 10 ISHARES RUSSELL MID-CAP ETF | P | 2021-06-03 | 2022-04-19 | $778 | $783 | -$5 | -$5 |
| 13 ISHARES RUSSELL MID-CAP ETF | P | 2021-10-26 | 2022-04-19 | $1,011 | $1,082 | -$71 | -$71 |
| 3.999 MATERIALS SEL SECT SPDR FD | P | 2022-04-26 | 2022-08-05 | $307 | $337 | -$30 | -$30 |
| 1.001 MATERIALS SEL SECT SPDR FD | P | 2022-04-26 | 2022-08-05 | $77 | $84 | -$7 | -$7 |
| 61 SCHWAB US DVD EQUITY ETF | P | 2022-07-22 | 2022-11-14 | $4,691 | $4,381 | $310 | $310 |
| 2 SCHWAB US DVD EQUITY ETF | P | 2022-07-22 | 2022-08-05 | $149 | $144 | $5 | $5 |
| 38 SPDR PORTF EMER MARKET ETF | P | 2021-12-30 | 2022-04-27 | $1,361 | $1,583 | -$222 | -$222 |
| 15 THE FINANCIAL SEL SECT SPDR FD | P | 2022-05-10 | 2022-11-14 | $533 | $503 | $30 | $30 |
| 15 THE FINANCIAL SEL SECT SPDR FD | P | 2021-10-26 | 2022-07-22 | $488 | $611 | -$123 | -$123 |
| 11 THE FINANCIAL SEL SECT SPDR FD | P | 2022-05-10 | 2022-07-22 | $358 | $369 | -$11 | -$11 |
| 9 THE FINANCIAL SEL SECT SPDR FD | P | 2021-06-03 | 2022-07-22 | $293 | $347 | -$54 | -$54 |
| 28 THE FINANCIAL SEL SECT SPDR FD | P | 2021-05-19 | 2022-07-15 | $893 | $1,037 | -$144 | -$144 |
| 1 THE FINANCIAL SEL SECT SPDR FD | P | 2021-06-03 | 2022-07-15 | $32 | $39 | -$7 | -$7 |
| 28 VANECK RARE EARTH/STRATEGIC | P | 2021-12-27 | 2022-04-19 | $3,108 | $3,030 | $78 | $78 |
| 65 VANGUARD FTSE EMERGING MARKETS | P | 2021-12-27 | 2022-07-22 | $2,643 | $3,208 | -$565 | -$565 |
| 31 VANGUARD FTSE EMERGING MARKETS | P | 2021-12-27 | 2022-04-18 | $1,402 | $1,530 | -$128 | -$128 |
| 4 VANGUARD HEALTH CARE ETF | P | 2021-05-19 | 2022-04-26 | $975 | $945 | $30 | $30 |
| 2 VANGUARD HEALTH CARE ETF | P | 2021-06-03 | 2022-04-26 | $487 | $472 | $15 | $15 |
| 2 VANGUARD MID CAP VALUE ETF | P | 2022-04-18 | 2022-11-14 | $278 | $298 | -$20 | -$20 |
| 1 VANGUARD SM CAP VALUE ETF | P | 2022-04-18 | 2022-11-14 | $166 | $173 | -$7 | -$7 |
| 1 VANGUARD SM CAP VALUE ETF | P | 2022-04-18 | 2022-08-05 | $163 | $173 | -$10 | -$10 |
| 159.725 VIRTUS INCOME & GROWTH P | P | 2021-10-26 | 2022-09-28 | $1,648 | $2,207 | -$559 | -$559 |
| 304.348 VIRTUS INCOME & GROWTH P | P | 2021-05-19 | 2022-09-28 | $3,141 | $3,984 | -$843 | -$843 |
| 115.793 VIRTUS INCOME & GROWTH P | P | 2021-06-03 | 2022-09-28 | $1,195 | $1,535 | -$340 | -$340 |
| 41.191 VIRTUS KAR INTL SM MID CAP I | P | 2021-05-19 | 2022-03-30 | $757 | $996 | -$239 | -$239 |
| 15.038 VIRTUS KAR INTL SM MID CAP I | P | 2021-06-03 | 2022-03-30 | $276 | $373 | -$97 | -$97 |
| 21.349 VIRTUS KAR INTL SM MID CAP I | P | 2021-10-26 | 2022-03-30 | $392 | $551 | -$159 | -$159 |
| 233.042 VIRTUS KAR SM MD CP CORE I | P | 2021-05-19 | 2022-04-18 | $3,927 | $4,272 | -$345 | -$345 |
| 90.395 VIRTUS KAR SM MD CP CORE I | P | 2021-06-03 | 2022-04-18 | $1,523 | $1,670 | -$147 | -$147 |
| 111.974 VIRTUS KAR SM MD CP CORE I | P | 2021-10-26 | 2022-04-18 | $1,887 | $2,201 | -$314 | -$314 |
| 194.605 WESTERN ASSET CORE BD I | P | 2021-10-26 | 2022-06-13 | $2,133 | $2,555 | -$422 | -$422 |
| 271.231 WESTERN ASSET CORE BD I | P | 2021-05-19 | 2022-06-13 | $2,973 | $3,550 | -$577 | -$577 |
| 125.146 WESTERN ASSET CORE BD I | P | 2021-06-03 | 2022-06-13 | $1,372 | $1,647 | -$275 | -$275 |
| 45.799 WESTERN ASSET CORE BD I | P | 2021-05-19 | 2022-04-27 | $528 | $600 | -$72 | -$72 |
| Wash Sale | $189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,007 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,139 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $107 | SubtotalAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $293 | OverpaymentAmt |
| Applied To ES Tax | $293 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michell C Leyton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8883971593 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2271 W Malvern Ave 424 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Mitchell Leyton | ||||||
| 2271 W Malvern Ave 424 | Fullerton | CA | 92833 | CEO & CFO | 0.00 | $0 |
| Corey Leyton | ||||||
| PO Box 14225 | Orange | CA | 92863 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $195,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $208,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $208,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $205,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107 | TotalTaxAmt |
| Distributable Before Adj | $10,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,154 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,154 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,818 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $32,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,846 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,593 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,827 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,758 | ExcessFromYear4Amt |
| Excess From Year3 | $9,344 | ExcessFromYear3Amt |
| Excess From Year2 | $9,818 | ExcessFromYear2Amt |
| Excess From Current Year | $4,846 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mitchell Leyton | ContributingManagerNm |
| Contributing Manager | Corey Leyton | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Leyton Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2271 W Malvern Ave 424 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882886617 | RecipientPhoneNum |
| Form And Info And Materials | Applications mailed to the above address. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Throughout the year | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Leyton Foundation is a public charity that helps students needing financial assistance to attend college or participate in extra-curricular educational activities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Boys and Girls Club | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 S Sievers Ave | AddressLine1Txt |
| City | Brea | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Grants and contributions are for the donee's unrestricted use in their charity | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$15,196 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,727 | ExclusionAmt |
| Related Or Exempt Function Incm | -$15,196 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,469 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annual Fee | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $786 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $800 | Amt |
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