BETA

MOZORAS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MOZORAS FAMILY FOUNDATION (EIN 81-0742396)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202201369349102540
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T12:22:22-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330277361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLWELL DOWNING ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 SHOPPERS LANEAddressLine1Txt
CityCovinaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91723ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810742396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOZORAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOZOBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREAS MOZORASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7603457555PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREASPersonFirstNm
Person LastMOZORASPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD T COLWELL CPAPreparerPersonNm
PTINP00437475PTIN
Phone6263390600PhoneNum
Preparation2022-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,905,074FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$24,339DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$306,149NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,105,794GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$306,149CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$17,416NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$830,488TotalRevAndExpnssAmt
Total Net Invst Incm$306,149TotalNetInvstIncmAmt
Total Adj Net Incm$17,416TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$20OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$459TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,629TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,629TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$758,859ExcessRevenueOverExpensesAmt
Net Investment Income$306,149NetInvestmentIncomeAmt
Adjusted Net Income$17,416AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,505,216SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,138,128SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,779,127SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$1,125,947InvstLandCostOrOtherBasisAmt
Land Bldg Investments EOY$1,125,947LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,125,947LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$1,505,216TotalAssetsBOYAmt
Total Assets EOY$2,264,075TotalAssetsEOYAmt
Total Assets EOYFMV$2,905,074TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,505,216NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,264,075NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,505,216TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,264,075TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,505,216TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,264,075TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,505,216TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$758,859ExcessRevenueOverExpensesAmt
Subtotal$2,264,075SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,264,075TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY PDF ACCT 920980P2021-01-012021-07-31$178,673$161,257$17,416$17,416
FIDELITY PDF ACCT 920980P2020-01-012021-07-31$927,121$638,388$288,733$288,733
FieldValueIRS element (for citing)
Capital Gain Net Income$306,149CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$17,416NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,255InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,255SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,255TaxBasedOnInvestmentIncomeAmt
Tax Due$4,255TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksANDREAS MOZORASIndividualWithBooksNm
Phone7603457555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREAS MOZORAS OFFICERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EISENHOWER HOSPITAL WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2021 CONTRIBUTIONS OF 50000 WERE MADE TO THIS HOSPITALDescription1Txt
Expenses1$50,000Expenses1Amt
Description2UCI HEALTH WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2021 CONTRIBUTIONS OF 10000 WERE MADE TO THIS HOSPITALDescription2Txt
Expenses2$10,000Expenses2Amt
Description3GUIDE DOGS OF THE DESERT WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2020 CONTRIBUTIONS OF 10000 WERE MADE TO THIS INSTITUTIONDescription3Txt
Expenses3$10,000Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$916,028AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,906AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,125,947FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,210,881TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,210,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,163CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,177,718NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,886MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,886MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,255TaxBasedOnInvestmentIncomeAmt
Total Tax$4,255TotalTaxAmt
Distributable Before Adj$104,631DistributableBeforeAdjAmt
Distributable Before Ded$104,631DistributableBeforeDedAmt
Distributable As Adjusted$104,631DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,000ExpensesAndContributionsAmt
Qualifying Distributions$70,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,631DistributableAsAdjustedAmt
Qualifying Distributions$70,000QualifyingDistributionsAmt
Applied To Current Year$70,000AppliedToCurrentYearAmt
Undistributed Income CY$34,631UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$17,416CurrentYearAmt
Year2$14,819Year2Amt
Year3$21,745Year3Amt
Total$53,980TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$14,804CurrentYearAmt
Year2$12,596Year2Amt
Year3$18,483Year3Amt
Total$45,883TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$70,000CurrentYearAmt
Total$70,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$70,000CurrentYearAmt
Total$70,000TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$2,905,074CurrentYearAmt
Year1$2,061,185Year1Amt
Year2$1,557,218Year2Amt
Year3$1,066,031Year3Amt
Total$7,589,508TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$72,591CurrentYearAmt
Total$72,591TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EISENHOWER HEALTH
39000 BOB HOPE DRIVERANCHO MIRAGECA92270POFFURTHER MEDICAL CARE IN REGION$50,000
UCI
1001 HEALTH SCIENCES ROADIRVINECA92697FURTHER MEDICAL CARE INREGION$10,000
GUIDE DOGS OF THE DESERT
60735 DILLON RDWHITEWATERCA92282PROVIDE INSTITUTION FUNDS TO CARE FOR THE BLIND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$24,339ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,339ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,339TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANDREAS MOZORASContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLAND INDIO CACategoryOrItemTxt
Cost Or Other Basis$1,125,947CostOrOtherBasisAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt
Book Value$1,125,947BookValueAmt
EOYFMV$1,125,947EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY SALES CHARGECategoryTxt
Amt$20Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonANDREAS MOZORASPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$459Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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