JAY AND CAROL BORZI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND CAROL BORZI FOUNDATION (EIN 20-3977239)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-09
- IRS object ID
- 202212219349100806
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-09T12:36:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820337128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLMAN FELTON PETERSON & PIERCE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 989 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203977239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND CAROL BORZI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 3105169100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 - 7TH ST | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J BORZI | PersonNm |
| Person Title | PRES/TRUSTEE | PersonTitleTxt |
| Phone | 6262933302 | PhoneNum |
| Signature | 2022-07-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BORZI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH PIERCE | PreparerPersonNm |
| PTIN | P00074219 | PTIN |
| Phone | 2087267500 | PhoneNum |
| Preparation | 2022-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $470,594 | 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 | $490,588 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $883,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,621 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,905 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,905 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,937 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $518,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $518,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $530,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $518,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $352,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,600 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $225,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $188,715 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $429,901 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,625 | CorporateBondsBOYAmt |
| Other Assets BOY | $85 | OtherAssetsBOYAmt |
| Other Assets EOY | $93 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $93 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $278,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $470,594 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $278,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $229,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $278,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $229,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $278,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $278,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $352,221 | ExcessRevenueOverExpensesAmt |
| Subtotal | $630,358 | SubtotalAmt |
| Other Decreases | $400,950 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $229,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BARON DISCOVERY FUND | P | 2020-06-19 | 2021-02-18 | $2,000 | $1,181 | $819 | $819 |
| IVA WORLDWIDE FUND CLASS I | P | 2020-01-01 | 2020-12-16 | $27 | $25 | $2 | $2 |
| PUTHAM ULTRA SHORT DURATION INC FD | P | 2021-01-01 | 2021-11-30 | $64,989 | $65,157 | -$168 | -$168 |
| LYRICAL US VALUE EQUITY FUND CLASS | P | 2020-06-19 | 2021-02-18 | $1,500 | $1,018 | $482 | $482 |
| ALPHABET INC. CL C | P | 2010-02-05 | 2021-11-15 | $66,221 | $7,222 | $58,999 | $58,999 |
| APPLE INC. | P | 2009-10-15 | 2021-12-14 | $144,028 | $15,135 | $128,893 | $128,893 |
| BANK OF AMERICA CORP | P | 2011-11-22 | 2021-02-18 | $1,718 | $268 | $1,450 | $1,450 |
| CITIGROUP INC. | P | 2018-04-10 | 2021-05-15 | $50,000 | $52,625 | -$2,625 | -$2,625 |
| GOLDMAN SACHS GROUP, INC. | P | 2008-11-13 | 2021-03-15 | $37,587 | $6,997 | $30,590 | $30,590 |
| IVA WORLDWIDE FUND CL 1 | P | 2011-02-18 | 2021-03-29 | $7,872 | $7,694 | $178 | $178 |
| THE KINETICS SPINOFF | P | 2008-10-29 | 2021-11-15 | $157,000 | $38,731 | $118,269 | $118,269 |
| MICROSOFT CORP | P | 2010-06-10 | 2021-03-11 | $16,188 | $1,657 | $14,531 | $14,531 |
| TEXAS PACIFIC LAND CORP | P | 2017-03-31 | 2021-04-20 | $36,583 | $6,969 | $29,614 | $29,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,999 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,135 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,332 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,332 | SubtotalAmt |
| Tax Based On Investment Income | $5,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,473 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,473 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $3,140 | OverpaymentAmt |
| Applied To ES Tax | $3,140 | 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 |
| Individual With Books | WILLIAM J BORZI | IndividualWithBooksNm |
| Phone | 3105169100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 - 7TH STREET | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J BORZI | ||||||||
| 17 - 7TH STREET | HERMOSA BEACH | CA | 90254 | PRES/TRUSTEE | 0.10 | $0 | $0 | $0 |
| CAROL BORZI | ||||||||
| 17 - 7TH STREET | HERMOSA BEACH | CA | 90254 | TRUSTEE | 0.10 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $496,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $553,333 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $553,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $545,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,332 | TotalTaxAmt |
| Distributable Before Adj | $21,920 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,920 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,920 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $518,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $518,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,920 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $215,366 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $220,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $376,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $322,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,231,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $518,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,920 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,580 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,727,841 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $215,366 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,512,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $220,821 | ExcessFromYear4Amt |
| Excess From Year3 | $376,351 | ExcessFromYear3Amt |
| Excess From Year2 | $322,035 | ExcessFromYear2Amt |
| Excess From Year1 | $96,688 | ExcessFromYear1Amt |
| Excess From Current Year | $496,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J BORZI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ONE WORLD CHILDRENS FUND | |||||||
| 3108 GLENDALE BOULEVARD | LOS ANGELES | CA | 90039 | NONE | 501(C)3 | GENERAL | $5,000 |
| ROD DEDEAUX FOUNDATION | |||||||
| 1430 S EASTMAN AVENUE | LOS ANGELES | CA | 90023 | NONE | 501(C)3 | GENERAL | $10,000 |
| THE HELP GROUP | |||||||
| 13130 BURBANK BLVD | SHERMAN OAKS | CA | 91401 | NONE | 501(C)3 | GENERAL | $10,000 |
| KIDWORKS | |||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | NONE | 501(C)3 | GENERAL | $25,000 |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | 501(C)3 | GENERAL | $250,000 |
| LAND OF THE FREE FOUNDATION | |||||||
| 13191 CROSSROAD PARKWAY | CITY OF INDUSTRY | CA | 91746 | NONE | 501(C)3 | GENERAL | $25,000 |
| PEDIATRIC CANCER RESEARCH FOUND | |||||||
| 17932 SKY PARK CIR STE E | IRVINE | CA | 92614 | NONE | 501(C)3 | GENERAL | $60,000 |
| DON'T EVER GIVE UP | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | 501(C)3 | GENERAL | $7,500 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | NONE | 501(C)3 | GENERAL | $1,000 |
| LUPUS RESEARCH | |||||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL | $100,000 |
| COMMUNITY PARTNERS | |||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | 501(C)3 | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $518,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $386,999 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $392,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,621 | 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 |
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 | WILLIAM J BORZI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17-7TH STREET | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $490,588 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHARES - APPLE INC. STOCK | $73,341 | 2021-03-11 |
| 1 | 15 SHARES - ALPHABET INC. | $34,360 | 2021-04-20 |
| 1 | 68 SHARES - MICROSOFT STOCK | $16,098 | 2021-03-11 |
| 1 | 25 SHARES - TEXAS PAC LAND CORP | $37,309 | 2021-04-20 |
| 1 | 5,357 SHARES - KINETICS SPINNOFF | $102,854 | 2021-03-12 |
| 1 | 4,930 SHARES KINETICS SPINOFF | $96,875 | 2021-04-21 |
| 1 | 100 SHARES - GOLDMAN SACHS STOCK | $34,073 | 2021-03-15 |
| 1 | 100 SHARES - JP MORGAN CHASE | $15,476 | 2021-03-15 |
| 1 | 600 SHARES - APPLE INC. STOCK | $80,202 | 2021-04-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,905 | Amt |
| Net Investment Income | $2,905 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITIGROUP INC | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES HELD IN UBS 15009 | StockNm |
| EOY Book Value | $188,715 | EOYBookValueAmt |
| EOYFMV | $429,901 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES IN TRANSIT | Desc |
| BOY Book Value | $85 | BOYBookValueAmt |
| EOY Book Value | $93 | EOYBookValueAmt |
| EOYFMV | $93 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $400,950 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $5,937 | $5,937 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $61 | $61 |
| STATE FILING FEES | $85 | $85 |
| FEDERAL TAXES | $3,500 |
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