SYZYGY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SYZYGY FOUNDATION INC (EIN 48-1250583)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-08
- IRS object ID
- 202232519349100408
- 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
- 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 | 2022-09-08T11:58:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-08 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA WILSON | PreparerPersonNm |
| PTIN | P01403581 | PTIN |
| Phone | 9132135400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,642,761 | 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 | $57,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,473 | 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 | $8,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,431 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$5 | CashEOYAmt |
| Cash EOYFMV | -$5 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $168,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,245 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,138,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,111,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,597,521 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,307,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,157,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,642,761 | 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 | $1,307,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,157,159 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,307,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,307,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,157,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,307,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,157,159 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FORD MTR CALL | 2021-01-25 | 2021-03-22 | $190 | $190 | $190 | ||
| FORD CALL OPTION | 2021-03-26 | 2021-06-18 | $252 | $252 | $252 | ||
| DUPONT DE NEMOURS | 2021-05-21 | 2021-07-16 | $101 | $101 | $101 | ||
| PITNEY BOWES CALL | 2021-02-02 | 2021-07-16 | $673 | $673 | $673 | ||
| FORD CALL OPTION | 2021-06-29 | 2021-10-18 | $612 | $612 | $612 | ||
| DUPONT DE NEMOURS | 2021-09-02 | 2021-11-22 | $181 | $181 | $181 | ||
| BUNGE LIMITED | 2018-12-14 | 2021-02-19 | $22,657 | $4,743 | $4,743 | $17,914 | |
| CORTEVA INC | 2016-09-06 | 2021-03-09 | $4,518 | $1,140 | $1,140 | $3,378 | |
| CORTEVA INC | 2013-05-24 | 2021-03-09 | $7,499 | $3,855 | $3,855 | $3,644 | |
| BOEING CO | 2011-09-22 | 2021-07-01 | $48,028 | $36,395 | $36,395 | $11,633 | |
| CAPITAL GAINS DIVIDENDS | $475 | $475 | $475 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,617 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,784 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,784 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,375 | OverpaymentAmt |
| Applied To ES Tax | $3,375 | 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 | $3,075,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,122,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,122,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,075,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,409 | TotalTaxAmt |
| Distributable Before Adj | $152,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $152,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $152,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $243,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,120 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,953 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $464,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $152,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $555,508 | 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 | $31,925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $523,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,120 | ExcessFromYear4Amt |
| Excess From Year3 | $8,953 | ExcessFromYear3Amt |
| Excess From Year2 | $95,502 | ExcessFromYear2Amt |
| Excess From Year1 | $301,860 | ExcessFromYear1Amt |
| Excess From Current Year | $91,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY MUSEUM FOUNDATION | |||||||||||
| 6067 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PUBLIC CHARITY | CHARITABLE | $100,000 | ||||
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS | |||||||||||
| 601 S FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | ||||
| ART DIVISION | |||||||||||
| 2521 W 4TH STREET | LOS ANGELES | CA | 90057 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | ||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | ||||
| IDAHO RIVERS UNITED | |||||||||||
| 3380 W AMERICANA TERRACE STE 140 | BOISE | ID | 83706 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | ||||
| KCRW FOUNDATION | |||||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | ||||
| LA FOOD BANK | |||||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | ||||
| LEARNING LAB INC | |||||||||||
| PO BOX 1419 | CALHOUN | GA | 30703 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | ||||
| NEVER BE SOLO | |||||||||||
| 901 E GRAND AVENUE | EL SEGUNDO | CA | 90245 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | ||||
| PROJECT ANGEL FOOD | |||||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 | ||||
| RWANDA GIRLS INITIATIVE | |||||||||||
| PO BOX 325 | MEDINA | WA | 98039 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | ||||
| STOLEN YOUTH | |||||||||||
| PO BOX 296 | SEATTLE | WA | 98111 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | ||||
| THE OPEN HAND FOUNDATION IN THE NAME OF KAREN REID KHALIL | |||||||||||
| 3121 WESTWOOD DRIVE | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | CHARITABLE | $25,000 | ||||
| THE SKOPELOS FOUNDATION FOR THE ARTS | |||||||||||
| N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | PO BOX 56 | SKOPOLES ISLAND | GR | 37003 | ||||
| WOOD RIVER LAND TRUST | |||||||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | N/A | PUBLIC CHARITY | CHARITABLE | $16,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $243,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,856 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,473 | 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 | $1,111,919 | EOYBookValueAmt |
| EOYFMV | $3,597,521 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $2,431 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,431 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $148 | $148 | $0 |
| 2020 FEDERAL EXTENSION PAYMENT | $4,500 | $0 | $0 |
| 2021 ESTIMATED TAX PAYMENTS | $3,564 | $0 | $0 |
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