BETA

SYKES FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SYKES FAMILY FOUNDATION (EIN 13-3748075)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-03
IRS object ID
202241239349100114
Schema version
2020v4.2
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)
Return2022-05-03T07:53:37-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN455396068PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MJSM ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 331AddressLine1Txt
CityPLAINVIEWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11803ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133748075EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYKES FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSYKEBusinessNameControlTxt
Phone6314231208PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MJSM - PO BOX 331AddressLine1Txt
CityPLAINVIEWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGENE SYKESPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314231208PhoneNum
Signature2022-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGENEPersonFirstNm
Person LastSYKESPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANDOLFOPreparerPersonNm
PTINP00114598PTIN
Phone6314231208PhoneNum
Preparation2022-04-30PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,870,258FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$971,865ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,290InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,290InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$160,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,981DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,312,831NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,158,360GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,312,831CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,446,967TotalRevAndExpnssAmt
Total Net Invst Incm$3,475,102TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$48,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25,844TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,524TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$134,014OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$130,530OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$207,858TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$136,054TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,326,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,326,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,533,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$136,054TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,326,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$913,109ExcessRevenueOverExpensesAmt
Net Investment Income$3,339,048NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,265,563SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$166,837SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$166,837SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,717,069CorporateStockBOYAmt
Corporate Stock EOY$5,186,120CorporateStockEOYAmt
Corporate Stock EOYFMV$7,828,519CorporateStockEOYFMVAmt
Corporate Bonds BOY$250,000CorporateBondsBOYAmt
Corporate Bonds EOY$926,937CorporateBondsEOYAmt
Corporate Bonds EOYFMV$975,869CorporateBondsEOYFMVAmt
Other Investments BOY$9,598,694OtherInvestmentsBOYAmt
Other Investments EOY$9,901,083OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,899,033OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,831,326TotalAssetsBOYAmt
Total Assets EOY$16,180,977TotalAssetsEOYAmt
Total Assets EOYFMV$25,870,258TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,862,261CapitalStockBOYAmt
Capital Stock EOY$10,862,261CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,969,065RetainedEarningBOYAmt
Retained Earning EOY$5,318,716RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,831,326TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,180,977TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,831,326TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,180,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,831,326TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$913,109ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,744,435SubtotalAmt
Other Decreases$563,458OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,180,977TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FROM K-1 - ARTISAN DYNAMIC EQUITY NON-US EQUITY2020-07-012021-06-30$20,893$20,893$20,893
FROM K-1 - NON-US EQUITY MANAGERS PORTFOLIO 42020-07-012021-06-30-$2,102-$2,102$2,102
FROM K-1 - DARLINGTON PAERTNERS2020-07-012021-06-30$328,646$328,646$328,646
FROM K-1 - JASPER RIDGE PRIVATE OPPS II2020-07-012021-06-30$3,136$3,136$3,136
FROM K-1 - LEGACY VENTURE VIII2020-07-012021-06-30$18,943$18,943$18,943
FROM K-1 - SATTER MEDICAL TECHNOLOGY PARTNERS2020-07-012021-06-30$110,006$110,006$110,006
ARTISAN DYNAMIC EQUITY (NON-US EQUITY)2020-07-012021-06-30$295,770$295,770$295,770
GOLDMAN SACHS GROUP INC1992-11-282020-08-27$1,054,877$989,087$989,087$65,790
GOLDMAN SACHS GROUP INC1992-11-282021-02-22$572,655$548,905$548,905$23,750
GOLDMAN SACHS GROUP INC1992-11-282021-02-22$220,496$211,351$211,351$9,145
AVANTOR FUNDING INC2017-11-212021-05-14$789,609$577,609$577,609$212,000
GS GQG PARTNERS INTERNATIONAL2021-01-062021-06-18$300,000$24,911$24,911$275,089
GS SMALL CAP VALUE FUND2014-12-042021-06-18$84,300-$8,112-$8,112$92,412
QUALCOMM INC1997-05-092021-06-18$39,979$39,732$39,732$247
GS HIGH YIELD FUND2011-12-122020-12-21$117,698$5,936$5,936$111,762
WASH SALE ADJUSTMENT2020-07-012021-06-30$225$225$225
GOLDMAN SACHS 505-92020-07-012021-06-30$163,838$63,695$63,695$100,143
GOLDMAN SACHS 200-42020-07-012021-06-30$206,354$11,982$11,982$194,372
SPDR S&P 500 ETF TRUST2021-01-062021-06-18$558,443$58,397$58,397$500,046
SPDR S&P 500 ETF TRUST2020-11-062020-12-07$270,408$13,485$13,485$256,923
SPDR S&P 500 ETF TRUST2020-11-062021-06-18$2,084$336$336$1,748
FieldValueIRS element (for citing)
Capital Gain Net Income$3,312,831CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,413InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,413SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,413TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,347EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,347TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$45EsPenaltyAmt
Overpayment$8,889OverpaymentAmt
Applied To ES Tax$8,889AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMJSM ASSOCIATES LLCIndividualWithBooksNm
Phone6314231208PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 331AddressLine1Txt
CityPLAINVIEWCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GENE T SYKES
332 ST CLOUD ROADLOS ANGELESCA90077TRUSTEE0.00$0$0$0
TRACY M SYKES
332 ST CLOUD ROADLOS ANGELESCA90077TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,212,790AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$979,130AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,190,754FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,382,674TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,382,674AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$365,740CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,016,934NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,200,847MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,200,847MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,413TaxBasedOnInvestmentIncomeAmt
Income Tax$5,557IncomeTaxAmt
Total Tax$51,970TotalTaxAmt
Distributable Before Adj$1,148,877DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,148,877DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,148,877DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,326,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,326,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,326,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,148,877DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$753,992ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$753,992TotalExcessDistributionCyovAmt
Qualifying Distributions$3,326,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,148,877AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,177,123RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,931,115TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,931,115ExcessDistriCyovToNextYrAmt
Excess From Year2$753,992ExcessFromYear2Amt
Excess From Current Year$2,177,123ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGENE T SYKESContributingManagerNm
Contributing ManagerTRACY M SYKESContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMON SENSE MEDIA
1230 AVENUE OF THE AMERICASNEW YORKNY10020PCGENERAL$50,000
DARIEN VOLUNTEER FIRE DEPARTMENT
848 BOSTON ROADDARIENCT06820PCGENERAL$250
EKWANOK SCHOLARSHIP TRUST
3262 MAIN STMANCHESTERVT05254PCGENERAL$1,000
HARVARD-WESTLAKE SCHOOL
3700 COLDWATER CANYONSTUDIO CITYCA91604PCGENERAL$250,000
JONSSON CANCER CENTER FOUNDATION
PO BOX 951780LOS ANGELESCA90095PCGENERAL$500,000
KENT SCHOOL
350 S LINCOLN STKENTOH44242PCGENERAL$3,000
KUKI'O COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813PCGENERAL$5,000
LAFD FOUNDATION
1700 STATION WAYLOS ANGELESCA90012PCGENERAL$1,000
LAS MADRINAS PEDIATRIC SIMULATION RESEARCH
4650 SUNSET BLVDLOS ANGELESCA90027PCGENERAL$7,500
PACIFIC COUNCIL ON INTERNATIONAL POLICY
725 S FIGUEROA STLOS ANGELESCA90017PCGENERAL$25,000
SISTERS OF SOJOURN
PO BOX 7081SANTA MONICACA90406PCGENERAL$250
ST CHARLES CHURCH
10800 MOORPARK STNORTH HOLLYWOODCA91602PCGENERAL$1,000
TELLURIDE MEDICAL CENTER FOUNDATION
500 WEST PACIFIC AVETELLURIDECO81435PCGENERAL$250
TELLURIDE VOLUNTEER FIRE DEPT
PO BOX 1645TELLURIDECO81435PCGENERAL$1,000
THE DELPHIC CLUB TRUST
9 LINDEN STCAMBRIDGEMA02138PCGENERAL$3,000
THE MARLBOROUGH SCHOOL
250 S ROSSMORE AVELOS ANGELESCA90004PCGENERAL$250,000
THE PARISH OF ST MATHEWS
1031 BIENVENEDA AVEPACIFIC PALISADESCA90272PCGENERAL$200,000
TINY MIRACLES FOUNDATION
381 POST ROADDARIENCT06820PCGENERAL$250
UNIVERSITY OF OREGON
1223 UNIVERSITY OF OREGONEUGENEOR97403PCGENERAL$20,000
USC UNIVERSITY
USCLOS ANGELESCA90089PCGENERAL$2,005,000
USET FOUNDATION
1040 POTTERSVILLE ROADGLADSTONENJ07934PCGENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,326,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,290ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,981ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,312,831ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,475,102ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,475,102TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GENE T SYKES
1332 ST CLOUD ROADLOS ANGELESCA90077$196,490Yes (X)
GENE T SYKES
2332 ST CLOUD ROADLOS ANGELESCA90077$775,375Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property25,000 SHARES AVANTOR INCNoncashPropertyDesc
Fair Market Value$775,375FairMarketValueAmt
Received2021-05-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$48,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS 778-7$676,937$717,119
GLOBAL ATLANTIC FINANCIAL GROUP SUBORDINATED DEBT$250,000$258,750

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS 778-7$3,828,648$6,049,821
GOLDMAN SACHS 505-9$294,071$528,021
GOLDMAN SACHS 200-4$822,206$952,514
SPDR S&P 500 ETF TRUST$241,195$298,163

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS VINTAGE IV PMD QP FUNDAT COST$81,721$52,555
GS CAPITAL PARTNERS VI LPAT COST$84,240$270,000
GS MEZZANINE PARTNERS VII, LPAT COST$222,296$270,800
BROAD STREET REAL ESTATE CREDIT PARTNERS IIIAT COST$140,400$119,300
ADDITION TWO LPAT COST$400,000$388,575
CYPRESS INTERNATIONAL PARTNERS LIMITEDAT COST$500,000$565,879
DARLINGTON PARTNERS LPAT COST$2,441,019$3,913,242
MATRIX CAPITAL MGMT FUNDAT COST$1,000,000$4,853,908
JASPER RIDGE PRIVATE OPPORTUNITIES II (TE), LPAT COST$552,563$806,181
LEGACY VENTURE VIII, LLCAT COST$726,468$1,976,221
SATTER MEDICAL TECHNOLOGY PARTNERS LPAT COST$757,436$682,372
MULTIVERSAL VENTURE HOLDINGS, LLCAT COST$2,994,940$3,000,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BASIS ADJUSTMENTS$83
BOOK / TAX DIFFERENCE ON DONATED SECURITIES$563,375

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO MANAGEMENT FEES$9,689$9,689$0
K-1 ARTISAN: DYNAMIC EQUITY - NONDEDUCTIBLE$1,954$0$0
K-1 ARTISAN: DYNAMIC EQUITY - PORTFOLIO$17,794$17,794$0
K-1 NON-US EQUITY MANAGERS: PORTFOLIO 4 - NONDEDUCTIBLE$1,459$0$0
K-1 NON-US EQUITY MANAGERS: PORTFOLIO 4 - PORTFOLIO$13,332$13,332$0
K-1 DARLINGTON PARTNERS LP$22,483$22,469$0
K-1 JASPER RIDGE PRIVATE OPPORTUNITIES II LP$6,494$6,494$0
K-1 LEGACY VENTURE VIII LLC$33,154$33,154$0
K-1 MULTIVERSAL VENTURE HOLDINGS LLC$5,060$5,003$0
K-1 SATTER MEDICAL TECHNOLOGY PARTNERS, LP$22,595$22,595$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA FILING FEE$320$0$0
FOREIGN TAXES$5,524$5,524$0
FEDERAL EXCISE TAX$20,000$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.