LEYTON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LEYTON FOUNDATION (EIN 27-1447571)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202213089349101231
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-04T11:33:11-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330269446PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Donovan CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19930 Research Drive Suite 100AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271447571EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Leyton FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEYTBusinessNameControlTxt
Phone8882886617PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12271 W Malvern Ave 424AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92833ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMitchell LeytonPersonNm
Person TitleCEO & CFOPersonTitleTxt
Signature2022-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMitchellPersonFirstNm
Person LastLeytonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas G DonovanPreparerPersonNm
PTINP00234335PTIN
Phone9496401333PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$236,270FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,210ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$19InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,059DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,059DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,059DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$25,729NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$240,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,729CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$49NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$131,017TotalRevAndExpnssAmt
Total Net Invst Incm$28,807TotalNetInvstIncmAmt
Total Adj Net Incm$3,127TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$526OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$24TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$129,167ExcessRevenueOverExpensesAmt
Net Investment Income$28,807NetInvestmentIncomeAmt
Adjusted Net Income$3,127AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,193CashBOYAmt
Cash EOY$14,743CashEOYAmt
Cash EOYFMV$14,743CashEOYFMVAmt
Corporate Stock BOY$32,496CorporateStockBOYAmt
Other Investments BOY$30,412OtherInvestmentsBOYAmt
Other Investments EOY$211,525OtherInvestmentsEOYAmt
Other Investments EOYFMV$221,527OtherInvestmentsEOYFMVAmt
Total Assets BOY$97,101TotalAssetsBOYAmt
Total Assets EOY$226,268TotalAssetsEOYAmt
Total Assets EOYFMV$236,270TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$97,101RetainedEarningBOYAmt
Retained Earning EOY$226,268RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$97,101TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$226,268TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,101TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$226,268TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,101TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$129,167ExcessRevenueOverExpensesAmt
Subtotal$226,268SubtotalAmt
Tot Net Ast Or Fund Balances EOY$226,268TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALIBABA GROUP HLDG LTDP2019-11-182021-05-19$10,580$9,231$1,349$1,349
BANK OF AMERICA CORPP2019-10-212021-05-19$14,628$10,857$3,771$3,771
BANK OF AMERICA CORPP2019-10-212021-05-19$16,717$12,408$4,309$4,309
VANGUARD INFO TECH ETFP2019-11-182021-05-19$19,383$12,633$6,750$6,750
VANGUARD INFO TECH ETFP2019-11-182021-05-19$4,666$3,041$1,625$1,625
VANGUARD INFO TECH ETFP2019-11-182021-05-19$22,614$14,738$7,876$7,876
BANK OF AMERICA CORPP2021-05-252021-05-25$42,403$42,010$393$393
VANGUARD INDUSTRIAL ETFP2021-05-192021-06-11$988$974$14$14
COHEN & STEERS PREF SEC&INC IP2021-05-192021-07-08$839$830$9$9
COHEN & STEERS PREF SEC&INC IP2021-06-032021-07-08$200$199$1$1
VANGUARD MATERIAL ETFP2021-05-192021-07-23$888$942-$54-$54
VANGUARD MATERIAL ETFP2021-06-032021-07-23$355$383-$28-$28
REGIONS FINANCIAL CORP NEWP2021-10-262021-10-26$60,164$60,200-$36-$36
ARK INNOVATION ETFP2021-05-192021-11-03$3,677$3,072$605$605
ARK INNOVATION ETFP2021-06-032021-11-03$981$871$110$110
JHF SEAPORT LONG/SHORT FUND IP2021-05-192021-12-15$4,945$4,980-$35-$35
JHF SEAPORT LONG/SHORT FUND IP2021-06-032021-12-15$1,942$1,968-$26-$26
JHF SEAPORT LONG/SHORT FUND IP2021-10-262021-12-15$2,813$2,904-$91-$91
JHF SEAPORT LONG/SHORT FUND IP2021-11-052021-12-15$159$164-$5-$5
AMER BEACON AHL MNGD FUT STR YP2021-05-192021-12-20$3,880$3,984-$104-$104
AMER BEACON AHL MNGD FUT STR YP2021-06-032021-12-20$1,468$1,525-$57-$57
AMER BEACON AHL MNGD FUT STR YP2021-10-262021-12-20$2,332$2,437-$105-$105
AMER BEACON AHL MNGD FUT STR YP2021-11-052021-12-20$176$183-$7-$7
AMERICAN BEAC AHL TARGETRISK YP2021-05-192021-12-20$4,446$3,984$462$462
AMERICAN BEAC AHL TARGETRISK YP2021-06-032021-12-20$1,626$1,493$133$133
AMERICAN BEAC AHL TARGETRISK YP2021-10-262021-12-20$1,814$1,848-$34-$34
ABERDEEN CHINA A SH EQ INSTP2021-05-192021-12-27$757$830-$73-$73
ABERDEEN CHINA A SH EQ INSTP2021-10-262021-12-27$849$878-$29-$29
FIRST EAGLE GOLD IP2021-05-192021-12-27$2,581$2,988-$407-$407
FIRST EAGLE GOLD IP2021-06-032021-12-27$1,017$1,165-$148-$148
FIRST EAGLE GOLD IP2021-10-262021-12-27$2,144$2,237-$93-$93
FIRST EAGLE GOLD IP2021-11-052021-12-27$254$264-$10-$10
LM MARTIN CURRIE EMRG MKTS IP2021-05-192021-12-27$1,575$1,660-$85-$85
LM MARTIN CURRIE EMRG MKTS IP2021-06-032021-12-27$519$575-$56-$56
LM MARTIN CURRIE EMRG MKTS IP2021-10-262021-12-27$1,020$1,091-$71-$71
LM MARTIN CURRIE EMRG MKTS IP2021-11-052021-12-27$10$11-$1-$1
ISHARES CORE MSCI EMERGINGP2021-05-192021-12-30$722$777-$55-$55
ISHARES CORE MSCI EMERGINGP2021-06-032021-12-30$301$337-$36-$36
ISHARES CORE MSCI EMERGINGP2021-10-262021-12-30$541$573-$32-$32
FEDERATED HERMES GOVT OBLP2021-12-172021-12-29$3,935$3,935
FieldValueIRS element (for citing)
Capital Gain Net Income$25,729CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$49NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$400InvestmentIncomeExciseTaxAmt
Subtotal$400SubtotalAmt
Tax Based On Investment Income$400TaxBasedOnInvestmentIncomeAmt
Tax Due$400TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.leytonfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Michell C LeytonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8883971593PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12271 W Malvern Ave 424AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92833ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mitchell Leyton
2271 W Malvern Ave 424FullertonCA92833CEO & CFO0.00$0
Corey Leyton
PO Box 14225OrangeCA92863Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$76,060AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$100,343TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$100,343AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,505CashDeemedCharitableAmt
Net Vl Noncharitable Assets$98,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,942MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,942MinimumInvestmentReturnAmt
Tax Based On Investment Income$400TaxBasedOnInvestmentIncomeAmt
Total Tax$400TotalTaxAmt
Distributable Before Adj$4,542DistributableBeforeAdjAmt
Distributable Before Ded$4,542DistributableBeforeDedAmt
Distributable As Adjusted$4,542DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,542DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,499ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,827ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,758ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,344ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,818ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,246TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,542ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,542ExcessDistributionCyovAppCYAmt
Total Corpus$54,704TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$21,957ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,747ExcessDistriCyovToNextYrAmt
Excess From Year4$8,827ExcessFromYear4Amt
Excess From Year3$4,758ExcessFromYear3Amt
Excess From Year2$9,344ExcessFromYear2Amt
Excess From Year1$9,818ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMitchell LeytonContributingManagerNm
Contributing ManagerCorey LeytonContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLeyton FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12271 W Malvern Ave 424AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92833ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8882886617RecipientPhoneNum
Recipient Email Addresswww.leytonfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsApplications can be accessed through the foundation website and mailed to the above address or emailed to mitch@leytonfoundation.org.FormAndInfoAndMaterialsTxt
Submission DeadlinesThroughout the yearSubmissionDeadlinesTxt
Restrictions On AwardsThe Leyton Foundation is a public charity that helps students needing financial assistance to attend college or participate in extra-curricular educational activities. Awards range from $250 to $3,000 per semester/activity.RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,059ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,729RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,078ExclusionAmt
Related Or Exempt Function Incm$25,729RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,807TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Mitch Leyton
11071 N Tustin Ave Ste 105AnaheimCA92807$42,010Yes (X)
Mitch Leyton
21071 N Tustin Ave STE 105AnaheimCA92807$60,200Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1Bank of America Stocks (1,000)$42,0102021-05-25
2Regions Fianncial Corp Stocks (2,500)$60,2002021-10-26

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Exchange-traded and Closed-end FundsAT COST$87,857$96,561
Mutual FundsAT COST$123,668$124,966

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryManagement FeesCategoryTxt
Amt$526Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxesCategoryTxt
Amt$24Amt

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