GUZIK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GUZIK FOUNDATION (EIN 77-0360079)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349103836
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:37:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 770360079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUZIK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUZI | BusinessNameControlTxt |
| Phone | 6506258000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2443 WYANDOTTE STREET | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAHUM GUZIK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6508458100 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NAHUM | PersonFirstNm |
| Person Last | GUZIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANGINI GOENKA | PreparerPersonNm |
| PTIN | P01061662 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
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 | $87,041,429 | 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 |
| Interest On Sav Rev And Expnss | $435,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $435,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $712,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $653,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,965,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,071,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,965,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,153 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,153 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,136,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,077,128 | 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 |
| Legal Fees Rev And Expnss | $31,895 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $524,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $524,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $202,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,699 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $807,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $532,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,447,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,447,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,255,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $532,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,472,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,880,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,544,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $925,771 | CashBOYAmt |
| Cash EOY | $227,217 | CashEOYAmt |
| Cash EOYFMV | $227,217 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,381,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,986,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,986,377 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,525,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,401,474 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,401,474 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,293,282 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,426,361 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,426,361 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $81,125,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,041,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,041,429 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,365 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $565 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,365 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $565 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,105,114 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $87,040,864 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,105,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,040,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,125,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,041,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,105,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,880,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,985,237 | SubtotalAmt |
| Other Decreases | $4,944,373 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,040,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $43,043,068 | $29,106,610 | $13,936,458 | $13,936,458 |
| CAPITAL GAINS DIVIDENDS | P | $28,851 | $28,851 | $28,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,965,309 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202,173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202,173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $259,741 | 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 | $259,741 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,568 | OverpaymentAmt |
| Applied To ES Tax | $57,568 | 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 | CA | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NAHUM GUZIK | IndividualWithBooksNm |
| Phone | 6506254256 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2443 WYANDOTTE STREET | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94043 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| NAHUM GUZIK | ||||||||
| 2443 WYANDOTTE | MOUNTAIN VIEW | CA | 94043 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIRA MAKAGON | ||||||||
| 2443 WYANDOTTE | MOUNTAIN VIEW | CA | 94043 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BAOMAI TRUONG | ||||||||
| 2443 WYANDOTTE | MOUNTAIN VIEW | CA | 94043 | CHIEF FINANCIAL OFFICER | 1.00 | $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 | $60,873,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,600,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,474,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,474,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,282,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,191,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,209,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,209,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202,173 | TotalTaxAmt |
| Distributable Before Adj | $4,007,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,007,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,007,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,472,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,472,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,007,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,327,848 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,472,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,327,848 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,862,925 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAHUM GUZIK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| CHABAD HOUSE OF CALIFORNIA | |||||||
| 741 GAYLEY AVE | LOS ANGELES | CA | 90024 | PUBLIC CHARITY | JEWISH EDUCATION - MUSIC & ARTS | $50,000 | |
| CHABAD JEWISH STUDENT CENTER | |||||||
| 1142 KING ST | SANTA CRUZ | CA | 95060 | PUBLIC CHARITY | JEWISH EDUCATION AND PEOPLEHOOD | $50,000 | |
| CHABAD OF GREATER SOUTH BAY | |||||||
| 3070 LOUIS RD | PALO ALTO | CA | 94303 | PUBLIC CHARITY | JEWISH EDUCATION | $5,000 | |
| CHABAD OF SAN FRANCISCO | |||||||
| 496 NATOMA ST | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | JEWISH EDUCATION | $5,000 | |
| CHABAD OF SAN JOSE | |||||||
| 15405 LOS GATOS BLVD STE 204 | LOS GATOS | CA | 95032 | PUBLIC CHARITY | JEWISH EDUCATION | $35,000 | |
| CHAMBER MUSIC SAN FRANCISCO | |||||||
| 2028 OLD MIDDLEFIELD WAY | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | |
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | EDUCATION - HISTORY | $10,000 | |
| ANDREI ROMANOV | |||||||
| 55 W 13TH ST | NEW YORK | NY | 10011 | INDIVIDUAL | TUITION PAID TO MANNES SCHOOL OF MUSIC, PRE-APPROVED BY IRS UNDER SECTION 4945(G)(1) | $15,170 | NONE |
| ALISA SADIKOVA | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | INDIVIDUAL | TUITION PAID TO THE JUILLIARD SCHOOL, PRE-APPROVED BY IRS UNDER SECTION 4945(G)(1) | $11,604 | NONE |
| GUZIK CHARITABLE FUND - NATIONAL PHILANTHROPIC TRUST (UBS DONOR ADVISED FD) | |||||||
| 555 CALIFORNIA ST STE 3200 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | PHILANTHROPY - CHARITABLE PURPOSES UNDER SECTION 170(C)(2)(B)3,115 SHS THE GOLDMAN SACHS GROUP INC. (GS) AND 26,900 SHS THE CARLYLE GROUP INC. (CG)COST: $1,998,047BOOK VALUE (FMV): $2,714,368FMV (AVG HIGH-LOW): $2,714,368DATE OF GIFT: 12/28/21 | $2,714,368 | |
| JOSEPH BRODSKY MEMORIAL FELLOWSHIP FUND | |||||||
| 107 BANK ST | NEW YORK | NY | 10014 | PUBLIC CHARITY | EDUCATION | $15,000 | |
| LEONARDO GUREVICH | |||||||
| 30 CAMPUS RD | ANNANDALEONHUDSON | NY | 12504 | INDIVIDUAL | EDUCATION - BARD COLLEGE | $4,739 | NONE |
| RUSSIAN JEWISH COMMUNITY SF | |||||||
| 1801 BALBOA ST | SAN FRANCISCO | CA | 94121 | PUBLIC CHARITY | EDUCATION - JEWISH IMMIGRANT SUPPORT | $10,000 | |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | PERFORMING ARTS | $15,000 | |
| SOUND WAYS | |||||||
| 1087 BEACON ST SUITE 3030 | NEWTON | MA | 02459 | PUBLIC CHARITY | EDUCATION | $10,200 | |
| THE CHP 11-99 FOUNDATION | |||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 94105 | PUBLIC CHARITY | EDUCATION | $5,000 | |
| THEATERGAMES PRODUCTIONS | |||||||
| 535 ALMA ST | PALO ALTO | CA | 94301 | PUBLIC CHARITY | PERFORMING ARTS | $15,000 | |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | RESEARCH - DEPARTMENT OF ORTHOPAEDIC SURGERY SPINE CENTER'S CLINICAL RESEARCH | $335,500 | |
| MCO CULTURAL EXCHANGE | |||||||
| PO BOX 343 | SONOMA | CA | 954760343 | PUBLIC CHARITY | EDUCATION - CLASSICAL MUSICIANS | $1,403 | |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | PERFORMING ARTS | $40,000 | |
| ACHIEVEKIDS | |||||||
| 3860 MIDDLEFIELD RD | PALO ALTO | CA | 94303 | PUBLIC CHARITY | EDUCATION - HELPING KIDS WITH DEVELOPMENTAL AND MENTAL CHALLENGES | $25,000 | |
| BAYER BALLET ACADEMY | |||||||
| 2028 OLD MIDDLEFIELD WAY | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | PERFORMING ARTS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,447,984 | 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 |
| Exclusion | $435,781 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $712,839 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,965,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,136,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,136,082 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,725 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,363 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSTHE GUZIK FOUNDATIONFEIN: 77-0360079 2443 WYANDOTTE STREETMOUNTAIN VIEW, CALIFORNIA 94043TAX YEAR ENDING 2019PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2017, IN THE AMOUNT OF $932,435. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #10603 | $382,699 | $382,699 |
| UBS #10604 | $8,043,662 | $8,043,662 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #10600 | $5,737,015 | $5,737,015 |
| UBS #10601 | $6,525,627 | $6,525,627 |
| UBS #10603 | $11,872,156 | $11,872,156 |
| UBS #12590 | $10,524,502 | $10,524,502 |
| UBS #13379 | $6,457,848 | $6,457,848 |
| UBS #10602 | $10,513,735 | $10,513,735 |
| UBS #10625 | $14,770,591 | $14,770,591 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,895 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $4,944,373 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS #10603 | Desc |
| Revenue And Expenses Per Books | $22,153 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,153 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNREALIZED EXCHANGE GAIN/LOSS | $565 | $565 |
| DUE TO NAHUM GUZIK | $19,800 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $524,636 | Amt |
| Net Investment Income | $524,636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,699 | $2,699 | $0 |
| FEDERAL TAX | $200,000 | $0 | $0 |
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