MYRON FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MYRON FOUNDATION TR (EIN 33-6305455)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-14
- IRS object ID
- 202223489349100517
- 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
- Legal Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-14T19:21:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952115431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASH GESAS & CO CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902123415 | 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 | 336305455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Myron Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 3102052300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Hales Director | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3102052300 | PhoneNum |
| Signature | 2022-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Hales Director | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael A Gesas CPA | PreparerPersonNm |
| PTIN | P00064398 | PTIN |
| Phone | 3102052300 | 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 | $170,995 | 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 | $3,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,790 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,607 | 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 | $13,946 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,446 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,585 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,930 | CashBOYAmt |
| Cash EOY | $4,616 | CashEOYAmt |
| Cash EOYFMV | $4,616 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,379 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $8,718 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,336 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,718 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $224,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $179,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,995 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,300 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,300 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $630,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $630,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$419,888 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$472,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $210,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $224,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $179,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $210,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,699 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $157,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 18 Invesco Exchange Traded Fund | P | 2020-05-15 | 2021-05-11 | $1,643 | $810 | $833 | $833 |
| 52 Ishares Trust Ibonds Dec 23 | P | 2020-06-08 | 2021-06-07 | $1,356 | $1,359 | -$3 | -$3 |
| 87 Ishares Trust Ibinds Dec 24 | P | 2020-08-18 | 2021-06-07 | $2,351 | $2,364 | -$13 | -$13 |
| 92 Ishares Trust ibonds Dec 24 | P | 2020-08-18 | 2021-06-07 | $2,430 | $2,436 | -$6 | -$6 |
| 88 Ishares Trust IQ @24 | P | 2020-08-18 | 2021-06-07 | $2,180 | $2,208 | -$28 | -$28 |
| 12 Ishares Trust ESG Aware | P | 2020-11-20 | 2021-06-07 | $985 | $842 | $143 | $143 |
| 73 JP Morgan ETF Trust | P | 2020-05-15 | 2021-03-08 | $5,884 | $3,989 | $1,895 | $1,895 |
| 1 OSI ETF Trust Oshs | P | 2020-05-15 | 2021-04-06 | $55 | $32 | $23 | $23 |
| 28 SPDR Index Shares Fund | P | 2021-01-12 | 2021-06-07 | $1,289 | $1,233 | $56 | $56 |
| 28 SPDR Series Trust | P | 2021-03-08 | 2021-06-07 | $1,464 | $1,346 | $118 | $118 |
| 31 SPDR Series Trust | P | 2021-03-08 | 2021-06-07 | $3,076 | $2,935 | $141 | $141 |
| 174 DBX ETF Trust Xtrackers | P | 2017-01-19 | 2021-10-12 | $7,772 | $4,755 | $3,017 | $3,017 |
| 207 Dimensional Fund | P | 2015-05-07 | 2021-06-07 | $7,001 | $3,793 | $3,208 | $3,208 |
| 114 Dimensional Fund Advisors | P | 2016-11-18 | 2021-06-07 | $3,124 | $2,070 | $1,054 | $1,054 |
| .5 Dimensional ETF TR | P | 2016-11-18 | 2021-09-13 | $15 | $10 | $5 | $5 |
| 29 First Trust Portfolios Shs | P | 2015-12-29 | 2021-12-20 | $4,409 | $1,270 | $3,139 | $3,139 |
| 28 First Value Li SHS | P | 2017-08-29 | 2021-06-07 | $1,136 | $819 | $317 | $317 |
| 40 First Tr Exchange Traded FD | P | 2020-05-15 | 2021-06-07 | $1,957 | $1,098 | $859 | $859 |
| 19 Flexshares Trust Mornstar | P | 2020-05-15 | 2021-12-20 | $3,247 | $1,947 | $1,300 | $1,300 |
| 22 Flexshares Trust | P | 2020-05-15 | 2021-09-29 | $1,186 | $867 | $319 | $319 |
| 19 Invesco Exchange Traded Fund | P | 2020-05-15 | 2021-06-07 | $1,729 | $855 | $874 | $874 |
| 21 Invesco Exchange Traded Fund S&P | P | 2020-05-15 | 2021-06-07 | $1,563 | $993 | $570 | $570 |
| 102 Invesco Exchange Traded Self I Bulshs | P | 2020-05-15 | 2021-06-07 | $2,206 | $2,192 | $14 | $14 |
| 43 Ishares Trust MSCI | P | 2020-05-15 | 2021-06-07 | $3,418 | $2,378 | $1,040 | $1,040 |
| 27 Ishares Trust MSCI USA Quality | P | 2020-05-15 | 2021-12-20 | $3,569 | $2,135 | $1,434 | $1,434 |
| 886 Ishares Trust LIQ | P | 2020-08-18 | 2021-11-05 | $21,898 | $22,130 | -$232 | -$232 |
| 18 JP Morgan ETF Trust Div RTN | P | 2018-11-05 | 2021-06-07 | $1,157 | $965 | $192 | $192 |
| 73 JP Morgan ETF Trust | P | 2017-07-05 | 2021-01-12 | $4,154 | $3,839 | $315 | $315 |
| 49 JP Morgan Trust US | P | 2020-05-15 | 2021-12-20 | $1,997 | $1,380 | $617 | $617 |
| 24 Nuveen ESG Lrg Cap | P | 2020-05-15 | 2021-06-07 | $1,469 | $993 | $476 | $476 |
| 67 OSI Trust Oshs GBL | P | 2020-05-15 | 2021-06-07 | $3,570 | $2,137 | $1,433 | $1,433 |
| 10 SPDR Trust | P | 2020-05-15 | 2021-06-07 | $2,090 | $1,228 | $862 | $862 |
| 25 SPDR Series Trust | P | 2020-05-15 | 2021-06-07 | $1,307 | $867 | $440 | $440 |
| 12 SPDR Series Trust | P | 2020-05-15 | 2021-09-29 | $1,157 | $598 | $559 | $559 |
| 51 Wisdome Trust US Qtly | P | 2020-05-05 | 2021-12-20 | $3,086 | $1,611 | $1,475 | $1,475 |
| Capital gain Distributions | P | 2015-12-01 | 2021-12-31 | $344 | $344 | $344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,790 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Michael A Gesas CPA | IndividualWithBooksNm |
| Phone | 3102052300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Hales | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $223,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $227,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $227,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,188 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $11,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,031 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,260 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,689 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,790 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,002 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,843 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,845 | 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 | $8,260 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,614 | ExcessFromYear4Amt |
| Excess From Year3 | $15,689 | ExcessFromYear3Amt |
| Excess From Year2 | $25,790 | ExcessFromYear2Amt |
| Excess From Year1 | $20,649 | ExcessFromYear1Amt |
| Excess From Current Year | $21,843 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel Hales | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102052300 | RecipientPhoneNum |
| Form And Info And Materials | No Specified form is required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There is no submission deadline. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| PO Box 79099 | Los Angeles | CA | 90079 | None | Public Charity | Advanvement in medical Research | $4,000 |
| Leukimia & Lymphoma Society | |||||||
| 6033 West Century Suite 300 | Los Angeles | CA | 90045 | None | Public Charity | Advancement in Medical Research | $4,000 |
| The Bone Marrow & Cancer Foundation | |||||||
| 515 Madison avenue 1130 | New York | NY | 10022 | None | Public Charity | Advanement in Medical Research | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,817 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,790 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,607 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,607 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | Not Applicable | RelationshipStatementTxt |
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 | $12,585 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,585 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $13,946 | LegalFeesAmt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,446 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due From Myron Trust | Desc |
| BOY Book Value | $14,000 | BOYBookValueAmt |
| EOY Book Value | $22,300 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment | $14,625 | $11,054 | $0 |
| Trustee Fees | $30,000 | $18,000 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State registration | $25 | $0 | $0 |
| Foreign Tax | $44 | $0 | $0 |
| State Tax | $81 | $0 | $0 |
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