HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION (EIN 16-1688657)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-03-04
IRS object ID
202100639349100010
Schema version
2019v5.2
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)
Return2021-03-04T18:01:52-06:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953653314PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KROST CPAS & CONSULTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 SOUTH LAKE AVENUE STE 400AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161688657EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HENRY A & CYNTHIA G YOST FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone6267968866PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1270 HILLSIDE ROADAddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY A YOSTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6267968866PhoneNum
Signature2021-02-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVELYN FERNANDEZ CPAPreparerPersonNm
PTINP01288795PTIN
Phone6264494225PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,095,083FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,726ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$213InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$213InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$213InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,923DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,923DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,923DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,123NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$272,111GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,123CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,234OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,234OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$6,234OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$192,219TotalRevAndExpnssAmt
Total Net Invst Incm$41,493TotalNetInvstIncmAmt
Total Adj Net Incm$34,370TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,000LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,775AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,775AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$60TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,785TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,935TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,950TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$106,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$81,284ExcessRevenueOverExpensesAmt
Net Investment Income$37,543NetInvestmentIncomeAmt
Adjusted Net Income$34,370AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,243CashBOYAmt
Cash EOY$36,747CashEOYAmt
Cash EOYFMV$36,747CashEOYFMVAmt
Corporate Stock BOY$886,128CorporateStockBOYAmt
Corporate Stock EOY$1,009,908CorporateStockEOYAmt
Corporate Stock EOYFMV$2,058,336CorporateStockEOYFMVAmt
Total Assets BOY$965,371TotalAssetsBOYAmt
Total Assets EOY$1,046,655TotalAssetsEOYAmt
Total Assets EOYFMV$2,095,083TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$965,371RetainedEarningBOYAmt
Retained Earning EOY$1,046,655RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$965,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,046,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$965,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,046,655TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$965,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$81,284ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,046,655SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,046,655TotNetAstOrFundBalancesEOYAmt

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
SP500 ARN ISSUER BNSP2018-10-042019-11-29$109,171$99,120$10,051$10,051
SX5-E ARN ISSUER CIBCP2019-08-012020-09-25$26,513$28,610-$2,097-$2,097
COLUMBIA LARGE CAPP2018-10-012020-10-31$1,649$1,649$1,649
COLUMBIA LARGE CAPP2018-10-012020-10-31$6,751$6,751$6,751
COLUMBIA LARGE CAPP2013-12-162020-05-11$1,384$1,883-$499-$499
COLUMBIA LARGE CAPP2013-12-162020-05-11$2,066$2,811-$745-$745
COLUMBIA LARGE CAPP2014-06-252020-05-11$4,589$6,114-$1,525-$1,525
COLUMBIA LARGE CAPP2014-06-252020-05-11$424$565-$141-$141
COLUMBIA LARGE CAPP2015-12-082020-05-11$3,760$5,082-$1,322-$1,322
COLUMBIA LARGE CAPP2015-12-082020-05-11$650$878-$228-$228
COLUMBIA LARGE CAPP2015-06-232020-05-11$4,027$5,273-$1,246-$1,246
COLUMBIA LARGE CAPP2015-12-072020-05-11$13,090$14,027-$937-$937
COLUMBIA LARGE CAPP2016-06-222020-05-11$13,722$11,791$1,931$1,931
COLUMBIA LARGE CAPP2016-12-082020-05-11$886$788$98$98
COLUMBIA LARGE CAPP2017-06-212020-05-11$683$699-$16-$16
COLUMBIA LARGE CAPP2017-12-072020-05-11$2,960$3,024-$64-$64
COLUMBIA LARGE CAPP2018-06-202020-05-11$1,758$1,888-$130-$130
FT UNIT 7042 DEFENSIVEP2017-12-272019-12-03$32,312$30,091$2,221$2,221
FT UNIT 7042 DEFENSIVEP2018-06-252019-12-03$231$202$29$29
FT UNIT 7042 DEFENSIVEP2018-11-272019-12-03$835$835$835
FT UNIT 7042 DEFENSIVEP2018-12-272019-12-03$277$210$67$67
FT UNIT 7042 DEFENSIVEP2019-06-262019-12-03$273$252$21$21
FT UNIT 7608 INTL HIGHP2019-02-212020-09-23$41,253$48,597-$7,344-$7,344
FT UNIT 7608 INTL HIGHP2019-03-262020-09-23$87$102-$15-$15
FT UNIT 7608 INTL HIGHP2019-04-262020-09-23$200$239-$39-$39
FT UNIT 7608 INTL HIGHP2019-05-292020-09-23$126$139-$13-$13
FT UNIT 7608 INTL HIGHP2019-06-262020-09-23$472$537-$65-$65
FT UNIT 7608 INTL HIGHP2019-07-302020-09-23$228$260-$32-$32
FT UNIT 7608 INTL HIGHP2019-08-272020-09-23$116$123-$7-$7
FT UNIT 7608 INTL HIGHP2019-09-262020-09-23$200$226-$26-$26
FT UNIT 7608 INTL HIGHP2019-10-282020-09-23$66$76-$10-$10
FT UNIT 7608 INTL HIGHP2019-11-262020-09-23$52$62-$10-$10
FT UNIT 7608 INTL HIGHP2019-12-272020-09-23$148$182-$34-$34
FT UNIT 7608 INTL HIGHP2020-01-282020-09-23$48$60-$12-$12
FT UNIT 7608 INTL HIGHP2020-02-262020-09-23$120$143-$23-$23
FT UNIT 7608 INTL HIGHP2020-03-262020-09-23$118$85$33$33
FT UNIT 7608 INTL HIGHP2020-04-282020-09-23$221$190$31$31
FT UNIT 7608 INTL HIGHP2020-06-262020-09-23$222$222$0$0
FT UNIT 7608 INTL HIGHP2020-07-282020-09-23$184$188-$4-$4
FT UNIT 7608 INTL HIGHP2020-08-262020-09-23$239$249-$10-$10
FieldValueIRS element (for citing)
Capital Gain Net Income$7,123CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$23NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,888AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,446,367NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055925DistributionYr1Rt
Adjusted Qlfy Distri Yr2$482,789AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,438,486NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.335623DistributionYr2Rt
Adjusted Qlfy Distri Yr3$82,278AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,321,978NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062239DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,180AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,214,371NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047086DistributionYr4Rt
Adjusted Qlfy Distri Yr5$69,313AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,284,359NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053967DistributionYr5Rt
Total Distribution0.554840TotalDistributionRt
Average Distribution0.110968AverageDistributionRt
Net Vl Noncharitable Assets$1,894,246NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$210,201AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$375NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$210,576AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$106,925QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$751InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$751SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$751TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$806EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$806TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$55OverpaymentAmt
Applied To ES Tax$55AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
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 BooksHENRY A YOSTIndividualWithBooksNm
Phone6267968866PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1270 HILLSIDE ROADAddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91030ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY A YOST
270 HILLSIDE ROADSOUTH PASADENACA91030PRESIDENT1.00$0$0$0
MARGARET M YOST
270 HILLSIDE ROADSOUTH PASADENACA91030DIRECTOR/MEMBER0.00$0$0$0
DEBORAH HOFFMAN
1230 MILAN AVENUESOUTH PASADENACA91030DIRECTOR0.00$0$0$0
DAVID YOST
804 LINDA VISTA AVEPASADENACA91103DIRECTOR0.00$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$1,848,192AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,900AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,923,092TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,923,092AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,846CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,894,246NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,712MinimumInvestmentReturnAmt
Tax Based On Investment Income$751TaxBasedOnInvestmentIncomeAmt
Total Tax$751TotalTaxAmt
Distributable Before Adj$93,961DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$93,961DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$93,961DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$106,925QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$106,925AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,961DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,661ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$17,673ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$414,259ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,484ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$447,077TotalExcessDistributionCyovAmt
Qualifying Distributions$106,925QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,961AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,964RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$460,041TotalCorpusAmt
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$5,661ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$454,380ExcessDistriCyovToNextYrAmt
Excess From Year3$17,673ExcessFromYear3Amt
Excess From Year2$414,259ExcessFromYear2Amt
Excess From Year1$9,484ExcessFromYear1Amt
Excess From Current Year$12,964ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY A YOSTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHENRY A YOSTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1270 HILLSIDE ROADAddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91030ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6267968866RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED AND THE NATURE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANCED PROJECT
1910 W SUNSET BLVD SUITE 500LOS ANGELESCA90029NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
ALL SAINTS BY THE SEA CHURCH
83 EUCALYPTUS LANESANTA BARBARACA93108NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
ARLINGTON GARDENS
PO BOX 50617PASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,000
CANCER SUPPORT COMMUNITY
200 E DEL MAR BLVD SUITE 118PASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,000
CARNEGIE INSTITUTION
1530 P ST NWWASHINGTONDC20005NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$200
CHILDREN'S HOSPITAL OF LA
4650 SUNSET BLVD 29LOS ANGELESCA90027NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$5,750
CITY OF HOPE
CIRCLE 1500 1500 E DUARTE ROADDUARTECA91010NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$3,000
FRIENDS IN DEED
444 E WASHINGTON BLVDPASADENACA91104NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
HATHAWAY SYCAMORES
100 W WALNUT ST SUITE 375PASADENACA91124NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
HILLSIDE HOME FOR CHILDREN
940 AVE 64PASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
HUME MINISTRIES
64144 HUME LAKE RDHUMECA93628NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
HUNTINGTON LIBRARY
1151 OXFORDSAN MARINOCA91108NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,500
HUNTINGTON MEMORIAL HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91109NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$50,000
IMPACT D & A TREATMENT CENTER
1680 N FAIR OAKS AVEPASADENACA91103NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
LAS MADRINAS
4650 SUNSET BLVDLOS ANGELESCA90027NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,500
MAYFIELD JUNIOR SCHOOL
405 S EUCLID AVEPASADENACA91101NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
MAYFIELD SENIOR SCHOOL
500 BELLEFONTAINE STPASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
OPERATION ARTHROSCOPY
191 S BUENA VISTA STBURBANKCA915054554NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$5,000
PARTNERS IN CARE
732 MOTT STREET SUITE 150SAN FRANCISCOCA91340NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
PASADENA COMMUNITY FOUNDATION
301 E COLORADO BLVD 810PASADENACA91101NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,500
PASADENA GUILD OF CHILDRENS HOSPITAL
665 SOUTH RAYMOND AVEPASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
PASADENA HUMANE SOCIETY
361 S RAYMOND STPASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
PASADENA MAPLE LEAFS
300 E GREEN STREETPASADENACA91101NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,000
PASADENA SENIOR CENTER
85 E HOLLY STPASADENACA91103NONEPCCOMMUNITY SERVICES$500
PASADENA SYMPHONY
2 N LAKE AVE SUITE 1080PASADENACA91101NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,000
PAUL SMITH COLLEGE
PO BOX 265PAUL SMITHSNY12970NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$3,000
PEACE SISTERS
PO BOX 534 281 E COLORADO BLVDPASADENACA91102NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
ROSE BOWL AQUATICS CENTER
360 N ARROYO BLVDPASADENACA91103NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$300
SOUTHLANDS CHINO
5559 PARK PLCHINOCA91710NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
SUNLAND FOURSQUARE CHURCH
10602 SHERMAN GROVESUNLANDTUJUNGACA91040NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,000
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104NONEPCCOMMUNITY SERVICES$5,000
UNITED WORLD MISSIONS
PO BOX 602002CHARLOTTENC282602002NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$400
VILLA ESPERANZA SERVICES
2060 E VILLA STPASADENACA91107NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$1,500
WESTERN STATE COLLEGE OF COLORADO
909 E ESCALANTE DRGUNNISONCO81231NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$2,500
WESTRIDGE SCHOOL
324 MADELINE DRIVEPASADENACA91105NONEPCTO FURTHER RECIPIENT'S CHARITABLE PURPOSE.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,150TotalGrantOrContriPdDurYrAmt
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$213ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,923ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,123ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionAmt
SETTLEMENT INCOME - PETROBRAS$1,008
SETTLEMENT INCOME - PETROBRAS$5,226

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$41,493ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,493TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3N/A
4N/A
8N/A

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 ContributionPersonContributionInd
DAVID YOST
1804 LINDA VISTA AVEPASADENACA91103$100,726Yes (X)
THOMAS HOFFMAN
21230 MILAN AVENUESO PASADENACA91030$50,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,550Amt
Net Investment Income$2,775NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,775DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK OVERRIDEStockNm
EOY Book Value$1,009,908EOYBookValueAmt
EOYFMV$2,058,336EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,000LegalFeesAmt
Net Investment Income$1,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SETTLEMENT INCOME - PETROBRAS$1,008$1,008$1,008
SETTLEMENT INCOME - PETROBRAS$5,226$5,226$5,226

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$60Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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