MOZORAS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MOZORAS FAMILY FOUNDATION (EIN 81-0742396)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202111319349102201
Schema version
2020v4.1
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)
Return2021-05-11T13:26:03-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330277361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLWELL DOWNING ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 SHOPPERS LANEAddressLine1Txt
CityCovinaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91723ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810742396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOZORAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOZOBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREAS MOZORASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7603457555PhoneNum
Signature2020-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREASPersonFirstNm
Person LastMOZORASPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD T COLWELL CPAPreparerPersonNm
PTINP00437475PTIN
Phone6263390600PhoneNum
Preparation2021-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,061,185FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,215DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$27,595NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,836GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,595CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$303,810TotalRevAndExpnssAmt
Total Net Invst Incm$27,595TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$15OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$468TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,633TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$126,633TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$177,177ExcessRevenueOverExpensesAmt
Net Investment Income$27,595NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,328,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,505,216SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,061,185SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,328,039TotalAssetsBOYAmt
Total Assets EOY$1,505,216TotalAssetsEOYAmt
Total Assets EOYFMV$2,061,185TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,328,039NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,505,216NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,328,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,505,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,328,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,505,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,328,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$177,177ExcessRevenueOverExpensesAmt
Subtotal$1,505,216SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,505,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 APPLEP2018-02-022020-04-29$57,749$32,252$25,497$25,497
100 BEYOND MEATP2019-06-182020-09-14$14,287$16,686-$2,399-$2,399
500 MICRONP2018-01-252020-09-16$25,412$21,687$3,725$3,725
300 MICRON2018-01-252020-11-02$14,946$13,012$1,934$1,934
50000 ALPHABET INCP2019-08-052020-03-25$56,442$57,604-$1,162-$1,162
FieldValueIRS element (for citing)
Capital Gain Net Income$27,595CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,162NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$384InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$384SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$384TaxBasedOnInvestmentIncomeAmt
Tax Due$384TaxDueAmt

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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksANDREAS MOZORASIndividualWithBooksNm
Phone7603457555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREAS MOZORAS OFFICERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EISENHOWER HOSPITAL WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2020 CONTRIBUTIONS OF 98000 WERE MADE TO THIS HOSPITALDescription1Txt
Expenses1$98,000Expenses1Amt
Description2UCI HEALTH WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2020 CONTRIBUTIONS OF 10000 WERE MADE TO THIS HOSPITALDescription2Txt
Expenses2$10,000Expenses2Amt
Description3DESERT COMMUNITY FOUNDATION WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2020 CONTRIBUTIONS OF 10000 WERE MADE TO THIS INSTITUTIONDescription3Txt
Expenses3$10,000Expenses3Amt
Description4PRICELESS PUPPY RESCUE WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2020 CONTRIBUTIONS OF 5000 WERE MADE TO THIS INSTITUTIONDescription4Txt
Expenses4$5,000Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,005,955AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$336,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,342,804TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,342,804AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,142CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,322,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,133MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,133MinimumInvestmentReturnAmt
Tax Based On Investment Income$384TaxBasedOnInvestmentIncomeAmt
Total Tax$384TotalTaxAmt
Distributable Before Adj$65,749DistributableBeforeAdjAmt
Distributable Before Ded$65,749DistributableBeforeDedAmt
Distributable As Adjusted$65,749DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,000ExpensesAndContributionsAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$125,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,749DistributableAsAdjustedAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Applied To Current Year$65,749AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,251RemainingDistriFromCorpusAmt
Total Corpus$59,251TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$59,251ExcessDistriCyovToNextYrAmt
Excess From Current Year$59,251ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$14,819Year1Amt
Year2$21,745Year2Amt
Year3$16,046Year3Amt
Total$52,610TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year1$12,596Year1Amt
Year2$18,483Year2Amt
Year3$13,639Year3Amt
Total$44,718TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$125,000CurrentYearAmt
Total$125,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$125,000CurrentYearAmt
Total$125,000TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$2,061,185CurrentYearAmt
Year1$1,557,218Year1Amt
Year2$1,066,031Year2Amt
Year3$794,599Year3Amt
Total$5,479,033TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$44,089CurrentYearAmt
Total$44,089TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EISENHOWER HEALTH
39000 BOB HOPE DRIVERANCHO MIRAGECA92270POFFURTHER MEDICAL CARE IN REGION$98,000
UCI
1001 HEALTH SCIENCES ROADIRVINECA92697FURTHER MEDICAL CARE IN REGION$10,000
LIVING DESERT
47900 PORTOLA AVEPALM DESERTCA92260POFFURTHER ANIMAL CARE IN REGION$2,000
PRICELESS PUPPY RESCUE
2810 ENGLISH RDCHINO HILLSCA91709POFANIMAL RESCUE IN REGION$5,000
DESERT COMMUNITY FOUNDATION
75-105 MERLE DRIVE STE 300PALM DESERTCA92211FURTHER EDUCATION IN REGION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$24,386ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,386ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,386TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANDREAS MOZORASContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY SALES CHARGECategoryTxt
Amt$15Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonANDREAS MOZORASPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line143111 VIA SIENAAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$468Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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