JAY AND CAROL BORZI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND CAROL BORZI FOUNDATION (EIN 20-3977239)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-26
- IRS object ID
- 202112389349100116
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-26T10:16:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820337128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLMAN FELTON PETERSON & PIERCE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 989 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203977239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND CAROL BORZI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 3105169100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 - 7TH ST | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J BORZI | PersonNm |
| Person Title | PRES/TRUSTEE | PersonTitleTxt |
| Phone | 6262933302 | PhoneNum |
| Signature | 2021-08-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BORZI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH PIERCE | PreparerPersonNm |
| PTIN | P00074219 | PTIN |
| Phone | 2087267500 | PhoneNum |
| Preparation | 2021-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $422,177 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $156,652 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,024 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $312,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,335 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,985 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $122 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,036 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $195,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $139,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $225,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,625 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,625 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,075 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $128 | OtherAssetsBOYAmt |
| Other Assets EOY | $85 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $85 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $213,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $278,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $422,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $213,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $278,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $213,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $278,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $278,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $213,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $195,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $941 | OtherIncreasesAmt |
| Subtotal | $410,181 | SubtotalAmt |
| Other Decreases | $132,044 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $278,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BARON EMERGING MARKETS | P | 2019-09-27 | 2020-06-19 | $72 | $73 | -$1 | -$1 |
| PRIMECAP ODYSSEY GROWTH FUND | P | 2018-01-31 | 2020-06-17 | $5,299 | $5,843 | -$544 | -$544 |
| ALPHABET INC. | P | 2009-10-21 | 2020-03-10 | $16,571 | $2,441 | $14,130 | $14,130 |
| SPDR S&P 500 ETF TR | P | 2006-09-16 | 2020-04-30 | $6,210 | $2,100 | $4,110 | $4,110 |
| ALPHABET INC. | P | 2010-05-11 | 2020-06-19 | $64,906 | $11,019 | $53,887 | $53,887 |
| SPDR S&P MIDCAP 400 ETF | P | 2006-10-25 | 2020-03-10 | $1,507 | $700 | $807 | $807 |
| APPLE INC. | P | 2009-10-15 | 2020-03-10 | $1,376 | $82 | $1,294 | $1,294 |
| VANGUARD DIVIDEND APPRECIATION ETF | P | 2013-05-07 | 2020-03-10 | $4,450 | $2,712 | $1,738 | $1,738 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2011-05-24 | 2020-03-10 | $6,000 | $4,184 | $1,816 | $1,816 |
| DODGE & COX INTERNATIONAL STOCK FUND | P | 2009-11-20 | 2020-03-10 | $3,733 | $3,693 | $40 | $40 |
| BANK OF AMERICA CORP | P | 2011-01-22 | 2020-04-30 | $1,207 | $268 | $939 | $939 |
| BARON EMERGING MARKETS FUND INSTL | P | 2015-11-17 | 2020-04-30 | $14,712 | $14,200 | $512 | $512 |
| BERKSHIRE HATHAWAY INC. | P | 2015-12-31 | 2020-04-30 | $4,845 | $3,307 | $1,538 | $1,538 |
| DODGE & COX INTERNATIONAL | P | 2011-12-21 | 2020-03-10 | $1,667 | $1,518 | $149 | $149 |
| GOLDMAN SACHS GROUP INC. | P | 2008-11-13 | 2020-04-30 | $4,302 | $1,272 | $3,030 | $3,030 |
| WCM FOCUSED INTERNATIONAL GROWTH FUN | P | 2018-01-31 | 2020-06-17 | $5,500 | $4,872 | $628 | $628 |
| ISHARES EXPANDED TECH SECTOR ETF | P | 2009-11-30 | 2020-04-30 | $5,966 | $1,267 | $4,699 | $4,699 |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | P | 2006-11-19 | 2020-06-17 | $6,077 | $1,262 | $4,815 | $4,815 |
| LIBERTY BROADBAND CORP | P | 2011-08-01 | 2020-06-18 | $25,564 | $4,403 | $21,161 | $21,161 |
| MARKETTAXESS HOLDINGS INC. | P | 2014-08-22 | 2020-06-18 | $37,670 | $4,343 | $33,327 | $33,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,024 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,088 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,088 | SubtotalAmt |
| Tax Based On Investment Income | $2,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,078 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,078 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $973 | OverpaymentAmt |
| Applied To ES Tax | $973 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM J BORZI | IndividualWithBooksNm |
| Phone | 3105169100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 - 7TH STREET | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J BORZI | ||||||||
| 17 - 7TH STREET | HERMOSA BEACH | CA | 90254 | PRES/TRUSTEE | 0.10 | $0 | $0 | $0 |
| CAROL BORZI | ||||||||
| 17 - 7TH STREET | HERMOSA BEACH | CA | 90254 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $343,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $343,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $343,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $338,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,088 | TotalTaxAmt |
| Distributable Before Adj | $14,812 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,812 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,812 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $249,997 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $220,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $376,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $322,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,384,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,688 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,481,258 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $249,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,231,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $215,366 | ExcessFromYear4Amt |
| Excess From Year3 | $220,821 | ExcessFromYear3Amt |
| Excess From Year2 | $376,351 | ExcessFromYear2Amt |
| Excess From Year1 | $322,035 | ExcessFromYear1Amt |
| Excess From Current Year | $96,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J BORZI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATALYST MISSIONS GROUP FUND | |||||||
| PO BOX 449 | ELLENDALE | TN | 38029 | NONE | 501(C)3 | GENERAL | $25,000 |
| CITY YEAR | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | 501(C)3 | GENERAL | $10,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK SUITE 700 | CHICAGO | IL | 60601 | NONE | 501(C)3 | GENERAL | $5,000 |
| FOUNDATION FOR MEXICAN ART | |||||||
| 499 VAN BRUNT ST SUTE 6A | BROOKLYN | NY | 11231 | NONE | 501(C)3 | GENERAL | $5,000 |
| MIRACLES FOR KIDS | |||||||
| 3002 DOW AVE 126 | TUSTIN | CA | 92780 | NONE | 501(C)3 | GENERAL | $10,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | 501(C)3 | GENERAL | $6,000 |
| NORTHWESTERN U DANCE | |||||||
| 1999 CAMPUS DRIVE SUITE 3 | EVANSTON | IL | 60208 | NONE | 501(C)3 | GENERAL | $1,000 |
| ONE WORLD CHILDRENS FUND | |||||||
| 3108 GLENDALE BOULEVARD | LOS ANGELES | CA | 90039 | NONE | 501(C)3 | GENERAL | $5,000 |
| ROD DEDEAUX FOUNDATION | |||||||
| 1430 S EASTMAN AVENUE | LOS ANGELES | CA | 90023 | NONE | 501(C)3 | GENERAL | $12,500 |
| THE HELP GROUP | |||||||
| 13130 BURBANK BLVD | SHERMAN OAKS | CA | 91401 | NONE | 501(C)3 | GENERAL | $10,000 |
| ZOE LA | |||||||
| PO BOX 221510 | SANTA CLARITA | CA | 91322 | NONE | 501(C)3 | GENERAL | $2,000 |
| JOHN MALLINGER CHARITABLE FOUND | |||||||
| 5948 SPINNAKER BAY DRIVE | LONG BEACH | CA | 90803 | NONE | 501(C)3 | GENREAL | $15,000 |
| CHILDRENS HOSPITAL LA | |||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 501(C)3 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $151,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $156,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,335 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM J BORZI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17-7TH STREET | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $156,652 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 65 SHARES - ALPHABET INC. | $93,549 | 2020-06-18 |
| 1 | 195 SHARES -LIBERTY BROADBAND CO | $25,441 | 2020-06-18 |
| 1 | 75 SHARES - MARKETAXESS HOLDINGS | $37,662 | 2020-06-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,985 | Amt |
| Net Investment Income | $2,985 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITIGROUP INC | BondNm |
| EOY Book Value | $52,625 | EOYBookValueAmt |
| EOYFMV | $50,075 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES HELD IN UBS 15009 | StockNm |
| EOY Book Value | $225,423 | EOYBookValueAmt |
| EOYFMV | $372,013 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES IN TRANSIT | Desc |
| BOY Book Value | $128 | BOYBookValueAmt |
| EOY Book Value | $85 | EOYBookValueAmt |
| EOYFMV | $85 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $132,044 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $3,036 | $3,036 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $941 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $37 | $37 |
| STATE FILING FEES | $85 | $85 |
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