SYZYGY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SYZYGY FOUNDATION INC (EIN 48-1250583)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-08
- IRS object ID
- 202121899349100812
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-08T11:15:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461261044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEND & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 SOMERSET DRIVE STE 208 | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | 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 | 481250583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYZYGY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYZY | BusinessNameControlTxt |
| Phone | 9132135400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 918 5420 W 61ST PLACE | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAME LEE CURTIS GUEST | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9132135400 | PhoneNum |
| Signature | 2021-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAME | PersonFirstNm |
| Person Last | LEE CURTIS GUEST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA WILSON | PreparerPersonNm |
| PTIN | P01403581 | PTIN |
| Phone | 9132135400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $2,916,385 | 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 | $78,495 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $490,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $424,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,897 | 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 |
| Taxes Rev And Expnss | $1,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,481 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,221,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,138,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,747,904 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,286,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,307,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,916,385 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,286,956 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,307,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,286,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,286,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,307,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,286,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,055 | OtherIncreasesAmt |
| Subtotal | $1,307,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BRUNSWICK CORP | 2011-02-22 | 2020-01-22 | $5,760 | $4,612 | $1,148 | $1,148 | |
| BRUNSWICK CORP | 2011-02-28 | 2020-01-23 | $5,773 | $4,613 | $1,160 | $1,160 | |
| BRUNSWICK CORP | 2011-02-22 | 2020-01-23 | $5,773 | $4,613 | $1,160 | $1,160 | |
| BUFFALO INTL | 2006-12-18 | 2020-01-28 | $5,000 | $3,861 | $1,139 | $1,139 | |
| COSTCO | 2004-06-03 | 2020-02-18 | $32,253 | $3,957 | $28,296 | $28,296 | |
| INTEL | 2006-09-13 | 2020-02-18 | $26,438 | $7,943 | $18,495 | $18,495 | |
| INTEL | 2006-09-14 | 2020-02-18 | $6,610 | $1,969 | $4,641 | $4,641 | |
| INTEL | 2010-06-29 | 2020-02-18 | $19,829 | $5,920 | $13,909 | $13,909 | |
| MCDONALDS | 2005-10-17 | 2020-02-18 | $64,937 | $9,732 | $55,205 | $55,205 | |
| COSTCO | 2004-06-03 | 2020-03-04 | $63,734 | $7,914 | $55,820 | $55,820 | |
| COSTCO | 2004-06-03 | 2020-03-04 | $31,867 | $3,957 | $27,910 | $27,910 | |
| BOEING | 2008-01-17 | 2020-03-20 | $2,534 | $1,999 | $535 | $535 | |
| BOEING | 2008-01-17 | 2020-03-23 | $7,612 | $5,999 | $1,613 | $1,613 | |
| MCDONALDS | 2010-03-19 | 2020-03-23 | $42,854 | $19,910 | $22,944 | $22,944 | |
| WALMART | 2009-08-05 | 2020-03-23 | $11,413 | $4,934 | $6,479 | $6,479 | |
| VIATRIS | 2010-04-08 | 2020-11-24 | $1 | $1 | $0 | $0 | |
| GPT S-T BASIS REPORTED | $301 | $301 | $301 | ||||
| GPT L-T BASIS REPORTED | $157,805 | $119,061 | $38,744 | $38,744 | |||
| CAPITAL GAINS DIVIDENDS | $4 | $4 | $4 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,781 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,781 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,156 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,875 | OverpaymentAmt |
| Applied To ES Tax | $2,875 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | 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 | JOHN C KORNITZER | IndividualWithBooksNm |
| Phone | 9136777778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 W 61ST STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 66201 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMIE LEE CURTIS GUEST | ||||||||
| C/O JOHN C KORNITZER 5420 W 61ST PL | SHAWNEE MISSION | KS | 66201 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER GUEST | ||||||||
| C/O JOHN C KORNITZER 5420 W 61ST PL | SHAWNEE MISSION | KS | 66201 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,074,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,201,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,201,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,168,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,781 | TotalTaxAmt |
| Distributable Before Adj | $103,640 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,640 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $405,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,925 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,120 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,953 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,502 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $183,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $301,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $484,934 | 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 | $20,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $464,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,925 | ExcessFromYear4Amt |
| Excess From Year3 | $26,120 | ExcessFromYear3Amt |
| Excess From Year2 | $8,953 | ExcessFromYear2Amt |
| Excess From Year1 | $95,502 | ExcessFromYear1Amt |
| Excess From Current Year | $301,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| ALLIANCE FOR HOUSING & HEALING | |||||||
| 1043 ELM AVE 402 | LONG BEACH | CA | 90813 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| AMERICAN WHEELCHAIR | |||||||
| 2600 E SELTICE WAY A172 | POST FALLS | ID | 83854 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ART DIVISION | |||||||
| 2521 W 4TH STREET | LOS ANGELES | CA | 90057 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYTLSTON ST MS-899 | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CHEF'S CYCLE NO KID HUNGRY | |||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CLAREMATRIX | |||||||
| 2644 30TH STREET SUITE 100 | SANTA MONICA | CA | 90405 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| COMMUNITIES IN SCHOOLS OF LOS ANGELES | |||||||
| 2000 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| DAISYLU RANCH - SENIOR SANCTUARY | |||||||
| PO BOX 472 | CAMARILLO | CA | 93011 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| FREE MOM HUGS | |||||||
| 2101 NW 19TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PUBLIC CHARITY | CHARITABLE | $105,000 |
| IDAHO RIVERS UNITED | |||||||
| 3380 W AMERICANA TERRACE STE 140 | BOISE | ID | 83706 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 800 PRESIDIO AVE | SAN FRANCSISCO | CA | 94115 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| KATE MCGARRIGLE FUND STAND UP TO CANCER | |||||||
| PO BOX 843721 | LOS ANGELES | CA | 900843721 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| KCRW FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NEVER BE SOLO | |||||||
| 901 E GRAND AVENUE | EL SEGUNDO | CA | 90245 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| NO US WITHOUT YOU LA | |||||||
| 768 S BOYLE AVENUE | BOYLE HEIGHTS | CA | 90023 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PEOPLE FOR THE AMERICAN WAY | |||||||
| 1101 15TH STREET NW STE 600 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PUBLIC CHARITY | CHARITABLE | $30,000 |
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUIET 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| SKYLIGHT THEATER COMPANY | |||||||
| 1816 1/2 N VERMONT AVENUE | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE MAIDEN FACTOR FOUNDATION | |||||||
| 800 3RD AVENUE SUITE 2800 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE OPEN HAND FOUNDATION IN THE NAME OF KAREN REID KHALIL | |||||||
| 3121 WESTWOOD DRIVE | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | CHARITABLE | $45,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | N/A | PUBLIC CHARITY | MVAUGHN - 05/14/21 09:54AM WORKSHEET PRIVATE FOUNDATION | $15,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $345,897 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,897 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUEST 1992 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 918 5420 W 61ST PLACE | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $78,495 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES - BOEING CO., 2000 SHARES - MICROSOFT CORP, 1600 SHARES - WALDER & DUNLOP INC. | NoncashPropertyDesc |
| Fair Market Value | $598,527 | FairMarketValueAmt |
| Received | 2020-12-10 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPT INVESTMENTS | StockNm |
| EOY Book Value | $1,138,848 | EOYBookValueAmt |
| EOYFMV | $2,747,904 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $1,689 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,689 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $5,055 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $230 | $230 | $0 |
| 2019 FEDERAL EXCISE TAX | $1,655 | $0 | $0 |
Comments