MYRON FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MYRON FOUNDATION TR (EIN 33-6305455)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349109342
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:16:51-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952115431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASH GESAS & CO CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902123415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336305455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Myron Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 3102052300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd No 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Hales Director | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3102052300 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Hales Director | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael A Gesas CPA | PreparerPersonNm |
| PTIN | P00064398 | PTIN |
| Phone | 3102052300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $265,121 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $847 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $847 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,169 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,169 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,016 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,974 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,474 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,356 | CashBOYAmt |
| Cash EOY | $2,930 | CashEOYAmt |
| Cash EOYFMV | $2,930 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $270,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,191 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,336 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,336 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,336 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $281,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,121 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $630,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $630,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$348,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$419,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $281,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $281,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $224,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $281,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,328 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $210,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $210,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| First Tr Exchange Traded FD | P | 2020-05-15 | 2020-06-10 | $422 | $357 | $65 | $65 |
| Flexshares Trust Morningstar US | P | 2020-05-15 | 2020-06-10 | $237 | $205 | $32 | $32 |
| Flexshares Trust Quality Div | P | 2020-05-15 | 2020-06-10 | $219 | $197 | $22 | $22 |
| Invesco Exchange Traded Fund T S&P Midcap | P | 2020-05-15 | 2020-06-10 | $875 | $720 | $155 | $155 |
| Invesco Exchange Traded Fund T S&P 500 Revenue | P | 2020-05-15 | 2020-06-10 | $215 | $189 | $26 | $26 |
| Ishares Trust Msci USA Quality | P | 2020-05-15 | 2020-06-10 | $499 | $449 | $50 | $50 |
| Ishares Trust Ibonds Dec21 | P | 2020-01-01 | 2020-06-10 | $7,456 | $7,420 | $36 | $36 |
| JP Morgan Etf Trust Diversified | P | 2020-02-24 | 2020-05-15 | $682 | $807 | -$125 | -$125 |
| JP Morgan ETF Trust US Quality Factor | P | 2020-05-15 | 2020-06-10 | $315 | $282 | $33 | $33 |
| JP Morgan Etf Trust Ultra Short Income | P | 2019-11-18 | 2020-06-10 | $31,031 | $30,953 | $78 | $78 |
| JP Morgan Etf Trust Diversified Return US | P | 2020-05-15 | 2020-06-10 | $444 | $382 | $62 | $62 |
| Nuveen Esg Nuveen Esg Lrg Cap Grwth | P | 2020-05-15 | 2020-06-10 | $183 | $166 | $17 | $17 |
| OSI Etf Trust Oshares Global Internet Gia | P | 2020-05-15 | 2020-06-10 | $602 | $543 | $59 | $59 |
| SPDR Series Trust Spdr S&P 600 Small | P | 2020-05-15 | 2020-06-10 | $555 | $452 | $103 | $103 |
| Wisdomtree Tr Growth Leaders International Multifactr | P | 2020-01-01 | 2020-06-10 | $5,878 | $5,340 | $538 | $538 |
| Bank of America Corporation Note | P | 2015-05-15 | 2020-08-15 | $30,000 | $30,000 | $0 | $0 |
| DBX Etf Trust Xtrackers Russel | P | 2017-01-19 | 2020-06-10 | $802 | $656 | $146 | $146 |
| Dimensional Fund Advisors US Core | P | 2015-05-07 | 2020-05-15 | $5,779 | $4,919 | $860 | $860 |
| Dimensional Fund Advisors TA World Ex | P | 2019-01-01 | 2020-05-15 | $8,736 | $9,424 | -$688 | -$688 |
| First Trust Portfolios Funds First | P | 2015-12-29 | 2020-06-10 | $435 | $175 | $260 | $260 |
| First Tst Value Li Shs Etf | P | 2017-08-29 | 2020-06-10 | $2,562 | $2,603 | -$41 | -$41 |
| First Trust Exchange-Traded AL | P | 2018-11-05 | 2020-05-15 | $4,404 | $5,447 | -$1,043 | -$1,043 |
| Invesco Exchange Traded Fd Tr Buy Back | P | 2018-11-05 | 2020-05-15 | $4,337 | $4,939 | -$602 | -$602 |
| Invesco Exchange Traded Fund T Intl Buy Back | P | 2019-01-01 | 2020-01-15 | $3,178 | $3,367 | -$189 | -$189 |
| Invesco Exchange Traded Self I Bullet Shares | P | 2016-11-18 | 2020-06-10 | $2,101 | $2,065 | $36 | $36 |
| Ishares Trust US Financial Service Etf | P | 2015-12-29 | 2020-05-06 | $3,201 | $2,664 | $537 | $537 |
| Ishares Trust Core S&P Small-Cap | P | 2015-12-29 | 2020-05-15 | $9,482 | $9,187 | $295 | $295 |
| Ishares Trust Ibonds Dec21 | P | 2019-01-01 | 2020-06-10 | $8,435 | $8,156 | $279 | $279 |
| JP Morgan Etf Trust Diversified Return Internat | P | 2018-11-05 | 2020-06-10 | $1,515 | $1,716 | -$201 | -$201 |
| JP Morgan Etf Trust Diversified Return Emerging | P | 2017-07-05 | 2020-06-10 | $240 | $263 | -$23 | -$23 |
| SPDR S&P Midcap 400 Etf | P | 2017-01-19 | 2020-05-15 | $5,443 | $5,756 | -$313 | -$313 |
| Wisdomtree Trust Midcap Earnings FD | P | 2015-12-29 | 2020-05-15 | $7,253 | $7,644 | -$391 | -$391 |
| Wisdomtree Tr Growth Leaders US Multifactor Etf | P | 2019-01-01 | 2020-05-15 | $4,849 | $5,338 | -$489 | -$489 |
| Capital Gains Dividends | P | 2019-01-01 | 2020-12-31 | $55 | $55 | $55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$361 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Michael A Gesas CPA | IndividualWithBooksNm |
| Phone | 3102052300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Hales | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $250,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $251,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $251,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $248,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,401 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,260 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,689 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,649 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,753 | 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 | $2,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,002 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,260 | ExcessFromYear4Amt |
| Excess From Year3 | $43,614 | ExcessFromYear3Amt |
| Excess From Year2 | $15,689 | ExcessFromYear2Amt |
| Excess From Year1 | $25,790 | ExcessFromYear1Amt |
| Excess From Current Year | $20,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel Hales | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 Wilshire Blvd 333E | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102052300 | RecipientPhoneNum |
| Form And Info And Materials | No Specified form is required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There is no submission deadline. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| PO Box 79099 | Los Angeles | CA | 90079 | None | Public Charity | Advanvement in medical Research | $4,000 |
| Leukimia & Lymphoma Society | |||||||
| 6033 West Century Suite 300 | Los Angeles | CA | 90045 | None | Public Charity | Advancement in Medical Research | $4,000 |
| The Bone Marrow & Cancer Foundation | |||||||
| 515 Madison avenue 1130 | New York | NY | 10022 | None | Public Charity | Advanement in Medical Research | $4,000 |
| After-School All-Stars Los Angeles | |||||||
| 6501 Fountain Avenue | Los Angeles | CA | 90028 | None | Public Charity | Education | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,050 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $847 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,169 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$361 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,655 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,655 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | Not Applicable | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $10,974 | Amt |
| Net Investment Income | $8,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $15,000 | LegalFeesAmt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due From Myron Trust | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment | $3,867 | $3,867 | $0 |
| Trustee Fees | $35,000 | $22,500 | $12,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State registration | $25 | $0 | $0 |
| Foreign Tax | $67 | $0 | $0 |
Comments