GUTHY-JACKSON CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GUTHY-JACKSON CHARITABLE FOUNDATION (EIN 26-6461545)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349104519
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T16:03:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD STREET STE 2400 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 | 266461545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUTHY-JACKSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUTH | BusinessNameControlTxt |
| Phone | 3104325400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1018 PAMELA DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R GUTHY | PersonNm |
| Person Title | CO TRUSTEE | PersonTitleTxt |
| Phone | 3104325400 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GUTHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW WATSON | PreparerPersonNm |
| PTIN | P01442075 | PTIN |
| Phone | 8185879300 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
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 | $1,372,799 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,101,590 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,174 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,951,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,075,123 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,093,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,076,297 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $430,391 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $430,391 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,312 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,312 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,585 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $959,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $959,752 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $200,307 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $200,307 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $442,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $442,840 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,125,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,125,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $789,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,299,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,914,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $794,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,076,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,524 | CashBOYAmt |
| Cash EOY | $665,221 | CashEOYAmt |
| Cash EOYFMV | $665,221 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $284,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $284,905 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $117,488 | AcctRcvblAmt |
| Acct Rcvbl BOY | $25,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $117,488 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $117,488 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $303,911 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $1,285,807 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $303,911 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $303,911 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,274 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,274 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $4,220 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,409,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,372,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,372,799 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $348,357 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $65,344 | AccountsPayableEOYAmt |
| Grants Payable BOY | $854,386 | GrantsPayableBOYAmt |
| Grants Payable EOY | $238,571 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,202,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $303,915 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$1,107,885 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $647,485 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,315,027 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $421,399 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,068,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,409,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,372,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $794,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,488 | OtherIncreasesAmt |
| Subtotal | $1,068,884 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,068,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-08-25 | AcquiredDt |
| Sold | 2020-04-23 | SoldDt |
| Gross Sales Price | $1,951,397 | GrossSalesPriceAmt |
| Cost Or Other Basis | $876,274 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,075,123 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,075,123 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,075,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,698 | 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 | $24,698 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,737 | OverpaymentAmt |
| Applied To ES Tax | $9,737 | 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 | 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 | WWW.GUTHYJACKSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ARMANINO LLP | IndividualWithBooksNm |
| Phone | 8185879303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD STREET SUITE 2400 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R GUTHY | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | CO TRUSTEE | 20.00 | $0 | $0 | $0 |
| VICTORIA JACKSON | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | CO TRUSTEE | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JACINTA BEHNE | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | EXECUTIVE DIRECTOR | 40.00 | $229,282 | $13,196 | $0 |
| BRIAN COORDS | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | PROGRAMMER | 40.00 | $96,039 | $18,865 | $0 |
| RENEE RODRIGUEZ | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | EXECUTIVE ASSISTANT | 40.00 | $61,950 | $9,750 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DR MICHAEL YEAMAN | |||||
| PO BOX 4152 | REDONDO BEACH | CA | 902774152 | MEDICAL ADVISOR | $415,460 |
| DR TERRY SMITH | |||||
| 2415 CREST DRIVE | MANHATTAN BEACH | CA | 90266 | MEDICAL ADVISOR | $229,444 |
| DANIEL BEHNE | |||||
| 767 YUCCA RIDGE LANE | SAN MARCOS | CA | 92069 | GENERAL ADMINISTRATION | $96,890 |
| MEGAN BEHNE | |||||
| 2446 VALE WAY | ERIE | CO | 80516 | GENERAL ADMINISTRATION | $90,710 |
| LABCORP | |||||
| PO BOX 2484 | BURLINGTON | NC | 27216 | SPECIMEN STORAGE | $81,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $221,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $701,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $923,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $923,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $909,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,961 | TotalTaxAmt |
| Distributable Before Adj | $30,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $67,488 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,914,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,914,957 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,914,957 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,267,391 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,440,825 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,246,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,876,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,589,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,420,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,914,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,816,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,237,124 | 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 | $5,267,391 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,969,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,440,825 | ExcessFromYear4Amt |
| Excess From Year3 | $6,246,303 | ExcessFromYear3Amt |
| Excess From Year2 | $5,876,006 | ExcessFromYear2Amt |
| Excess From Year1 | $4,589,639 | ExcessFromYear1Amt |
| Excess From Current Year | $2,816,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM R GUTHY | ContributingManagerNm |
| Contributing Manager | VICTORIA JACKSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1975 ZONAL AVE | LOS ANGELES | CA | 90033 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $1,500 |
| STANFORD UNIVERSITY SCHOOL OF MEDICINE - DR HAN | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $55,656 |
| BRIGHAM & WOMEN'S HOSPITAL - DR CHITNIS | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $47,166 |
| UNIVERSITY OF COLORADO - DENVER - DR BENNETT | |||||||
| 1250 14TH STREET | DENVER | CO | 80217 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $28,865 |
| NYU SCHOOL OF MEDICINE-DR KISTER | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $3,600 |
| COLUMBIA UNIVERSITY OF NEW YORK | |||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $21,973 |
| CEDARS-SINAI-DR NANCY SICOTTE | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $4,850 |
| SHEPERD CENTER | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $25,101 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO ROBERT STROUD | |||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $194,634 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO ALAN VERKMAN - STUDY 1 | |||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $44,916 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO ALAN VERKMAN - STUDY 2B | |||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $46,021 |
| UNIVERSITY OF UTAH - DR COOKUDCC - PROJECT 7 | |||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $36,168 |
| UNIVERSITY OF UTAH - DR COOKUDCC - PROJECT 8 | |||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $268,415 |
| UNIVERSITY OF UTAH - COVID SURVEY | |||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $10,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $789,610 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY SCHOOL OF MEDICINE - DR HAN | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $40,442 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO ALAN VERKMAN - STUDY 1 | |||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $44,916 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO ALAN VERKMAN - STUDY 2B | |||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $70,043 |
| UNIVERSITY OF UTAH - DR COOKUDCC - PROJECT 8 | |||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $72,424 |
| UNIVERSITY OF UTAH - COVID SURVEY | |||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $10,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $238,570 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,194 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM R GUTHY | |||||||
| 1 | 3340 OCEAN PARK BLVD 3055 | SANTA MONICA | CA | 90405 | $1,168,869 | Yes (X) | |
| JAVEB LLC | |||||||
| 2 | 1018 PAMELA DRIVE | BEVERLY HILLS | CA | 90210 | $390,000 | Yes (X) | |
| GUTHY JACKSON RESEARCH FOUNDATION | |||||||
| 3 | 1018 PAMELA DRIVE | BEVERLY HILLS | CA | 90210 | $155,000 | Yes (X) | |
| VIELA BIO | |||||||
| 4 | 1 MEDIMMUNE WAY | GAITHERSBURG | MD | 20878 | $25,000 | Yes (X) | |
| GENENTECH INC | |||||||
| 5 | 1 ANTIBODY WAY | OCEANSIDE | CA | 92056 | $813,687 | Yes (X) | |
| ALEXION | |||||||
| 6 | 121 SEAPORT BLVD | BOSTON | MA | 02210 | $474,234 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,168,869 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,585 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,585 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM SANDYLAND | Desc |
| BOY Book Value | $4,220 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $40,000 | $0 | $40,000 |
| MEDICAL ADVISORS AND OVERSIGHT | $595 | $0 | $595 |
| OFFICE EXPENSES | $86,091 | $0 | $86,091 |
| ESOTERIX | $310,284 | $0 | $310,284 |
| LAB STORAGE - SHIPPING | $5,870 | $0 | $5,870 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANT EXPENSE | Desc |
| Amt | $67,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDEPENDENT CONTRACTORS | CategoryTxt |
| Amt | $959,752 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $959,752 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA FRANCHISE TAX BOARD | $10 | $0 | $10 |
| CA ATTORNEY GENERAL FEE | $150 | $0 | $150 |