MOZORAS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MOZORAS FAMILY FOUNDATION (EIN 81-0742396)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202011969349100526
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-14T10:21:34-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330277361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 SHOPPERS LANEAddressLine1Txt
CityCovinaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91723ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810742396EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREAS MOZORASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7603457555PhoneNum
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD T COLWELL CPAPreparerPersonNm
PTINP00437475PTIN
Phone6263390600PhoneNum
Preparation2020-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,557,218FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$23,042DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$37,110NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$290,441GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,110CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$14,819NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$43OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$43OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$310,195TotalRevAndExpnssAmt
Total Net Invst Incm$37,153TotalNetInvstIncmAmt
Total Adj Net Incm$14,819TotalAdjNetIncmAmt
Taxes Rev And Expnss$399TaxesRevAndExpnssAmt
Taxes Net Invst Incm$399TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$399TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$399TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,899TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$399TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$247,296ExcessRevenueOverExpensesAmt
Net Investment Income$36,754NetInvestmentIncomeAmt
Adjusted Net Income$14,819AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,080,743SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,328,039SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,557,218SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,080,743TotalAssetsBOYAmt
Total Assets EOY$1,328,039TotalAssetsEOYAmt
Total Assets EOYFMV$1,557,218TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,080,743NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,328,039NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,080,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,328,039TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,080,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,328,039TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,080,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$247,296ExcessRevenueOverExpensesAmt
Subtotal$1,328,039SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,328,039TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmt
FIDELITY OTC PORT CAP GAIN DIST2019-12-20$2,096$2,096$2,096
FIDELITY SELECT MED TECH CAP GAIN D2019-12-20$447$447$447
FIDELITY 500 INDEX CAP GAIN DIST2019-04-05$17$17$17
BEYOND MEAT INC COM2019-10-28$21,200-$12,172P2019-06-18$33,372
COSTCO WHOLESALE2019-06-06$189,998$26,276P2018-12-10$163,722
HFF INC2019-07-03$24,630$716P2019-06-18$23,914
JONES LANG LASALLE2019-07-05$70-$1P2019-06-18$71
APPLE INC2019-11-08$51,983$19,731P2018-02-02$32,252
FieldValueIRS element (for citing)
Capital Gain Net Income$37,110CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$14,819NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$50,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$806,167NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062022DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$541,170NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$279,829NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Total Distribution0.062022TotalDistributionRt
Average Distribution0.012404AverageDistributionRt
Net Vl Noncharitable Assets$1,084,831NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,456AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$368NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,824AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$368InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$368SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$368TaxBasedOnInvestmentIncomeAmt
Tax Due$368TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksANDREAS MOZORASIndividualWithBooksNm
Phone7603457555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREAS MOZORAS OFFICERPersonNm

US Address USAddress

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EISENHOWER HOSPITAL WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2019 CONTRIBUTIONS OF 50000 WERE MADE TO THIS HOSPITALDescription1Txt
Expenses1$50,000Expenses1Amt
Description2UCI HEALTH WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2019 CONTRIBUTIONS OF 10000 WERE MADE TO THIS HOSPITALDescription2Txt
Expenses2$10,000Expenses2Amt
Description3CAL STATE SAN BERNARDINOCI WAS DESIGNATED AS A RECEPIENT OF CONTRIBUTIONS IN 2019 CONTRIBUTIONS OF 2500 WERE MADE TO THIS INSTITUTIONDescription3Txt
Expenses3$2,500Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,013,815AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,536AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,101,351TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,101,351AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,084,831NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,242MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,242MinimumInvestmentReturnAmt
Tax Based On Investment Income$368TaxBasedOnInvestmentIncomeAmt
Total Tax$368TotalTaxAmt
Distributable Before Adj$53,874DistributableBeforeAdjAmt
Distributable Before Ded$53,874DistributableBeforeDedAmt
Distributable As Adjusted$53,874DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,500ExpensesAndContributionsAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$368PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,132AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,874DistributableAsAdjustedAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt
Applied To Current Year$53,874AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,626RemainingDistriFromCorpusAmt
Total Corpus$8,626TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,626ExcessDistriCyovToNextYrAmt
Excess From Current Year$8,626ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$14,819CurrentYearAmt
Year1$21,745Year1Amt
Year2$16,046Year2Amt
Year3$36,484Year3Amt
Total$89,094TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$12,596CurrentYearAmt
Year1$18,483Year1Amt
Year2$13,639Year2Amt
Year3$31,011Year3Amt
Total$75,729TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$62,500CurrentYearAmt
Total$62,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$62,500CurrentYearAmt
Total$62,500TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,557,218CurrentYearAmt
Year1$1,066,031Year1Amt
Year2$794,599Year2Amt
Year3$526,928Year3Amt
Total$3,944,776TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$36,161CurrentYearAmt
Total$36,161TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EISENHOWER HEALTH
39000 BOB HOPE DRIVERANCHO MIRAGECA92270POFFURTHER MEDICAL CARE IN REGION$50,000
UCI HEALTH
1001 HEALTH SCIENCES ROADIRVINECA92697POFFURTHER MEDICAL CARE IN REGION$10,000
CAL STATE SAN BERNARDINO
37500 COOK STREETPALM DESERTCA92211POFFURTHER EDUCATION IN AREA$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$23,042ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,042ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,042TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANDREAS MOZORASContributorPersonNm

Contributor US Address ContributorUSAddress

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

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEE ADJUSTMENTDesc
Revenue And Expenses Per Books$43RevenueAndExpensesPerBooksAmt
Net Investment Income$43NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonANDREAS MOZORASPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$399Amt
Net Investment Income$399NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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