SYZYGY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SYZYGY FOUNDATION INC (EIN 48-1250583)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104344
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:29:55-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA WILSON | PreparerPersonNm |
| PTIN | P01403581 | PTIN |
| Phone | 9132135400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.228.142.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:28:59 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7531140D3C69ACB5B9EBD16CB55F4F17A8F295CE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7531140D3C69ACB5B9EBD16CB55F4F17A8F295CE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,529,951 | 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 | $1,106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,567 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $143,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,913 | 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 | $2,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $393 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,863 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,863 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,657 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,251,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,221,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,461,706 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,838 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,081 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,349,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,286,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,529,951 | 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 | $1,349,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,286,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,349,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,349,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,286,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,349,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $104 | OtherIncreasesAmt |
| Subtotal | $1,286,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| COSTCO | 2004-06-03 | 2019-01-17 | $21,052 | $3,957 | $17,095 | $17,095 |
| COSTCO | 2003-11-25 | 2019-01-17 | $21,052 | $3,540 | $17,512 | $17,512 |
| COSTCO | 2004-06-03 | 2019-01-31 | $21,081 | $3,957 | $17,124 | $17,124 |
| BUFFALO INTL FUND | 2006-12-18 | 2019-03-06 | $1,000 | $896 | $104 | $104 |
| BAYER | 2004-08-17 | 2019-04-12 | $34,654 | $12,457 | $22,197 | $22,197 |
| BRISTOL MYERS | 2019-01-16 | 2019-06-24 | $217 | $217 | $217 | |
| BRISTOL MYERS | 2019-11-19 | 2019-12-02 | $56 | $56 | $56 | |
| GENERAL ELECTRIC | 2013-06-05 | 2019-01-31 | $4,013 | $9,322 | -$5,309 | -$5,309 |
| GENERAL ELECTRIC | 2013-06-06 | 2019-01-31 | $1,003 | $2,320 | -$1,317 | -$1,317 |
| GENERAL ELECTRIC | 2013-06-14 | 2019-01-31 | $1,003 | $2,359 | -$1,356 | -$1,356 |
| GENERAL ELECTRIC | 2013-05-24 | 2019-01-31 | $3,009 | $7,077 | -$4,068 | -$4,068 |
| DOW INC | 2013-05-24 | 2019-04-10 | $37 | $20 | $17 | $17 |
| CORTEVA INC | 2013-05-24 | 2019-06-10 | $17 | $15 | $2 | $2 |
| DUPONT DE NEMOURS INC | 2013-05-24 | 2019-06-10 | $50 | $35 | $15 | $15 |
| BRISTOL MYERS | 2016-03-31 | 2019-06-17 | $24,170 | $31,958 | -$7,788 | -$7,788 |
| PAYCHEX INC | 2017-08-02 | 2019-06-21 | $85,447 | $56,381 | $29,066 | $29,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,567 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,146,196 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,774 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,082,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061848 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,274 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,728,022 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,824,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,152 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,937,563 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069754 | DistributionYr5Rt |
| Total Distribution | 0.312866 | TotalDistributionRt |
| Average Distribution | 0.062573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,168,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,677 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,094 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,264 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,655 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,919 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $1,501 | OverpaymentAmt |
| Applied To ES Tax | $1,501 | 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 | $2,164,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,201,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,201,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,168,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,417 | TotalTaxAmt |
| Distributable Before Adj | $106,998 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,998 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,998 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,417 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $201,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,574 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,953 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,998 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,502 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,044 | 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 | $39,970 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $183,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,574 | ExcessFromYear4Amt |
| Excess From Year3 | $31,925 | ExcessFromYear3Amt |
| Excess From Year2 | $26,120 | ExcessFromYear2Amt |
| Excess From Year1 | $8,953 | ExcessFromYear1Amt |
| Excess From Current Year | $95,502 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS | |||||||
| 601 S FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| AMERICAN WHEELCHAIR | |||||||
| 2600 E SELTICE WAY A172 | POST FALLS | ID | 83854 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ART DIVISIONN | |||||||
| 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 | $12,500 |
| CREATIVE GROWTH IN SAN FRANCISCO | |||||||
| 2558 24TH STREET | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | 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 | $2,500 |
| HUMANITY FOR CHANGE | |||||||
| PO BOX 691070 | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| KCRW FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NRDC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| NEW YORK WOMEN IN FILM AND TELEVISION | |||||||
| 6 EAST 39TH STREET SUITE 1200 | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| 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 | $10,000 |
| THE OPEN HAND FOUNDATION IN THE NAME OF KAREN REID KHALIL | |||||||
| 3121 WESTWOOD DRIVE | EXCELSIOR | MN | 55331 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | ACARRICO - 07/13/20 03:56PM WORKSHEET PRIVATE FOUNDATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,500 | 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 | $1,106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,913 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GPT INVESTMENTS | BondNm |
| EOY Book Value | $13,838 | EOYBookValueAmt |
| EOYFMV | $17,081 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPT INVESTMENTS | StockNm |
| EOY Book Value | $1,221,954 | EOYBookValueAmt |
| EOYFMV | $2,461,706 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $1,863 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $104 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $393 | $393 | $0 |
| 2018 FEDERAL EXCISE TAX | $975 | $0 | $0 |
| 2019 ESTIMATED TAX PAYMENTS | $1,264 | $0 | $0 |
Comments