SYZYGY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SYZYGY FOUNDATION INC (EIN 48-1250583)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-10
- IRS object ID
- 201902539349100020
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-10T15:39:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-09-10 | 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 | 2019-09-10 | IPDt |
| IP Tm | 15:40:01 | IPTm |
| IP Timezone | CD | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,229,228 | 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 | $3,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,050 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,591 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,217 | 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 |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,249,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,251,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,128,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,893 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,838 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,275 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,401,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,349,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,229,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,401,870 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,349,934 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,401,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,349,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,401,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,349,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,401,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,350,010 | SubtotalAmt |
| Other Decreases | $76 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,349,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AUTONATION INC. | 2010-04-01 | 2018-04-15 | $5,000 | $4,975 | $25 | $25 | |
| SILVERBOW RESOURCES INC | 2018-05-29 | $55 | $55 | $55 | |||
| ADR BAYER DUMMY RIGHT | 2004-08-17 | 2018-07-02 | $792 | $792 | $792 | ||
| SEACOR HOLDINGS INC | 2009-10-28 | 2018-10-31 | $10,380 | $10,000 | $380 | $380 | |
| SEACOR HOLDINGS INC | 2009-12-04 | 2018-10-31 | $5,190 | $5,000 | $190 | $190 | |
| ANIXTER INC | 2012-04-25 | 2018-11-14 | $5,057 | $5,000 | $57 | $57 | |
| BRISTOL MYERS CALL OPTION | 2017-12-20 | 2018-06-22 | $510 | $510 | $510 | ||
| CUMMINS INC CALL OPTION | 2018-03-12 | 2018-09-24 | $103 | $103 | $103 | ||
| QUALCOMM CALL OPTION | 2018-09-11 | 2018-11-26 | $183 | $183 | $183 | ||
| BRISTOL MYERS CALL OPTION | 2018-09-24 | 2018-12-24 | $117 | $117 | $117 | ||
| BARRICK GOLD CORP | 2016-03-31 | 2018-05-29 | $13,410 | $13,808 | -$398 | -$398 | |
| BARRICK GOLD CORP | 2013-05-24 | 2018-05-29 | $13,410 | $19,576 | -$6,166 | -$6,166 | |
| ARCHER-DANIELS-MIDLAND CO | 2017-08-08 | 2018-09-21 | $50,475 | $42,301 | $8,174 | $8,174 | |
| FTI CONSULTING INC | 2014-05-02 | 2018-11-15 | $5,100 | $5,066 | $34 | $34 | |
| CAPITAL GAINS DIVIDENDS | $535 | $535 | $535 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,774 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,082,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061848 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,274 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,728,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067287 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,824,612 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $135,152 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,937,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069754 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,836,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041927 | DistributionYr5Rt |
| Total Distribution | 0.301210 | TotalDistributionRt |
| Average Distribution | 0.060242 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,146,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $631 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,922 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $302 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $702 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $575 | 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 | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| 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 | $2,104,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,178,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,178,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,146,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,263 | TotalTaxAmt |
| Distributable Before Adj | $106,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $115,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $39,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,953 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,542 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,970 | ExcessFromYear4Amt |
| Excess From Year3 | $20,574 | ExcessFromYear3Amt |
| Excess From Year2 | $31,925 | ExcessFromYear2Amt |
| Excess From Year1 | $26,120 | ExcessFromYear1Amt |
| Excess From Current Year | $8,953 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYTLSTON ST MS-899 | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| EQUAL JUSTICE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| EXCEPTIONAL MINDS STUDIO | |||||||
| 13400 RIVERSIDE DR SUITE 211 | SHERMAN OAKS | CA | 91423 | N/A | PUBLIC CHARITY | CHARITABLE | $15,000 |
| KCRW | |||||||
| 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 | $10,000 |
| PEOPLE FOR THE AMERICAN WAY | |||||||
| 1101 15TH STREET NW STE 600 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | 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 | $20,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | 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 | $3,050 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,217 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEND & ASSOCIATES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $16,275 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GPT INVESTMENTS | StockNm |
| EOY Book Value | $1,251,348 | EOYBookValueAmt |
| EOYFMV | $2,128,205 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BUILT IN GAIN | Desc |
| Amt | $76 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,897 | $1,897 | $0 |
| FOREIGN ADR FEE | $60 | $60 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMIE LEE CURTIS GUEST AS CO-CREATO | |||
| 253A 26TH STREET | SANTA MONICA | CA | 90402 |
| CHRISTOPHER GUEST AS CO-CREATOR OF | |||
| 253A 26 STREET | SANTA MONICA | CA | 90402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,120 | Amt |
| Net Investment Income | $1,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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