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MOZORAS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MOZORAS FAMILY FOUNDATION (EIN 81-0742396)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-28
IRS object ID
201920879349100807
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-28T20:06:03-04:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-03-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD T COLWELL CPAPreparerPersonNm
PTINP00437475PTIN
Phone6263390600PhoneNum
Preparation2019-03-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.157.213.216IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-28IPDt
IP Tm20:07:16IPTm
Federal Original Submission Id33234520190875z3bnfdFederalOriginalSubmissionId
Federal Original Submission Id2019-03-28FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7C515CAB67777F842EB34948E72020714068BAF8AtSubmissionCreationDeviceId
At Submission Filing Device Id7C515CAB67777F842EB34948E72020714068BAF8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,066,031FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$288,475ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$17,569DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$30,093NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$192,899GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,093CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$21,745NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$336,137TotalRevAndExpnssAmt
Total Net Invst Incm$30,093TotalNetInvstIncmAmt
Total Adj Net Incm$21,745TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$90OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$90OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Taxes Net Invst Incm$75TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$165TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$165TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,165TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$165TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$285,972ExcessRevenueOverExpensesAmt
Net Investment Income$29,928NetInvestmentIncomeAmt
Adjusted Net Income$21,745AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$794,771SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,080,743SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,066,031SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$794,771TotalAssetsBOYAmt
Total Assets EOY$1,080,743TotalAssetsEOYAmt
Total Assets EOYFMV$1,066,031TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$794,771UnrestrictedBOYAmt
Unrestricted EOY$1,080,743UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$794,771TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,080,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$794,771TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,080,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$794,771TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$285,972ExcessRevenueOverExpensesAmt
Subtotal$1,080,743SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,080,743TotNetAstOrFundBalancesEOYAmt

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 DIST2018-01-27$1,603$1,603$1,603
FIDELITY SELECT MED CAP GAIN DIST2018-12-14$1,402$1,402$1,402
FIDELITY 500 IND FUND CAP GAIN DIST2018-12-14$37$37$37
FIDELITY 500 IND CAP GAIN DIST2018-04-06$10$10$10
300 GILEAD2018-01-31$25,264$1,826P2016-09-06$23,438
300 GILEAD2018-01-31$25,264$3,470P2016-12-07$21,794
500 COSTCO2018-06-25$105,634$14,479P2018-02-06$91,155
400 GILEAD2018-01-31$33,685$7,266P2017-02-18$26,419
FieldValueIRS element (for citing)
Capital Gain Net Income$30,093CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$21,745NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Net Vl Noncharitable Assets Yr1$541,170NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$279,829NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$806,167NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$299NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$299AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$299InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$299SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$299TaxBasedOnInvestmentIncomeAmt
Tax Due$299TaxDueAmt

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 2018 CONTRIBUTIONS OF 50000 WERE MADE TO THIS HOSPITALDescription1Txt
Expenses1$50,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$449,814AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$368,630AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$818,444TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$818,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,277CashDeemedCharitableAmt
Net Vl Noncharitable Assets$806,167NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,308MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,308MinimumInvestmentReturnAmt
Tax Based On Investment Income$299TaxBasedOnInvestmentIncomeAmt
Total Tax$299TotalTaxAmt
Distributable Before Adj$40,009DistributableBeforeAdjAmt
Distributable Before Ded$40,009DistributableBeforeDedAmt
Distributable As Adjusted$40,009DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$299PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,701AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,009DistributableAsAdjustedAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Applied To Current Year$40,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,991RemainingDistriFromCorpusAmt
Total Corpus$9,991TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,991ExcessDistriCyovToNextYrAmt
Excess From Current Year$9,991ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$21,745CurrentYearAmt
Year1$16,046Year1Amt
Year2$36,484Year2Amt
Total$74,275TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$18,483CurrentYearAmt
Year1$13,639Year1Amt
Year2$31,011Year2Amt
Total$63,133TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$50,000CurrentYearAmt
Total$50,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$50,000CurrentYearAmt
Total$50,000TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,066,031CurrentYearAmt
Year1$794,599Year1Amt
Year2$526,928Year2Amt
Year3$250,000Year3Amt
Total$2,637,558TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$26,872CurrentYearAmt
Total$26,872TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonEISENHOWER MEDICAL CENTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line139000 BOB HOPE DRIVEAddressLine1Txt
CityRANCHO MIRAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92270ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeFURTHER MEDICAL CARE IN REGIONGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt
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$17,569ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,569ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,569TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ANDREAS MOZORAS
143111 VIA SIENAINDIAN WELLSCA92210$250,000Yes (X)
CMCD EMPLOYEE BENEFITS TRUST
2570 LEXINGTON AVE STE 1903NEW YORKNY10022$38,475Yes (X)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY SALES CHARGECategoryTxt
Amt$90Amt
Net Investment Income$90NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$75Amt
Net Investment Income$75NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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