LEYTON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEYTON FOUNDATION (EIN 27-1447571)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202503209349100765
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T18:40:58-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330269446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Donovan Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9930 Research Drive Suite 100 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271447571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leyton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEYT | BusinessNameControlTxt |
| Phone | 8882886617 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2271 W Malvern Ave 424 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell Leyton | PersonNm |
| Person Title | CEO & CFO | PersonTitleTxt |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Donovan | PreparerPersonNm |
| PTIN | P00234335 | PTIN |
| Phone | 9496401333 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $229,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,347 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,416 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,416 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,647 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,060 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $12,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,065 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,478 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,016 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,478 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,719 | CashBOYAmt |
| Cash EOY | $11,698 | CashEOYAmt |
| Cash EOYFMV | $11,698 | CashEOYFMVAmt |
| Other Investments BOY | $196,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $194,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $217,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $206,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,598 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,347 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $1,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $204,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | $206,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $204,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $206,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $206,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $204,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $206,259 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $206,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 48.707 ALLSPRING CORE PLUS BD I | P | 2021-05-19 | 2024-11-12 | $546 | $648 | -$102 | -$102 |
| 23.22 ALLSPRING CORE PLUS BD I | P | 2021-06-03 | 2024-11-12 | $260 | $310 | -$50 | -$50 |
| 2.813 ALLSPRING CORE PLUS BD I | P | 2022-04-27 | 2024-11-12 | $32 | $34 | -$2 | -$2 |
| 16.511 ALLSPRING CORE PLUS BD I | P | 2021-06-03 | 2024-04-19 | $181 | $221 | -$40 | -$40 |
| 64.377 AMERICAN BD FD OF AMERICA F2 | P | 2024-07-18 | 2024-11-12 | $722 | $728 | -$6 | -$6 |
| 0.874 AMERICAN BD FD OF AMERICA F2 | P | 2022-11-14 | 2024-11-12 | $10 | $10 | ||
| 81.329 AMERICAN BD FD OF AMERICA F2 | P | 2023-08-22 | 2024-11-12 | $913 | $895 | $18 | $18 |
| 98.523 AMERICAN BD FD OF AMERICA F2 | P | 2024-07-18 | 2024-11-07 | $1,112 | $1,114 | -$2 | -$2 |
| 182.106 AMERICAN BD FD OF AMERICA F2 | P | 2022-06-13 | 2024-11-07 | $2,056 | $2,136 | -$80 | -$80 |
| 43.719 AMERICAN BD FD OF AMERICA F2 | P | 2022-06-13 | 2024-04-19 | $480 | $513 | -$33 | -$33 |
| 7.52 CLEARBRIDGE INTL GROWTH I | P | 2023-08-22 | 2024-07-18 | $494 | $434 | $60 | $60 |
| 25.855 CLEARBRIDGE INTL GROWTH I | P | 2021-05-19 | 2024-07-18 | $1,699 | $1,752 | -$53 | -$53 |
| 9.828 CLEARBRIDGE INTL GROWTH I | P | 2021-06-03 | 2024-07-18 | $646 | $689 | -$43 | -$43 |
| 1.966 CLEARBRIDGE INTL GROWTH I | P | 2021-06-03 | 2024-04-19 | $121 | $138 | -$17 | -$17 |
| 25.441 COLUMBIA DIVIDEND INCOME INST | P | 2021-06-03 | 2024-11-12 | $905 | $752 | $153 | $153 |
| 27.936 COLUMBIA DIVIDEND INCOME INST | P | 2022-04-26 | 2024-11-12 | $994 | $826 | $168 | $168 |
| 12.623 COLUMBIA DIVIDEND INCOME INST | P | 2023-08-22 | 2024-07-18 | $422 | $375 | $47 | $47 |
| 46.784 COLUMBIA DIVIDEND INCOME INST | P | 2021-06-03 | 2024-07-18 | $1,565 | $1,383 | $182 | $182 |
| 29.796 COLUMBIA DIVIDEND INCOME INST | P | 2023-08-22 | 2024-04-19 | $938 | $886 | $52 | $52 |
| 1 COMM SERV SELECT SECTOR SPDR | P | 2023-08-22 | 2024-04-19 | $80 | $65 | $15 | $15 |
| 17 CONS STAPLES SEL SECT SPDR FD | P | 2021-07-23 | 2024-10-30 | $1,364 | $1,209 | $155 | $155 |
| 3 CONS STAPLES SEL SECT SPDR FD | P | 2021-10-26 | 2024-10-30 | $241 | $214 | $27 | $27 |
| 1 CONS STAPLES SEL SECT SPDR FD | P | 2023-08-22 | 2024-04-19 | $74 | $72 | $2 | $2 |
| 55 DBX ETF TR XTRACK HRVST CSI | P | 2024-10-01 | 2024-11-07 | $1,632 | $1,612 | $20 | $20 |
| 16.787 DIAMOND HILL SH DUR SECU BD I | P | 2024-10-02 | 2024-11-12 | $167 | $167 | ||
| 224.072 DIAMOND HILL SH DUR SECU BD I | P | 2024-11-07 | 2024-11-12 | $2,223 | $2,225 | -$2 | -$2 |
| 2.038 DIAMOND HILL SH DUR SECU BD I | P | 2022-06-13 | 2024-07-18 | $20 | $20 | ||
| 44.081 DIAMOND HILL SH DUR SECU BD I | P | 2022-06-13 | 2024-04-19 | $430 | $424 | $6 | $6 |
| 1 ENERGY SEL SECT SPDR FD | P | 2024-07-26 | 2024-11-12 | $94 | $99 | -$5 | -$5 |
| 3 ENERGY SEL SECT SPDR FD | P | 2024-10-10 | 2024-11-12 | $282 | $287 | -$5 | -$5 |
| 6 ENERGY SEL SECT SPDR FD | P | 2024-11-07 | 2024-11-12 | $564 | $560 | $4 | $4 |
| 3 ENERGY SEL SECT SPDR FD | P | 2022-05-10 | 2024-11-12 | $282 | $230 | $52 | $52 |
| 6 ENERGY SEL SECT SPDR FD | P | 2023-02-02 | 2024-11-12 | $564 | $571 | -$7 | -$7 |
| 7 ENERGY SEL SECT SPDR FD | P | 2023-11-16 | 2024-10-30 | $617 | $580 | $37 | $37 |
| 1 ENERGY SEL SECT SPDR FD | P | 2024-07-18 | 2024-10-30 | $88 | $93 | -$5 | -$5 |
| 3 ENERGY SEL SECT SPDR FD | P | 2024-10-02 | 2024-10-30 | $264 | $271 | -$7 | -$7 |
| 5 ENERGY SEL SECT SPDR FD | P | 2022-05-10 | 2024-10-30 | $441 | $383 | $58 | $58 |
| 6 ENERGY SEL SECT SPDR FD | P | 2023-01-25 | 2024-10-30 | $529 | $540 | -$11 | -$11 |
| 11 ENERGY SEL SECT SPDR FD | P | 2023-03-21 | 2024-10-30 | $969 | $881 | $88 | $88 |
| 5 ENERGY SEL SECT SPDR FD | P | 2023-08-22 | 2024-10-30 | $441 | $438 | $3 | $3 |
| 5 ENERGY SEL SECT SPDR FD | P | 2023-01-25 | 2024-04-19 | $475 | $450 | $25 | $25 |
| 73.791 FIDELITY ADV CHINA REGION I | P | 2024-10-01 | 2024-11-07 | $3,133 | $3,090 | $43 | $43 |
| 9.329 GOLDMAN SACHS GQG INTL OPP I | P | 2021-10-26 | 2024-04-19 | $201 | $194 | $7 | $7 |
| 35.571 GUGGENHEIM TOTAL RETURN BD I | P | 2021-06-03 | 2024-11-12 | $840 | $1,022 | -$182 | -$182 |
| 7.921 GUGGENHEIM TOTAL RETURN BD I | P | 2021-06-03 | 2024-04-19 | $182 | $227 | -$45 | -$45 |
| 1 INVESCO NASDAQ 100 ETF | P | 2023-08-22 | 2024-07-18 | $197 | $149 | $48 | $48 |
| 1 INVESCO NASDAQ 100 ETF | P | 2023-08-22 | 2024-04-19 | $172 | $149 | $23 | $23 |
| 2 INVESCO S&P MIDCAP MOMENTUM | P | 2024-07-18 | 2024-11-12 | $261 | $232 | $29 | $29 |
| 1 ISHARES CORE INTL STOCK ETF | P | 2021-10-26 | 2024-04-19 | $65 | $74 | -$9 | -$9 |
| 22 ISHARES CORE MSCI EAFE ETF | P | 2024-08-05 | 2024-11-07 | $1,644 | $1,541 | $103 | $103 |
| 9 ISHARES CORE MSCI EAFE ETF | P | 2021-06-06 | 2024-11-07 | $673 | $635 | $38 | $38 |
| 6 ISHARES CORE MSCI EAFE ETF | P | 2021-11-13 | 2024-11-07 | $448 | $433 | $15 | $15 |
| 4 ISHARES CORE MSCI EAFE ETF | P | 2023-08-22 | 2024-07-18 | $298 | $262 | $36 | $36 |
| 9 ISHARES CORE MSCI EAFE ETF | P | 2021-05-19 | 2024-07-18 | $670 | $674 | -$4 | -$4 |
| 6 ISHARES CORE MSCI EAFE ETF | P | 2021-10-26 | 2024-07-18 | $446 | $459 | -$13 | -$13 |
| 1 ISHARES CORE MSCI EAFE ETF | P | 2021-10-26 | 2024-04-19 | $71 | $77 | -$6 | -$6 |
| 11 ISHARES CORE MSCI EMERGING | P | 2023-08-22 | 2024-07-18 | $596 | $529 | $67 | $67 |
| 20 ISHARES CORE MSCI EMERGING | P | 2022-07-22 | 2024-07-18 | $1,084 | $963 | $121 | $121 |
| 19 ISHARES CORE MSCI EMERGING | P | 2022-11-14 | 2024-07-18 | $1,030 | $891 | $139 | $139 |
| 2 ISHARES CORE MSCI EMERGING | P | 2022-07-22 | 2024-04-19 | $100 | $96 | $4 | $4 |
| 2 ISHARES CORE S&P 500 ETF | P | 2023-08-22 | 2024-07-18 | $1,111 | $881 | $230 | $230 |
| 5 ISHARES CORE S&P 500 ETF | P | 2021-10-26 | 2024-07-18 | $2,777 | $2,292 | $485 | $485 |
| 4 ISHARES CORE S&P 500 ETF | P | 2021-10-26 | 2024-04-19 | $1,998 | $1,833 | $165 | $165 |
| 29 ISHARES GOLD TRUST | P | 2024-11-07 | 2024-11-12 | $1,424 | $1,480 | -$56 | -$56 |
| 39.828 LORD ABBETT SHT DURATION INC I | P | 2024-10-02 | 2024-11-12 | $154 | $155 | -$1 | -$1 |
| 437.581 LORD ABBETT SHT DURATION INC I | P | 2022-06-13 | 2024-11-12 | $1,689 | $1,707 | -$18 | -$18 |
| 110.911 LORD ABBETT SHT DURATION INC I | P | 2022-06-13 | 2024-04-19 | $424 | $433 | -$9 | -$9 |
| 7 MATERIALS SEL SECT SPDR FD | P | 2022-04-26 | 2024-07-18 | $637 | $590 | $47 | $47 |
| 5 MATERIALS SEL SECT SPDR FD | P | 2022-05-10 | 2024-07-18 | $455 | $406 | $49 | $49 |
| 1 MATERIALS SEL SECT SPDR FD | P | 2022-04-05 | 2024-07-18 | $91 | $79 | $12 | $12 |
| 22 MATERIALS SEL SECT SPDR FD | P | 2023-05-31 | 2024-07-18 | $2,001 | $1,652 | $349 | $349 |
| 2 MATERIALS SEL SECT SPDR FD | P | 2022-04-26 | 2024-04-19 | $178 | $169 | $9 | $9 |
| 126.597 PIMCO INCOME I2 | P | 2021-05-19 | 2024-11-12 | $1,337 | $1,524 | -$187 | -$187 |
| 31.325 PIMCO INCOME I2 | P | 2021-06-03 | 2024-11-12 | $331 | $379 | -$48 | -$48 |
| 23.415 PIMCO INCOME I2 | P | 2021-06-03 | 2024-04-19 | $243 | $283 | -$40 | -$40 |
| 22.188 PUTNAM GLOBAL HEALTH CARE Y | P | 2024-07-18 | 2024-11-12 | $1,565 | $1,585 | -$20 | -$20 |
| 21.824 PUTNAM GLOBAL HEALTH CARE Y | P | 2024-07-18 | 2024-11-07 | $1,554 | $1,559 | -$5 | -$5 |
| 8 THE FINANCIAL SEL SECT SPDR FD | P | 2023-08-22 | 2024-07-18 | $346 | $269 | $77 | $77 |
| 6 THE FINANCIAL SEL SECT SPDR FD | P | 2023-08-22 | 2024-04-19 | $242 | $202 | $40 | $40 |
| 4 VANGUARD HEALTH CARE ETF | P | 2023-08-22 | 2024-11-12 | $1,090 | $975 | $115 | $115 |
| 1 VANGUARD HEALTH CARE ETF | P | 2024-07-18 | 2024-10-30 | $272 | $270 | $2 | $2 |
| 5 VANGUARD HEALTH CARE ETF | P | 2022-08-05 | 2024-10-30 | $1,360 | $1,221 | $139 | $139 |
| 4 VANGUARD HEALTH CARE ETF | P | 2022-11-14 | 2024-10-30 | $1,088 | $984 | $104 | $104 |
| 1 VANGUARD HEALTH CARE ETF | P | 2023-08-22 | 2024-10-30 | $272 | $244 | $28 | $28 |
| 1 VANGUARD HEALTH CARE ETF | P | 2022-11-14 | 2024-04-19 | $253 | $246 | $7 | $7 |
| 7 VANGUARD INTERMEDIATE TERM BND | P | 2024-07-18 | 2024-11-12 | $527 | $531 | -$4 | -$4 |
| 42 VANGUARD INTERMEDIATE TERM BND | P | 2024-07-18 | 2024-11-07 | $3,181 | $3,185 | -$4 | -$4 |
| 25 VANGUARD MID CAP VALUE ETF | P | 2022-04-18 | 2024-07-18 | $3,929 | $3,724 | $205 | $205 |
| 1 VANGUARD MID CAP VALUE ETF | P | 2022-04-18 | 2024-04-19 | $148 | $149 | -$1 | -$1 |
| 11 VANGUARD MID-CAP ETF INDEX | P | 2023-08-22 | 2024-07-18 | $2,744 | $2,357 | $387 | $387 |
| 4 VANGUARD RUSSELL 1000 VAL ETF | P | 2022-11-14 | 2024-11-12 | $343 | $273 | $70 | $70 |
| 5 VANGUARD RUSSELL 1000 VAL ETF | P | 2023-08-22 | 2024-11-12 | $428 | $342 | $86 | $86 |
| 11 VANGUARD RUSSELL 1000 VAL ETF | P | 2023-08-22 | 2024-07-18 | $873 | $753 | $120 | $120 |
| 4 VANGUARD RUSSELL 1000 VAL ETF | P | 2023-08-22 | 2024-04-19 | $300 | $274 | $26 | $26 |
| 7 VANGUARD SHORT-TERM GOV BD | P | 2022-09-28 | 2024-04-19 | $404 | $405 | -$1 | -$1 |
| 19 VANGUARD SHORT-TERM TREASURY | P | 2022-11-14 | 2024-11-12 | $1,105 | $1,098 | $7 | $7 |
| 38 VANGUARD SHORT-TERM TREASURY | P | 2022-09-28 | 2024-07-18 | $2,211 | $2,199 | $12 | $12 |
| 14 VANGUARD SHORT-TERM TREASURY | P | 2022-11-14 | 2024-07-18 | $815 | $809 | $6 | $6 |
| 21 VANGUARD SM CAP VALUE ETF | P | 2022-04-18 | 2024-07-18 | $4,048 | $3,629 | $419 | $419 |
| 1 VANGUARD SM CAP VALUE ETF | P | 2022-04-18 | 2024-04-19 | $179 | $173 | $6 | $6 |
| 11 VANGUARD SMALL CAP ETF | P | 2023-08-22 | 2024-07-18 | $2,512 | $2,144 | $368 | $368 |
| 1 VANGUARD SMALL CAP ETF | P | 2023-08-22 | 2024-04-19 | $211 | $195 | $16 | $16 |
| 1.522 VIRTUS KAR MID-CAP CORE I | P | 2024-07-18 | 2024-11-12 | $96 | $88 | $8 | $8 |
| 10.142 VIRTUS KAR SMALL-CAP GROWTH I | P | 2024-07-18 | 2024-11-12 | $399 | $342 | $57 | $57 |
| 100.18 VIRTUS NEWFLEET SH DU HI INC I | P | 2023-08-22 | 2024-07-18 | $1,357 | $1,325 | $32 | $32 |
| 4.518 VIRTUS NEWFLEET SH DU HI INC P | P | 2023-08-22 | 2024-04-19 | $60 | $60 | ||
| 13 WISDOMTREE FLOATING RATE TRE | P | 2024-11-07 | 2024-11-12 | $654 | $654 | ||
| 74 WISDOMTREE FLOATING RATE TRE | P | 2022-09-28 | 2024-10-01 | $3,717 | $3,721 | -$4 | -$4 |
| 72 WISDOMTREE FLOATING RATE TRE | P | 2022-09-28 | 2024-07-18 | $3,632 | $3,620 | $12 | $12 |
| 7 WISDOMTREE FLOATING RATE TRE | P | 2022-09-28 | 2024-04-19 | $353 | $352 | $1 | $1 |
| 60 WISDOMTREE TRUST INDIA | P | 2024-07-18 | 2024-11-07 | $2,855 | $2,987 | -$132 | -$132 |
| 28 WISDOMTREE TRUST JAPN HEDGE EQ | P | 2024-07-18 | 2024-08-05 | $2,558 | $3,193 | -$635 | -$635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,647 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,060 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $154 | SubtotalAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $208 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $208 | TotalPaymentsAndCreditsAmt |
| Overpayment | $54 | OverpaymentAmt |
| Applied To ES Tax | $54 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michell C Leyton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8883971593 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2271 W Malvern Ave 424 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Mitchell Leyton | ||||||
| 2271 W Malvern Ave 424 | Fullerton | CA | 92833 | CEO & CFO | 0.00 | $0 |
| Corey Leyton | ||||||
| PO Box 14225 | Orange | CA | 92863 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $215,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,459 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $224,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154 | TotalTaxAmt |
| Distributable Before Adj | $10,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,901 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,901 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,373 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,846 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $901 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,136 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,818 | ExcessFromYear4Amt |
| Excess From Year2 | $4,846 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mitchell Leyton | ContributingManagerNm |
| Contributing Manager | Corey Leyton | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Leyton Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2271 W Malvern Ave 424 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882886617 | RecipientPhoneNum |
| Form And Info And Materials | Applications mailed to the above address. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Throughout the year | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Leyton Foundation is a public charity that helps students needing financial assistance to attend college or participate in extra-curricular educational activities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Boys and Girls Club | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 S Sievers Ave | AddressLine1Txt |
| City | Brea | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Grants and contributions are for the donee's unrestricted use in their charity | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,647 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,647 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Management Fees | Desc |
| Revenue And Expenses Per Books | $1,016 | RevenueAndExpensesPerBooksAmt |
Comments