GUTHY-JACKSON CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GUTHY-JACKSON CHARITABLE FOUNDATION (EIN 26-6461545)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349103007
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:40:13-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET STE 1180 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266461545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUTHY-JACKSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUTH | BusinessNameControlTxt |
| Phone | 3104325400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1018 PAMELA DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R GUTHY | PersonNm |
| Person Title | CO TRUSTEE | PersonTitleTxt |
| Phone | 3104325400 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW WATSON | PreparerPersonNm |
| PTIN | P01442075 | PTIN |
| Phone | 8185879300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 10:25:52 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ACF7EA52F79257D774E2772E2964339222AEE04B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,965,066 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $963,836 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $936 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $936 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $909,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,274,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $909,711 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,874,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $910,647 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $826,807 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $794,528 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,233 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,233 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,634 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,309 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,956 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $151,476 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $56,880 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $70,886 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,160 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $675,914 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $699,529 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,238 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,238 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,499,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,511,863 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,381,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,369,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,939,193 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,022,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,308,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,148,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $910,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $575,236 | CashBOYAmt |
| Cash EOY | $209,135 | CashEOYAmt |
| Cash EOYFMV | $209,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $6,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,065 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $1,745,699 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $1,745,699 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,745,699 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,479,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,167 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,055,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,965,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,965,066 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $57,352 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,682,403 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,944 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,745,699 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,055,085 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $219,367 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,055,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,055,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,965,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,055,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,148,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $906,985 | SubtotalAmt |
| Other Decreases | $687,618 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $219,367 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS 074-9 | PropertyDesc |
| Gross Sales Price | $3,274,043 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,364,332 | CostOrOtherBasisAmt |
| Gain Or Loss | $909,711 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $909,711 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $909,711 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $909,711 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,503,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,497,989 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.673910 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,280,773 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $656,245 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 8.046954 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,144,381 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $125,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 40.886505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,876,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $200,449 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 29.315916 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,323,363 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $114,617 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 46.444794 | DistributionYr5Rt |
| Total Distribution | 128.368079 | TotalDistributionRt |
| Average Distribution | 25.673616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,616,386 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,498,473 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,507,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,308,909 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,170 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,957 | OverpaymentAmt |
| Applied To ES Tax | $9,957 | 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 | CA | 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 | WWW.GUTHYJACKSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ARMANINO LLP | IndividualWithBooksNm |
| Phone | 8185879303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD ST STE 1180 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R GUTHY | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | CO TRUSTEE | 20.00 | $0 | $0 | $0 |
| VICTORIA JACKSON | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | CO TRUSTEE | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JACINTA BEHNE | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | EXECUTIVE VICE PRESI | 40.00 | $213,197 | $2,132 | $0 |
| JUDITH G SHEARD | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | CLINICAL STUDIES MAN | 40.00 | $136,538 | $0 | $0 |
| DANIEL W BEHNE | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | SR. MGR. OPERATIONS | 40.00 | $115,088 | $1,108 | $0 |
| DEREK W BLACKWAY | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | SR. COMMUNICATIONS M | 40.00 | $114,127 | $1,141 | $0 |
| MEGAN E KENNEALLY | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | MGR. RESEARCH RELATI | 40.00 | $72,589 | $697 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PPD DEVELOPMENT LP | |||||
| 26361 NETWORK PLACE | CHICAGO | IL | 60673 | CLINICAL OVERSIGHT | $304,678 |
| ERIC J GARCIA LLC | |||||
| 12855 RUNWAY RD APT 1243 | LOS ANGELES | CA | 90094 | CONSULTING | $71,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $299,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,341,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,641,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,641,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,616,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,213 | TotalTaxAmt |
| Distributable Before Adj | $62,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,606 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,308,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,308,909 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,308,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,317,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,866,324 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,138,090 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,267,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,440,825 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,030,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,308,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,246,303 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,276,565 | 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 | $5,317,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,958,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,866,324 | ExcessFromYear4Amt |
| Excess From Year3 | $5,138,090 | ExcessFromYear3Amt |
| Excess From Year2 | $5,267,391 | ExcessFromYear2Amt |
| Excess From Year1 | $5,440,825 | ExcessFromYear1Amt |
| Excess From Current Year | $6,246,303 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM R GUTHY | ContributingManagerNm |
| Contributing Manager | VICTORIA JACKSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IPSOS PUBLIC AFFAIRS | |||||||||||
| 360 PARK AVENUE SOUTH 17 FLOOR | NEW YORK | NY | 10010 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $119,466 | ||||
| ACCELERATED CURE PROJECT | |||||||||||
| 460 TOTTEN POND ROAD SUITE 140 | WALTHAM | MA | 02451 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $20,006 | ||||
| BRIGHAM AND WOMENS HOPSITAL | |||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $301,377 | ||||
| CEDARS SINAI | |||||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $57,806 | ||||
| CHARITE-UNIVERSITATSMEDIZIN | |||||||||||
| NONE | PC | TO SUPPORT MEDICAL RESEARCH | $185,342 | CHARITEPL 1 | BERLIN | GM | 10117 | ||||
| CLEVELAND CLINIC | |||||||||||
| 6801 BRECKSVILLE RD NO RK1-85 | INDEPENDENCE | OH | 44131 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $49,049 | ||||
| DUKE UNIVERSITY | |||||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $32,500 | ||||
| ICAHN SCHOOL OF MED | |||||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $105,609 | ||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $20,625 | ||||
| MAYO CLINIC | |||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $51,200 | ||||
| NEW YORK UNIVERSITY | |||||||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $188,676 | ||||
| SHEPHERD CENTER | |||||||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $60,126 | ||||
| STANDFORD UNVIVERSITY | |||||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $56,601 | ||||
| SWEDISH HEALTH SERVICES | |||||||||||
| 18100 NE UNION HILL ROAD | REDMOND | WA | 98052 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $220 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $16,531 | ||||
| UNIVERSITY OF SAN FRANCISCO | |||||||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $181,822 | ||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||
| NONE | PC | TO SUPPORT MEDICAL RESEARCH | $49,720 | 3333 UNIVERSITY WAY | KELOWNA | CA | V1V 1V7 | ||||
| UNIVERSITY OF COLORADO | |||||||||||
| 1250 14TH STREET | DENVER | CO | 80217 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $311,170 | ||||
| UNIVERSITY OF MIAMI | |||||||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $27,935 | ||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||
| 1975 ZONAL AVE | LOS ANGELES | CA | 90033 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $13,207 | ||||
| UNIVERSITY OF UTAH | |||||||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $977,128 | ||||
| WEILL MEDICAL COLLEGE OF CORNEL | |||||||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $48,864 | ||||
| YALE UNIVERSITY | |||||||||||
| 246 CHURCH STREET | NEW HAVEN | CT | 06520 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $64,213 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,939,193 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIGHAM AND WOMENS HOPSITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $136,655 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENT CIRCLE 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $498,864 |
| SHEPHERD CENTER | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $59,715 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 3333 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $100,248 |
| UNIVERSITY OF COLORADO | |||||||
| 1250 14TH STREET | DENVER | CO | 80217 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $72,576 |
| YALE UNIVERSITY | |||||||
| 246 CHURCH STREET | NEW HAVEN | CT | 06520 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $146,463 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PC | TO SUPPORT MEDICAL RESEARCH | $97,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,112,021 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $909,711 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $910,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $910,647 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM R GUTHY | ||||||||||||
| 1 | 3340 OCEAN PARK BLVD 3055 | SANTA MONCIA | CA | 90405 | $576,268 | Yes (X) | ||||||
| CHUGAI HARMACEUTICAL CO LTD | ||||||||||||
| 2 | $46,996 | 1-1 NIHONBASHI-MUROMACHI 2-CHOME | CHUOKU | TOKYO | JA | 103-8324 | Yes (X) | |||||
| GUTHY-JACKSON RESEARCH FOUNDATION | ||||||||||||
| 3 | 1018 PAMELA DRIVE | BEVERLY HILLS | CA | 90210 | $200,000 | Yes (X) | ||||||
| ALEXION | ||||||||||||
| 4 | 121 SEAPORT BLVD | BOSTON | MA | 02210 | $52,996 | Yes (X) | ||||||
| BAXALTA | ||||||||||||
| 5 | 300 SHIRE WAY | LEXINGTON | MA | 02421 | $6,124 | Yes (X) | ||||||
| MEDIMMUNE LLC | ||||||||||||
| 6 | HEADQUARTERS ONE MEDIMMUNE WY | GAITHERSBURG | MD | 20878 | $6,000 | Yes (X) | ||||||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHARES OF SQUARE, INC.; 143 SHARE OF FACEBOOK, INC.; 366 SHARES OF AMAZON, INC.; 49 SHARES OF | NoncashPropertyDesc |
| Fair Market Value | $576,268 | FairMarketValueAmt |
| Received | 2017-11-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARVEY A LAWSON | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,167 | EOYBookValueAmt |
| EOYFMV | $4,167 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JEFFER MANGELS BUTLER & MITCHELL, LLP | $28,818 | $0 | $0 | $34,493 |
| CISLO & THOMAS, LLP | $3,816 | $0 | $0 | $3,816 |
| VENABLE | $9,000 | $0 | $0 | $9,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $687,618 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLINICAL OVERSIGHT | $802,572 | $0 | $0 | $817,407 |
| EDUCATIONAL MATERIALS AND EXPENSES | $303,145 | $0 | $0 | $303,145 |
| LAB TESTING | $281,402 | $0 | $0 | $281,402 |
| INSURANCE | $62,356 | $0 | $0 | $62,356 |
| OFFICE EXPENSES | $47,853 | $0 | $0 | $45,857 |
| MISCELLANEOUS EXPENSES | $1,696 | $0 | $0 | $1,696 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $5,944 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE SERVICES | $10,896 | $0 | $0 | $10,896 |
| CONSULTING SERVICES | $84,045 | $0 | $0 | $75,565 |
| OUTSIDE SERVICES - PROJECT MANAGERS | $65,015 | $0 | $0 | $65,015 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $56,723 | $0 | $0 | $56,723 |
| EXCISE TAXES | $30,000 | $0 | $0 | $0 |
| PROPERTY TAX | $157 | $0 | $0 | $157 |
| STATE TAXES | $50 | $0 | $0 | $0 |
Comments