HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION (EIN 16-1688657)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-02-28
- IRS object ID
- 201800599349100715
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-28T13:36:24-08:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KROST | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 E Colorado Blvd Suite 600 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161688657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Henry A & Cynthia G Yost Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6267968866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 Hillside Road | AddressLine1Txt |
| City | South Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Henry A Yost | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory A Kniss CPA | PreparerPersonNm |
| PTIN | P00184968 | PTIN |
| Phone | 6264494225 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,435,672 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,967 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,967 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $600,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,602 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $642 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $77,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,600 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,640 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,872 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $936 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $936 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,578 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,789 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,789 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $46 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,705 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,640 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,271 | CashBOYAmt |
| Cash EOY | $11,595 | CashEOYAmt |
| Cash EOYFMV | $11,595 | CashEOYFMVAmt |
| Corporate Stock BOY | $850,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $854,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,424,077 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $874,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $865,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,435,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $874,091 | RetainedEarningBOYAmt |
| Retained Earning EOY | $865,725 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $874,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $865,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $874,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $865,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $874,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,366 | ExcessRevenueOverExpensesAmt |
| Subtotal | $865,725 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $865,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Boston Scientific Corp | P | 2006-08-22 | 2017-02-22 | $25,111 | $16,876 | $8,235 | $8,235 |
| Boston Scientific Corp | P | 2008-02-11 | 2017-02-22 | $25,111 | $12,816 | $12,295 | $12,295 |
| SP500 ARN Issuer BAC (MLTVE) | P | 2016-06-03 | 2017-07-28 | $90,119 | $80,550 | $9,569 | $9,569 |
| SP500 ARN Issuer BAC (MLTVU) | P | 2016-03-31 | 2017-05-26 | $291,445 | $258,350 | $33,095 | $33,095 |
| Columbia Large Cap | P | 2010-12-09 | 2017-03-16 | $24,503 | $42,942 | -$18,439 | -$18,439 |
| Columbia Large Cap | P | 2011-12-12 | 2017-03-16 | $572 | $966 | -$394 | -$394 |
| Columbia Large Cap | P | 2012-06-20 | 2017-03-16 | $2,719 | $4,744 | -$2,025 | -$2,025 |
| Columbia Large Cap | P | 2012-12-14 | 2017-03-16 | $6,303 | $9,302 | -$2,999 | -$2,999 |
| Columbia Large Cap | P | 2012-12-14 | 2017-03-16 | $832 | $1,228 | -$396 | -$396 |
| Columbia Large Cap | P | 2013-06-26 | 2017-03-16 | $70 | $110 | -$40 | -$40 |
| Columbia Large Cap | P | 2016-12-08 | 2017-03-16 | $1 | $1 | ||
| Columbia Large Cap | P | 2010-01-01 | 2017-01-01 | $788 | $788 | $788 | |
| Columbia Large Cap | P | 2010-01-01 | 2017-01-01 | $699 | $699 | $699 | |
| Columbia Large Cap Class A | P | 2010-01-01 | 2017-01-01 | $115 | $115 | $115 | |
| Columbia Large Cap Class A | P | 2013-06-26 | 2017-07-24 | $2,891 | $4,123 | -$1,232 | -$1,232 |
| Columbia Large Cap Class A | P | 2013-12-16 | 2017-07-24 | $7,659 | $9,859 | -$2,200 | -$2,200 |
| Columbia Large Cap Class A | P | 2017-06-21 | 2017-07-24 | $118 | $115 | $3 | $3 |
| FT Unit 5647 High Divid | P | 2015-10-14 | 2017-09-18 | $26,402 | $23,948 | $2,454 | $2,454 |
| FT Unit 5647 High Divid | P | 2015-12-28 | 2017-09-18 | $331 | $280 | $51 | $51 |
| FT Unit 5647 High Divid | P | 2016-01-08 | 2017-09-18 | $157 | $133 | $24 | $24 |
| FT Unit 5647 High Divid | P | 2016-01-25 | 2017-09-18 | $100 | $76 | $24 | $24 |
| FT Unit 5647 High Divid | P | 2016-03-28 | 2017-09-18 | $335 | $293 | $42 | $42 |
| FT Unit 5647 High Divid | P | 2016-04-25 | 2017-09-18 | $269 | $238 | $31 | $31 |
| FT Unit 5647 High Divid | P | 2016-06-27 | 2017-09-18 | $324 | $288 | $36 | $36 |
| FT Unit 5647 High Divid | P | 2016-07-25 | 2017-09-18 | $214 | $196 | $18 | $18 |
| FT Unit 5647 High Divid | P | 2016-09-26 | 2017-09-18 | $866 | $795 | $71 | $71 |
| FT Unit 5647 High Divid | P | 2016-10-25 | 2017-09-18 | $219 | $199 | $20 | $20 |
| FT Unit 5647 High Divid | P | 2016-12-28 | 2017-09-18 | $149 | $147 | $2 | $2 |
| FT Unit 5647 High Divid | P | 2017-01-26 | 2017-09-18 | $105 | $103 | $2 | $2 |
| FT Unit 5647 High Divid | P | 2017-03-27 | 2017-09-18 | $145 | $142 | $3 | $3 |
| FT Unit 5647 High Divid | P | 2017-04-25 | 2017-09-18 | $123 | $120 | $3 | $3 |
| FT Unit 5647 High Divid | P | 2017-06-26 | 2017-09-18 | $163 | $162 | $1 | $1 |
| FT Unit 5647 High Divid | P | 2017-07-25 | 2017-09-18 | $97 | $97 | ||
| Lord Abbett Affiliated | P | 2010-01-01 | 2017-01-01 | $3,791 | $3,791 | $3,791 | |
| Lord Abbett Affiliated | P | 2017-01-01 | 2017-01-01 | $437 | $437 | $437 | |
| Lord Abbett Affiliated | P | 2006-11-22 | 2017-03-21 | $6,096 | $5,724 | $372 | $372 |
| Lord Abbett Affiliated | P | 2006-12-22 | 2017-03-21 | $83 | $79 | $4 | $4 |
| Lord Abbett Affiliated | P | 2007-02-20 | 2017-03-21 | $88 | $86 | $2 | $2 |
| Lord Abbett Affiliated | P | 2007-05-21 | 2017-03-21 | $172 | $173 | -$1 | -$1 |
| Lord Abbett Affiliated | P | 2007-08-20 | 2017-03-21 | $151 | $144 | $7 | $7 |
| Lord Abbett Affiliated | P | 2007-11-21 | 2017-03-21 | $172 | $146 | $26 | $26 |
| Lord Abbett Affiliated | P | 2007-11-21 | 2017-03-21 | $10,417 | $8,856 | $1,561 | $1,561 |
| Lord Abbett Affiliated | P | 2007-11-21 | 2017-03-21 | $535 | $455 | $80 | $80 |
| Lord Abbett Affiliated | P | 2007-12-24 | 2017-03-21 | $94 | $82 | $12 | $12 |
| Lord Abbett Affiliated | P | 2008-02-19 | 2017-03-21 | $115 | $92 | $23 | $23 |
| Lord Abbett Affiliated | P | 2008-05-19 | 2017-03-21 | $242 | $202 | $40 | $40 |
| Lord Abbett Affiliated | P | 2008-08-18 | 2017-03-21 | $275 | $202 | $73 | $73 |
| Lord Abbett Affiliated | P | 2008-11-24 | 2017-03-21 | $474 | $213 | $261 | $261 |
| Lord Abbett Affiliated | P | 2008-12-24 | 2017-03-21 | $213 | $107 | $106 | $106 |
| Lord Abbett Affiliated | P | 2009-02-17 | 2017-03-21 | $270 | $123 | $147 | $147 |
| Lord Abbett Affiliated | P | 2009-04-09 | 2017-03-21 | $6,373 | $3,000 | $3,373 | $3,373 |
| Lord Abbett Affiliated | P | 2009-05-07 | 2017-03-21 | $4,230 | $2,228 | $2,002 | $2,002 |
| Lord Abbett Affiliated | P | 2016-12-30 | 2017-03-21 | $3 | $3 | ||
| Lord Abbett Affiliated - Class A | P | 2009-05-07 | 2017-07-24 | $1,483 | $772 | $711 | $711 |
| Lord Abbett Affiliated - Class A | P | 2009-06-04 | 2017-07-24 | $5,591 | $3,000 | $2,591 | $2,591 |
| Lord Abbett Affiliated - Class A | P | 2009-07-09 | 2017-07-24 | $2,918 | $1,480 | $1,438 | $1,438 |
| Lord Abbett Affiliated - Class A | P | 2017-07-03 | 2017-07-24 | $54 | $53 | $1 | $1 |
| 1546 Intl. High 30 Dividend | P | 2015-11-23 | 2017-02-23 | $45,386 | $43,847 | $1,539 | $1,539 |
| 1546 Intl. High 30 Dividend | P | 2015-12-30 | 2017-02-23 | $153 | $137 | $16 | $16 |
| 1546 Intl. High 30 Dividend | P | 2016-01-25 | 2017-02-23 | $163 | $128 | $35 | $35 |
| 1546 Intl. High 30 Dividend | P | 2016-02-25 | 2017-02-23 | $143 | $124 | $19 | $19 |
| 1546 Intl. High 30 Dividend | P | 2016-03-28 | 2017-02-23 | $130 | $118 | $12 | $12 |
| 1546 Intl. High 30 Dividend | P | 2016-04-25 | 2017-02-23 | $126 | $121 | $5 | $5 |
| 1546 Intl. High 30 Dividend | P | 2016-05-25 | 2017-02-23 | $136 | $124 | $12 | $12 |
| 1546 Intl. High 30 Dividend | P | 2016-06-27 | 2017-02-23 | $130 | $121 | $9 | $9 |
| 1546 Intl. High 30 Dividend | P | 2016-07-25 | 2017-02-23 | $131 | $124 | $7 | $7 |
| 1546 Intl. High 30 Dividend | P | 2016-08-25 | 2017-02-23 | $117 | $112 | $5 | $5 |
| 1546 Intl. High 30 Dividend | P | 2016-09-26 | 2017-02-23 | $115 | $109 | $6 | $6 |
| 1546 Intl. High 30 Dividend | P | 2016-10-25 | 2017-02-23 | $114 | $106 | $8 | $8 |
| 1546 Intl. High 30 Dividend | P | 2016-11-28 | 2017-02-23 | $114 | $105 | $9 | $9 |
| 1546 Intl. High 30 Dividend | P | 2016-12-28 | 2017-02-23 | $105 | $100 | $5 | $5 |
| 1546 Intl. High 30 Dividend | P | 2017-01-26 | 2017-02-23 | $100 | $98 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,602 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $642 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,180 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,214,371 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04709 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,313 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,284,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,713 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $882,668 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05519 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $696,015 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05603 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,965 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $695,265 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05604 | DistributionYr5Rt |
| Total Distribution | 0.268313 | TotalDistributionRt |
| Average Distribution | 0.053663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,321,978 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,941 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $747 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,688 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $747 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $747 | SubtotalAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $427 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Henry A Yost | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 Hillside Road | AddressLine1Txt |
| City | South Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Henry A Yost | ||||||
| 270 Hillside Road | South Pasadena | CA | 91030 | President | 1.00 | $0 |
| Margaret M Yost | ||||||
| 270 Hillside Road | South Pasadena | CA | 91030 | Director/Member | 0.00 | $0 |
| Deborah Hoffman | ||||||
| 1230 Milan Avenue | South Pasadena | CA | 91030 | Director | 0.00 | $0 |
| David Yost | ||||||
| 804 Linda Vista Ave | Pasadena | CA | 91103 | Director | 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 | $1,284,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,342,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,342,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,321,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $747 | TotalTaxAmt |
| Distributable Before Adj | $65,352 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,352 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,352 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $747 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,278 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,352 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,259 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,661 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,025 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,673 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,321 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,259 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,786 | ExcessFromYear4Amt |
| Excess From Year3 | $7,942 | ExcessFromYear3Amt |
| Excess From Year2 | $5,661 | ExcessFromYear2Amt |
| Excess From Current Year | $17,673 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry A Yost | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Henry A Yost | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 Hillside Road | AddressLine1Txt |
| City | South Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Applications should state the name of the charity, the amount requested and the nature of the activities in which the requested funds would be used. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hillside Home for Children | |||||||
| 940 Ave 64 | Pasadena | CA | 91105 | None | PC | COMMUNITY SERVICE | $500 |
| Children's Hospital of LA | |||||||
| 4650 Sunset Blvd 29 | Los Angeles | CA | 90027 | None | PC | To further recipient's charitable purpose. | $26,000 |
| Union Station Homeless Services | |||||||
| 825 E Orange Grove Blvd | Pasadena | CA | 91104 | None | PC | community Services | $1,000 |
| Pasadena Community Center | |||||||
| 260 S Los Robles Ave Suite 119 | Pasadena | CA | 91101 | None | PC | community Services | $1,000 |
| Huntington Memorial Hospital | |||||||
| 100 W California Blvd | Pasadena | CA | 91109 | None | PC | To further recipient's charitable purpose. | $22,000 |
| Pasadena Humane Society | |||||||
| 361 S Raymond St | Pasadena | CA | 91105 | None | PC | To further recipient's charitable purpose. | $500 |
| villa esperanza services | |||||||
| 2060 e villa st | pasadena | CA | 91107 | None | PC | To further recipient's charitable purpose. | $1,000 |
| Pasadena Guild of Childrens Hospita | |||||||
| 665 South Raymond Ave | Pasadena | CA | 91105 | None | PC | To further recipient's charitable purpose. | $50 |
| Good Samaritan Hospital | |||||||
| 1225 Wilshire | Los Angeles | CA | 90017 | None | PC | To further recipient's charitable purpose. | $5,000 |
| Paul Smith College | |||||||
| PO Box 265 | Paul Smiths | NY | 12970 | None | PC | To further recipient's charitable purpose. | $2,500 |
| Advanced Project | |||||||
| 1910 W Sunset Blvd Suite 500 | Los Angeles | CA | 90029 | None | PC | To further recipient's charitable purpose. | $500 |
| Carnegie Observatories | |||||||
| 813 Santa Barbara Street | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $100 |
| Cancer Support Community | |||||||
| 200 E Del Mar Blvd Suite 118 | Pasadena | CA | 91105 | None | PC | To further recipient's charitable purpose. | $500 |
| Pasadena Symphony | |||||||
| 2 N Lake Ave Suite 1080 | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $2,000 |
| South Pasadena Beautiful | |||||||
| PO Box 1133 | South Pasadena | CA | 91031 | None | PC | To further recipient's charitable purpose. | $100 |
| Mayfield Junior School | |||||||
| 405 S Euclid Ave | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $1,800 |
| All Saints By the Sea Church | |||||||
| 83 Eucalyptus Lane | Santa Barbara | CA | 93108 | None | PC | To further recipient's charitable purpose. | $7,000 |
| Pasadena Maple Leafs | |||||||
| 300 E Green Street | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $2,000 |
| Huntington Medical Research Institu | |||||||
| 99 N El Molino Ave | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $1,000 |
| Susan G Komen | |||||||
| 5005 LBJ Freeway Suite 526 | Dallas | TX | 75244 | None | PC | To further recipient's charitable purpose. | $500 |
| The Gooden Center | |||||||
| 191 N El Molino Ave | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $250 |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | None | PC | To further recipient's charitable purpose. | $500 |
| Huntington Society of Fellows | |||||||
| 1151 Oxford Road | San Marino | CA | 91108 | None | PC | To further recipient's charitable purpose. | $2,500 |
| Hathaway Sycamores | |||||||
| 100 W Walnut St Suite 375 | Pasadena | CA | 91124 | None | PC | To further recipient's charitable purpose. | $500 |
| University of Denver | |||||||
| 2190 E Asbury Ave | Denver | CO | 80210 | None | PC | To further recipient's charitable purpose. | $1,000 |
| Peace Sisters | |||||||
| PO Box 534 281 E Colorado Blvd | Pasadena | CA | 91102 | None | PC | To further recipient's charitable purpose. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,602 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,600 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,578 | Amt |
| Net Investment Income | $1,789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,789 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,872 | LegalFeesAmt |
| Net Investment Income | $936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $936 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Charges | $150 | $150 |
| Business License & Fees | $20 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $46 | Amt |
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