GUTHY-JACKSON CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GUTHY-JACKSON CHARITABLE FOUNDATION (EIN 26-6461545)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349102614
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T15:47:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD STREET STE 2400 | 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 | 2024-01-01 | 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 | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW WATSON | PreparerPersonNm |
| PTIN | P01442075 | PTIN |
| Phone | 8185879300 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| 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 | $1,166,488 | 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 | $2,177,065 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,412 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,412 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $794,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,272,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,722 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $260,538 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $260,538 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $605,707 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $605,707 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,754 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,803 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $663,864 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,049 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $661,815 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $679,617 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $679,617 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $224,111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,479,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,471,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,686,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,676,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$413,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,870 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $175,166 | CashEOYAmt |
| Cash EOYFMV | $175,166 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,242,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $803,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $803,032 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $183,290 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $321,380 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $183,290 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $183,290 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,415 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,000 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $1,571,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,166,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,166,488 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $124,131 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $157,373 | AccountsPayableEOYAmt |
| Grants Payable BOY | $17,209 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,917 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $141,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,290 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,109,034 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $799,908 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $321,380 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $183,290 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,430,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $983,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,571,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,166,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,430,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$413,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,016,799 | SubtotalAmt |
| Other Decreases | $33,601 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $983,198 | 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 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $794,367 | GrossSalesPriceAmt |
| Cost Or Other Basis | $729,057 | CostOrOtherBasisAmt |
| Gain Or Loss | $65,310 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $65,310 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,378 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,378 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,157 | OverpaymentAmt |
| Applied To ES Tax | $7,157 | 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 ADVISORY LLC | IndividualWithBooksNm |
| Phone | 8185879303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD STREET SUITE 2400 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 (2 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 DIRECTOR | 40.00 | $257,222 | $3,317 | $0 |
| RENEE RODRIGUEZ | ||||||||
| 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | ADMINISTRATOR | 40.00 | $73,034 | $716 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DR MICHAEL YEAMAN | |||||
| PO BOX 4152 | REDONDO BEACH | CA | 902774152 | MEDICAL ADVISOR | $316,713 |
| HILTON | |||||
| 5711 W CENTURY BLVD | LOS ANGELES | CA | 900455631 | CONFERENCE EXPENSES | $116,720 |
| ID PUBLIC RELATIONS | |||||
| 7060 HOLLYWOOD BLVD 8TH FLOOR | LOS ANGELES | CA | 90028 | PUBLIC RELATIONS | $98,874 |
| DEAN WINGERCHUCK MD | |||||
| 7711 N INVERGORDON RD | PARADISE VALLEY | AZ | 85253 | MEDICAL ADVISOR | $86,667 |
| BRIAN COORDS | |||||
| 27195 MONFORTE | MISSION VIEJO | CA | 92692 | GEN ADMIN CONTRACTOR - MEDIA MANAGEMENT | $82,961 |
| 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 | $845,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $932,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $932,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $918,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,221 | TotalTaxAmt |
| Distributable Before Adj | $44,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,975 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,676,817 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,676,817 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,589,639 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,816,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,319,904 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,729,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,647,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,103,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,676,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,625,116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,729,000 | 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 | $4,589,639 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,139,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,816,960 | ExcessFromYear4Amt |
| Excess From Year3 | $2,319,904 | ExcessFromYear3Amt |
| Excess From Year2 | $1,729,963 | ExcessFromYear2Amt |
| Excess From Year1 | $2,647,418 | ExcessFromYear1Amt |
| Excess From Current Year | $2,625,116 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF UTAH | |||||||
| PO BOX 581374 | SALT LAKE CITY | UT | 84158 | N/A | PC | TO SUPPORT MEDICAL RESEARCH | $144,751 |
| INDIGO ART THERAPY 2024 | |||||||
| 1804 SAN MARCO PLACE | JACKSONVILLE | FL | 32210 | N/A | PC | TO SUPPORT MEDICAL RESEARCH | $6,374 |
| LACTRIMS - NIIS | |||||||
| 1018 PAMELA DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT MEDICAL RESEARCH | $25,000 |
| UNIVERSITY OF VERONA | |||||||
| 1018 PAMELA DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | TO SUPPORT MEDICAL RESEARCH | $29,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,525 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF UTAH | |||||||
| PO BOX 581374 | SALT LAKE CITY | UT | 84158 | N/A | PC | TO SUPPORT MEDICAL RESEARCH | $9,249 |
| YALE UNIVERSITY | |||||||
| 433 TEMPLE STREET | NEW HAVEN | CT | 06511 | N/A | PC | TO SUPPORT MEDICAL RESEARCH | $16,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,916 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,412 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,722 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,722 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GUTHY JACKSON RESEARCH FOUNDATION | ||||||
| 1 | 1018 PAMELA DR | BEVERLY HILLS | CA | 90210 | $925,000 | Yes (X) |
| VIELO BIO | ||||||
| 2 | ONE MEDIMMUNE WAY FIRST FLOOR AREA | GAITHERSBURG | MD | 20878 | $467,000 | Yes (X) |
| ALEXION | ||||||
| 3 | 121 SEAPORT BLVD | BOSTON | MA | 02210 | $398,000 | Yes (X) |
| COREVITAS | ||||||
| 4 | 1440 MAIN STREET SUITE 310 | WALTHAM | MA | 02451 | $271,475 | Yes (X) |
| GENENTECH INC | ||||||
| 5 | 1 DNA WAY MAILSTOP 258A | SOUTH SAN FRANCISCO | CA | 94080 | $125,000 | Yes (X) |
| F HOFFMANN-LA ROCHE LTD | ||||||
| 6 | 150 CLOVE RD | LITTLE FALLS | NJ | 07424 | $120,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,213 | Amt |
| Net Investment Income | $5,803 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,410 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,140 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,140 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $33,601 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $17,267 | $0 | $17,267 |
| OFFICE EXPENSES | $24,787 | $0 | $24,787 |
| OUTSIDE SERVICES | $175,288 | $0 | $175,288 |
| INSURANCE | $6,769 | $0 | $6,769 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INDEPENDENT CONTRACTORS | $661,815 | $0 | $661,815 |
| INVESTMENT MANAGEMENT FEES | $2,049 | $2,049 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA ATTORNEY GENERAL FEE | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
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