HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION (EIN 16-1688657)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-02-21
- IRS object ID
- 201710529349100401
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-21T09:52:28-08:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | 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 | 2017-02-21 | 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 | 2015 | 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 | $1,215,009 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,555 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,555 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,547 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$34,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,559 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,559 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,610 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,264 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,559 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,967 | CashBOYAmt |
| Cash EOY | $23,271 | CashEOYAmt |
| Cash EOYFMV | $23,271 | CashEOYFMVAmt |
| Corporate Stock BOY | $924,487 | CorporateStockBOYAmt |
| Corporate Stock EOY | $850,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,191,738 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $968,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,215,009 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $968,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $968,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $874,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $968,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $874,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $968,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,363 | ExcessRevenueOverExpensesAmt |
| Subtotal | $874,091 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $874,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Lord Abbett Affiliated Fund Class C | P | 2014-01-01 | 2016-01-01 | $4,352 | $4,352 | $4,352 | |
| Lord Abbett Affiliated Fund Class C | P | 2015-01-01 | 2015-01-01 | $1,057 | $1,057 | $1,057 | |
| Advisors Disciplined TR 1272 | P | 2014-08-19 | 2015-11-20 | $41,898 | -$14,126 | -$14,126 | $56,024 |
| Advisors Disciplined TR 1272 | P | 2014-09-30 | 2015-11-20 | $133 | -$47 | -$47 | $180 |
| Advisors Disciplined TR 1272 | P | 2014-10-27 | 2015-11-20 | $156 | -$21 | -$21 | $177 |
| Advisors Disciplined TR 1272 | P | 2014-11-28 | 2015-11-20 | $141 | -$35 | -$35 | $176 |
| Advisors Disciplined TR 1272 | P | 2014-12-29 | 2015-11-20 | $155 | -$19 | -$19 | $174 |
| Advisors Disciplined TR 1272 | P | 2015-01-27 | 2015-11-20 | $133 | -$28 | -$28 | $161 |
| Advisors Disciplined TR 1272 | P | 2015-02-25 | 2015-11-20 | $133 | -$26 | -$26 | $159 |
| Advisors Disciplined TR 1272 | P | 2015-03-25 | 2015-11-20 | $148 | -$22 | -$22 | $170 |
| Advisors Disciplined TR 1272 | P | 2015-04-27 | 2015-11-20 | $133 | -$23 | -$23 | $156 |
| Advisors Disciplined TR 1272 | P | 2015-05-27 | 2015-11-20 | $133 | -$27 | -$27 | $160 |
| Advisors Disciplined TR 1272 | P | 2015-06-26 | 2015-11-20 | $148 | -$17 | -$17 | $165 |
| Advisors Disciplined TR 1272 | P | 2015-07-28 | 2015-11-20 | $155 | -$10 | -$10 | $165 |
| Advisors Disciplined TR 1272 | P | 2015-08-26 | 2015-11-20 | $141 | -$10 | -$10 | $151 |
| Advisors Disciplined TR 1272 | P | 2015-09-28 | 2015-11-20 | $156 | $8 | $8 | $148 |
| Advisors Disciplined TR 1272 | P | 2015-10-27 | 2015-11-20 | $96 | -$3 | -$3 | $99 |
| Columbia Large Cap Growth Fund III Class C | P | 2014-01-01 | 2016-01-01 | $14,027 | $14,027 | $14,027 | |
| Petrleo Bras VTG SPD ADR | P | 2014-11-04 | 2016-01-20 | $7,110 | -$23,479 | -$23,479 | $30,589 |
| Kinder Morgan Inc. DEL | P | 2015-08-24 | 2016-01-20 | $6,405 | -$9,242 | -$9,242 | $15,647 |
| Advisrs Disciplnd TR 1374 | P | 2015-02-25 | 2016-01-20 | $25,920 | -$13,482 | -$13,482 | $39,402 |
| Advisrs Disciplnd TR 1374 | P | 2015-03-26 | 2016-01-20 | $102 | -$52 | -$52 | $154 |
| Advisrs Disciplnd TR 1374 | P | 2015-04-28 | 2016-01-20 | $99 | -$52 | -$52 | $151 |
| Advisrs Disciplnd TR 1374 | P | 2015-05-27 | 2016-01-20 | $86 | -$44 | -$44 | $130 |
| Advisrs Disciplnd TR 1374 | P | 2015-06-26 | 2016-01-20 | $86 | -$45 | -$45 | $131 |
| Advisrs Disciplnd TR 1374 | P | 2015-07-28 | 2016-01-20 | $86 | -$45 | -$45 | $131 |
| Advisrs Disciplnd TR 1374 | P | 2015-08-26 | 2016-01-20 | $81 | -$41 | -$41 | $122 |
| Advisrs Disciplnd TR 1374 | P | 2015-09-28 | 2016-01-20 | $77 | -$39 | -$39 | $116 |
| Advisrs Disciplnd TR 1374 | P | 2015-10-27 | 2016-01-20 | $51 | -$27 | -$27 | $78 |
| Advisrs Disciplnd TR 1374 | P | 2015-11-25 | 2016-01-20 | $52 | -$27 | -$27 | $79 |
| Advisrs Disciplnd TR 1374 | P | 2015-12-28 | 2016-01-20 | $52 | -$26 | -$26 | $78 |
| Advisrs Disciplnd TR 1374 | P | 2016-01-25 | 2016-05-27 | $92 | $13 | $13 | $79 |
| Advisrs Disciplnd TR 1374 | P | 2016-02-25 | 2016-05-27 | ||||
| Advisrs Disciplnd TR 1374 | P | 2016-03-28 | 2016-05-27 | ||||
| Advisrs Disciplnd TR 1374 | P | 2016-04-25 | 2016-05-27 | ||||
| FT 4582 Richard | P | 2014-01-28 | 2016-01-22 | $31,274 | -$9,582 | -$9,582 | $40,856 |
| FT 4582 Richard | P | 2014-06-26 | 2016-01-22 | $65 | -$20 | -$20 | $85 |
| FT 4582 Richard | P | 2014-09-26 | 2016-01-22 | $197 | -$60 | -$60 | $257 |
| FT 4582 Richard | P | 2014-11-25 | 2016-01-22 | $533 | -$163 | -$163 | $696 |
| FT 4582 Richard | P | 2014-12-29 | 2016-01-22 | $205 | -$63 | -$63 | $268 |
| FT 4582 Richard | P | 2015-06-26 | 2016-01-22 | $491 | -$151 | -$151 | $642 |
| FT 4582 Richard | P | 2015-07-27 | 2016-01-22 | $1,571 | -$482 | -$482 | $2,053 |
| FT 4582 Richard | P | 2015-09-28 | 2016-01-22 | $1,159 | -$355 | -$355 | $1,514 |
| FT 4582 Richard | P | 2015-12-28 | 2016-01-22 | $168 | -$52 | -$52 | $220 |
| SP500 ARN Issuer BAC | P | 2015-01-29 | 2016-03-28 | $258,352 | $8,352 | $8,352 | $250,000 |
| SX5E ARN Issuer BAC | P | 2014-01-01 | 2016-01-01 | $80,554 | -$19,446 | -$19,446 | $100,000 |
| Columbia Large Cap Growth Fund III Class C | P | 2014-01-01 | 2016-01-01 | $11,791 | $11,791 | $11,791 | |
| FT Unit 5647 High Divid | P | 2014-01-01 | 2016-01-01 | $25,593 | $50 | $50 | $25,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,739 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23,304 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,313 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,284,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05397 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,713 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $882,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,997 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $696,015 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $695,265 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05604 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $606,584 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04872 | DistributionYr5Rt |
| Total Distribution | 0.269942 | TotalDistributionRt |
| Average Distribution | 0.053988 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,214,371 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,561 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $316 | SubtotalAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $284 | OverpaymentAmt |
| Applied To ES Tax | $284 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 (3 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 |
| Deborah Hoffman | ||||||
| 1230 Milan Avenue | South Pasadena | CA | 91030 | Director | 0.00 | $0 |
| David Yost | ||||||
| 356 Flintridge Oak Drive | La Canada | CA | 91011 | 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 | $1,198,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,232,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,232,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,214,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $60,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,180 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,180 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,403 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $4,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,942 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,661 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,871 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,180 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,180 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,223 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,223 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,648 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,259 | ExcessFromYear4Amt |
| Excess From Year3 | $4,786 | ExcessFromYear3Amt |
| Excess From Year2 | $7,942 | ExcessFromYear2Amt |
| Excess From Year1 | $5,661 | ExcessFromYear1Amt |
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 (21 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 | $1,000 |
| Children's Hospital of LA | |||||||
| 4650 Sunset Blvd 29 | Los Angeles | CA | 90027 | None | PC | To further recipient's charitable purpose. | $6,500 |
| Union Station Homeless Services | |||||||
| 825 E Orange Grove Blvd | Pasadena | CA | 91104 | None | PC | community Services | $1,000 |
| Pasadena Senior Center | |||||||
| 85 E Holly St | Pasadena | CA | 91103 | None | PC | COMMUNITY SERVICE | $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. | $20,000 |
| 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 |
| Mayfield Senior School | |||||||
| 500 Bellefontaine St | Pasadena | CA | 91105 | None | PC | To further recipient's charitable purpose. | $1,000 |
| University of Denver | |||||||
| 2199 S University Blvd | Denver | CO | 80208 | None | PC | To further recipient's charitable purpose. | $1,000 |
| Good Samaritan Hospital | |||||||
| 1225 Wilshire | Los Angeles | CA | 90017 | None | PC | To further recipient's charitable purpose. | $10,000 |
| Paul Smith College | |||||||
| PO Box 265 | Paul Smiths | NY | 12970 | nona | PC | To further recipient's charitable purpose. | $1,000 |
| Advanced Project | |||||||
| 1910 W Sunset Blvd Suite 500 | Los Angeles | CA | 90029 | None | PC | To further recipient's charitable purpose. | $500 |
| Huntington Library | |||||||
| 1151 Oxford | San Marino | CA | 91108 | None | PC | To further recipient's charitable purpose. | $2,500 |
| 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. | $2,500 |
| City of Hope | |||||||
| Circle 1500 1500 E Duarte Road | Duarte | CA | 91010 | None | PC | To further recipient's charitable purpose. | $1,500 |
| Central Coast Hospice | |||||||
| 253 Granade Suite D | San Luis Obispo | CA | 93401 | None | PC | To further recipient's charitable purpose. | $200 |
| Pasadena Symphony | |||||||
| 2 N Lake Ave Suite 1080 | Pasadena | CA | 91101 | None | PC | To further recipient's charitable purpose. | $3,000 |
| South Pasadena Beautiful | |||||||
| PO Box 1133 | South Pasadena | CA | 91031 | None | PC | To further recipient's charitable purpose. | $20 |
| Carnegie Institution | |||||||
| 1530 P St NW | Washington | DC | 20005 | None | PC | To further recipient's charitable purpose. | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,570 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$34,180 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$34,180 | 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 | $3,220 | Amt |
| Net Investment Income | $1,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,610 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,264 | Amt |
Comments