JAY AND CAROL BORZI FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND CAROL BORZI FOUNDATION (EIN 20-3977239)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-25
- IRS object ID
- 201512379349100411
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-25T15:03:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820337128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLMAN FELTON PETERSON & PIERCE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 989 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 833400989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203977239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND CAROL BORZI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 3105169100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 JOHNS CANYON ROAD | AddressLine1Txt |
| City | ROLLING HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY BORZI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105169100 | PhoneNum |
| Signature | 2015-07-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH PIERCE | PreparerPersonNm |
| PTIN | P00074219 | PTIN |
| Phone | 2087267500 | PhoneNum |
| Preparation | 2015-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $658,122 | 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 | $100,090 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,971 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $198,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,080 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,760 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,389 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $339 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,335 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,366 | CashBOYAmt |
| Cash EOY | $840 | CashEOYAmt |
| Cash EOYFMV | $840 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $196,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,041 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $322,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $331,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $612,091 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,357 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,803 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $278 | OtherAssetsBOYAmt |
| Other Assets EOY | $347 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $347 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $543,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $658,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $543,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $375,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $543,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $543,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $543,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $510 | OtherIncreasesAmt |
| Subtotal | $443,927 | SubtotalAmt |
| Other Decreases | $67,930 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP. | P | 2011-11-22 | 2014-01-29 | $57,939 | $18,760 | $39,179 | $39,179 |
| APPLE INC. | P | 2009-10-15 | 2014-07-14 | $27,224 | $4,907 | $22,317 | $22,317 |
| WELLS FARGO & CO. | P | 2009-02-19 | 2014-07-14 | $25,632 | $6,239 | $19,393 | $19,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $785,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.222549 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $364,196 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $420,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.866096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $142,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $463,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.307539 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $510,913 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.119688 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $468,240 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.117461 | DistributionYr5Rt |
| Total Distribution | 1.633333 | TotalDistributionRt |
| Average Distribution | 0.326667 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $716,005 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $233,895 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $846 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,850 | 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 | $846 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $846 | SubtotalAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,915 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,915 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,069 | OverpaymentAmt |
| Applied To ES Tax | $1,069 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM J BORZI | IndividualWithBooksNm |
| Phone | 3105169100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 JOHNS CANYON RD | AddressLine1Txt |
| City | ROLLING HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 J BORZI | ||||||||
| 10 JOHNS CANYON ROAD | ROLLING HILLS | CA | 90274 | PRES/TRUSTEE | 0.10 | $0 | $0 | $0 |
| CAROL BORZI | ||||||||
| 10 JOHNS CANYON ROAD | ROLLING HILLS | CA | 90274 | TRUSTEE | 0.10 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $632,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $726,909 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $726,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $716,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $846 | TotalTaxAmt |
| Distributable Before Adj | $34,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,954 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $280,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $846 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,004 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,954 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $350,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,481 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $675,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,896 | RemainingDistriFromCorpusAmt |
| Total Corpus | $921,465 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,588 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $889,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,723 | ExcessFromYear4Amt |
| Excess From Year3 | $119,498 | ExcessFromYear3Amt |
| Excess From Year2 | $350,279 | ExcessFromYear2Amt |
| Excess From Year1 | $138,481 | ExcessFromYear1Amt |
| Excess From Current Year | $245,896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J BORZI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MIRACLES FOR KIDS | ||||||||
| 3002 DOW AVENUE | SUITE 502 | TUSTIN | CA | 92780 | NONE | 501(C)3 | GENERAL | $10,000 |
| LOS ANGELES WATERKEEPER | ||||||||
| 120 BROADWAY SUITE 105 | SANTA MONICA | CA | 90401 | NONE | 501(C)3 | GENERAL | $20,000 | |
| THE HELP GROUP | ||||||||
| 13130 BURBANK BLVD | SHERMAN OAKS | CA | 91401 | NONE | 501(C)3 | GENERAL | $5,000 | |
| MOVEMBER | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | 501(C)3 | GENERAL | $1,000 | |
| LAND OF THE FREE FOUNDATION | ||||||||
| ONE INDUSTRY HILLS PARKWA | CITY OF INDUSTRY | CA | 91744 | NONE | 501(C)3 | GENERAL | $20,000 | |
| BOYS AND GIRLS CLUB OF SD | ||||||||
| 2930 MARCY AVE | SAN DIEGO | CA | 92113 | NONE | 501(C)3 | GENERAL | $1,250 | |
| PENINSULA FOUNDATION | ||||||||
| 6138 RIVERVIEW ROAD | SUITE F | PENINSULA | OH | 44264 | NONE | 501(C)3 | GENERAL | $101,000 |
| MEMORIAL MEDICAL CTR FOUNDATION | ||||||||
| 701 N 1ST STREET | SPRINGFIELD | IL | 62702 | NONE | 501(C)3 | GENERAL | $10,000 | |
| STARLIGHT CHILDREN'S FOUNDATION | ||||||||
| 2049 CENTURY PARK EAST | SUITE 4320 | LOS ANGELES | CA | 90067 | NONE | 501(C)3 | GENERAL | $10,000 |
| TEEN CANCER AMERICA | ||||||||
| 1001 WESTWOOD BLVD | SUITE 300 | LOS ANGELES | CA | 90024 | NONE | 501(C)3 | GENERAL | $14,000 |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | 501(C)3 | GENERAL | $25,000 | |
| CHILD HOPE INTERNATIONAL | ||||||||
| 1225 COAST VILLAGE RD | SUITE C | SANTA BARBARA | CA | 93108 | NONE | 501(C)3 | GENERAL | $5,000 |
| PUBLIC EMPLOYEES FEDERATION | ||||||||
| 1168-70 TROY-SCHENECTADY | ALBANY | NY | 12212 | NONE | 501(C)3 | GENERAL | $500 | |
| PALOS VERDES PENINSULA HIGH SCHOOL | ||||||||
| 27118 SILVER SPUR RD | ROLLING HILLS ESTATES | CA | 90274 | NONE | 501(C)3 | GENERAL | $5,000 | |
| PEDIATRIC CANCER RESEARCH FOUNDATIO | ||||||||
| 9272 JERONIMO ROAD | SUITE 122 | IRVINE | CA | 92618 | NONE | 501(C)3 | GENERAL | $5,000 |
| MARINE SCHOLARSHIP FOUNDATION | ||||||||
| 909 N WASHINGTON STREET | SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | 501(C)3 | GENERAL | $30,000 |
| ARTHRITIS FOUNDATION | ||||||||
| 1330 W PEACHTREE STREET | SUITE 100 | ATLANTA | GA | 30309 | NONE | 501(C)3 | GENERAL | $1,000 |
| SMHS FOOTBALL BOOSTER | ||||||||
| 1615 SAN MARCOS BLVD | SAN MARCOS | CA | 92078 | NONE | 501(C)3 | GENERAL | $1,000 | |
| EL DORADO FOUNDATION | ||||||||
| 312 MAIN STREET | SUITE 201 | PLACERVILLE | CA | 95667 | NONE | 501(C)3 | GENERAL | $10,000 |
| VISTAS FOR CHILDREN | ||||||||
| PO BOX 7000-251 | REDONDO BEACH | CA | 90277 | NONE | 501(C)3 | GENERAL | $600 | |
| BUILD ON | ||||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | NONE | 501(C)3 | GENERAL | $5,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST | SUITE 950 | LOS ANGELES | CA | 90067 | NONE | 501(C)(3) | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $83,971 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $98,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,080 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM J BORZI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 JOHNS CANYON | AddressLine1Txt |
| City | ROLLING HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,090 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6000 SHRS. - BANK OF AMERICA STO | NoncashPropertyDesc |
| Fair Market Value | $100,090 | FairMarketValueAmt |
| Received | 2014-01-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,760 | Amt |
| Net Investment Income | $5,760 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY ADVISORS EMERGING MARKETS | BondNm |
| EOY Book Value | $24,357 | EOYBookValueAmt |
| EOYFMV | $25,803 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NASDAQ BIOTECH INDEX | $12,867 | $51,570 |
| AIG COMMODITY INDEX | $17,178 | $10,469 |
| MIDCAP SPIDER | $21,002 | $39,596 |
| ISHARES S&P GSTI TECHNOLOGY INDEX | $20,276 | $40,768 |
| S & P DEPOSITORY RECEIPTS | $28,907 | $41,108 |
| DODGE AND COX INTERNATIONAL STOCK FD | $38,748 | $40,156 |
| CLARION GLOBAL REAL ESTATE | $26,352 | $32,975 |
| RUSSELL 1000 GROWTH | $26,255 | $47,805 |
| DREYFUS PREMIER INT. STOCK FUND | $15,528 | $16,168 |
| LORT ABBETT VALUE OPPORTUNITIES FUND | $19,572 | $22,211 |
| PENNYMAC MTG INV REIT | $8,852 | $10,545 |
| IVA WORLDWIDE FUND | $5,980 | $6,068 |
| VANGUARD EMERGING MKTS | $10,414 | $10,005 |
| APPLE INC. | $6,542 | $44,152 |
| WELLS FARGO & CO. | $18,299 | $109,640 |
| ANADARKO PETROLEUM CORP. | $10,511 | $9,900 |
| S.A. FRANCE SPON. ADR | $6,086 | $6,144 |
| VANGUARD DIVIDEND APPRECIATION | $13,562 | $16,232 |
| GABELLI FOCUS FIVE CLASS | $11,081 | $11,854 |
| BANK OF AMERICA CORP. | $13,400 | $44,725 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $278 | BOYBookValueAmt |
| EOY Book Value | $347 | EOYBookValueAmt |
| EOYFMV | $347 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $67,930 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $7,335 | $7,335 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $510 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $264 | $264 |
| FEDERAL TAXES | $4,000 | |
| STATE FILING | $125 | $75 |
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