SYKES FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SYKES FAMILY FOUNDATION (EIN 13-3748075)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-04
- IRS object ID
- 202513389349100306
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-04T13:10:42-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455396068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJSM ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 331 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133748075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYKES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYKE | BusinessNameControlTxt |
| Phone | 6314231208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MJSM - PO BOX 331 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE SYKES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6314231208 | PhoneNum |
| Signature | 2025-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GANDOLFO | PreparerPersonNm |
| PTIN | P00114598 | PTIN |
| Phone | 6314231208 | PhoneNum |
| Preparation | 2025-12-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $24,312,703 | 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 | $1,050,281 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77,734 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,734 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,149,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,504,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,149,500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57,507 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,507 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,415,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,365,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100,744 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,993,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,993,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,156,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,993,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,259,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,264,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $299,116 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,996,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,996,622 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,463,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,604,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,585,802 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,898,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,776,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,730,279 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,661,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,376,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,312,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,862,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,862,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,799,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,514,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,661,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,376,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,661,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,376,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,661,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,259,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $782 | OtherIncreasesAmt |
| Subtotal | $17,921,443 | SubtotalAmt |
| Other Decreases | $544,541 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,376,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| AMAZON.COM INC | 2024-10-03 | $62,171 | $38,206 | $23,965 | $23,965 | |
| ANSYS INC | 2024-10-03 | $27,791 | $29,346 | -$1,555 | -$1,555 | |
| THE BANK OF NOVA SCOTIA LINKED TO BASKET OF INDICES STRUCTURED NOTE | 2024-07-03 | $453,180 | $415,000 | $38,180 | $38,180 | 2023-06-22 |
| GOLDMAN SACHS 200-4 (MANAGED ACCOUNT) | 2025-06-30 | $614,676 | $559,121 | $55,555 | $55,555 | |
| FROM K-1 - ADDITION TWO LP | 2024-12-31 | $1,555 | -$1,555 | -$1,555 | ||
| FROM K-1 - DARLINGTON PARTNERS LP | 2024-12-31 | $487,322 | $487,322 | $487,322 | ||
| FROM K-1 - JASPER RIDGE PRIVATE OPPORTUNITIES II (TE) LP | 2024-12-31 | $88,774 | $88,774 | $88,774 | ||
| FROM K-1 - KING RIVER INVESTMENTS TRUST 2 | 2024-12-31 | $23,475 | -$23,475 | -$23,475 | ||
| FROM K-1 - LEGACY VENTURE VIII LLC | 2024-12-31 | $61,358 | $61,358 | $61,358 | ||
| FROM K-1 - MULTIVERSAL VENTURE HOLDINGS LLC | 2024-12-31 | $161 | -$161 | -$161 | ||
| FROM K-1 - SATTER MEDICAL TECHNOLOGY PARTNERS LP | 2024-12-31 | $288,203 | -$288,203 | -$288,203 | ||
| MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD | 2025-06-30 | $2,700,572 | $2,700,572 | $2,700,572 | ||
| GS CAPITAL PARTNERS VI PMD QP FUND OFFSHORE LTD | 2025-06-30 | $1,268 | $1,268 | $1,268 | ||
| GS MEZZANINE PARTNERS VII EMPLOYEE OFFSHORE FUND LP | 2025-06-30 | $7,455 | $7,455 | $7,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,149,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,109 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,109 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,613 | EsPenaltyAmt |
| Tax Due | $15,875 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | MJSM ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 6314231208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 331 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11803 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GENE T SYKES | ||||||||
| 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TRACY M SYKES | ||||||||
| 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL GANDOLFO | ||||||||
| 105 BRANDYWINE LANE | MELVILLE | NY | 11747 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $14,876,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,642,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,136,764 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,655,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,655,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,300,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,165,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,165,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,371 | TotalTaxAmt |
| Distributable Before Adj | $1,119,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,119,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,119,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,993,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,993,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,119,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,177,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $799,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,811,924 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,936,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,724,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,993,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,119,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $873,894 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,598,252 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,598,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,177,123 | ExcessFromYear4Amt |
| Excess From Year3 | $799,148 | ExcessFromYear3Amt |
| Excess From Year2 | $1,811,924 | ExcessFromYear2Amt |
| Excess From Year1 | $1,936,163 | ExcessFromYear1Amt |
| Excess From Current Year | $873,894 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GENE T SYKES | ContributingManagerNm |
| Contributing Manager | TRACY M SYKES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEL AIR BAY CLUB CHARITABLE FUND | ||||||
| 16801 PACIFIC COAST HWY | PASIFIC PALISADES | CA | 90272 | PC | GENERAL | $250 |
| DORSET HISTORICAL SOCIETY | ||||||
| PO BOX 52 | DORSET | VT | 05251 | PC | GENERAL | $2,500 |
| COMMUNITY INITIATIVES | ||||||
| 1000 BROADWAY | OAKLAND | CA | 94607 | PC | GENERAL | $250,000 |
| EKWANOK SCHOLARSHIP TRUST | ||||||
| 3262 MAIN ST | MANCHESTER | VT | 05254 | PC | GENERAL | $2,000 |
| IFLC INC | ||||||
| 62 COVE STREET | NORWALK | CT | 06855 | PC | GENERAL | $75,000 |
| JIM SAUNDERS NANEA FUND | ||||||
| PO BOX 1089 | KAILUA KONA | HI | 96745 | PC | GENERAL | $5,000 |
| LOS ANGELES SPORTS & ENTERTAINMENT COMMISSION | ||||||
| 633 WEST FIFTH STREEY | LOS ANGELES | CA | 90071 | PC | GENERAL | $100,000 |
| KEEP BEL AIR BEUTIFUL | ||||||
| 100 BEL-AIR ROAD | LOS ANGELES | CA | 90077 | PC | GENERAL | $4,500 |
| KENT SCHOOL | ||||||
| PO BOX 2006 | KENT | CT | 06757 | PC | GENERAL | $2,500 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | GENERAL | $1,525,000 |
| LAS MADRINAS ENDOWMENT | ||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | PC | GENERAL | $10,000 |
| THE HARVARD KROKODILOES | ||||||
| 59 SHEPARD STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL | $3,000 |
| THE LOY FUND | ||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | PC | GENERAL | $1,000 |
| THE PARISH OF ST MATTHEW | ||||||
| 1031 BENVENEDA AVE | PASIFIC PALISADES | CA | 90272 | PC | GENERAL | $300 |
| UNITED STATES ROWING ASSOCIATION | ||||||
| 1S POST ROARD WEST | WINDSOR | NJ | 08550 | PC | GENERAL | $2,500 |
| USC THORNTON SCHOOL OF MUSIC | ||||||
| 840 WEST 34TH STREET | LOS ANGELES | CA | 90089 | PC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,993,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,734 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,427 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,149,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,365,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,365,168 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GENE T SYKES | |||||||
| 1 | 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | $399,966 | Yes (X) | |
| GENE T SYKES | |||||||
| 2 | 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | $63,463 | Yes (X) | Yes (X) |
| GENE T SYKES | |||||||
| 3 | 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | $27,991 | Yes (X) | Yes (X) |
| GENE T SYKES | |||||||
| 4 | 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | $385,074 | Yes (X) | Yes (X) |
| GENE T SYKES | |||||||
| 5 | 332 ST CLOUD ROAD | LOS ANGELES | CA | 90077 | $173,787 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 339 SHARES AMAZON.COM INC | $63,463 | 2024-09-13 |
| 3 | 88 SHARES ANSYS INC | $27,991 | 2024-09-13 |
| 4 | 283 SHARES TRANSDIGM GROUP INC | $385,074 | 2024-09-13 |
| 5 | 2,571 SHARES VICTORY CAPITAL HOLDINGS | $173,787 | 2024-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $40,120 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS 778-7 | $3,663,406 | $5,428,239 |
| GOLDMAN SACHS 200-4 | $941,111 | $1,157,563 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS VINTAGE IV PMD QP FUND | AT COST | $64,597 | $1,053 |
| GS CAPITAL PARTNERS VI LP | AT COST | $1 | $40,831 |
| GS MEZZANINE PARTNERS VII, LP | AT COST | $1 | $218,650 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS III | AT COST | $22,978 | $106,750 |
| ADDITION TWO LP | AT COST | $894,364 | $1,266,665 |
| CYPRESS INTERNATIONAL PARTNERS LIMITED | AT COST | $2,200,000 | $2,626,564 |
| DARLINGTON PARTNERS LP | AT COST | $2,110,794 | $3,377,385 |
| MATRIX CAPITAL MGMT FUND | AT COST | $1 | $1,194,313 |
| JASPER RIDGE PRIVATE OPPORTUNITIES II (TE), LP | AT COST | $382,604 | $442,712 |
| KING RIVER INVESTMENTS TRUST 2 | AT COST | $301,425 | $576,137 |
| LEGACY VENTURE VIII, LLC | AT COST | $633,404 | $1,822,645 |
| SATTER MEDICAL TECHNOLOGY PARTNERS LP | AT COST | $242,417 | $56,574 |
| MULTIVERSAL VENTURE HOLDINGS, LLC | AT COST | $2,923,518 | $3,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX DIFFERENCES ON DONATED SECURITIES | Desc |
| Amt | $544,541 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $933 | $0 | $0 |
| INVESTMENT INTEREST | $614 | $614 | $0 |
| INVESTMENT MANAGEMENT FEES | $8,755 | $8,755 | $0 |
| PORTFOLIO DEDUCTIONS | $88,800 | $88,800 | $0 |
| OTHER DEDUCTIONS | $3,277 | $2,575 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - DARLINGTON PARTNERS | $19,073 | $19,073 | $19,073 |
| FROM K-1 - JASPER RIDGE PRIVATE OPPORTUNITIES II (TE) LP | $29,089 | $29,089 | $29,089 |
| FROM K-1 - KING RIVER CAPITAL | -$76 | -$76 | -$76 |
| FROM K-1 - LEGACY VENTURE VIII LLC | $8,970 | $8,970 | $8,970 |
| FROM K-1 - MULTIVERSAL VENTURE HOLDINGS LLC | $451 | $451 | $451 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $782 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $345 | $345 | $0 |
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 |
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