HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION (EIN 16-1688657)
Tax period
2012-11-01 to 2013-10-31
Filed
2014-03-11
IRS object ID
201440709349100659
Schema version
2012v2.0
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

FieldValueIRS element (for citing)
Timestamp2014-03-11T10:50:19-07:00Timestamp
Tax Period End Date2013-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Krost Baumgarten Kniss & GuerreroBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1790 E Colorado Blvd Suite 600AddressLine1
CityPasadenaCity
StateCAState
ZIP Code911012186ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN161688657EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Henry A & Cynthia G Yost FamilyBusinessNameLine1
Business Name Line2FoundationBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlHENRNameControl
Phone6267968866Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1270 Hillside RoadAddressLine1
CitySouth PasadenaCity
StateCAState
ZIP Code91030ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHenry A YostName
TitlePresidentTitle
Date Signed2014-03-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGregory A Kniss CPAName
PTINP00184968PTIN
Phone6264494225Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY787516FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss2785ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm3InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss30776DividendsRevAndExpnss
Dividends Net Invst Incm30776DividendsNetInvstIncm
Dividends Adj Net Incm30776DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-3700NetGainSaleAssetsRevAndExpnss
Gross Sales Price81645GrossSalesPrice
Net STCG Adj Net Incm131NetSTCGAdjNetIncm
Total Revenue And Expenses29864TotalRevenueAndExpenses
Total Net Investment Income30779TotalNetInvestmentIncome
Total Adjusted Net Income30910TotalAdjustedNetIncome
Accounting Fees Rev And Expnss2285AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1143AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1142AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss30TaxesRevAndExpnss
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss2465TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1293TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1142TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss38150ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps38150ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss40615TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1293TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps39292TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10751ExcessOfRevenueOverExpenses
Net Investment Income29486NetInvestmentIncome
Adjusted Net Income30910AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3018CashBOY
Cash EOY4656CashEOY
Cash EOYFMV4656CashEOYFMV
Investments Corp Stock BOY445541InvestmentsCorpStockBOY
Investments Corp Stock EOY433152InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV782860InvestmentsCorpStockEOYFMV
Total Assets BOY448559TotalAssetsBOY
Total Assets EOY437808TotalAssetsEOY
Total Assets EOYFMV787516TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY448559RetainedEarningsBOY
Retained Earnings EOY437808RetainedEarningsEOY
Total Net Assets BOY448559TotalNetAssetsBOY
Total Net Assets EOY437808TotalNetAssetsEOY
Total Liabilities Net Assets BOY448559TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY437808TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY448559TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10751ExcessOfRevenueOverExpenses
Subtotal437808Subtotal
Total Net Assets Fund Balances EOY437808TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
20.464 Advisors Disciplnd 785P2012-10-252013-05-302021812121
20.128 Advisors Disciplnd 785P2012-09-252013-05-301951811414
20.811 Advisors Disciplnd 785P2012-08-272013-05-302051812424
22.595 Advisors Disciplnd 785P2012-07-252013-05-302241834141
25.692 Advisors Disciplnd 785P2012-06-252013-05-302442133131
17.069 Advisors Disciplnd 785P2012-05-252013-05-301661402626
5174.000 Advisors Disciplnd 785P2012-03-052013-05-305040950496-87-87
26.197 Lord Abbett AffiliatedP2006-11-222013-01-24251392-141-141
0.924 Lord Abbett AffiliatedP2006-08-172013-01-2464145050
755.557 Lord Abbett AffiliatedP2006-08-222013-01-24955711539-1982-1982
0.050 Lord Abbett AffiliatedP2006-05-192013-01-241151114114
0.971 Lord Abbett AffiliatedP2006-02-282013-01-241316-3-3
344.049 Columbia Marsico FocusedP2010-12-092013-03-2765907058-468-468
0.343 Columbia Marsico FocusedP2009-06-302013-03-271951414
701.086 Columbia Marsico FocusedP2008-05-232013-03-271339114745-1354-1354
FieldValueIRS element (for citing)
Capital Gain Net Income-3700CapitalGainNetIncome
Net Short Term Capital Gain Or Loss131NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year138965QualifyingDistributionsYear1
Noncharitable Assets Year1695265NoncharitableAssetsYear1
Distribution Ratio Year10.05604DistributionRatioYear1
Qualifying Distributions Year229550QualifyingDistributionsYear2
Noncharitable Assets Year2606584NoncharitableAssetsYear2
Distribution Ratio Year20.04872DistributionRatioYear2
Qualifying Distributions Year324055QualifyingDistributionsYear3
Noncharitable Assets Year3390805NoncharitableAssetsYear3
Distribution Ratio Year30.06155DistributionRatioYear3
Qualifying Distributions Year422275QualifyingDistributionsYear4
Noncharitable Assets Year4335888NoncharitableAssetsYear4
Distribution Ratio Year40.06632DistributionRatioYear4
Qualifying Distributions Year518050QualifyingDistributionsYear5
Noncharitable Assets Year5480258NoncharitableAssetsYear5
Distribution Ratio Year50.03758DistributionRatioYear5
Total Distribution Ratio0.27021TotalDistributionRatio
Average Distribution Ratio0.05404AverageDistributionRatio
Net Noncharitable Assets696015NetNoncharitableAssets
Adjusted Noncharitable Assets37614AdjustedNoncharitableAssets
One Percent Net Investment Income295OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One37909AdjNonchrtblAssetsAndOnePct
Qualifying Distributions39292QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax295InvestmentIncomeExciseTax
Subtotal295Subtotal
Tax Based On Investment Income295TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment199EstTaxPaymentsAndOverpayment
Total Credits And Payments199TotalCreditsAndPayments
Tax Due96TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Henry A YostBusinessNameLine1

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1270 Hillside RoadAddressLine1
CitySouth PasadenaCity
StateCAState
ZIP Code91030ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
David Yost
356 Flintridge Oak DriveLa CanadaCA91011Director0.000
Deborah Hoffman
1230 Milan AvenueSouth PasadenaCA91030Director0.000
Cynthia G Yost
270 Hillside RoadSouth PasadenaCA91030Secretary1.000
Henry A Yost
270 Hillside RoadSouth PasadenaCA91030President1.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities699059AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances7555AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets706614TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets706614AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable10599CashDeemedCharitable
Net Noncharitable Assets696015NetNoncharitableAssets
Minimum Investment Return34801MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return34801MinimumInvestmentReturn
Tax Based On Investment Income295TaxBasedOnInvestmentIncome
Total Tax295TotalTax
Distributable Amount Before Adj34506DistributableAmountBeforeAdj
Distributable Amount Before Ded34506DistributableAmountBeforeDed
Distributable Amount As Adjusted34506DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions39292ExpensesAndContributions
Qualifying Distributions39292QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm295OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions38997AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted34506DistributableAmountAsAdjusted
Excess Distri Carryover Year45540ExcessDistriCarryoverYear4
Excess Distri Carryover Year34565ExcessDistriCarryoverYear3
Excess Distri Carryover Year14482ExcessDistriCarryoverYear1
Total Excess Distri Carryover14587TotalExcessDistriCarryover
Qualifying Distributions39292QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year34506AppliedToCurrentYear
Remaining Distri From Corpus4786RemainingDistriFromCorpus
Total Corpus19373TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year19373ExcessDistriCyovToNextYear
Excess From Year45540ExcessFromYear4
Excess From Year34565ExcessFromYear3
Excess From Year14482ExcessFromYear1
Excess From Current Year4786ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerCynthia G YostContributingManager
Contributing ManagerHenry A YostContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameHenry A Yost Cynthia G YostRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1270 Hillside RoadAddressLine1
CitySouth PasadenaCity
StateCAState
ZIP Code91030ZIPCode
FieldValueIRS element (for citing)
Form And Info And MaterialsApplications should state the name of the charity, the amount requested and the nature of the activities in which the requested funds would be used.FormAndInfoAndMaterials
Submission DeadlinesnoneSubmissionDeadlines
Restrictions On AwardsnoneRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
villa esperanza services
2060 e villa stpasadenaCA91107NonePublicHealth Care$500
Pasadena Humane Society
361 S Raymond StPasadenaCA91105NonePublicCommunity Services$1,000
Latin America Mission Inc
PO Box 527900MiamiFL33152NonePublicHuman Rights$500
Huntington Memorial Hospital
100 W California BlvdPasadenaCA91109NonePublichealth care$5,000
ronald mcdonald house of pasadena
763 E Pasadena AvePasadenaCA91105NonePublichealth care$1,000
Pasadena Community Center
260 S Los Robles Ave Suite 119PasadenaCA91101NonePubliccommunity Services$1,000
Pasadena Senior Center
85 E Holly StPasadenaCA91103NonePublicCOMMUNITY SERVICE$500
PKD Foundation
9221 Ward Parkway Suite 400Kansas CityMO64114NonePublicHealth care$500
Union Station Homeless Services
825 E Orange Grove BlvdPasadenaCA91104NonePubliccommunity Services$1,000
Regis University
3333 Regis BlvdDenverCO80221NonePublicEducation$1,000
St Andrews Church
311 N Raymond AvePasadenaCA91103NonePublicReligious$5,150
Children's Hospital of LA
4650 Sunset Blvd 29Los AngelesCA90027NonePublicHealth care$20,000
Hillside Home for Children
940 Ave 64PasadenaCA91105NonePublicCOMMUNITY SERVICE$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year38150TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$30,776ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$3,700ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$27,079ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA27079TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$2,285Amount
Net Investment Income1143NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1142DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBank ChargesDescription
Revenue And Expenses Per Books150RevenueAndExpensesPerBooks
Net Investment Income150NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
Secretary of State$20
FTB$10

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