THE FOUNDATION FOR ST CYRIL SCHOOL: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE FOUNDATION FOR ST CYRIL SCHOOL (EIN 68-0643307)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349104714
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T16:22:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862173932 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAW OFFICE OF CHRISTOPHER K POLING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W COAST HIGHWAY SUITE 200 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680643307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR ST CYRIL SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2137009535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16350 VENTURA BOULEVARD D-101 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES FITZGERALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2137009535 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS POLING | PreparerPersonNm |
| PTIN | P01968178 | PTIN |
| Phone | 9492707450 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $979,818 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $474,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,968 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,049 | 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 |
| Legal Fees Rev And Expnss | $38,855 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $38,855 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $80 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,677 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,917 | CashBOYAmt |
| Cash EOY | $23,024 | CashEOYAmt |
| Cash EOYFMV | $23,024 | CashEOYFMVAmt |
| Corporate Stock BOY | $487,004 | CorporateStockBOYAmt |
| Corporate Stock EOY | $615,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $916,757 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,315 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $628,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $678,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $979,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $628,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $678,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $628,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $678,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $628,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $678,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $628,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,592 | OtherIncreasesAmt |
| Subtotal | $682,309 | SubtotalAmt |
| Other Decreases | $3,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $678,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20.0000 BAC | 2024-01-01 | 2025-02-07 | $952 | $702 | $250 | $250 | |
| 20.0000 DE | 2024-01-01 | 2025-02-07 | $9,276 | $1,576 | $7,700 | $7,700 | |
| 25.0000 IBM | 2024-01-01 | 2025-02-07 | $6,312 | $3,718 | $2,594 | $2,594 | |
| 50.0000 JPM | 2024-01-01 | 2025-02-07 | $13,819 | $2,960 | $10,859 | $10,859 | |
| 25.0000 WSM | 2024-01-01 | 2025-02-07 | $5,134 | $2,296 | $2,838 | $2,838 | |
| 150.0000 DLR | 2024-01-01 | 2025-02-24 | $24,159 | $11,729 | $12,430 | $12,430 | |
| 150.0000 WSM | 2024-01-01 | 2025-02-27 | $29,253 | $11,323 | $17,930 | $17,930 | |
| 25.0000 IBM | 2024-01-01 | 2026-03-06 | $6,200 | $3,718 | $2,482 | $2,482 | |
| 25.0000 JPM | 2024-01-01 | 2026-03-06 | $6,188 | $1,480 | $4,708 | $4,708 | |
| 1,000.0000 F | 2025-01-01 | 2025-03-31 | $9,895 | $11,575 | -$1,680 | -$1,680 | |
| 200.0000 JNJ | 2024-01-01 | 2025-04-01 | $31,627 | $13,099 | $18,528 | $18,528 | |
| 20.0000 CAT | 2024-01-01 | 2025-04-11 | $5,859 | $1,772 | $4,087 | $4,087 | |
| 10.0000 DE | 2024-01-01 | 2025-04-11 | $4,583 | $788 | $3,795 | $3,795 | |
| 300.0000 PBE | 2024-01-01 | 2025-04-11 | $17,333 | $5,856 | $11,477 | $11,477 | |
| 1,000.0000 PFE | 2024-01-01 | 2025-05-07 | $22,912 | $20,945 | $1,967 | $1,967 | |
| 25.0000 AVGO | 2024-01-01 | 2025-05-15 | $5,858 | $1,273 | $4,585 | $4,585 | |
| 75.0000 CSCO | 2024-01-01 | 2025-05-15 | $4,871 | $1,857 | $3,014 | $3,014 | |
| 75.0000 FSLR | 2025-01-01 | 2025-05-15 | $14,109 | $14,509 | -$400 | -$400 | |
| 25.0000 PWR | 2025-01-01 | 2025-05-15 | $8,504 | $6,564 | $1,940 | $1,940 | |
| 20.0000 ETN | 2025-01-01 | 2025-05-16 | $6,535 | $5,794 | $741 | $741 | |
| 80.0000 BAC | 2024-01-01 | 2025-06-03 | $3,552 | $2,809 | $743 | $743 | |
| 25.0000 AVGO | 2024-01-01 | 2025-06-03 | $6,399 | $1,273 | $5,126 | $5,126 | |
| 25.0000 JPM | 2024-01-01 | 2025-06-04 | $6,641 | $1,480 | $5,161 | $5,161 | |
| 75.0000 CSCO | 2024-01-01 | 2025-06-27 | $5,161 | $1,857 | $3,304 | $3,304 | |
| 25.0000 FSLR | 2025-01-01 | 2025-06-27 | $3,790 | $4,173 | -$383 | -$383 | |
| 25.0000 IBM | 2024-01-01 | 2025-06-27 | $7,254 | $3,718 | $3,536 | $3,536 | |
| 25.0000 JPM | 2024-01-01 | 2025-06-27 | $7,163 | $1,478 | $5,685 | $5,685 | |
| 25.0000 QCOM | 2025-01-01 | 2025-06-27 | $3,960 | $3,905 | $55 | $55 | |
| 15.0000 PWR | 2025-01-01 | 2025-06-27 | $5,706 | $3,938 | $1,768 | $1,768 | |
| 25.0000 AMD | 2024-01-01 | 2025-07-11 | $3,676 | $4,017 | -$341 | -$341 | |
| 25.0000 NVDA | 2025-01-01 | 2025-07-11 | $4,115 | $2,787 | $1,328 | $1,328 | |
| 25.0000 AMD | 2024-01-01 | 2026-07-30 | $4,484 | $4,017 | $467 | $467 | |
| 20.0000 AMGN | 2025-01-01 | 2026-07-30 | $6,032 | $5,785 | $247 | $247 | |
| 100.0000 BAC | 2024-01-01 | 2025-07-30 | $4,823 | $3,511 | $1,312 | $1,312 | |
| 15.0000 AVGO | 2025-01-01 | 2025-07-30 | $4,494 | $764 | $3,730 | $3,730 | |
| 20.0000 CAT | 2024-01-01 | 2025-07-30 | $8,683 | $1,772 | $6,911 | $6,911 | |
| 50.0000 CVX | 2024-01-01 | 2025-07-30 | $7,758 | $6,133 | $1,625 | $1,625 | |
| 10.0000 ETN | 2025-01-01 | 2025-07-30 | $3,901 | $2,897 | $1,004 | $1,004 | |
| 50.0000 FDX | 2025-01-01 | 2025-07-30 | $11,435 | $12,784 | -$1,349 | -$1,349 | |
| 25.0000 QCOM | 2024-01-01 | 2025-07-30 | $4,004 | $3,273 | $731 | $731 | |
| 10.0000 PWR | 2025-01-01 | 2025-07-30 | $4,125 | $2,626 | $1,499 | $1,499 | |
| 100.0000 TTEK | 2025-01-01 | 2025-07-30 | $3,746 | $2,994 | $752 | $752 | |
| 85.0000 AVGO | 2024-01-01 | 2025-09-08 | $29,438 | $4,328 | $25,110 | $25,110 | |
| 150.0000 CVX | 2024-01-01 | 2025-09-08 | $23,042 | $14,559 | $8,483 | $8,483 | |
| 25.0000 GOOGL | 2025-01-01 | 2025-12-04 | $7,921 | $3,922 | $3,999 | $3,999 | |
| 10.0000 CAT | 2024-01-01 | 2025-12-04 | $6,018 | $886 | $5,132 | $5,132 | |
| 25.0000 FSLR | 2024-01-01 | 2025-12-04 | $6,459 | $3,995 | $2,464 | $2,464 | |
| 150.0000 ZTS | 2025-01-01 | 2025-12-04 | $18,035 | $22,197 | -$4,162 | -$4,162 | |
| 25.0000 AMD | 2024-01-01 | 2025-12-08 | $5,503 | $4,017 | $1,486 | $1,486 | |
| 25.0000 GOOGL | 2025-01-01 | 2025-12-08 | $7,819 | $3,922 | $3,897 | $3,897 | |
| 25.0000 FSLR | 2024-01-01 | 2025-12-08 | $6,420 | $3,995 | $2,425 | $2,425 | |
| 50.0000 MRVL | 2025-01-01 | 2025-12-08 | $4,590 | $3,249 | $1,341 | $1,341 | |
| 10.0000 PWR | 2025-01-01 | 2025-12-08 | $4,637 | $2,626 | $2,011 | $2,011 | |
| CAPITAL GAINS DIVIDENDS | $26 | $26 | $26 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $3,099 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES FITZGERALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2137009535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16350 VENTURA BOULEVARD D-101 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES FITZGERALD | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | PRESIDENT/DIRECTOR | 3.00 | $0 | $0 | $0 |
| TONY PASTOORS | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | TREASURER/DIRECTOR | 3.00 | $0 | $0 | $0 |
| MICHELLE ESTRELLADO | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | SECRETARY/DIRECTOR | 3.00 | $0 | $0 | $0 |
| JONATHAN O'BRIEN | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVA COHEN | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KHALED ABDELWAHED | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| FABIOLA CARENNO | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEITH CASEY | ||||||||
| 16350 VENTURA BLVD SUITE D-101 | ENCINO | CA | 91436 | DIRECTOR | 1.00 | $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 | $892,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $923,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $923,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $909,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,064 | TotalTaxAmt |
| Distributable Before Adj | $42,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,415 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $29,591 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $18,125 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,793 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $176,509 | 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 | $176,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $29,591 | ExcessFromYear3Amt |
| Excess From Year1 | $18,125 | ExcessFromYear1Amt |
| Excess From Current Year | $128,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT CYRIL OF JERUSALEM SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4548 HASKELL AVENUE | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | TO FUND AND SUPPORT EDUCATION PROGRAMS | GrantOrContributionPurposeTxt |
| Amt | $130,596 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,596 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,968 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $225,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,049 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250.000 SH AMER ELECTRIC PWR CO (AEP) | $18,261 | $28,828 |
| 100.000 SH AMGEN (AMGN) | $14,370 | $32,731 |
| 800.000 SH BANK OF AMERICA (BAC) | $24,302 | $44,000 |
| 50.000 SH CATERPILLAR INC (CAT) | $4,430 | $28,644 |
| 400.000 SH CISCO SYSTEMS INC (CSCO) | $9,807 | $30,812 |
| 50.000 SH DEERE & CO (DE) | $3,942 | $23,279 |
| 210.000 SH DUKE ENERGY CORP (DUK) | $18,759 | $24,614 |
| 100.000 SH IBM CORP (IBM) | $14,591 | $29,621 |
| 125.000 SH JPMORGAN CHASE & CO (JPM) | $7,390 | $40,278 |
| 279.000 SH MEDTRONIC PLC (MDT) | $23,397 | $26,801 |
| 275.000 SH MERCK & CO INC (MRK) | $8,503 | $28,947 |
| 175.000 SH PEPSICO INC (PEP) | $20,361 | $25,116 |
| 300.000 SH PRUDENTIAL FINL (PRU) | $25,789 | $33,864 |
| 650.000 SH ONEOK INC (OKE) | $45,207 | $47,775 |
| 150.000 SH QUALCOMM INC (QCOM) | $19,168 | $25,658 |
| 125.000 AMAZON INC (AMZN) | $24,458 | $28,853 |
| 100.000 ADVANCED MICRO DEVICE (AMD) | $15,155 | $21,416 |
| 70.00 EATON CORP PLC (ETN) | $20,281 | $22,296 |
| 100.000 FIRST SOLAR INC. (FSLR) | $14,687 | $26,123 |
| 400.000 SH NEXTERA ENERGY INC (NEE) | $20,826 | $32,112 |
| 100.000 ALPHABET INC (GOOGL) | $15,335 | $31,300 |
| 100.000 EXPEDIA GROUP INC (EXPE) | $19,517 | $28,331 |
| 175.000 FISV FISERV INC (FISV) | $26,913 | $11,755 |
| 150.000 IQVIA HLDGS INC (IQV) | $21,393 | $33,812 |
| 250.000 MARVELL TECHNOLOGY INC (MRVL) | $16,246 | $21,245 |
| 65.000 MICROSOFT CORP (MSFT) | $26,164 | $31,435 |
| 125.000 NVIDIA CORP (NVDA) | $13,937 | $23,313 |
| 125.000 PALO ALTO NETWORKS INC (PANW) | $23,136 | $23,025 |
| 40.000 QUANTA SVCS INC (PWR) | $9,943 | $16,882 |
| 100.000 SALESFORCE INC (CRM) | $25,557 | $26,491 |
| 600.000 TETRA TECH INC NEW (TTEK) | $17,963 | $20,124 |
| 250.000 UBER TECHNOLOGIES INC (UBER) | $19,040 | $20,428 |
| 125.000 WORKDAY INC (WDAY) | $27,051 | $26,848 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1000.000 INVSC 2026 CRP (BSCQ) | AT COST | $19,517 | $19,575 |
| 1000.000 INVSC 2027 CRP (BSCQ) | AT COST | $19,647 | $19,740 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND TAX | CategoryTxt |
| Legal Fees | $38,855 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,855 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $722 | EOYBookValueAmt |
| EOYFMV | $722 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS PAYMENT | Desc |
| Amt | $3,520 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA AG REGISTRATION FEES | $700 | $0 | $700 |
| POST OFFICE EXPENSES | $420 | $0 | $420 |
| WEBSITE | $70 | $0 | $70 |
| OFFICE EXPENSES | $487 | $0 | $487 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST INVENTORY COST BASIS | Desc |
| Amt | $4,592 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $4,630 | Amt |
| Net Investment Income | $4,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CALIFORNIA FTB | CategoryTxt |
| Amt | $80 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |