KAYLOR YETTO FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KAYLOR YETTO FAMILY FOUNDATION (EIN 87-3619284)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-09
- IRS object ID
- 202641609349100814
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-09T12:22:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | 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 | 873619284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAYLOR YETTO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAYL | BusinessNameControlTxt |
| Phone | 5186405085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO AYCO COMPANY LP PO BOX 15201 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J KAYLOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5186405085 | PhoneNum |
| Signature | 2026-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK M PADDOCK CPA | PreparerPersonNm |
| PTIN | P01590666 | PTIN |
| Phone | 5187850134 | PhoneNum |
| 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 | $5,446,269 | 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 | $6,836 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $48,647 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,647 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,537,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,636 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,291 | 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 |
| Other Prof Fees Rev And Expnss | $30,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,739 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,750 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,870 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,870 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,215 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,698 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,797 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,797 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $357,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,650 | CashBOYAmt |
| Cash EOY | $15,200 | CashEOYAmt |
| Cash EOYFMV | $15,200 | CashEOYFMVAmt |
| Corporate Stock BOY | $774,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $610,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $772,641 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,230,542 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,695,629 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,727,429 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,543,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,207,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,929,110 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,889 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,889 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,889 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,665,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,531,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,446,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,696,069 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,696,069 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$30,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$164,733 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,665,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,531,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,665,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,531,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,665,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,531,336 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,531,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GS # 4046-PUBLICLY TRADED SECURITIES | $9,800 | $9,701 | $99 | $99 | |
| GS # 8505-PUBLICLY TRADED SECURITIES | $364,375 | $318,248 | $46,127 | $46,127 | |
| GS # 8513-PUBLICLY TRADED SECURITIES | $34,840 | $36,392 | -$1,552 | -$1,552 | |
| GS # 8521-PUBLICLY TRADED SECURITIES | $62,503 | $63,012 | -$509 | -$509 | |
| GS # 8521-PUBLICLY TRADED SECURITIES | $408,106 | $317,297 | $90,809 | $90,809 | |
| GS # 8547-PUBLICLY TRADED SECURITIES | $171,148 | $169,795 | $1,353 | $1,353 | |
| GS # 8554-PUBLICLY TRADED SECURITIES | $486,855 | $520,578 | -$33,723 | -$33,723 | |
| CAPITAL GAINS DIVIDENDS | $32 | $32 | $32 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,636 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $75 | EsPenaltyAmt |
| Overpayment | $24 | OverpaymentAmt |
| Applied To ES Tax | $24 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | THE AYCO COMPANY LP - NTG | IndividualWithBooksNm |
| Phone | 5186405000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLISEUM DRIVE | AddressLine1Txt |
| City | COHOES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN J KAYLOR | ||||||||
| C/O AYCO COMPANY LP PO BOX 15201 | ALBANY | NY | 122125201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTIN A YETTO | ||||||||
| C/O AYCO COMPANY LP PO BOX 15201 | ALBANY | NY | 122125201 | TRUSTEE | 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 | $5,141,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,336,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,336,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,256,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,401 | TotalTaxAmt |
| Distributable Before Adj | $260,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,425 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $313,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $242,604 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $242,604 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $189,482 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS NETWORK | |||||||
| PO BOX 7082 | WOODLAND HILLS | CA | 91365 | NONE | PC | GENERAL PURPOSE | $1,020 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE FLR 17 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET | MIAMI | FL | 33131 | NONE | PC | GENERAL PURPOSE | $515 |
| GLAAD INC | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | NONE | PC | GENERAL PURPOSE | $5,000 |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PC | GENERAL PURPOSE | $1,090 |
| LOVE AND SECOND CHANCES | |||||||
| 3851 SUNROSE RD | SAN RAMON | CA | 94582 | NONE | PC | GENERAL PURPOSE | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK CITY | NY | 10065 | NONE | PC | GENERAL PURPOSE | $1,000 |
| MENDONOMA HEALTH ALLIANCE | |||||||
| 39251 CA-1 | GUALALA | CA | 95445 | NONE | PC | GENERAL PURPOSE | $150,000 |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NORCAL SPINAL CORD INJURY FOUNDATION | |||||||
| 696 N SANTA CRUZ AVE | LOS GATOS | CA | 95030 | NONE | PC | GENERAL PURPOSE | $10,000 |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| 1918 PROSPECTOR AVENUE | PARK CITY | UT | 84060 | NONE | PC | GENERAL PURPOSE | $103,814 |
| QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION | |||||||
| 15623 COALTOWN RD | EAST MOLINE | IL | 61244 | NONE | PC | GENERAL PURPOSE | $1,000 |
| REDWOOD COAST CHAMBER FOUNDATION | |||||||
| 612 G ST STE 101 | EUREKA | CA | 95501 | NONE | PC | GENERAL PURPOSE | $1,000 |
| SHARSHERET INC | |||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 07666 | NONE | PC | GENERAL PURPOSE | $548 |
| THE CATIE HOCH FOUNDATION | |||||||
| 67 CATHERINE STREET | SARATOGA SPRINGS | NY | 12866 | NONE | PC | GENERAL PURPOSE | $4,000 |
| THE COASTAL KIDS FOUNDATION | |||||||
| 414 BENJAMIN AVE | WILMINGTON | NC | 284031802 | NONE | PC | GENERAL PURPOSE | $2,000 |
| TRUE WEST FILM CENTER | |||||||
| 375 HEALDSBURG AVE STE 200 | HEALDSBURG | CA | 95448 | NONE | PC | GENERAL PURPOSE | $515 |
| WASATCH IMMIGRATION PROJECT | |||||||
| PO BOX 681791 | PARK CITY | UT | 84068 | NONE | PC | GENERAL PURPOSE | $5,295 |
| WATER FOR SOUTH SUDAN | |||||||
| PO BOX 25551 | ROCHESTER | NY | 14625 | NONE | PC | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,797 | 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 | $48,647 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $216,291 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,291 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO FILING REQUIRED FOR THIS FOUNDATION IN UTAH | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS # 8547 | $1,532,566 | $1,564,358 |
| GS # 8513 | $163,063 | $163,071 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS # 8521 | $195,924 | $199,782 |
| GS # 8539 | $414,765 | $572,859 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS # 4046 | AT COST | $536,210 | $543,872 |
| GS # 8505 | AT COST | $1,671,719 | $2,385,238 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $166 | $166 | $166 |
| OTHER RECEIVABLE | $1,723 | $1,723 | $1,723 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENUE AND CATERING | Desc |
| Revenue And Expenses Per Books | $4,698 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $23,002 | $17,252 | $5,750 |
| ADR FEE | $887 | $887 | $0 |
| ACCOUNTING | $6,600 | $6,600 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,834 | $1,834 | $0 |
| RECLAIMABLE FOREIGN TAX | $1,021 | $1,021 | $0 |
| FEDERAL TAXES | $1,360 | $1,360 | $0 |