BASZUCKI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BASZUCKI FAMILY FOUNDATION (EIN 32-0660398)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349102395
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:04:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 5TH AVE STE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981011344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320660398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BASZUCKI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BASZ | BusinessNameControlTxt |
| Phone | 6502418740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 2ND AVENUE 522 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 944013904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN BASZUCKI | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6502418740 | PhoneNum |
| Signature | 2024-11-08 | 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 | KYLE TALLEY | PreparerPersonNm |
| PTIN | P01239408 | PTIN |
| Phone | 2063983000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,960,963 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,444,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $666,209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $666,209 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $679,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $679,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,443,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,443,168 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $625,252 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $24,414,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,788,447 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $781,369 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $781,369 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $117,595 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $58,797 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $103,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $51,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $51,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,288 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,288 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $312,372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,650 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $312,372 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $113,232 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $113,232 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,103,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,103,585 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,741,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,631,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,755,138 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,755,138 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,496,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,386,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,917,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,735,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,680 | CashBOYAmt |
| Cash EOY | $71,222 | CashEOYAmt |
| Cash EOYFMV | $71,222 | CashEOYFMVAmt |
| US Government Obligations BOY | $25,292,220 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $37,714,442 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $37,714,442 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $499,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,162,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,162,053 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,246 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,246 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,908,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,960,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,960,963 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,647 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $222,007 | AccountsPayableEOYAmt |
| Grants Payable BOY | $27,814,015 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $94,872 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $56,844 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,958,534 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,278,851 | 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 | -$2,049,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,682,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$2,049,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,682,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,908,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,960,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$2,049,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,917,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,814,015 | OtherIncreasesAmt |
| Subtotal | $37,682,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,682,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 100,000 SHARES | 2004-04-06 | 2023-03-02 | $3,811,123 | $10 | $3,811,113 | $3,811,113 |
| GMO QUALITY FUND R6 | 2023-12-12 | $94,625 | $94,625 | $94,625 | ||
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 75,000 SHARES | 2004-04-06 | 2023-05-19 | $2,987,888 | $8 | $2,987,880 | $2,987,880 |
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 75,000 SHARES | 2004-04-06 | 2023-05-22 | $2,982,585 | $8 | $2,982,577 | $2,982,577 |
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 50,000 SHARES | 2004-04-06 | 2023-07-19 | $2,299,301 | $5 | $2,299,296 | $2,299,296 |
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 75,000 SHARES | 2004-04-06 | 2023-08-11 | $2,252,533 | $8 | $2,252,525 | $2,252,525 |
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 75,000 SHARES | 2004-04-06 | 2023-08-14 | $2,249,886 | $7 | $2,249,879 | $2,249,879 |
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 75,000 SHARES | 2004-04-06 | 2023-11-04 | $2,892,151 | $8 | $2,892,143 | $2,892,143 |
| PUBLICLY TRADED SECURITIES - ROBLOX CORP (RBLX) CLASS A, 75,000 SHARES | 2004-04-06 | 2023-11-04 | $2,873,138 | $8 | $2,873,130 | $2,873,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,443,168 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $329,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $329,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $329,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $335,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $410,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $80,083 | OverpaymentAmt |
| Applied To ES Tax | $80,083 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JIM CONLEY CO THE BASZUCKI FAMILY | IndividualWithBooksNm |
| Phone | 6502418740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 2ND AVE 522 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 944013904 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BASZUCKI | ||||||||
| 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAN BASZUCKI | ||||||||
| 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | SECRETARY/TREASURER | 10.00 | $0 | $0 | $0 |
| CAROLYN WALL SAKATA | ||||||||
| 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | COO EXECUTIVE DIRECTOR | 40.00 | $162,667 | $9,049 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRET SCHER | ||||||||
| 204 2ND AVENUE 522 | SAN MATEO | CA | 94401 | DIRECTOR, METABOLIC | 40.00 | $127,500 | $16,718 | $0 |
| JULIE MILDER | ||||||||
| 204 2ND AVENUE 522 | SAN MATEO | CA | 94401 | ASSOCIATE SCIENCE DI | 40.00 | $90,000 | $9,909 | $0 |
| BURCIN EKANADHAM | ||||||||
| 204 2ND AVENUE 522 | SAN MATEO | CA | 94401 | SCIENCE PROGRAM OFFI | 40.00 | $72,000 | $20,225 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WE ARE RALLY LLC | |||||
| 5670 WILSHIRE BLVD 820 | LOS ANGELES | CA | 90036 | COMMUNICATIONS | $331,614 |
| GMMB | |||||
| 1200 WESTLAKE AVE N | SEATTLE | WA | 98109 | COMMUNICATIONS | $272,989 |
| GLOBALIZATION PARTNERS | |||||
| 175 FEDERAL ST 17TH FLOOR | BOSTON | MA | 02110 | BUSINESS ADMINISTRATION SERVICES | $172,676 |
| STELLATE COMMUNICATIONS LLC | |||||
| 8 THE GRN STE B DOVER | DELAWARE | DE | 199013618 | COMMUNICATIONS | $123,664 |
| NEWTON STREET PUBLIC RELATIONS LLC | |||||
| 162 NEWTON STREET | SEATTLE | WA | 98109 | COMMUNICATIONS | $68,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,021,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,956,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,930 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,061,365 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,061,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $480,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,580,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,579,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,579,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329,917 | TotalTaxAmt |
| Distributable Before Adj | $1,249,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,249,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,249,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,386,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,386,223 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,249,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,386,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,249,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,137,118 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,137,118 | 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 | $10,137,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,137,118 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BASZUCKI | ContributingManagerNm |
| Contributing Manager | JAN BASZUCKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES (UCLA) | |||||||
| PAYMENT SOLUTIONS AND COMPLIANCE | LOS ANGELES | CA | 900957089 | PC | SUPPORT THE WORK TO CONTINUE TO BUILD THE CHILD BIPOLAR NETWORK | $278,754 | |
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | PC | A RESEARCH PROJECT TO DEVELOP A DATA-DRIVEN SOFTWARE PLATFORM FOR MODELING COMPUTATIONAL PSYCHIATRY KNOWN AS NEUROBLOX UNDER THE DIRECT SUPERVISION OF L. R. MUJICA-PARODI, PH.D., $1,022,977 IN 2022, $997,128 IN 2023, $1,001,326 IN 2024 | $997,128 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 213 PARK PLAZA 128 NORTH CRAIG | PITTSBURGH | PA | 15260 | PC | SUPPORT THE PROJECT ELUCIDATING NEUROBIOLOGICAL MECHANISMS UNDERLYING THE THERAPEUTIC EFFECT OF THE KETOGENIC DIET IN BIPOLAR DISORDER (BD): A MULTIDISCIPLINARY MECHANISTIC STUDY BEING CONDUCTED BY MARY PHILIPS, MD | $2,054,784 | STREE |
| STONY BROOK FOUNDATION INC | |||||||
| 30 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941188 | PC | TO ESTABLISH THE BASZUCKI ENDOWED CHAIR FOR METABOLIC NEUROSCIENCE | $3,000,000 | |
| THE MCLEAN HOSPITAL | |||||||
| PO BOX 3951 | BOSTON | MA | 022413951 | PC | SUPPORT DR. VIRGINIE-ANNE CHOUINARD IN THEIR WORK ON THE KETO-BD TRIAL: RANDOMIZED CONTROLLED CLINICAL TRIAL OF THE KETOGENIC DIET FOR BRAIN ENERGY METABOLISM AND PSYCHIATRIC SYMPTOMS IN FIRST EPISODE BIPOLAR DISORDER | $452,249 | |
| REGENERATIVE AGRICULTURE FOUNDATION | |||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 55407 | PC | FUNDERS FOR REGENERATIVE AGRICULTURE MEMBERSHIP | $10,000 | |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | PC | CATALYST FORUM | $35,000 | |
| HEALTH RESEARCH ALLIANCE | |||||||
| 6409 FAYETTEVILLE | DURHAM | NC | 27713 | PC | MEMBERSHIP DUES, SEPTEMBER TO DECEMBER 2023 | $3,333 | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| 55 E JACKSON BLVD SUITE 490 | CHICAGO | IL | 60604 | PC | $70,000 FOR METABOLIC THERAPY PEER COUNCILS AND $50,000 FOR METABOLIC THERAPY CLINICAL TRIAL WELLNESS SCALE | $120,000 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 516 W 168TH STREEET | NEW YORK | NY | 10032 | PC | GENERAL SUPPORT FOR RESEARCH IN MITOCHONDRIAL PSYCHOBIOLOGY, CURRENTLY BEING CONDUCTED BY DR. MARTIN PICARD. | $500,000 | |
| GLUT1 DEFICIENCY FOUNDATION | |||||||
| PO BOX 737 | OWINGSVILLE | KY | 40360 | PC | PILOT PROGRAM TO PROVIDE FULL KETOGENIC DIETARY THERAPY SUPPORT SERVICES FOR SIX GLUT1 DEFICIENCY PATIENTS AND ONE-TIME SECOND OPINION CONSULTATION SERVICES FOR FORTY GLUT1 DEFICIENCY PATIENTS. | $15,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| UCSD CAMPUS MAIN DEPOSITORY PO BOX | LOS ANGELES | CA | 900741539 | PC | SUPPLEMENTAL GRANT FOR ADDITIONAL LAB COST (ORIGINAL GRANT PF-2023-003) | $243,180 | 741539 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 1520 PAGE MILL ROAD MAIL CODE 5190 | PALO ALTO | CA | 94304 | PC | SUPPORT THE STANFORD MENTAL HEALTHCARE INNOVATIONS SUMMIT AT A LEVEL OF $10,000 PLUS 13% DEVELOPMENT FEE | $11,300 | |
| NEW YORK UNIVERSITY | |||||||
| SPONSORED PROGRAMS ADMINISTRATION | NEW YORK | NY | 10087 | PC | SUPPORT CHIYE AOKI IN THEIR WORK TO INVESTIGATE THE AMELIORATIVE PROPERTIES OF KETOGENIC DIET UPON ANOREXIA NERVOSA USING THE ACTIVITY-BASED ANOREXIA (ABA) MOUSE MODEL | $29,785 | PO BOX 51661 |
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | PC | TO SUPPORT THE USE OF KETOSIS IN MODULATING METABOLIC PATHWAYS IN BIPOLAR DISORDER | $1,004,625 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,755,138 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES (UCLA) | |||||||
| PAYMENT SOLUTIONS AND COMPLIANCE | LOS ANGELES | CA | 900957089 | PC | SUPPORT THE WORK TO CONTINUE TO BUILD THE CHILD BIPOLAR NETWORK | $284,179 | |
| THE MCLEAN HOSPITAL | |||||||
| PO BOX 3951 | BOSTON | MA | 022413951 | PC | SUPPORT DR. VIRGINIE-ANNE CHOUINARD IN THEIR WORK ON THE KETO-BD TRIAL: A RANDOMIZED CONTROLLED CLINICAL TRIAL OF THE KETOGENIC DIET FOR BRAIN ENERGY METABOLISM ANDPSYCHIATRIC SYMPTOMS IN FIRST EPISODE BIPOLAR DISORDER | $986,771 | |
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | |||||||
| 30 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941188 | PC | TO SUPPORT THE USE OF KETOSIS IN MODULATING METABOLIC PATHWAYS IN BIPOLAR DISORDER | $1,995,375 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 213 PARK PLAZA 128 NORTH CRAIG | PITTSBURGH | PA | 15260 | PC | SUPPORT THE PROJECT ELUCIDATING NEUROBIOLOGICAL MECHANISMS UNDERLYING THE THERAPEUTIC EFFECT OF THE KETOGENIC DIET IN BIPOLAR DISORDER (BD): A MULTIDISCIPLINARY MECHANISTIC STUDY BEING CONDUCTED BY MARY PHILIPS, MD | $4,248,374 | STREE |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 516 W 168TH STREEET | NEW YORK | NY | 10032 | PC | GENERAL SUPPORT FOR RESEARCH IN MITOCHONDRIAL PSYCHOBIOLOGY, CURRENTLY BEING CONDUCTED BY DR. MARTIN PICARD. | $1,000,000 | |
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | PC | A RESEARCH PROJECT TO DEVELOP A DATA-DRIVEN SOFTWARE PLATFORM FOR MODELING COMPUTATIONAL PSYCHIATRY KNOWN AS NEUROBLOX UNDER THE DIRECT SUPERVISION OF L. R. MUJICA-PARODI, PH.D., $1,022,977 IN 2022, $997,128 IN 2023, $1,001,326 IN 2024 | $1,001,326 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,516,025 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666,209 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $679,070 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $625,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,970,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,970,531 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID AND JAN BASZUCKI | |||||||
| 1 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $3,802,500 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 2 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $3,009,750 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 3 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $2,995,500 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 4 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $2,266,000 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 5 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $2,247,750 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 6 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $2,248,125 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 7 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $2,902,125 | Yes (X) | Yes (X) |
| DAVID AND JAN BASZUCKI | |||||||
| 8 | 204 2ND AVENUE 522 | SAN MATEO | CA | 944013904 | $2,848,500 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITY (ROBLOX CORP CL A) 100,000 SHARES | $3,802,500 | 2023-03-02 |
| 2 | SECURITY (ROBLOX CORP CL A) 75,000 SHARES | $3,009,750 | 2023-05-19 |
| 3 | SECURITY (ROBLOX CORP CL A) 75,000 SHARES | $2,995,500 | 2023-05-22 |
| 4 | SECURITY (ROBLOX CORP CL A) 50,000 SHARES | $2,266,000 | 2023-07-19 |
| 5 | SECURITY (ROBLOX CORP CL A) 75,000 SHARES | $2,247,750 | 2023-08-11 |
| 6 | SECURITY (ROBLOX CORP CL A) 75,000 SHARES | $2,248,125 | 2023-08-14 |
| 7 | SECURITY (ROBLOX CORP CL A) 75,000 SHARES | $2,902,125 | 2023-11-10 |
| 8 | SECURITY (ROBLOX CORP CL A) 75,000 SHARES | $2,848,500 | 2023-11-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $103,550 | Amt |
| Net Investment Income | $51,775 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $51,775 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE STATEMENT 16 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $1,162,053 | EOYBookValueAmt |
| EOYFMV | $1,162,053 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $37,714,442 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $37,714,442 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $117,595 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $58,797 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXPENSES | Desc |
| EOY Book Value | $13,246 | EOYBookValueAmt |
| EOYFMV | $13,246 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL AND ADMINISTRATIVE | $63,099 | $0 | $0 | $63,099 |
| COMMUNICATION EXPENSES | $920,184 | $0 | $0 | $920,184 |
| SPONSORSHIP AND EXTERNAL EVENTS | $120,302 | $0 | $0 | $120,302 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS | Desc |
| Revenue And Expenses Per Books | $625,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRUCTURING OF PRIOR YEAR GRANT | Desc |
| Amt | $27,814,015 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $94,872 | BOYBookValueAmt |
| EOY Book Value | $56,844 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $47,288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,288 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $0 | $1,650 | $0 | $0 |
| EXCISE TAX EXPENSE | $312,372 | $0 | $0 | $312,372 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METABOLIC MIND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 2ND AVE STE 522 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920573910 | EIN |
| Desc | THE BASZUCKI FAMILY FOUNDATION TRANSFERRED $100,000 OF FUNDING TO METABOLIC MIND LLC. | Desc |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |