HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENRY A YOST AND CYNTHIA YOST FAMILY FOUNDATION (EIN 16-1688657)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-04-13
- IRS object ID
- 202211039349100341
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T17:50:20-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953653314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KROST CPAS & CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH LAKE AVENUE SUITE 400 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161688657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY A & CYNTHIA G YOST FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6267968866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 HILLSIDE ROAD | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY A YOST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6267968866 | PhoneNum |
| Signature | 2022-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | YOST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVELYN FERNANDEZ CPA | PreparerPersonNm |
| PTIN | P01288795 | PTIN |
| Phone | 6264494225 | PhoneNum |
| Preparation | 2022-04-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,056,079 | 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 | $453,395 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $994,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $298,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $565,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,440 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,075 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $564 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $408,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,801 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,747 | CashBOYAmt |
| Cash EOY | $38,205 | CashEOYAmt |
| Cash EOYFMV | $38,205 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,009,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,416,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,017,874 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,046,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,455,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,056,079 | 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 | $1,046,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,455,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,046,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,455,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,046,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,455,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,046,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $408,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,455,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,455,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SP500 ARN ISSUER HSBC | P | 2019-09-26 | 2020-11-27 | $394,106 | $352,920 | $41,186 | $41,186 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2019-08-21 | 2020-11-18 | $18,412 | $18,624 | -$212 | -$212 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2019-09-24 | 2020-11-18 | $51 | $53 | -$2 | -$2 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2019-10-24 | 2020-11-18 | $55 | $58 | -$3 | -$3 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2019-11-22 | 2020-11-18 | $54 | $56 | -$2 | -$2 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2019-12-24 | 2020-11-18 | $48 | $54 | -$6 | -$6 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-01-24 | 2020-11-18 | $49 | $54 | -$5 | -$5 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-02-24 | 2020-11-18 | $50 | $53 | -$3 | -$3 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-03-24 | 2020-11-18 | $84 | $56 | $28 | $28 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-04-24 | 2020-11-18 | $68 | $55 | $13 | $13 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-05-22 | 2020-11-18 | $64 | $53 | $11 | $11 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-06-24 | 2020-11-18 | $56 | $51 | $5 | $5 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-07-24 | 2020-11-18 | $55 | $51 | $4 | $4 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-08-24 | 2020-11-18 | $53 | $49 | $4 | $4 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-09-24 | 2020-11-18 | $46 | $40 | $6 | $6 |
| ADVISORS DISCIPLINED TR UNIT 1959 | P | 2020-10-23 | 2020-11-18 | $43 | $40 | $3 | $3 |
| SP500 ARN ISSUER BARC | P | 2019-11-26 | 2021-01-29 | $121,179 | $109,170 | $12,009 | $12,009 |
| INVESCO UNIT TRS UNIT | P | 2019-12-10 | 2021-01-07 | $97,669 | $99,792 | -$2,123 | -$2,123 |
| INVESCO UNIT TRS UNIT | P | 2020-01-07 | 2021-01-07 | $1,143 | $1,154 | -$11 | -$11 |
| INVESCO UNIT TRS UNIT | P | 2020-02-24 | 2021-01-07 | $685 | $569 | $116 | $116 |
| INVESCO UNIT TRS UNIT | P | 2020-03-24 | 2021-01-07 | $216 | $135 | $81 | $81 |
| INVESCO UNIT TRS UNIT | P | 2020-05-22 | 2021-01-07 | $1,920 | $1,631 | $289 | $289 |
| INVESCO UNIT TRS UNIT | P | 2020-08-24 | 2021-01-07 | $1,870 | $1,756 | $114 | $114 |
| TESLA INC | D | 2019-06-12 | 2021-04-19 | $73,063 | $4,208 | $68,855 | $68,855 |
| TRADE (THE) DESK INC SHS | D | 2018-07-11 | 2021-04-19 | $146,703 | $18,259 | $128,444 | $128,444 |
| ZOOM VIDEO | D | 2020-01-10 | 2021-04-19 | $49,306 | $10,962 | $38,344 | $38,344 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2019-08-19 | 2021-07-28 | $38,753 | $31,778 | $6,975 | $6,975 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2019-09-24 | 2021-07-28 | $198 | $167 | $31 | $31 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2019-10-24 | 2021-07-28 | $45 | $38 | $7 | $7 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2019-11-22 | 2021-07-28 | $94 | $84 | $10 | $10 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2019-12-24 | 2021-07-28 | $186 | $169 | $17 | $17 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-01-24 | 2021-07-28 | $44 | $40 | $4 | $4 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-02-24 | 2021-07-28 | $90 | $79 | $11 | $11 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-03-24 | 2021-07-28 | $313 | $173 | $140 | $140 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-04-24 | 2021-07-28 | $77 | $53 | $24 | $24 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-05-22 | 2021-07-28 | $112 | $80 | $32 | $32 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-06-24 | 2021-07-28 | $238 | $174 | $64 | $64 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-07-24 | 2021-07-28 | $58 | $44 | $14 | $14 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-08-24 | 2021-07-28 | $105 | $80 | $25 | $25 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-09-24 | 2021-07-28 | $243 | $177 | $66 | $66 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-10-23 | 2021-07-28 | $53 | $41 | $12 | $12 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-11-24 | 2021-07-28 | $110 | $94 | $16 | $16 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2020-12-24 | 2021-07-28 | $198 | $167 | $31 | $31 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2021-01-22 | 2021-07-28 | $47 | $43 | $4 | $4 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2021-02-24 | 2021-07-28 | $88 | $83 | $5 | $5 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2021-03-24 | 2021-07-28 | $179 | $172 | $7 | $7 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2021-04-23 | 2021-07-28 | $58 | $58 | $0 | $0 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2021-05-24 | 2021-07-28 | $81 | $84 | -$3 | -$3 |
| FT UNIT 8141 HIGH DIVIDEND | P | 2021-06-24 | 2021-07-28 | $188 | $189 | -$1 | -$1 |
| FT UNIT 8238 RICHARD | P | 2019-10-14 | 2021-09-14 | $46,010 | $41,661 | $4,349 | $4,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $298,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,737 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,737 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | 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 | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,977 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HENRY A YOST | IndividualWithBooksNm |
| Phone | 6267968866 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 HILLSIDE ROAD | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY A YOST | ||||||||
| 270 HILLSIDE ROAD | SOUTH PASADENA | CA | 91030 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARGARET M YOST | ||||||||
| 270 HILLSIDE ROAD | SOUTH PASADENA | CA | 91030 | DIRECTOR/MEMBER | 0.00 | $0 | $0 | $0 |
| DEBORAH HOFFMAN | ||||||||
| 1230 MILAN AVENUE | SOUTH PASADENA | CA | 91030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID YOST | ||||||||
| 804 LINDA VISTA AVE | PASADENA | CA | 91103 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,563,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,738,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,738,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,697,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,737 | TotalTaxAmt |
| Distributable Before Adj | $130,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,154 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $151,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $17,673 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $414,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,964 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $454,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $475,876 | 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 | $475,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,673 | ExcessFromYear4Amt |
| Excess From Year3 | $414,259 | ExcessFromYear3Amt |
| Excess From Year2 | $9,484 | ExcessFromYear2Amt |
| Excess From Year1 | $12,964 | ExcessFromYear1Amt |
| Excess From Current Year | $21,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY A YOST | ContributingManagerNm |
| Contributing Manager | DAVID YOST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HENRY A YOST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 HILLSIDE ROAD | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6267968866 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED AND THE NATURE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED PROJECT | |||||||
| 1910 W SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90029 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| ALL SAINTS BY THE SEA CHURCH | |||||||
| 83 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 9606 S SANTA MONICA BLVD 200 | BEVERLY HILLS | CA | 90210 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| ANGEL CITY SPORTS | |||||||
| 2355 WESTWOOD BLVD 1139 | LOS ANGELES | CA | 90064 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| CARNEGIE INSTITUTION | |||||||
| 1530 P ST NW | WASHINGTON | DC | 20005 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $300 |
| CASA DE LAS AMIGAS | |||||||
| 160 N EL MOLINA AVE | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| CHILDREN'S HOSPITAL OF LA | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| CITY OF HOPE | |||||||
| CIRCLE 1500 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $10,500 |
| DENVER UNIVERSITY | |||||||
| 2601 E COLORADO AVE | DENVER | CO | 80208 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $3,000 |
| DESCANSO GARDENS | |||||||
| 1418 DESCANSO DR | LA CANADA | CA | 91011 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $500 |
| DOOR OF HOPE | |||||||
| 669 N LOS ROBLES | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| FREEDOM HOUSE INC | |||||||
| 1850 M ST NW FLOOR 11 | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| FRIENDS IN DEED | |||||||
| 444 E WASHINGTON BLVD | PASADENA | CA | 91104 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $800 |
| HATHAWAY SYCAMORES | |||||||
| 100 W WALNUT ST SUITE 375 | PASADENA | CA | 91124 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $500 |
| HILLSIDE HOME FOR CHILDREN | |||||||
| 940 AVE 64 | PASADENA | CA | 91105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $4,500 |
| HUME MINISTRIES | |||||||
| 64144 HUME LAKE RD | HUME | CA | 93628 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD | SAN MARINO | CA | 91108 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 686 SOUTH FAIR OAKS AVE | PASADENA | CA | 91105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91109 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $30,000 |
| JR LEAGUE OF LOS ANGELES | |||||||
| 630 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| LAS MADRINAS | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| LIFE ROLLS ON FOUNDATION | |||||||
| PO BOX 45770 | LOS ANGELES | CA | 90045 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| MAYFIELD JUNIOR SCHOOL | |||||||
| 405 S EUCLID AVE | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $3,000 |
| MAYFIELD SENIOR SCHOOL | |||||||
| 500 BELLEFONTAINE ST | PASADENA | CA | 91105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| MAYO CLINIC | |||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $4,000 |
| PARTNERS IN CARE | |||||||
| 732 MOTT STREET SUITE 150 | SAN FRANCISCO | CA | 91340 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $500 |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD 810 | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| PASADENA GUILD OF CHILDRENS HOSPITAL | |||||||
| 665 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND ST | PASADENA | CA | 91105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $500 |
| PASADENA MAPLE LEAFS | |||||||
| 300 E GREEN STREET | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $3,000 |
| PASADENA SENIOR CENTER | |||||||
| 85 E HOLLY ST | PASADENA | CA | 91103 | NONE | PC | COMMUNITY SERVICES | $1,000 |
| PASADENA SYMPHONY | |||||||
| 2 N LAKE AVE SUITE 1080 | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| PEACE SISTERS | |||||||
| PO BOX 534 281 E COLORADO BLVD | PASADENA | CA | 91102 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| ROSE BOWL AQUATICS CENTER | |||||||
| 360 N ARROYO BLVD | PASADENA | CA | 91103 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $300 |
| SANCTUARY CENTER | |||||||
| PO BOX 551 | SANTA BARBARA | CA | 93102 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $8,000 |
| SANTA BARBARA BOTANIC GARDEN | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $5,000 |
| SO CAL CAT ADOPTION CENTER | |||||||
| 130 EL NORDE | MONROVIA | CA | 91016 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,500 |
| SOUTHLANDS CHINO | |||||||
| 5559 PARK PL | CHINO | CA | 91710 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,000 |
| SUNLAND FOURSQUARE CHURCH | |||||||
| 10602 SHERMAN GROVE | SUNLANDTUJUNGA | CA | 91040 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| SUSAN G KOMEN BREAST CANCER | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| SWIM WITH MIKE FOUNDATION | |||||||
| PO BOX 51000 | PASADENA | CA | 91115 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $5,000 |
| THE GOODEN CENTER | |||||||
| 191 N EL MOLINO AVE | PASADENA | CA | 91101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93101 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | NONE | PC | COMMUNITY SERVICES | $19,500 |
| VILLA ESPERANZA SERVICES | |||||||
| 2060 E VILLA ST | PASADENA | CA | 91107 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $3,000 |
| WESPARK | |||||||
| 14724 VENTURA BLVD SUITE 101 | SHERMAN OAKS | CA | 91403 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $2,500 |
| WESTERN STATE COLLEGE OF COLORADO | |||||||
| 909 E ESCALANTE DR | GUNNISON | CO | 81231 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,500 |
| WESTRIDGE SCHOOL | |||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | NONE | PC | TO FURTHER RECIPIENT'S CHARITABLE PURPOSE. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,500 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,046 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID YOST | |||||||
| 1 | 804 LINDA VISTA AVE | PASADENA | CA | 91103 | $50,000 | Yes (X) | |
| DEBBIE HOFFMAN | |||||||
| 2 | 1230 MILAN AVE | SOUTH PASADENA | CA | 91030 | $50,000 | Yes (X) | |
| DOUGLAS YOST | |||||||
| 3 | 270 HILLSIDE ROAD | SOUTH PASADENA | CA | 91030 | $25,000 | Yes (X) | |
| DAVID YOST | |||||||
| 4 | 804 LINDA VISTA AVE | PASADENA | CA | 91103 | $318,895 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | 150 SHARES OF TESLA | $109,835 | 2021-04-14 |
| 4 | 200 SHARES OF TRADE (THE) DESK INC | $143,220 | 2021-04-14 |
| 4 | 200 SHARES OF ZOOM VIDEO | $65,840 | 2021-04-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,150 | Amt |
| Net Investment Income | $3,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,075 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,416,864 | EOYBookValueAmt |
| EOYFMV | $3,017,874 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $564 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $1,738 | $0 | $0 | $0 |
| STATE FILING FEES | $75 | $0 | $0 | $75 |