THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION (EIN 20-1629769)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349103265
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:40:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273707378 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS LAW PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 WILSHIRE BLVD STE 3800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900173541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201629769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND MARGARET ZIVELONGHI | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2136809212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 WILSHIRE BLVD STE 3800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900173541 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2136809212 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY R PHILLIPS | PreparerPersonNm |
| PTIN | P00640792 | PTIN |
| Phone | 2136809212 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,783,698 | 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 | $886,793 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,268 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,268 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,824 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $944,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,672 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,336 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,336 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $400 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $843,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,197 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,270 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $44,337 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $359,331 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $349,461 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $255,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $416,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $686,488 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $405,629 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,336 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $710,552 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $763,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,526,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,783,698 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,800 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $13,800 | 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 | $749,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,526,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $749,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,526,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $763,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,526,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $749,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $843,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,592,864 | SubtotalAmt |
| Other Decreases | $65,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,526,964 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $171 | 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 | $171 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $233 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136809212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 WILSHIRE BLVD STE 3800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900173541 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI ANN WILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5775 W 207TH STREET | AddressLine1Txt |
| City | BUCYRUS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/SECTY/DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A -- CHARITABLE ACTIVITIES ARE LIMITED TO GRANT MAKING | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,377,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,469,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,469,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,447,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404 | TotalTaxAmt |
| Distributable Before Adj | $71,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,336 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,501 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,866 | 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 | $10,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,796 | ExcessFromYear4Amt |
| Excess From Year2 | $806 | ExcessFromYear2Amt |
| Excess From Year1 | $899 | ExcessFromYear1Amt |
| Excess From Current Year | $365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 8745 JAMES A REED RD | KANSAS CITY | MO | 641384414 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| 5969 CATTLERIDGE BLVD STE 100 | SARASOTA | FL | 34232 | NONE | PC | GENERAL SUPPORT | $5,000 |
| QUEEN OF THE HOLY ROSARY - WEA SCHOOL | |||||||
| 22705 METCALF AVE | BUCYRUS | KS | 66013 | NONE | PC | GENERAL SUPPORT | $15,000 |
| SAMARITAN'S PURSE | |||||||
| P O BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 NORTH MAIN ST | CHAMBERLAIN | SD | 57325 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | 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 | $30,268 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,824 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,092 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE GEORGE AND MARGARET M ZIVELONGHI CHARITABLE REMAINDER UNITRUST 91604 | |||||||
| 1 | 707 WILSHIRE BLVD STE 3800 | LOS ANGELES | CA | 90017 | $65,852 | Yes (X) | |
| THE GEORGE AND MARGARET M ZIVELONGHI CHARITABLE REMAINDER UNITRUST 91604 | |||||||
| 2 | 707 WILSHIRE BLVD STE 3800 | LOS ANGELES | CA | 90017 | $820,941 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | CONTRIBUTION OF MARKETABLE SECURITIES; DONOR'S BOOK VALUE OF SECURITIES = $755,040 | NoncashPropertyDesc |
| Fair Market Value | $820,941 | FairMarketValueAmt |
| Received | 2024-05-06 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 ST LOUIS MO 6.1% | $25,466 | $25,074 |
| 25,000 GOLDMAN SACHS BK 3% | $25,116 | $24,888 |
| 25,000 NEW BRITAIN CT 3.3934% | $25,368 | $24,981 |
| 20,000 NEW HAVEN MI 2.56% | $20,148 | $19,878 |
| 50,000 FIRST NATL BANK 2.1% | $50,727 | $48,718 |
| 20,000 STATE BANK OF IND 1.1% | $20,000 | $19,032 |
| 30,000 DISCOVER BK 2% | $40,568 | $38,664 |
| 40,000 STATE BANK OF IND 3.3% | $40,000 | $39,416 |
| 35,000 CROSS RIV BK TEA 4.65% | $34,903 | $35,748 |
| 20,000 GREENSTATE CREDIT 5.15% | $19,945 | $20,870 |
| 55,000 MORGAN STANLEY 4.1% | $55,000 | $56,544 |
| 30,000 RIZE FEDERAL 4.35% | $29,905 | $30,530 |
| 30,000 WELLS FARGO BANK 5.05% | $31,242 | $31,210 |
| 40,000 MERRICK BANK 3.8% | $39,865 | $39,784 |
| 40,000 BEAL BANK 2.05% | $40,000 | $38,463 |
| 20,000 CAPITAL ONE 4.45% | $20,000 | $20,154 |
| 80,000 CAPITAL ONE BANK 3.4% | $80,000 | $78,944 |
| 70,000 CITY NATIONAL BANK 5% | $71,083 | $72,252 |
| 25,000 UBS BANK 4.4% | $25,000 | $25,382 |
| 20,000 WELLS FARGO 5.2% | $20,000 | $20,020 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20,173.004 UNITS DFA GLOBAL EQUITY PORT | $278,914 | $460,157 |
| DFA GLOBAL EQUITY | $137,186 | $226,331 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $142,985 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $140,010 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $216,346 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $209,451 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Legal Fees | $4,672 | LegalFeesAmt |
| Net Investment Income | $2,336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,336 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV & BOOK VALUE OF DONATED SECURITIES [IRC 1015(B)] | Desc |
| Amt | $65,900 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM AMORTIZATION | Desc |
| Revenue And Expenses Per Books | $20,275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,047 | Amt |
| Net Investment Income | $6,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND MARGARET ZIVELONGHI CHARITABLE REMAINDER UNITRUST 91604 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 WILSHIRE BLVD STE 3800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD ON DIVIDENDS | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |