UNITED STATES JAPAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES JAPAN FOUNDATION (EIN 13-3054425)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349101807
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:59:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521711839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 500 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | 133054425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES - JAPAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2124818753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB M SCHLESINGER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2124818753 | PhoneNum |
| Signature | 2024-11-14 | 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 | DANIEL L WEAVER | PreparerPersonNm |
| PTIN | P01249346 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| 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 | $97,662,123 | 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 | $650 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,066,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,066,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,397,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,344,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,397,882 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,877 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,465,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,407,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $184,028 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,208 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,014 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $512,887 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,155 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $400,019 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $149,777 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,797 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,991 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,643 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,643 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $253,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $76,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $129,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,015 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $365,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,424 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $985,667 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $936,384 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $300,208 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $255,177 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $703,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $670,384 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,635,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,632,227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,579 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $488,304 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,043,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,120,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$577,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,189,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $284,535 | CashBOYAmt |
| Cash EOY | $939,841 | CashEOYAmt |
| Cash EOYFMV | $939,841 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $821,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $114,202 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,223 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $114,202 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $114,202 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $227,437 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $166,232 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $166,232 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $85,989,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,308,932 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,308,932 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $168,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,773 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,164 | LandBOYAmt |
| Land EOY | $70,631 | LandEOYAmt |
| Land EOYFMV | $70,631 | LandEOYFMVAmt |
| Other Assets BOY | $1,237,148 | OtherAssetsBOYAmt |
| Other Assets EOY | $62,254 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $62,254 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,607,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,662,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,662,123 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $373,130 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $182,539 | AccountsPayableEOYAmt |
| Grants Payable BOY | $311,939 | GrantsPayableBOYAmt |
| Grants Payable EOY | $231,214 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,148,159 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $98,856 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,833,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $512,609 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $86,774,447 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,149,514 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,774,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,149,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,607,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,662,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,774,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$577,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,952,762 | OtherIncreasesAmt |
| Subtotal | $97,149,514 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,149,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| JP MORGAN | P | $3,433,177 | $80,995 | $80,995 |
| VANGUARD | P | $7,139,288 | $1,447,407 | $1,447,407 |
| JP MORGAN POOLED | P | $3,616 | -$94,465 | -$94,465 |
| CROSSHARBOR | P | $28,703 | -$8,281 | -$8,281 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS | P | $4,202 | $629 | $629 |
| HEALTHCARE ROYALTY | P | $214,610 | -$31,608 | -$31,608 |
| HARBOURVEST FEEDER | P | $7,499 | -$2,272 | -$2,272 |
| KKR ENERGY | P | $704,321 | -$314,121 | -$314,121 |
| KKR INDEPENDENCE ENERGY | P | $177,650 | $91,012 | $91,012 |
| OCA SILVER LAKE V | P | $53,017 | -$229,481 | -$229,481 |
| OCA PATRIA V | P | $426,763 | $460,845 | $460,845 |
| OCA BREDS III | P | $152,064 | $7,840 | $7,840 |
| LOSS FROM OFFICE LEASE BUYOUT | P | -$8,583 | -$8,583 | |
| LOSS FROM DISPOSE OF OFFICE EQUIPMENT | P | -$2,035 | -$2,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,397,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,465 | 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 | $104,465 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,132 | OverpaymentAmt |
| Applied To ES Tax | $60,132 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | WWW.US-JF.ORG | 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 | 2124818753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | JA | ForeignCountryCd |
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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| JACOB M SCHLESINGER | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | PRESIDENT & CEO (STARTED 4/6/2023) | 40.00 | $184,028 | $55,528 | $0 |
| LAWRENCE K FISH | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES CHAIRMAN | 1.00 | $0 | $0 | $0 |
| WENDY CUTLER | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| RICHARD E DYCK | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| COLLEEN HANABUSA | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| JAMES M KONDO | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| CRAIG MULLANEY | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| TAKESHI NIINAMI | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RICHARD J SAMUELS | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| DONNA TANOUE | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| KEIKO TASHIRO | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
| TAKESHI UESHIMA | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | BOARD OF TRUSTEES | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KELLY NIXON | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | PROGRAM OFFICER | 40.00 | $219,755 | $24,818 | $0 |
| AYA TSUJITA | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | EMPLOYEE | 40.00 | $129,134 | $23,250 | $0 |
| TOMOYUKI WATANABE | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | EMPLOYEE | 40.00 | $113,388 | $28,851 | $0 |
| YUKO MOCHIZUKI | ||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | EMPLOYEE | 40.00 | $50,610 | $17,331 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| GORFINE SCHILLER & GARDYN PA | |||||||||
| 10045 RED RUN BLVD SUITE 250 | OWINGS MILLS | MD | 21117 | ACCOUTING SERVICES | $225,000 | ||||
| VANGUARD | |||||||||
| PO BOX 3009 | MONROE | WI | 535668309 | INVESTMENT MANAGEMENT | $55,579 | ||||
| TAKEDA AND PARTNERS GODO GAISHA | |||||||||
| RECRUITMENT | $52,357 | 6-1-11-609 AKEMI URAYASU | CHIBA | JA | 279-0014 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | U.S.-JAPAN LEADERSHIP PROGRAM - A PROGRAM WHICH DEVELOPS A NETWORK AMONG GENERATIONS OF LEADERS IN EACH COUNTRY THROUGH CONFERENCES, A WEBSITE, NEWSLETTERS AND FREQUESNT REUNIONS. | Description1Txt |
| Expenses1 | $779,685 | 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 | $90,901,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $413,319 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,859,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,859,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,377,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,481,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,524,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,524,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,333 | TotalTaxAmt |
| Distributable Before Adj | $4,479,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,479,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,479,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,120,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,120,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,479,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,269,129 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,120,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,269,129 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $851,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,628,333 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | UNITED STATES-JAPAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124818753 | RecipientPhoneNum |
| Recipient Email Address | PROGRAMS@US-JF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A 3-4 PAGE LETTER OF INQUIRY (LOI) THAT CLEARLY EXPRESSES PROJECT'S GOALS AND OUTLINES HOW THE PROJECT WILL ENHANCE US-JAPAN RELATIONS AND UNDERSTANDING, OR ADDRESS A CHALLENGE FACING BOTH NATIONS. LETTERS MAY BE WRITTEN IN JAPANESE OR ENGLISH. COVER SHEET MUST BE ATTACHED TO THE LOI. THOSE INVITED TO SUBMIT A FULL PROPOSAL WILL HAVE 30 DAYS TO DO SO. UNINVITED PROPOSALS WILL NOT BE CONSIDERED. PROPOSALS MUST ADHERE TO THE FORMAT OUTLINED HERE. THE NARRATIVE PORTION OF THE PROPOSAL - FROM ABSTRACT TO ABOUT THE APPLYING INSTITUTION(S) - SHOULD BE APPROXIMATELY 4,000WORDS OR LESS. PROPOSALS CAN BE SINGLE-SPACED OR DOUBLE-SPACED. PROPOSALS MUST BE WRITTEN IN ENGLISH. PROPOSALS SHOULD BE SENT ELECTRONICALLY TO PROGRAMS@US-JF.ORG. YOU DO NOT NEED TO SEND A HARD COPY OF THE PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY BY JUNE 28TH AND FULL PROPOSAL BY SEPTEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO BE USED FOR PROJECTS THAT ADDRESS SHARED CHALLENGES, SUCH AS CLIMATE CHANGE, NATURAL DISASTERS, AND GEOPOLITICAL DISRUPTIONS AND STRENGTHEN US-JAPAN RELATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLOBALIZE DC | |||||||||||
| 3601 CONNECTICUT AVE NW 500 | WASHINGTON | DC | 20008 | PC | GLOBALIZE DC WORKS TO EXPAND ACCESS FOR DC PUBLIC SCHOOL STUDENTS TO HIGH QUALITY GLOBAL EDUCATION, LANGUAGE LEARNING, AND STUDY ABROAD OPPORTUNITIES. | $27,940 | |||||
| US JET PROGRAM ALUMNI ASSOCIATION | |||||||||||
| 1201 15TH ST NW SUITE 330 | WASHINGTON | DC | 20005 | PC | IDENTIFYING & SUSTAINING JET PROGRAM ALUMNI ENGAGEMENT IN US-JAPAN RELATIONS | $40,000 | |||||
| THE NATIONAL BUREAU OF ASIAN RESEARCH | |||||||||||
| 600 UNIVERSITY STREET ONE UNION | SEATTLE | WA | 98101 | PC | ACHIEVING RESILIENCY IN AN ERA OF DISRUPTION | $63,425 | SQUARE SUITE 1012 | ||||
| INTERNATIONAL STUDENT CONFERENCES INC | |||||||||||
| 1015 15TH ST NW SUITE 600 | WASHINGTON | DC | 20005 | PC | THE 8TH TRILATERAL FORUM & SYMPOSIUM | $20,000 | |||||
| THE ASIA SOCIETY | |||||||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | PC | DEFENDING THE U.S.-JAPAN ALLIANCE IN AN AGE OF GROWING ISOLATIONISM | $25,000 | |||||
| KYOTO UNIV & UNV OF COLORADO BOULDER | |||||||||||
| PC | PLANNING FOR ENHANCED SEISMIC POTENTIAL IN THE NANKAI REGION OF JAPAN: REGIONAL WORKSHOPS AND PLANNING GUIDANCE FOR MUNICIPAL GOVERNMENT | $73,945 | GOKASHO UJI | KYOTO | JA | 611-0011 | |||||
| KIZUNA ACROSS CULTURES | |||||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | PC | KIZUNA ACROSS CULTURES (KAC) IMPLEMENTS THE FOLLOWING TWO PROJECTS: 1)THE GLOBAL CLASSMATES PROGRAM, THE VIRTUAL BILINGUAL EXCHANGE FOR YOUTH IN THE UNITED STATES AND JAPAN, WHICH WILL BE IMPLEMENTED FROM SEPTEMBER 2023 TO FEBRUARY 2024 2) TWO VIRTUAL CAREER EVENTS FOR GLOBAL CLASSMATES COMMUNITY THAT SERVES PROGRAM ALUMNI AND OTHER ASPIRING YOUTH WHO SEEK TO ENRICH THEIR CAREERS THROUGH U.S.-JAPAN OPPORTUNITIES. THROUGH SERVING A TOTAL OF 76 HIGH SCHOOLS (38 FROM THE U.S. AND 38 FROM JAPAN) WITH AN ESTIMATED 2,000 PARTICIPANTS, GLOBAL CLASSMATES WILL CONTINUOUSLY EXPAND THE HORIZONS OF U.S.-JAPAN RELATIONS BY BRINGING A VAST NUMBER OF DIVERSE YOUTH ACROSS BOTH COUNTRIES TO THE STARTING POINT OF THEIR ENGAGEMENT WITH U.S.-JAPAN RELATIONS. IN ADDITION, THE VIRTUAL CAREER PANEL EVENTS OFFERED TO GLOBAL CLASSMATES (ALUMNI) COMMUNITY WILL FURTHER ENGAGE HIGH-POTENTIAL YOUTH AS FUTURE LEADERS OF U.S.-JAPAN RELATIONS. | $25,080 | |||||
| COLUMBIA UNIVERSITY | |||||||||||
| 615 WEST 131ST STREET 6TH FLOOR MC | NEW YORK | NY | 100277922 | PC | TO SUPPORT ACADEMIC RESEARCH TO ADDRESS DYNAMIC DISASTER SCENARIOS IN 3 MEGACITIES TO ENHANCE URBAN RESILIENCE VIA DATA ANALYSIS AND SIMULATION OF HAZARDS/HUMAN RESPONSES TO BE SHARED WITH FIRST RESPONDERS AND LOCAL GOVERNMENTS. | $125,000 | 8725 | ||||
| JAPAN SOCIETY INC | |||||||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | PC | JAPAN SOCIETY (JS) PROPOSES LONG-TERM, MULTI-YEAR PARTNERSHIPS WITH PRE-SELECTED NEW YORK CITY PUBLIC SCHOOLS IN UNDERSERVED COMMUNITIES. THROUGH THE JAPAN SOCIETY SCHOOL PARTNERSHIP (JSSP) PROGRAM, PARTNER SCHOOLS WILL CHOOSE TO PARTICIPATE IN A SLATE OF PROGRAMS IN LANGUAGE, ARTS, CULTURE AND HISTORY, ALL FREE OF CHARGE AT JAPAN SOCIETY'S LANDMARK BUILDING. | $50,000 | |||||
| WOMEN'S NET KOBE | |||||||||||
| PC | WNK IS FUND RAISING TO BUILD A "WOMEN'S HOUSE" IN KOBE TO HOUSE SOME 40 FAMILIES WHO ARE SUFFERING FROM SUCH CASES, WHO HAVE NO SAFE SPACES AND WITHOUT FUNDING OR GUARANTORS TO SECURE HOUSING ON THEIR OWN, AS WELL AS 15 INTERNATIONAL STUDENTS WHO HAVE NO PERMANENT HOME. | $37,914 | AKIMAI BUILDING 1F 6-7-9 | KOBE | JA | 650-0022 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $488,304 | 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 Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | |||||||||||
| 180 N STETSON AVE SUITE 1400 | CHICAGO | IL | 60601 | PC | US-JAPAN PUBLIC OPINION PROJECT: THIS RESEARCH PROJECT WILL EXAMINE AMERICAN PUBLIC PERCEPTIONS OF JAPAN AND THE US-JAPAN ALLIANCE AS PART OF THE COUNCIL'S 2023 AND 2024 CHICAGO COUNCIL SURVEYS, INVESTIGATE THE VIEWS OF FOREIGN POLICY OPINION LEADERS ON THE US-JAPAN ALLIANCE AS PART OF THE COUNCIL'S 2024 OPINION LEADERS SURVEY, AND COMPARE AMERICAN AND JAPANESE PUBLIC OPINION ON THE US-JAPAN RELATIONSHIP AND THE TWO NATIONS' REGIONAL AND GLOBAL ROLES AS PART OF A JOINT RESEARCH PROJECT WITH THE JAPAN INSTITUTE FOR INTERNATIONAL AFFAIRS (JIIA). | $30,000 | |||||
| HUMAN SECURITY FORUM | |||||||||||
| PC | SUPPORTING SINGLE MOTHERS AND CHILDREN IN KESENNUMA, HARD-HIT AREAS. NEW IT EMPOWERMENT MODEL TO DISRUPT THE CYCLE OF POVERTY AFFECTED BY TSUNAMI AND COVID-19. | $55,526 | 3F SHINJUKU-DAI7-HARAYAMA BLDG 36-2 | SHINJUKU 1-CHROME SHINJUKU | TOKYO | JA | 160-0022 | ||||
| KNOX ENGLISH NETWORK | |||||||||||
| PC | LEADERS EMPOWERMENT INITIATIVE (GLOBAL TALK) | $18,044 | 203 1-44-3 ICHINOMIYA | TAMA | JA | 206-0002 | |||||
| SUMTER COUNTY SCHOOLS | |||||||||||
| 100 LEARNING LANE | AMERICUS | GA | 31719 | PC | SUMTER COUNTY AND MIYOSHI-CITY EXCHANGE PROGRAM | $25,000 | |||||
| WOODLAND HILLS HIGH SCHOOL | |||||||||||
| 2550 GREENSBURG PIKE | PITTSBURGH | PA | 15221 | PC | THE TECHNOLOGICAL SPENDORS OF EAST ASIA 26 WEEKS DURING THE SCHOOL YEAR W/9 DAY TRIP. | $20,000 | |||||
| INSTITUTE OF INDUSTRIAL SCIENCE THE UNIVERSITY OF TOKYO | |||||||||||
| PC | CORAL CONSERVATION TOGETHER - A US/JAPAN STEAM EDUCATION PROGRAM | $82,644 | DLX DESIGN LAB S-207 4-6-1 KOMABA | MEGURO-KU | TOKYO | JA | 153-8505 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $231,214 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,066,877 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,397,882 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FOREIGN CURRENCY EXCHANGE LOSS | 01 | -$6,683 | ||
| CROSSHARBOR | 525990 | $34,969 | ||
| FARALLON CAPITAL INSTITUTE | 01 | -$439 | 525990 | |
| HEALTHCARE ROYALTY | 01 | $36,484 | ||
| KKR ENERGY | 01 | -$80,146 | 525990 | $11,548 |
| KKR INDEPENDENCE ENERGY | 01 | -$100,912 | 525990 | $10,731 |
| OCA SILVER LAKE V | 01 | $229,007 | ||
| OCA PATRIA V | 01 | -$126,361 | ||
| OCA BREDS III | 01 | -$7,827 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $57,248 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,407,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,465,130 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDITING FEES | $28,500 | $8,550 | $17,100 |
| ACCOUNTING FEES | $225,000 | $67,500 | $112,500 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HUMAN SECURITY FORUM | |||||||||||
| 3F SHINJUKU-DAI7-HARAYAMA BLDG 36-2 | SHINJUKU 1-CHROME SHINJUKU | TOKYO | JA | 160-0022 | 2023-12-31 | $55,526 | SUPPORTING SINGLE MOTHERS AND CHILDREN IN KESENNUMA, HARD-HIT AREAS. NEW IT EMPOWERMENT MODEL TO DISRUPT THE CYCLE OF POVERTY AFFECTED BY TSUNAMI AND COVID-19. | $55,526 | NO | 90 DAYS FROM DATE OF PROJECT COMPLETION (12/31/24 PER GRANT LETTER) | THE PROJECT COMPLETION DATE IS BEYOND THE TAXABLE YEAR OF THE GRANTOR AND THE VERIFICATION PROCESS HAS NOT OCCURED AS OF 12/31/23. VERIFICATION WILL OCCUR IN 2024. |
| KNOX ENGLISH NETWORK | |||||||||||
| 203 1-44-3 ICHINOMIYA | TAMA | JA | 206-0002 | 2023-12-31 | $18,044 | LEADERS EMPOWERMENT INITIATIVE (GLOBAL TALK) | $18,044 | NO | 90 DAYS FROM DATE OF PROJECT COMPLETION (12/31/24 PER GRANT LETTER) | THE PROJECT COMPLETION DATE IS BEYOND THE TAXABLE YEAR OF THE GRANTOR AND THE VERIFICATION PROCESS HAS NOT OCCURED AS OF 12/31/23. VERIFICATION WILL OCCUR IN 2024. | |
| INSTITUTE OF INDUSTRIAL SCIENCE THE UNIVERSITY OF TOKYO | |||||||||||
| DLX DESIGN LAB S-207 4-6-1 KOMABA | MEGURO-KU | TOKYO | JA | 153-8505 | 2023-12-31 | $82,644 | CORAL CONSERVATION TOGETHER - A US/JAPAN STEAM EDUCATION PROGRAM | $82,644 | NO | 90 DAYS FROM DATE OF PROJECT COMPLETION (12/31/24 PER GRANT LETTER) | THE PROJECT COMPLETION DATE IS BEYOND THE TAXABLE YEAR OF THE GRANTOR AND THE VERIFICATION PROCESS HAS NOT OCCURED AS OF 12/31/23. VERIFICATION WILL OCCUR IN 2024. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | AT COST | $45 | $45 |
| VANGUARD | AT COST | $73,333,384 | $73,333,384 |
| JP MORGAN & JP MORGAN POOLED | AT COST | $12,012,233 | $12,012,233 |
| KKR ENERGY | AT COST | $96,612 | $96,612 |
| KKR INDEPENDENCE ENERGY | AT COST | $739,249 | $739,249 |
| CROSSHARBOR INSTITUTION | AT COST | $65,829 | $65,829 |
| FARALLON CAPITAL INSTITUTIONAL | AT COST | $46,876 | $46,876 |
| HEALTHCARE ROYALTY | AT COST | $981,714 | $981,714 |
| HARBOURVEST FEEDER 2022 | AT COST | $192,499 | $192,499 |
| HARBOURVEST FEEDER 2023 | AT COST | $15,714 | $15,714 |
| OCA SILVER LAKE V | AT COST | $1,659,882 | $1,659,882 |
| OCA LMMI IV | AT COST | $1,879,960 | $1,879,960 |
| OCA PATRIA V | AT COST | $3,568,584 | $3,568,584 |
| OCA CAPITAL SOLUTIONS OVERSEAS | AT COST | $145,061 | $145,061 |
| OCA LCP VIII | AT COST | $1,335,183 | $1,335,183 |
| OCA BREDS III | AT COST | $236,107 | $236,107 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $45,643 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,643 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $35,348 | $34,808 | $34,808 |
| RIGHT-OF-USE ASSETS | $1,055,314 | $27,446 | $27,446 |
| DEFERRED EXCISE TAX ASSET | $146,486 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $9,445 | $0 | $8,973 |
| INSURANCE | $12,007 | $0 | $11,407 |
| EQUIPMENT RENTAL | $5,377 | $0 | $0 |
| OFFICE EXPENSES | $82,666 | $13,118 | $69,547 |
| COMMUNICATION | $2,511 | $0 | $2,385 |
| RECRUITMENT COSTS | $66,123 | $0 | $52,898 |
| MEMBERSHIP FEES | $9,801 | $0 | $9,801 |
| US-JAPAN LEADERSHIP PROGRAM EXPENSES | $515,373 | $0 | $515,373 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN CURRENCY EXCHANGE LOSS | -$6,683 | -$6,683 | -$6,683 |
| CROSSHARBOR | $34,969 | $0 | $34,969 |
| FARALLON CAPITAL INSTITUTE | -$439 | -$439 | -$439 |
| HEALTHCARE ROYALTY | $36,484 | $36,484 | $36,484 |
| KKR ENERGY | -$68,598 | -$80,146 | -$68,598 |
| KKR INDEPENDENCE ENERGY | -$90,181 | -$100,912 | -$90,181 |
| OCA SILVER LAKE V | $229,007 | $229,007 | $229,007 |
| OCA PATRIA V | -$126,361 | -$126,361 | -$126,361 |
| OCA BREDS III | -$7,827 | -$7,827 | -$7,827 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $53,693 |
| UNREALIZED GAIN ON INVESTMENTS | $10,899,069 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPERATING LEASE LIABILITY | $1,148,159 | $26,138 |
| DEFERRED EXCISE TAX LIABILITY | $0 | $72,718 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $5,015 | $0 | $5,015 |
| INVESTMENT FEES | $119,141 | $119,141 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $355,323 | $0 | $0 |
| REAL ESTATE TAX | $9,980 | $0 | $0 |
Comments