Sachiko Kuno Foundation Inc: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- Sachiko Kuno Foundation Inc (EIN 47-3532147)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202343119349100014
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Dissolution Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T12:06:33-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541342298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5270 Shawnee Road Suite 250 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473532147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sachiko Kuno Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACH | BusinessNameControlTxt |
| Phone | 3019418111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sachiko Kuno | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3019418111 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sachiko | PersonFirstNm |
| Person Last | Kuno | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Jennica Jardine Whitfield CPA | PreparerPersonNm |
| PTIN | P01379267 | PTIN |
| Phone | 7036422700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,645 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $20,000 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | -$25,044 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $38,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,930,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,332 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $128,721 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $128,721 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $217,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,698 | 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 |
| Legal Fees Rev And Expnss | $5,306 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,306 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $56,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,808 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,808 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,085 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,421 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,421 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,024 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $325,779 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $17,017 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl BOY | $280,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $18,232,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,258,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $7,607,133 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $16,733,636 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,772 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,466,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $4,350,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $17,017 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,367,017 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,099,259 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,099,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,466,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,099,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,602,265 | OtherIncreasesAmt |
| Subtotal | $50,793,726 | SubtotalAmt |
| Other Decreases | $50,793,726 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $1,930,707 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,892,375 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,332 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,332 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,332 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $95 | EsPenaltyAmt |
| Tax Due | $2,139 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019418111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Sachiko Kuno | ||||||||
| 28307 Mallard Drive | Easton | MD | 21601 | President | 2.00 | $0 | $0 | $0 |
| Kei S Tolliver | ||||||||
| 2001 L Street NW | Washington | DC | 20036 | VP/Sec/Treasurer | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Impact investments to support entrepreneurship | Description1Txt |
| Expenses1 | $390,000 | Expenses1Amt |
| Description2 | Improvements to real estate held for historic preservation | Description2Txt |
| Expenses2 | $2,998 | Expenses2Amt |
| Total | $392,998 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,051,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,300,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,300,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $379,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,921,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,246,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,246,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,044 | TotalTaxAmt |
| Distributable Before Adj | $1,244,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,244,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,244,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,778 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $392,998 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,776 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,244,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,959,888 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,763,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,757,693 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,507,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,414,044 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,401,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,776 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $422,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $821,254 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $821,254 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,580,672 | 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 | $4,138,634 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,442,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,763,246 | ExcessFromYear4Amt |
| Excess From Year3 | $4,757,693 | ExcessFromYear3Amt |
| Excess From Year2 | $4,507,055 | ExcessFromYear2Amt |
| Excess From Year1 | $1,414,044 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kyoto University | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To fund charitable activities. | GrantOrContributionPurposeTxt |
| Amt | $22,421 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,421 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,645 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$11,726 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13,318 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,332 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,698 | ExclusionAmt |
| Related Or Exempt Function Incm | -$25,044 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,654 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5 | LineNumberTxt |
| Relationship Statement | Rental activity loss on property held for historic preservation | RelationshipStatementTxt |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| 1816 Jefferson Place Building | 2018-07-20 | $2,307,674 | $295,446 | SL | 27.500000000000 | $13,986 | $13,986 | $0 | |
| 1816 Jefferson Place Land | 2018-07-20 | $3,652,562 | L | $0 | $0 | $0 | |||
| 1816 Jefferson furniture | 2019-08-15 | $1,231 | $176 | SL | 7.000000000000 | $29 | $29 | $0 | |
| 1816 Jefferson improvements-2019 | 2019-12-05 | $90,049 | $6,686 | SL | 27.500000000000 | $546 | $546 | $0 | |
| 1816 Jefferson Place-AV Equipment-2019 | 2019-12-06 | $80,440 | $11,491 | SL | 7.000000000000 | $1,915 | $1,915 | $0 | |
| 1816 Jefferson Place-Elevator-2019 | 2019-12-12 | $5,362 | $560 | SL | 15.000000000000 | $60 | $60 | $0 | |
| 1816 Jefferson Place-Elevator Improvement-2020 | 2020-02-06 | $5,362 | $357 | SL | 15.000000000000 | $60 | $60 | $0 | |
| 1816 Jefferson Place-General Contractor | 2020-02-20 | $50,621 | $3,375 | SL | 15.000000000000 | $562 | $562 | $0 | |
| 1816 Jefferson Security System-2020 | 2020-10-30 | $3,090 | $441 | SL | 7.000000000000 | $74 | $74 | $0 | |
| 1816 Jefferson-Furniture 2020 | 2020-01-31 | $17,534 | $2,505 | SL | 7.000000000000 | $417 | $417 | $0 | |
| 1816 Jefferson Furniture QWRK-2020 | 2020-02-29 | $11,595 | $1,656 | SL | 7.000000000000 | $276 | $276 | $0 | |
| 1816 Jefferson Datawatch system | 2021-12-15 | $3,674 | $61 | SL | 5.000000000000 | $122 | $122 | $0 | |
| Deposit on roof repair | 2022-02-01 | $2,998 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| Spring Grove (Building) | 2017-09-12 | $874,217 | $136,432 | SL | 27.500000000000 | $5,298 | $5,298 | $0 | |
| Spring Grove Land | 2017-09-12 | $887,606 | L | $0 | $0 | $0 | |||
| Spring Grove Furniture-2017 | 2017-09-12 | $19,000 | $9,247 | SL | 7.000000000000 | $452 | $452 | $0 | |
| Spring Grove Furniture-2017 | 2017-09-27 | $5,558 | $2,705 | SL | 7.000000000000 | $132 | $132 | $0 | |
| Spring Grove Clock-2018 | 2018-02-23 | $6,573 | $939 | SL | 7.000000000000 | $157 | $157 | $0 | |
| Spring Grove Chandelier-2018 | 2018-03-01 | $19,680 | $2,811 | SL | 7.000000000000 | $469 | $469 | $0 | |
| Spring Grove Chimney-2018 | 2018-07-03 | $4,900 | $616 | SL | 27.500000000000 | $30 | $30 | $0 | |
| Spring Grove Furniture-2018 | 2018-11-15 | $9,554 | $1,365 | SL | 7.000000000000 | $227 | $227 | $0 | |
| Spring Grove Chimney-2019 | 2019-09-08 | $10,500 | $775 | SL | 27.500000000000 | $64 | $64 | $0 | |
| Spring Grove Renovation-2020 | 2020-10-30 | $8,950 | $597 | SL | 15.000000000000 | $99 | $99 | $0 | |
| Spring Grove Brick Installation-2020 | 2020-10-20 | $1,801 | $120 | SL | 15.000000000000 | $20 | $20 | $0 | |
| Spring Grove Masonry Restoration | 2021-08-27 | $5,375 | $119 | SL | 15.000000000000 | $60 | $60 | $0 | |
| Spring Grove Masonry Restoration | 2021-10-18 | $2,735 | $30 | SL | 15.000000000000 | $30 | $30 | $0 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & R Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | The real property, personal property, cash and investment account balances of Sachiko Kuno Foundation Inc. were transferred to S & R Foundation. S & R Foundation has also assumed the receivables and liabilities of Sachiko Kuno Foundation Inc. | ShortExplanationTxt |
| Dissolution | $50,793,726 | DissolutionAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Ownership of controlled entities | IdentifierTxt |
| Form And Line Reference | 990-PF, Page 5, Part VI-A, Line 11 | FormAndLineReferenceDesc |
| Medium Explanation | 1816 Jefferson Place, LLC84-45089791623 28th St NWWashington, DC 20007 | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Sachiko Kuno Foundation Inc. terminated operations on December 31, 2022. All remaining assets and liabilities of the Foundation were transferred to S & R Foundation effective December 31, 2022. Sachiko Kuno Foundation and S & R Foundation share common control, and S & R Foundation will continue the grantmaking and other charitable activites of Sachiko Kuno Foundation. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $5,306 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,306 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Collections | Desc |
| BOY Book Value | $11,772 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distribution of remaining assets | Desc |
| Amt | $50,793,726 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Fees | $268 | $0 | $0 | $268 |
| Dues & Subscriptions | $1,783 | $0 | $0 | $1,783 |
| Equipment | $159 | $0 | $0 | |
| Landscaping | $1,357 | $0 | $0 | |
| Utilities | $3,384 | $0 | $0 | |
| Utilities | $160 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest on note receivable | Desc |
| Revenue And Expenses Per Books | $128,721 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $128,721 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment to value of securities | Desc |
| Amt | $4,602,265 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| BOY Book Value | $17,017 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management | $41,866 | $41,866 | $0 | $0 |
| Professional Services | $8,779 | $0 | $0 | |
| Consulting Services | $6,120 | $0 | $0 |
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