EMIKO TERASAKI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EMIKO TERASAKI FOUNDATION (EIN 83-2754891)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-12
- IRS object ID
- 202243169349100629
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-12T13:56:40-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474561278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Horie & Company CPAs APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S 1st Ave | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832754891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EMIKO TERASAKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIK | BusinessNameControlTxt |
| Phone | 3109777859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SOUTH 1ST AVENUE | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIKO TERASAKI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMIKO | PersonFirstNm |
| Person Last | TERASAKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karie Y Horie | PreparerPersonNm |
| PTIN | P00191943 | PTIN |
| Phone | 6263597448 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,027,128 | 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 | $1,949,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $78,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,824 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $78,824 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,150,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,688 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,190 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,576,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $627,518 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,020 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,695 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,033 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,033 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $175 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,296 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25,296 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,329 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,845 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $565,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,329 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $534,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,011,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $596,189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,691 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,311 | CashBOYAmt |
| Cash EOY | $5,186 | CashEOYAmt |
| Cash EOYFMV | $5,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,579 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $1,877 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,877 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $2,173,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,158,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,309,557 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $630,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $648,100 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $805 | OtherAssetsBOYAmt |
| Other Assets EOY | $829 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $829 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,229,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,858,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,027,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,229,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,858,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,229,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,858,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,229,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,858,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,229,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,011,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,545 | OtherIncreasesAmt |
| Subtotal | $4,286,408 | SubtotalAmt |
| Other Decreases | $1,428,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,858,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 351.370 COHEN & STEERS PFD SECS & INCOME FD | P | 2020-06-23 | 2021-03-12 | $5,000 | $4,715 | $285 | $285 |
| 4655.493 DOUBLELINE FDS TR TOTAL RET | P | 2020-04-29 | 2021-01-28 | $50,000 | $49,162 | $838 | $838 |
| 412.201 EATON VANCE CORE PLUS BD FD | P | 2020-06-23 | 2021-03-12 | $5,000 | $4,744 | $256 | $256 |
| 14851.485 LORD ABBOTT INVT TR SH DURATION INC FD | P | 2020-04-29 | 2021-01-28 | $62,525 | $60,000 | $2,525 | $2,525 |
| 5878.478 LORD ABBOTT BD DEBENTURE | P | 2021-01-28 | 2021-12-13 | $49,085 | $49,379 | -$294 | -$294 |
| 5476.451 MAINSTAY FLOATING RATE FD | P | 2021-03-12 | 2021-05-13 | $49,945 | $50,000 | -$55 | -$55 |
| 7985.803 TOUCHSTONE STRATEGIC TR FLEX INC FD | P | 2020-01-28 | 2021-01-28 | $90,000 | $87,365 | $2,635 | $2,635 |
| 50 ALPHABET INC | D | 2016-04-26 | 2021-03-12 | $102,627 | $36,842 | $65,785 | $65,785 |
| 100 JP MORGAN CHASE & CO | P | 2019-01-23 | 2021-03-12 | $15,603 | $10,286 | $5,317 | $5,317 |
| 200 JPMORGAN CHASE & CO | P | 2019-01-23 | 2021-05-13 | $32,473 | $20,571 | $11,902 | $11,902 |
| 4496.403 TOUCHSTONE STRATEGIC TR FLEX INC FD | P | 2020-01-28 | 2021-03-12 | $50,000 | $49,191 | $809 | $809 |
| 1300 ARES MGMT CORP | D | 2017-04-04 | 2021-01-28 | $60,202 | $23,361 | $36,841 | $36,841 |
| 700 ARES MGMT CORP | D | 2017-04-04 | 2021-01-28 | $32,423 | $12,579 | $19,844 | $19,844 |
| 1000 ARES MGMT CORP | D | 2017-04-04 | 2021-03-12 | $55,241 | $17,970 | $37,271 | $37,271 |
| 200 ARES MGMT CORP | D | 2017-04-04 | 2021-12-13 | $15,590 | $3,594 | $11,996 | $11,996 |
| 800 ARES MGMT CORP | D | 2017-06-13 | 2021-12-13 | $62,360 | $13,364 | $48,996 | $48,996 |
| 2000 BLACKSTONE GROUP LP | D | 2017-04-04 | 2021-03-12 | $149,569 | $55,288 | $94,281 | $94,281 |
| 2000 BLACKSTONE GROUP LP | D | 2017-04-04 | 2021-12-31 | $261,269 | $53,074 | $208,195 | $208,195 |
| Capital Gain Dividends | $1,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,688 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,190 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,287 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,287 | SubtotalAmt |
| Tax Based On Investment Income | $8,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,583 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,583 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,296 | OverpaymentAmt |
| Applied To ES Tax | $4,296 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIE & COMPANY CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263597448 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST LEMON AVENUE | AddressLine1Txt |
| City | MONROVIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIKO TERASAKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 W 66TH ST 45A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100236566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,352,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,423,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,423,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,342,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,287 | TotalTaxAmt |
| Distributable Before Adj | $258,839 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $258,839 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $258,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $534,140 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $534,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,839 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,640 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $182,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $534,140 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $275,301 | RemainingDistriFromCorpusAmt |
| Total Corpus | $457,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $457,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,877 | ExcessFromYear2Amt |
| Excess From Year1 | $173,640 | ExcessFromYear1Amt |
| Excess From Current Year | $275,301 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 NORTH ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | SUPPORT LIBROS SCHMIBROS PROGRAM | $25,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE STE 1200 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | SUPPORT 2021 VIRTUAL GALA, WYNTON AT 60 CONCERT, AND LINCOLN CENTER'S STAFF APPRECIATION FUND | $374,565 |
| JAPAN SOCIETY OF NEW YORK | |||||||
| 333 EAST 47TH ST | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| GREY SAVE | |||||||
| PO BOX 1148 | CHINO | CA | 91708 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,150 |
| THE RESCUE TRAIN | |||||||
| 11271 VENTURA BLVD STE 405 | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| FILM AT LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA 4TH FL | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL SUPPORT | $23,525 |
| JWCH INSTITUTE | |||||||
| 5650 JILLSON ST | COMMERCE | CA | 90040 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| NEW YORK ASIAN FILM FESTIVAL | |||||||
| 21720 STATE HIGHWAY 28 | DELHI | NY | 13753 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | SUPPORT ANNUAL OPERATIONS FUND | $25,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL SPONSORSHIP | $5,000 |
| WBGOORG | |||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,845 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,824 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $548,688 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $627,518 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $627,518 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EMIKO TERASAKI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 W 66TH ST 45A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,949,026 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIESSEE ATTACHED SCHEDULE | NoncashPropertyDesc |
| Fair Market Value | $1,949,026 | FairMarketValueAmt |
| Received | 2021-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HORIE & COMPANY | CategoryTxt |
| Amt | $3,695 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,695 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,158,321 | EOYBookValueAmt |
| EOYFMV | $7,309,557 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $630,416 | BookValueAmt |
| EOYFMV | $648,100 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KOPPLE, KLINGER & ELBAZ | CategoryTxt |
| Legal Fees | $425 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND INCOME RECEIVABLE | Desc |
| BOY Book Value | $805 | BOYBookValueAmt |
| EOY Book Value | $829 | EOYBookValueAmt |
| EOYFMV | $829 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS FMV CONTRIBUITIONS RECEIVED | Desc |
| Amt | $1,428,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FEES | $25,296 | $25,296 | $25,296 |
| OFFICE SUPPLIES | $72 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment - COST BASIS OF SECURITIES | Desc |
| Amt | $45,545 | Amt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | EMIKO TERASAKI | BorrowerPersonNm |
| Balance Due | $1,877 | BalanceDueAmt |
| Loan Purpose | FMV GOODS RECEIVED FROM GIFT | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL | $6,033 | $6,033 | $6,033 | |
| FILING FEES | $150 | $150 | ||
| STATE | $25 | $25 |
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