TINY BEAM FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TINY BEAM FUND INC (EIN 83-3062276)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-02
- IRS object ID
- 202101839349100400
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-02T03:24:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833062276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TINY BEAM FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TINY | BusinessNameControlTxt |
| Phone | 6174392503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEN LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392503 | PhoneNum |
| Signature | 2021-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARMEN | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,856,725 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,845 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $303,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,338 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,988,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,890 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,338 | 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 | $5,364 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,023 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,341 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $35,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,913 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $234 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,717 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,775,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,338 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $527,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $441,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $441,304 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $429,441 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,292,224 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,415,421 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $957,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,733,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,856,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $957,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,733,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $957,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,733,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $957,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,733,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $957,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,775,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,347 | OtherIncreasesAmt |
| Subtotal | $2,734,378 | SubtotalAmt |
| Other Decreases | $850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,733,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALERIAN MLP ETF - 600 SHS | P | 2020-03-17 | 2020-07-20 | $14,192 | $19,213 | -$5,021 | -$5,021 |
| ISHARES ASIA/PACIFIC DIV ETF - 750 SHS | P | 2020-03-05 | 2020-07-22 | $25,090 | $31,717 | -$6,627 | -$6,627 |
| ISHARES EMRG MKT DIV ETF - 600 SHS | P | 2020-03-05 | 2020-07-22 | $19,766 | $23,110 | -$3,344 | -$3,344 |
| JOHN HANCOCK FINANCIAL DVD YLD IN - 250 SHS | P | 2020-03-05 | 2020-07-22 | $5,199 | $8,363 | -$3,164 | -$3,164 |
| VANGUARD INT HIGH YLD IN - 500 SHS | P | 2020-11-17 | 2020-11-18 | $27,493 | $30,510 | -$3,017 | -$3,017 |
| WISDOMTREE MGD FUTURES STRAT - 100 SHS | P | 2019-10-08 | 2020-03-17 | $3,583 | $3,837 | -$254 | -$254 |
| PIMCO ENHA LOW DUR ACTIVE ETF - 50 SHS | P | 2019-02-27 | 2020-03-17 | $4,926 | $4,926 | $0 | $0 |
| SPDR BBG BAR SRT TERM HI YIELD - 150 SHS | P | 2019-02-27 | 2020-03-17 | $3,504 | $4,112 | -$608 | -$608 |
| WISDOMTREE MGD FUTURES STRAT - 2,400 SHS | P | 2019-10-08 | 2020-10-21 | $85,405 | $92,093 | -$6,688 | -$6,688 |
| GENL DYNAMICS CORP - 35 SHS | P | 2020-09-02 | 2020-09-11 | $5,015 | $5,410 | -$395 | -$395 |
| HOME DEPOT INC. - 75 SHS | P | 2020-11-10 | 2020-11-13 | $20,837 | $20,799 | $38 | $38 |
| ISHARES CORE HIGH DIVIDEND ETF - 1,000 SHS | P | 2020-07-22 | 2020-10-19 | $81,794 | $88,857 | -$7,063 | -$7,063 |
| LOCKHEED MARTIN CORP - 15 SHS | P | 2020-09-11 | 2020-09-30 | $5,828 | $5,728 | $100 | $100 |
| CAPITAL GAINS DIVIDENDS | P | $1,007 | $1,007 | $1,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,036 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,747 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TINYBEAMFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174392503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD 7TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | TREASURER | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | CLERK | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIN E WHITNEY | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SINDY YEUNG | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | ME | 02210 | DIRECTOR | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,402,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,653,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,653,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,628,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,440 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $81,440 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,338 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,778 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $173,469 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,469 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $120,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,469 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,691 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $211,052 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $211,052 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $120,361 | ExcessFromYear1Amt |
| Excess From Current Year | $90,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARMEN LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IOULIA EVGENYEVNA FENTON | |||||||||||||
| 1612 BRIARCLIFF ROAD NE 8 | ATLANTA | GA | 30306 | NONE | I | FELLOWSHIP AWARD | $7,500 | ||||||
| KATE HARTCHER | |||||||||||||
| NONE | I | FELLOWSHIP AWARD | $10,000 | 9 MCILWRAITH CLOSE | HOLT | AS | ACT 2615 | ||||||
| RACHEL MASON | |||||||||||||
| 184361 N PSZYK ROAD | MOUNTAIN VIEW | HI | 96771 | NONE | I | FELLOWSHIP AWARD | $10,000 | ||||||
| UNIVERSITY OF EDINBURGH | |||||||||||||
| NONE | PC | GRANT | $2,500 | INST OF GEOGRAPHY SCHOOL OF | EDINBURGH SCOTLAND | UK | EH8 9XP | GEOSCIENCES DRUMMOND STREET | |||||
| KRISTIE O'NEILL | |||||||||||||
| NONE | I | FELLOWSHIP AWARD | $20,000 | 88 BEXLEY CRESCENT | TORONTO | CA | M6N 2P7 | ONTARIO | |||||
| KIARA WINANS | |||||||||||||
| 829 SAN RAFAEL STREET | DAVIS | CA | 95618 | NONE | I | FELLOWSHIP AWARD | $25,000 | ||||||
| GRAIN | |||||||||||||
| NONE | PC | GRANT | $3,000 | GIRONA 25 PRAL CATALONIA | BARCELONA | SP | |||||||
| INSTITUTE FOR AGRICULTURE AND TRADE POLICY | |||||||||||||
| 2015 1ST AVE S | MINNEAPOLIS | MN | 55405 | NONE | PC | GRANT | $5,000 | ||||||
| ANIMAL CHARITY EVALUATORS | |||||||||||||
| PO BOX 348 | BERKELEY | CA | 94701 | NONE | PC | GRANT | $22,560 | ||||||
| ANIMAL EQUALITY | |||||||||||||
| 8581 SANTA MONICA BLVD SUITE 350 | LOS ANGELES | CA | 90069 | NONE | PC | GRANT | $4,500 | ||||||
| MERCY FOR ANIMALS | |||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | NONE | PC | GRANT | $1,555 | ||||||
| WLODZIMIERZ GOGLOZA | |||||||||||||
| NONE | I | FELLOWSHIP AWARD | $12,500 | KROZANSKA 4/15 | WARSAW | PL | 02-578 | ||||||
| BRIGHTER GREEN | |||||||||||||
| 165 COURT STREET 171 | BROOKLYN | NY | 11231 | NONE | PC | GRANT | $12,100 | ||||||
| WORLD RESOURCES INSTITUTE | |||||||||||||
| NONE | PC | GRANT | $7,000 | WRI BETTER BUYING LAB 84 ECCLESTON | LONDON | UK | SW1V 1PX | SQUARE | |||||
| MELANIE SOMMERVILLE | |||||||||||||
| NONE | I | FELLOWSHIP AWARD | $12,500 | C/O DEPT OF INTL ENVIRON DEVEL | NO | PO BOX 5003 N-14 | STUDIES NORWEGIAN UNIV OF LIFE SCIE | ||||||
| SERENA STEIN | |||||||||||||
| 1648 VALLEY FORGE ROAD | ALLENTOWN | PA | 18104 | NONE | I | FELLOWSHIP AWARD | $7,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,215 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$35,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$11,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,146 | 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 | 11A | LineNumberTxt |
| Relationship Statement | UNSPENT FUNDS FROM A GRANT WERE RETURNED TO FOUNDATION | 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 |
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 | LEE FUNG KUNG WAH | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10/F UNITED CENTRE 95 QUEENSWAY | AddressLine1Txt |
| Country | HK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - NUTTER | CategoryTxt |
| Legal Fees | $5,364 | LegalFeesAmt |
| Net Investment Income | $4,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,341 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | $429,441 | $500,240 | $500,240 |
| EXCHANGE TRADED & CLOSED END FUNDS | $1,395,625 | $1,476,052 | |
| STOCKS | $396,359 | $439,129 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 DIVIDEND REC'D IN 2021 | $530 |
| 2019 DIVIDEND REC'D IN 2020 | $320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY FEES | Desc |
| Revenue And Expenses Per Books | $8,717 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 FOREIGN TAX PAID IN 2021 | $9 |
| RETURN OF UNSPENT GRANT PAID OUT | $1,338 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE COUNSEL - TECH COLLECTIVE | $93 | $70 | $0 | $23 |
| FELLOWSHIP PROMOTION - PROFELLOW LLC | $1,700 | $1,275 | $0 | $425 |
| PROFESSIONAL RESEARCH - GIVING EVIDENCE | $28,334 | $21,251 | $0 | $7,083 |
| MEMBERSHIP FEE - COUNCIL ON FOUNDATIONS | $1,000 | $750 | $0 | $250 |
| CONSULTING - HURWIT & ASSOCIATES | $4,528 | $3,396 | $0 | $1,132 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|
| CARMEN LEE | |||||
| 10 BOWDOIN STREET APT 506 | BOSTON | MA | 02114 | ||
| LEE FUNG KUNG WAH | |||||
| 10/F UNITED CENTRE 95 QUEENSWAY | HK | ||||
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $234 | Amt |
| Net Investment Income | $234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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