RYUJI UENO FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RYUJI UENO FOUNDATION INC (EIN 47-3532204)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-06-30
- IRS object ID
- 202131819349101458
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T15:54:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473532204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYUJI UENO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RYUJ | 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 | RYUJI UENO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3019418111 | PhoneNum |
| Signature | 2021-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD E MORRIS | PreparerPersonNm |
| PTIN | P00190795 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2021-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,115,017 | 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 | $1,079,204 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,468,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,468,297 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,468,297 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,204,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,506,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,468,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,468,297 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $162,231 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,335 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $137,896 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,314 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,448 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,241 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,386 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,855 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,919 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,757 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $182,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $97,089 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $136,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124,151 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,770 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $243,659 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $244,872 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $21,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,835 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,086 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,086 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $539,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $223,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $315,981 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,326,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $465,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $244,872 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $617,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,422,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $465,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $244,872 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $713,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,083,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,002,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,223,425 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,918 | CashBOYAmt |
| Cash EOY | $556,140 | CashEOYAmt |
| Cash EOYFMV | $556,140 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $295,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $381,771 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $381,788 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,066,137 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,974,844 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,996,217 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,360,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,682,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,847,530 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,945,620 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,621,077 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,286,775 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $995,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,040,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,040,680 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,805,943 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $355,883 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,258,393 | LandBOYAmt |
| Land EOY | $6,450,060 | LandEOYAmt |
| Land EOYFMV | $6,450,060 | LandEOYFMVAmt |
| Other Assets BOY | $14,092,545 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,555,827 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,555,827 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,161,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,262,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,115,017 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,742 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,976 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,976 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $77,157,658 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,259,616 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,158,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,260,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,161,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,262,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,158,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,083,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,093 | OtherIncreasesAmt |
| Subtotal | $78,260,616 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,260,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS 7754 LT | P | 2018-03-02 | 2019-06-17 | $3,612,661 | $3,721,294 | -$108,633 | -$108,633 |
| GOLDMAN SACHS 7754 ST | P | 2018-06-28 | 2019-06-17 | $1,175,937 | $1,326,594 | -$150,657 | -$150,657 |
| GOLDMAN SACHS 6455 LT | P | 2018-02-21 | 2019-12-19 | $503,877 | $510,222 | -$6,345 | -$6,345 |
| GOLDMAN SACHS 6455 ST | P | 2019-04-17 | 2019-12-19 | $931,028 | $940,887 | -$9,859 | -$9,859 |
| GOLDMAN SACHS 6463 LT | P | 2018-01-19 | 2019-12-15 | $3,645,742 | $3,612,365 | $33,377 | $33,377 |
| GOLDMAN SACHS 6463 ST | P | 2018-03-13 | 2019-01-03 | $650,000 | $649,734 | $266 | $266 |
| GOLDMAN SACHS 6463 ORDINARY | P | 2018-04-02 | 2019-11-15 | $4,525,000 | $4,484,006 | $40,994 | $40,994 |
| CAPITAL GAINS DIVIDENDS | P | $159,833 | $159,833 | $159,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,024 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$119,256 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,028,655 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,719,975 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.272968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $883,633 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,199,255 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051376 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,398,760 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,813,773 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.322525 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $238,202 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $163,202 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.459553 | DistributionYr4Rt |
| Total Distribution | 3.106422 | TotalDistributionRt |
| Average Distribution | 0.776606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,415,040 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,259,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,269,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,406,640 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $162 | EsPenaltyAmt |
| Overpayment | $13,620 | OverpaymentAmt |
| Applied To ES Tax | $13,620 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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.RUENO.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAW OFFICES OF KEI S TOLLIVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028467268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 L STREET NW SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 |
|---|---|---|---|---|---|---|---|---|
| RYUJI UENO | ||||||||
| 28307 MALLARD DRIVE | EASTON | MD | 21601 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| KEI S TOLLIVER | ||||||||
| 2001 L STREET NW SUITE 500 | WASHINGTON | DC | 20036 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYOSUKE YANAGITANI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4521 WETHERILL ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ARTISTIC DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,306 | CompensationAmt |
| Employee Benefits | $12,500 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TAYLOR CONCEPTS | |||||
| 6017 ROSELAND DR | ROCKVILLE | MD | 20852 | CONSTRUCTION REPAIR SERVICE | $168,743 |
| HILEY AND ASSOCIATES LLC | |||||
| 1124 N PITT ST | ALEXANDRIA | VA | 22314 | PROPERTY MANAGEMENT SERVICE | $85,442 |
| OCCASIONS CATERERS | |||||
| 655 TAYLOR ST NE | WASHINGTON | DC | 20017 | CATERING SERVICE | $84,356 |
| FWI CUSTOM HOMES & RENOVATIONS | |||||
| 6500 SEVEN LOCKS ROAD SUITE 210 | CABIN JOHN | MD | 20818 | CONSTRUCTION SERVICE | $75,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING MUSICAL EDUCATION AND DEVELOPMENT OF YOUNG MUSICIANS. | Description1Txt |
| Expenses1 | $241,868 | Expenses1Amt |
| Description2 | PRESERVATION OF TOP QUALITY AUTOMOBILES | Description2Txt |
| Expenses2 | $70,796 | Expenses2Amt |
| Description3 | PRESERVATION OF TOP QUALITY INSTRUMENTS | Description3Txt |
| Expenses3 | $5,451 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION OF TOP QUALITY AUTOMBILES | Description1Txt |
| Expenses1 | $3,404,899 | Expenses1Amt |
| Description2 | ONGOING EVERMAY CONCERT SERIES THAT PROMOTES YOUNG AND RISING ARTISTS.POTOMAC MUSIC LAB SERIES OF LECTURE/INSTRUCTION WORKSHOPS FOR MUSICIANS FOLLOWED BY MINI CONCERTS TO DEMONSTRATE THE LEARNED ISSUES AND TECHNIQUES.REHEARSAL SPACE FOR ARTISTS | Description2Txt |
| Expenses2 | $391,679 | Expenses2Amt |
| Total | $3,796,578 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,511,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $731,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,243,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,243,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $828,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,415,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,720,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $713,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,796,578 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,896,485 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,406,640 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,406,640 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $231,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,308,071 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,539,700 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,539,700 | 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 | $2,539,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $231,629 | ExcessFromYear4Amt |
| Excess From Year3 | $2,308,071 | ExcessFromYear3Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,223,425 | CurrentYearAmt |
| Year1 | $1,098,278 | Year1Amt |
| Year2 | $50,631 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,372,334 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,039,911 | CurrentYearAmt |
| Year1 | $933,536 | Year1Amt |
| Year2 | $43,036 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,016,484 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,406,640 | CurrentYearAmt |
| Year1 | $16,028,655 | Year1Amt |
| Year2 | $883,633 | Year2Amt |
| Year3 | $2,398,760 | Year3Amt |
| Total | $27,717,688 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,406,640 | CurrentYearAmt |
| Year1 | $16,028,655 | Year1Amt |
| Year2 | $883,633 | Year2Amt |
| Year3 | $2,398,760 | Year3Amt |
| Total | $27,717,688 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $82,115,017 | CurrentYearAmt |
| Year1 | $75,158,390 | Year1Amt |
| Year2 | $31,834,055 | Year2Amt |
| Year3 | $21,462,395 | Year3Amt |
| Total | $210,569,857 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,005,887 | CurrentYearAmt |
| Year1 | $21,274,186 | Year1Amt |
| Year2 | $2,327,129 | Year2Amt |
| Year3 | $2,099,736 | Year3Amt |
| Total | $50,706,938 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,813,835 | CurrentYearAmt |
| Year1 | $1,957,333 | Year1Amt |
| Year2 | $573,309 | Year2Amt |
| Year3 | $60,459 | Year3Amt |
| Total | $4,404,936 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,079,204 | CurrentYearAmt |
| Year1 | $46,149,486 | Year1Amt |
| Year2 | $10,324,790 | Year2Amt |
| Year3 | $26,002,237 | Year3Amt |
| Total | $83,555,717 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,468,297 | CurrentYearAmt |
| Year1 | $1,198,766 | Year1Amt |
| Year2 | $51,075 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,718,138 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RYUJI UENO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ASTRAL | |||||
| 230 SOUTH BROAD STREET SUITE 300 | PHILADELPHIA | PA | 19102 | DONATION FOR 2019 SEASON | $2,500 |
| HEIFETZ INTERNATIONAL MUSIC INSTITUTE | |||||
| 107 E BEVERLEY STREET | STAUNTON | VA | 24401 | TO PROVIDE FUND FOR 3 SCHOLARSHIPS FOR UENO AWARDS | $12,910 |
| ICHIGO ICHIE FOUNDATION | |||||
| 9980 SE 40TH ST | MERCER ISLAND | WA | 980403834 | 2019 DONATION | $1,000 |
| NEW ORCHESTRA OF WASHINGTON | |||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | TO SUPPORT MUSICAL EDUCATION AND THE DEVELOPMENT OF YOUNG MUSICIANS | $53,000 |
| NYC DEPARTMENT OF EDUCATION OFFICE OF ARTS AND SPECIAL PROJECTS | |||||
| 52 CHAMBERS ST RM 113 | NEW YORK | NY | 10007 | SCHOLARSHIP AWARD - ALL CITY HS MUSIC PROGRAM | $1,000 |
| OAK HILL HISTORIC PRESERVATION FOUNDATION | |||||
| 3001 R STREET NW | WASHINGTON | DC | 20007 | TO SUPPORT OAK HILL CEMETERY HISTORIC PRESERVATION FOUNDATION | $500 |
| OMOTESENKE DOMONKAI EASTERN REGION USA INC | |||||
| 29 HICKORY LN | CLOSTER | NJ | 07624 | TO SUPPORT OMOTESENKE DOMONKAI EASTERN REGION USA INC TO PROMOTE JAPANESE TEA PHILOSOPHY | $10,000 |
| SHENANDOAH UNIVERSITY | |||||
| 1460 UNIVERSITY DR | WASHINGTON | VA | 22601 | DEAN'S DISCRETIONARY FUND FOR DR. UENO'S CLASS | $2,600 |
| SUBURBAN HOSPITAL FOUNDATION | |||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | "OURS TO GROW" DONATION | $600 |
| YOUNG CONCERT ARTISTS | |||||
| 1776 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | TO SUPPORT YOUNG CONCERT ARTIST | $11,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,860 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,468,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,427,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,427,273 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYUJI UENO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28307 MALLARD DRIVE | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1961 ALFA ROMEO GIULIETTA SZ ZAGOTA MILANO1976 LANCIA STRATOS HF (TIPO 829) ROAD VERSION | NoncashPropertyDesc |
| Fair Market Value | $1,000,000 | FairMarketValueAmt |
| Received | 2019-12-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,676 | Amt |
| Net Investment Income | $4,919 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,757 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2016-01-04 | $952 | $238 | SL | 5.000000000000 | $95 | $0 | $190 |
| PRINTER | 2016-02-18 | $534 | $133 | SL | 5.000000000000 | $53 | $0 | $107 |
| VIDEO CAMERA | 2016-03-24 | $735 | $183 | SL | 5.000000000000 | $73 | $0 | $147 |
| FURNITURE | 2018-09-10 | $351,340 | $25,096 | SL | 7.000000000000 | $50,191 | $0 | $50,191 |
| FURNITURE | 2018-11-27 | $36,112 | $2,579 | SL | 7.000000000000 | $5,159 | $0 | $5,159 |
| BUILDING - 7013 NATELLI WOODS | 2018-07-16 | $4,891,334 | $81,522 | SL | 27.500000000000 | $177,867 | $0 | $177,867 |
| LAND - 7013 NATELLI WOODS | 2018-07-16 | $923,245 | L | $0 | $0 | $0 | ||
| IMPROVEMENTS - 7013 NATELLI WOODS | 2018-11-29 | $99,720 | $453 | SL | 27.500000000000 | $3,626 | $0 | $3,626 |
| RYUJI UENO FUND BUILDING | 2018-08-20 | $66,645 | $909 | SL | 27.500000000000 | $2,423 | $0 | $2,423 |
| FURNITURE | 2019-02-14 | $15,901 | SL | 7.000000000000 | $1,136 | $0 | $2,082 | |
| LAPTOP | 2019-02-21 | $2,098 | SL | 5.000000000000 | $210 | $0 | $350 | |
| FURNITURE - CHAIR | 2019-03-07 | $3,520 | SL | 7.000000000000 | $251 | $0 | $419 | |
| FURNITURE | 2019-08-06 | $22,128 | SL | 7.000000000000 | $1,581 | $0 | $1,317 | |
| IMPROVEMENTS - 7013 NATELLI WOODS | 2019-12-05 | $226,766 | SL | 27.500000000000 | $344 | $0 | $344 | |
| CAR BARN | 2019-12-09 | $32,913 | SL | 27.500000000000 | $50 | $0 | $50 | |
| IMPROVEMENTS - RYUJI UENO FUND BUILDING | 2019-11-30 | $132,000 | SL | 27.500000000000 | $600 | $0 | $600 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS INVESTMENTS - FIXED INCOME | BondNm |
| EOY Book Value | $25,621,077 | EOYBookValueAmt |
| EOYFMV | $26,286,775 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS INVESTMENTS - PUBLIC STOCK | StockNm |
| EOY Book Value | $23,682,193 | EOYBookValueAmt |
| EOYFMV | $26,847,530 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,974,844 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,996,217 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEAMFUND PRIVATE LLP INTEREST | AT COST | $985,623 | $985,623 |
| HALCYON FUND PARNTERSHIP PRIVATE LLC INTEREST | AT COST | $55,057 | $55,057 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $952 | $809 | $143 |
| PRINTER | $534 | $453 | $81 |
| VIDEO CAMERA | $735 | $624 | $111 |
| FURNITURE | $351,340 | $75,287 | $276,053 |
| FURNITURE | $36,112 | $7,738 | $28,374 |
| BUILDING - 7013 NATELLI WOODS | $4,891,334 | $259,389 | $4,631,945 |
| LAND - 7013 NATELLI WOODS | $923,245 | $0 | $923,245 |
| IMPROVEMENTS - 7013 NATELLI WOODS | $99,720 | $4,079 | $95,641 |
| RYUJI UENO FUND BUILDING | $66,645 | $3,332 | $63,313 |
| FURNITURE | $15,901 | $1,136 | $14,765 |
| LAPTOP | $2,098 | $210 | $1,888 |
| FURNITURE - CHAIR | $3,520 | $251 | $3,269 |
| FURNITURE | $22,128 | $1,581 | $20,547 |
| IMPROVEMENTS - 7013 NATELLI WOODS | $226,766 | $344 | $226,422 |
| CAR BARN | $32,913 | $50 | $32,863 |
| IMPROVEMENTS - RYUJI UENO FUND BUILDING | $132,000 | $600 | $131,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,241 | LegalFeesAmt |
| Net Investment Income | $1,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,855 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (52 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NONDEPRECIABLE ASSETS - FLUTE | $24,400 | $24,400 | $24,400 |
| NONDEPRECIABLE ASSETS - STEINWAY D AT FARM | $84,900 | $84,900 | $84,900 |
| NONDEPRECIABLE ASSETS - STEINWAY D AT 27 STANMORE | $45,000 | $45,000 | $45,000 |
| NONDEPRECIABLE ASSETS - 4/4 VIOLIN JT LAMY MIRECOURT C. 1910 | $4,350 | $4,350 | $4,350 |
| NONDEPRECIABLE ASSETS - 414 CELLO CARLO DE MARCH C. 1958 | $13,934 | $13,934 | $13,934 |
| NONDEPRECIABLE ASSETS - BALDWIN D | $12,500 | $12,500 | $12,500 |
| NONDEPRECIABLE ASSETS - CELLO EUGENIO PRAGA DENOA C.1879 | $200,000 | $200,000 | $200,000 |
| NONDEPRECIABLE ASSETS - DOUBLE BASS | $5,326 | $5,326 | $5,326 |
| NONDEPRECIABLE ASSETS - STING RAY | $862 | $862 | $862 |
| NONDEPRECIABLE ASSETS - MARIMBA | $4,149 | $4,149 | $4,149 |
| NONDEPRECIABLE ASSETS - STEINWAY D | $83,500 | $83,500 | $83,500 |
| NONDEPRECIABLE ASSETS - VIOLIN BAP ROGERI ITALIAN C. 1785 | $10,254 | $10,254 | $10,254 |
| NONDEPRECIABLE ASSETS - VIOLIN BOW NICOLAS MAIRE MLRECOURT | $45,000 | $45,000 | $45,000 |
| NONDEPRECIABLE ASSETS - VIOLIN GIOVANNI BATTISTA GUADAGNINI TURIN C. 1779 | $850,000 | $850,000 | $850,000 |
| NONDEPRECIABLE ASSETS - VIOLIN JOESEPH GAGLIANO NAPLES C. 1769 | $285,000 | $285,000 | $285,000 |
| NONDEPRECIABLE ASSETS - VIOLIN NICOLO GAGLIANO NAPLES "EX-MISCHAKOFF" | $390,000 | $390,000 | $390,000 |
| NONDEPRECIABLE ASSETS - VIOLIN TA 100 | $666 | $666 | $666 |
| NONDEPRECIABLE ASSETS - YAMAHA YSQ3 | $5,395 | $5,395 | $5,395 |
| NONDEPRECIABLE ASSETS - VIOLIN BOW BY RON FORRESTER NY 2018 | $6,800 | $6,800 | $6,800 |
| NONDEPRECIABLE ASSETS - VIOLIN BY GUY RABUT 2003 | $30,000 | $30,000 | $30,000 |
| NONDEPRECIABLE ASSETS - VIOLIN BOW BY DOMINQUE PECCATTE 1850 | $200,000 | $200,000 | $200,000 |
| NONDEPRECIABLE ASSETS - VIOLIN BOW BY FRANCOIS XAVIER TOURTE | $220,000 | $220,000 | $220,000 |
| NONDEPRECIABLE ASSETS - VIOLIN BOW BY RON FORRESTER NY 2018 | $6,800 | $6,800 | $6,800 |
| NONDEPRECIABLE ASSETS - VIOLIN FENG JIANG 2018 | $32,000 | $32,000 | $32,000 |
| NONDEPRECIABLE ASSETS - VIOLIN BY SANTINO LAVAZZA 1714 | $375,000 | $375,000 | $375,000 |
| NONDEPRECIABLE ASSETS - VIOLIN BY ANTONIO STRADIVARI | $0 | $3,400,000 | $3,400,000 |
| NONDEPRECIABLE ASSETS - 1973 ALFA ROMERO GTB | $34,500 | $34,500 | $34,500 |
| NONDEPRECIABLE ASSETS - 1964 HONDA S600 | $34,393 | $34,393 | $34,393 |
| NONDEPRECIABLE ASSETS - 1969 NISSAN 2000 GTR | $120,000 | $120,000 | $120,000 |
| NONDEPRECIABLE ASSETS - 1970 MERCEDES-BENZ 300SEL | $40,000 | $40,000 | $40,000 |
| NONDEPRECIABLE ASSETS - 1990 LANCIA DELTA-RED | $33,000 | $33,000 | $33,000 |
| NONDEPRECIABLE ASSETS - 1960 ABARTH 850 ALLEMANO COUPE | $82,500 | $82,500 | $82,500 |
| NONDEPRECIABLE ASSETS - 1963 SAAB 96 RALLY | $10,920 | $10,920 | $10,920 |
| NONDEPRECIABLE ASSETS - 1965 LANCIA FULVIA 2C | $23,000 | $23,000 | $23,000 |
| NONDEPRECIABLE ASSETS - 1967 FERRARI 275 GTB | $5,000,000 | $5,006,963 | $5,006,963 |
| NONDEPRECIABLE ASSETS - 1967 ISO RIVOLTA | $103,000 | $103,000 | $103,000 |
| NONDEPRECIABLE ASSETS - 1967 MAZDA COSMO | $115,000 | $115,000 | $115,000 |
| NONDEPRECIABLE ASSETS - 1970 LANCIA FULVIA S1 | $33,000 | $33,000 | $33,000 |
| NONDEPRECIABLE ASSETS - 1971 LOTUS ELAN S4 | $30,480 | $30,480 | $30,480 |
| NONDEPRECIABLE ASSETS - 1972 BRISTOL 411 | $43,000 | $43,000 | $43,000 |
| NONDEPRECIABLE ASSETS - 1973 LAMBORGUINI URRACO P250 | $76,000 | $76,000 | $76,000 |
| NONDEPRECIABLE ASSETS - 1985 FERRARI 288 GTO | $2,600,000 | $2,600,000 | $2,600,000 |
| NONDEPRECIABLE ASSETS - 1986 FERRARI 412GT | $109,916 | $109,916 | $109,916 |
| NONDEPRECIABLE ASSETS - 1989 FERRARI MONDIAL T CONVERTIABLE | $46,000 | $46,000 | $46,000 |
| NONDEPRECIABLE ASSETS - 1993 CADILLAC ALLANTE | $12,000 | $12,000 | $12,000 |
| NONDEPRECIABLE ASSETS - 1995 FERRARI F50 | $2,500,000 | $2,500,000 | $2,500,000 |
| NONDEPRECIABLE ASSETS - 2005 FERRARI 430 | $110,000 | $110,000 | $110,000 |
| NONDEPRECIABLE ASSETS - 1957 PANHARD DYNA Z | $0 | $15,195 | $15,195 |
| NONDEPRECIABLE ASSETS - 1978 FERRARI 208GT4 DINO | $0 | $39,000 | $39,000 |
| NONDEPRECIABLE ASSETS - 1961 ALFA ROMEO GIULIETTA SZ ZAGATO MILANO | $0 | $500,000 | $500,000 |
| NONDEPRECIABLE ASSETS - 1976 LANCIA STRATOS HF (TIPO 829) ROAD VERSION | $0 | $500,000 | $500,000 |
| NONDEPRECIABLE ASSETS - DIGITAL PIANO | $0 | $2,124 | $2,124 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL EXPENSE | $3,362 | $504 | $0 | $2,858 |
| POSTAGE | $183 | $0 | $0 | $183 |
| OFFICE EXPENSE | $32,863 | $0 | $0 | $32,863 |
| PERFORMANCE FEES | $77,785 | $0 | $0 | $77,785 |
| CATERING FOR ARTISTS AND EVENTS | $99,097 | $0 | $0 | $99,097 |
| SUBSCRIPTIONS | $810 | $0 | $0 | $810 |
| REPAIR AND MAINTENANCE | $20,792 | $0 | $0 | $20,792 |
| BANK CHARGES | $1,670 | $1,670 | $0 | $0 |
| INSURANCE | $80,273 | $0 | $0 | $80,273 |
| COMPUTER SERVICE | $1,091 | $0 | $0 | $1,091 |
| ASSOCIATION FEE | $4,116 | $4,116 | $0 | $0 |
| EVENT SPONSORSHIP | $229 | $0 | $0 | $229 |
| FOREIGN TAX PAID | $19,063 | $19,063 | $0 | $0 |
| INVESTMENT MANAGEMENT FEE | $151,305 | $151,305 | $0 | $0 |
| PORTFOLIO EXPENSES | $40,847 | $40,847 | $0 | $0 |
| INVESTMENT EXPENSES | $6,324 | $6,324 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BASIS ADJUSTMENT | Desc |
| Amt | $18,093 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY MANAGEMENT | $85,442 | $85,442 | $0 | $0 |
| OUTSIDE CONTRACT SERVICES | $97,089 | $0 | $0 | $97,089 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $15,023 | $2,253 | $0 | $12,770 |
| FEDERAL TAX | $41,665 | $41,665 | $0 | $0 |
| PROPERTY TAX | $80,233 | $80,233 | $0 | $0 |
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