EMIKO TERASAKI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EMIKO TERASAKI FOUNDATION (EIN 83-2754891)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202141279349102114
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T13:45:43-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 & CO CPAs APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 E Lemon Avenue | AddressLine1Txt |
| City | Monrovia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | 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 | 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 | 132 EAST LEMON AVENUE | AddressLine1Txt |
| City | MONROVIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIKO TERASAKI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-05-05 | 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 | 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 | $4,586,915 | 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 | $1,101,928 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $57,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,690 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,690 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,489,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,446,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,759 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,711 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,474 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,809 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,809 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,810 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,810 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $338,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,810 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,108,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,901 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,904 | CashBOYAmt |
| Cash EOY | $12,311 | CashEOYAmt |
| Cash EOYFMV | $12,311 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,150 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,724,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,173,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,530,649 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $805 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $805 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,755,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,229,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,586,915 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $333 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,755,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,229,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,755,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,229,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,755,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,229,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,755,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,108,584 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,863,943 | SubtotalAmt |
| Other Decreases | $634,083 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,229,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10405.827 COHEN & STEERS FUNDS LOW DURATION | P | 2020-04-29 | 2020-06-23 | $102,185 | $100,000 | $2,185 | $2,185 |
| 3966.48 EATON VANCE ADV SR FLOATING | P | 2020-01-28 | 2020-03-17 | $36,373 | $42,600 | -$6,227 | -$6,227 |
| 3703.704 EATON VANCE ADV SR FLOATING | P | 2020-01-28 | 2020-03-24 | $30,000 | $39,778 | -$9,778 | -$9,778 |
| 6296.296 EATON VANCE ADV SR FLOATING | P | 2020-01-28 | 2020-06-23 | $62,396 | $67,622 | -$5,226 | -$5,226 |
| 4305.705 EATON VANCE ADV SR FLOATING | P | 2020-04-29 | 2020-06-23 | $42,670 | $40,000 | $2,670 | $2,670 |
| 12376.238 LORD ABBETT INVESTMENT TR SHORT DURATION | P | 2020-01-28 | 2020-03-17 | $50,000 | $52,228 | -$2,228 | -$2,228 |
| 11320.444 LORD ABBETT INVESTMENT TR SHORT DURATION | P | 2020-01-28 | 2020-09-29 | $47,206 | $47,772 | -$566 | -$566 |
| 5765.625 MAINSTAY FDS TR CUSHING MLP | P | 2019-12-26 | 2020-03-17 | $24,562 | $57,743 | -$33,181 | -$33,181 |
| 4000 MAINSTAY FDS TR CUSHING MLP | P | 2019-12-26 | 2020-04-29 | $25,520 | $39,760 | -$14,240 | -$14,240 |
| 10245.902 MAINSTAY FDS TR CUSHING MLP | P | 2020-01-28 | 2020-04-29 | $65,369 | $97,695 | -$32,326 | -$32,326 |
| 300 PRUDENTIAL FINANCIAL INC | P | 2019-08-27 | 2020-03-24 | $14,034 | $23,423 | -$9,389 | -$9,389 |
| 200 PRUDENTIAL FINANCIAL INC | P | 2019-08-27 | 2020-03-24 | $9,356 | $15,616 | -$6,260 | -$6,260 |
| 500 PRUDENTIAL FINANCIAL INC | P | 2019-08-27 | 2020-04-29 | $31,776 | $39,038 | -$7,262 | -$7,262 |
| 750 APPLE INC | D | 2019-01-23 | 2020-01-28 | $238,109 | $115,128 | $122,981 | $122,981 |
| 300 APPLE INC | D | 2018-12-17 | 2020-12-21 | $37,799 | $12,407 | $25,392 | $25,392 |
| 400 JPMORGAN CHASE & CO | P | 2019-04-10 | 2020-04-29 | $39,352 | $41,996 | -$2,644 | -$2,644 |
| 1000 PRUDENTIAL FINANCIAL INC | P | 2019-01-23 | 2020-04-29 | $63,552 | $90,893 | -$27,341 | -$27,341 |
| 4800 ARES MGMT CORP | D | 2017-04-04 | 2020-04-29 | $174,782 | $89,480 | $85,302 | $85,302 |
| 200 ARES MGMT CORP | D | 2018-04-02 | 2020-04-29 | $7,283 | $4,132 | $3,151 | $3,151 |
| 2000 ARES MGMT CORP | P | 2017-04-04 | 2020-06-23 | $77,628 | $36,848 | $40,780 | $40,780 |
| 1500 BLACKSTONE GROUP INC CL A | D | 2017-11-30 | 2020-01-28 | $92,826 | $46,872 | $45,954 | $45,954 |
| 3500 BLACKSTONE GROUP INC CL A | D | 2018-12-17 | 2020-01-28 | $216,594 | $101,602 | $114,992 | $114,992 |
| Capital Gain Dividends | $309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,048 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$121,828 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,586 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,586 | SubtotalAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,159 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,159 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,573 | OverpaymentAmt |
| Applied To ES Tax | $1,573 | 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 | $3,075,187 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,131,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,131,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,084,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,586 | TotalTaxAmt |
| Distributable Before Adj | $149,653 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $149,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $149,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,293 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $323,293 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $323,293 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,653 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $8,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,293 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,640 | RemainingDistriFromCorpusAmt |
| Total Corpus | $182,517 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $182,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,877 | ExcessFromYear1Amt |
| Excess From Current Year | $173,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CA AT SAN FRANCISCO | |||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94143 | NONE | EOF | CONTRIBUTION TO DERISI RESEARCH FUND | $25,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 NORTH ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | EOF | SUPPORT LIBROS SCHMIBROS PROGRAM | $30,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE STE 1200 | NEW YORK | NY | 10019 | NONE | EOF | SUPPORT EDUCATIONAL PROGRAMS | $125,000 |
| JAPAN SOCIETY OF NEW YORK | |||||||
| 333 EAST 47TH ST | NEW YORK | NY | 10017 | NONE | EOF | GENERAL SUPPORT | $13,000 |
| GREY SAVE | |||||||
| PO BOX 1148 | CHINO | CA | 91708 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| THE RESCUE TRAIN | |||||||
| 11271 VENTURA BLVD STE 405 | STUDIO CITY | CA | 91604 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| FILM AT LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA 4TH FL | NEW YORK | NY | 10023 | NONE | EOF | GENERAL SUPPORT | $25,000 |
| THE METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | GENERAL SUPPORT | $24,850 | |
| NEW YORK CARES | |||||||
| 65 BROADWAY 19TH FL | NEW YORK | NY | 10006 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| JWCH INSTITUTE | |||||||
| 5650 JILLSON ST | COMMERCE | CA | 90040 | NONE | EOF | GENERAL SUPPORT | $25,000 |
| NEW YORK ASIAN FILM FESTIVAL | |||||||
| 21720 STATE HIGHWAY 28 | DELHI | NY | 13753 | NONE | EOF | GENERAL SUPPORT | $3,000 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | EOF | SUPPORT 2020 RELIEF FUND | $25,000 |
| NY CITY CENTER | |||||||
| 130 WEST 5TH STREET | NEW YORK | NY | 10019 | NONE | EOF | MEMBERSHIP AND SUPPORT FOR FALL DANCE FESTIVAL | $1,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,880 | 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 | $21 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,690 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $287,048 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $344,759 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,759 | 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 | 701 OCEAN AVE PH B | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904022656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,101,928 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES2800 SH APPLE INC1500 SH MICROSOFT CORP2200 SH QUALCOMM INC | NoncashPropertyDesc |
| Fair Market Value | $1,001,928 | FairMarketValueAmt |
| Received | 2020-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HORIE & COMPANY | CategoryTxt |
| Amt | $5,474 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,474 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,173,594 | EOYBookValueAmt |
| EOYFMV | $4,530,649 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KOPPLE, KLINGER & ELBAZ | CategoryTxt |
| Legal Fees | $2,100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND INCOME RECEIVABLE | Desc |
| EOY Book Value | $805 | EOYBookValueAmt |
| EOYFMV | $805 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS FMV CONTRIBUITIONS RECEIVED | Desc |
| Amt | $634,083 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| BANK CHARGES | $30 | $30 | ||
| INVESTMENT FEES | $14,810 | $14,810 | $14,810 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL | $7,624 | $7,624 |
| FILING FEES | $150 | $150 |
| STATE | $35 | $35 |
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