BUDDY TAUB FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUDDY TAUB FOUNDATION (EIN 95-4588448)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-01-10
- IRS object ID
- 202000109349100200
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-10T07:55:12-06:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 28TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954588448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUDDY TAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDD | BusinessNameControlTxt |
| Phone | 3108591800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD SUITE 525 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS ROACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108591800 | PhoneNum |
| Signature | 2019-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Preparation | 2019-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $9,194,872 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $300,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $480,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,682 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $227 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $402,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $347 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $347 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,231 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $563,421 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $563,421 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $729,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $621,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$327,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,013 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,769 | CashBOYAmt |
| Cash EOY | $58,577 | CashEOYAmt |
| Cash EOYFMV | $58,577 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $467,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,196 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,286,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,437,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,063,140 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,040 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,959 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,016,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,567,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,194,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,016,040 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,567,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,016,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,567,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,016,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,567,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,016,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$327,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,688,984 | SubtotalAmt |
| Other Decreases | $121,156 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,567,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GREAT PLAINS - LONG TERM | 2018-01-01 | 2019-05-31 | $480,020 | $384,330 | $95,690 | $95,690 |
| GREAT PLAINS - SHORT TERM | 2018-01-01 | 2019-05-31 | $59 | $67 | -$8 | -$8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,682 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $738,361 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,554,071 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $562,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,246,986 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $488,810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,444,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051754 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $705,399 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,285,337 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068583 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $565,319 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,129,629 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055808 | DistributionYr5Rt |
| Total Distribution | 0.314279 | TotalDistributionRt |
| Average Distribution | 0.062856 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,582,255 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $602,302 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $605,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $621,284 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,027 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,027 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,037 | OverpaymentAmt |
| Applied To ES Tax | $2,037 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 3108439700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS A ROACH APC | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | PRESIDENT | 6.00 | $32,000 | $0 | $0 |
| JILL J ROACH | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | SECRETARY/CFO | 1.00 | $0 | $0 | $0 |
| ALEXIS ROACH | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHANIE ROACH | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | DIRECTOR | 0.00 | $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 | $9,654,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,728,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,728,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,582,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,990 | TotalTaxAmt |
| Distributable Before Adj | $476,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $476,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $476,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $621,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $621,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,990 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $618,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,156 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,326 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,230 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $267,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $622,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $621,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $476,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,161 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $767,262 | 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 | $44,156 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $723,106 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,326 | ExcessFromYear4Amt |
| Excess From Year3 | $8,872 | ExcessFromYear3Amt |
| Excess From Year2 | $104,230 | ExcessFromYear2Amt |
| Excess From Year1 | $267,517 | ExcessFromYear1Amt |
| Excess From Current Year | $145,161 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBRIGHT-KNOX ART GALLERY | ||||||||
| 1285 ELMWOOD AVENUE | BUFFALO | NY | 14222 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $34,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| EXPONENT PHILANTHROPY | ||||||||
| PO BOX 2506 | W LAFAYETTE | IN | 479962506 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $750 | |
| HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $50,500 | |
| HENRY ART GALLERY | ||||||||
| 15TH AVE NORTH EAST AND 41ST STREET | SEATTLE | WA | 98195 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $51,785 | PO BOX 351410 |
| INSTITUTE OF CONTEMPORARY ART MIAMI | ||||||||
| 61 NE 41ST STREET | MIAMI | FL | 331373513 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $62,000 | |
| MIT LIST VISUAL ARTS CENTER | ||||||||
| 20 AMES STREET | CAMBRIDGE | MA | 02142 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| MUSEUM OF FINE ARTS HOUSTON | ||||||||
| 1001 BISSONNET | HOUSTON | TX | 77005 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $123,828 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| STEPHEN A SCHWARZMAN BUILDING FIFTH | NEW YORK | NY | 10018 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $100,000 | AVENUE AND 42ND STREET |
| OBSIDIAN ARTS | ||||||||
| 528 HENNEPIN AVE STE 705 | MINNEAPOLIS | MN | 554031814 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| PROJECT X FOUNDATION | ||||||||
| 5150 DAHLIA DR | LOS ANGELES | CA | 900411405 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 950641077 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $24,300 | |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||||
| 2 COLLEGE STREET | PROVIDENCE | RI | 029032717 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $12,000 | |
| SAINT LOUIS ART MUSEUM | ||||||||
| 1 FINE ARTS DR | SAINT LOUIS | MO | 631101331 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $6,258 | |
| SHADHIKA PROJECT INC | ||||||||
| 1031 33RD STREET SUITE 172 | DENVER | CO | 802052729 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| STAR C CORPORATION | ||||||||
| 1335 CANTON ROAD SUITE D | MARIETTA | GA | 300666053 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,500 | |
| THE ADAM STANTON HOUSE | ||||||||
| 63 E MAIN STREET | CLINTON | CT | 06413 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,500 | |
| THE HARLEM CHILDREN ZONE | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| THE SOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $32,500 | |
| WALKER ART CENTER | ||||||||
| 725 VINELAND PLACE | MINNEAPOLIS | MN | 55403 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $563,421 | 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 | $6,052 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,461 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $402,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,422 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,231 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,231 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - GREAT PLAINS | BondNm |
| EOY Book Value | $50,040 | EOYBookValueAmt |
| EOYFMV | $50,959 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - GREAT PLAINS | StockNm |
| EOY Book Value | $7,437,015 | EOYBookValueAmt |
| EOYFMV | $9,063,140 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $347 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $347 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $121,156 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,200 | $0 | $2,200 |
| STORAGE | $1,235 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $227 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $227 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $103,409 | Amt |
| Net Investment Income | $103,409 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,550 | $0 | $0 |
| FTB FILING FEE | $10 | $0 | $10 |
| ATTY GEN FILING FEE | $75 | $0 | $75 |
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