LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-02-27
- IRS object ID
- 202040589349100309
- 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 Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-27T13:08:45-06:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136144809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE & LOUIS KUHN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DR ROBERT L KUHN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEE& | BusinessNameControlTxt |
| Phone | 2122890314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PARK AVE APT 12B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ROBERT L KUHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122890314 | PhoneNum |
| Signature | 2020-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H HRANCHAK | PreparerPersonNm |
| PTIN | P00641665 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Preparation | 2020-02-19 | 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 | $1,780,483 | 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 |
| Dividends Rev And Expnss | $34,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $394,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,661,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $394,234 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $428,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $428,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $720 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $720 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,114 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,387 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $343,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,021,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $135,375 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,543,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,751,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,228,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,571,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,780,483 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $645,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $645,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $64,849 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $64,849 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $518,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $861,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,228,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,571,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,228,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,571,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,228,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $343,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,571,776 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,571,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT-TERM | 2019-10-31 | $663,839 | $666,565 | -$2,726 | -$2,726 |
| PUBLICLY TRADED SECURITIES LONG-TERM | 2019-10-31 | $997,646 | $600,686 | $396,960 | $396,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $394,234 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,447 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,646,695 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,412,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,271 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,267,246 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,098 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,321,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,258 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,318,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033559 | DistributionYr5Rt |
| Total Distribution | 0.196889 | TotalDistributionRt |
| Average Distribution | 0.039378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,681,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,771 | 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 | $4,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,983 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,983 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $694 | OverpaymentAmt |
| Applied To ES Tax | $694 | 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 | NY | 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 | DR ROBERT L KUHN | IndividualWithBooksNm |
| Phone | 2122890314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PARK AVE APT 12B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L KUHN | ||||||||
| 1050 PARK AVE APT 12B | NEW YORK | NY | 10028 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ADAM Z KUHN | ||||||||
| 1050 PARK AVE APT 12B | NEW YORK | NY | 10028 | VICE-PRESIDENT, TREASURER, SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,669,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,707,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,707,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,681,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,289 | TotalTaxAmt |
| Distributable Before Adj | $79,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,771 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,289 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,482 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,135 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,135 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $74,156 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 911 MEMORIAL & MUSEUM | |||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | PUBLIC | GENERAL SUPPORT | $250 | |
| ARIZONA CHAPTER OF THE AMERICAN COLLEGE OF SURGEONS | |||||||
| PO BOX 35159 | PHONEIX | AZ | 85069 | PUBLIC | GENERAL SUPPORT | $600 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 255 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 606017633 | PUBLIC | GENERAL SUPPORT | $600 | |
| AMERICAN CINEMATHEQUE | |||||||
| 6712 HOLLYWOOD BLVD | HOLLYWOOD | CA | 90028 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PUBLIC | GENERAL SUPPORT | $400 | |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ANIMAL HOPE AND WELLNESS FOUNDATION | |||||||
| 14456 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ANNE FRANK CENTER FOR MUTUAL RESPECT | |||||||
| 1325 AVENUE OF THE AMERICAS 28TH | NEW YORK | NY | 10019 | PUBLIC | GENERAL SUPPORT | $200 | FLOOR |
| ASIA SOCIETY | |||||||
| 725 PARK AVENUE | NEW YORK | NY | 100215088 | PUBLIC | GENERAL SUPPORT | $1,500 | |
| ARIZONA HEMOPHILIA ASSOCIATION | |||||||
| 826 N 5TH AVENUE | PHOENIX | AZ | 85048 | PUBLIC | GENERAL SUPPORT | $700 | |
| ARIZONA PBS | |||||||
| 555 N CENTRAL AVE 500 | PHOENIX | AZ | 85004 | PUBLIC | GENERAL SUPPORT | $200 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $500 | |
| CELEBRATION OF LOVE | |||||||
| 15630 VISION DRIVE STE B | PFLUGERVILLE | TX | 78660 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CUNY TV FOUNDATION | |||||||
| 365 FIFTH AVENUE | NEW YORK | NY | 100164309 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CYCLE FOR SURVIVAL | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | PUBLIC | GENERAL SUPPORT | $300 | |
| FAR (FORMERLY THE FINANCE & ADMINISTRATION ROUNDTABLE) | |||||||
| 1325 G STREET NO 500 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL SUPPORT | $500 | |
| FOUNDATION FOR SPINAL RESTORATION | |||||||
| 2811 WILSHIRE BLVD 850 | SANTA MONICA | CA | 90403 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| FOX FOUNDATION | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 101634777 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| KOCE TV FOUNDATION | |||||||
| 3080 BRISTOL STREET NO 400 | COSTA MESA | CA | 92626 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | PUBLIC | GENERAL SUPPORT | $700 | |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 2558 | HOUSTON | TX | 77252 | PUBLIC | GENERAL SUPPORT | $600 | |
| MISSISSIPPI REPRODUCTIVE FREEDOM FUND | |||||||
| 2210 HILL AVE | JACKSON | MS | 39204 | PUBLIC | GENERAL SUPPORT | $500 | |
| MIT SLOAN SCHOOL OF MANAGEMENT | |||||||
| 100 MAIN STREET | CAMBRIDGE | MA | 02142 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| MT ZION EXCAVATION | |||||||
| 2207 N 2ND STREET | MILWAUKEE | WI | 53212 | PUBLIC | GENERAL SUPPORT | $500 | |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | |||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | PUBLIC | GENERAL SUPPORT | $400 | |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100174057 | PUBLIC | GENERAL SUPPORT | $700 | |
| NEW YORK CITY HEMOPHILIA CHAPTER | |||||||
| 315 WEST 36TH STREET 2ND FLOOR | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $700 | |
| PANDA STEELE RESEARCH CENTER | |||||||
| 4455 E CAMELBACK RD SUITE E-125 | PHOENIX | AZ | 850182861 | PUBLIC | GENERAL SUPPORT | $700 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | PUBLIC | GENERAL SUPPORT | $400 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET NO 10 FL | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET ROOM 360 | SANTA MONICA | CA | 904011353 | PUBLIC | GENERAL SUPPORT | $700 | |
| SHARE INC | |||||||
| 2306 NE ANDRESEN RD | VANCOUVER | WA | 98661 | PUBLIC | GENERAL SUPPORT | $1,850 | |
| SKEPTIC SOCIETY | |||||||
| 2761 N MARENGO AVENUE | ALTADENA | CA | 91001 | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE ANIMAL RESCUE MISSION | |||||||
| PO BOX 461572 | WEST HOLLYWOOD | CA | 90046 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE ANIMAL RESCUE MISSION | |||||||
| PO BOX 461572 | WEST HOLLYWOOD | CA | 90046 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| UCLA FOUNDATION BRI FUND | |||||||
| 10945 LE CONTE AVENUE SUITE 3132 | LOS ANGELES | CA | 900951784 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| UNCF UNITED NERGO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL PURPOSE | $2,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PUBLIC | GENERAL SUPPORT | $200 | |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PUBLIC | GENERAL SUPPORT | $100 | |
| THE WEEKDAY SCHOOL | |||||||
| 490 RIVERSIDE DR | NEW YORK | NY | 10027 | PUBLIC | GENERAL SUPPORT | $3,000 | |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PUBLIC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,300 | 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 | $34,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $428,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $428,850 | 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 | TEMO ARJANI LLP | CategoryTxt |
| Amt | $16,114 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,114 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGANSTANLEY SMITHBARNEY EXCHANGE-TRADED & CLOSED-END FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,543,270 | BookValueAmt |
| EOYFMV | $1,751,977 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $720 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $720 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,387 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,387 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| EXCISE TAXES | $5,000 | $0 | $0 |