BETA

JVK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JVK FOUNDATION (EIN 20-7088552)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-30
IRS object ID
202023049349100512
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-30T11:51:35-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954653786PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAVITSKY SATIN BACON & BUCCIBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12049 CENTURY PK E 1400AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207088552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JVK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJVKFBusinessNameControlTxt
Phone3103156200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1SSBB 2049 CENTURY PK 1400AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN KNIPFINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3103156200PhoneNum
Signature2020-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE SAVITSKYPreparerPersonNm
PTINP01236663PTIN
Phone3103156200PhoneNum
Preparation2020-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.142.45.186IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-29IPDt
IP Tm16:05:45IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id2A20923650664EB72B183D7B4C47DF47437E004CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,735,506FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,045InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,045InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,415DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,415DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,416NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$103,713GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,416CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,958OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$92,834TotalRevAndExpnssAmt
Total Net Invst Incm$89,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$57,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$57,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,213AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,106AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,107AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,907OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,907OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$124InterestRevAndExpnssAmt
Interest Net Invst Incm$124InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$11,266TaxesRevAndExpnssAmt
Taxes Net Invst Incm$798TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$4,475TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$135DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$1,406OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,406OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$96,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,935TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$66,588TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$216,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,935TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$186,588TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$123,817ExcessRevenueOverExpensesAmt
Net Investment Income$65,941NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,074CashBOYAmt
Cash EOY$98,955CashEOYAmt
Cash EOYFMV$98,955CashEOYFMVAmt
Sav And Temp Cash Invst BOY$232,660SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$266,734SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$266,734SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,358,690CorporateStockBOYAmt
Corporate Stock EOY$1,292,084CorporateStockEOYAmt
Corporate Stock EOYFMV$1,415,050CorporateStockEOYFMVAmt
Corporate Bonds BOY$877,629CorporateBondsBOYAmt
Corporate Bonds EOY$624,009CorporateBondsEOYAmt
Corporate Bonds EOYFMV$610,288CorporateBondsEOYFMVAmt
Other Investments BOY$143,039OtherInvestmentsBOYAmt
Other Investments EOY$302,782OtherInvestmentsEOYAmt
Other Investments EOYFMV$344,276OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$7,241LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,038LandBldgEquipAccumDeprecAmt
Land BOY$338LandBOYAmt
Land EOY$203LandEOYAmt
Land EOYFMV$203LandEOYFMVAmt
Total Assets BOY$2,704,430TotalAssetsBOYAmt
Total Assets EOY$2,584,767TotalAssetsEOYAmt
Total Assets EOYFMV$2,735,506TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,000,000CapitalStockBOYAmt
Capital Stock EOY$4,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$1,295,570RetainedEarningBOYAmt
Retained Earning EOY-$1,415,233RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,704,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,584,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,704,430TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,584,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,704,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$123,817ExcessRevenueOverExpensesAmt
Other Increases$4,154OtherIncreasesAmt
Subtotal$2,584,767SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,584,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PUBLICLY TRADED SERCURITIES (FIDELITY #2497)P2019-01-012019-12-31$11$11$11
PUBLICLY TRADED SERCURITIES (FIDELITY #2500)P2019-01-012019-12-31$23,777-$4,522-$4,522$28,299
PUBLICLY TRADED SERCURITIES (FIDELITY #2500)P2019-01-012019-12-31$61,987-$7,011-$7,011$68,998
CAPITAL GAINS DIVIDENDSP$17,938$17,938$17,938
FieldValueIRS element (for citing)
Capital Gain Net Income$6,416CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,717,034NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$304,174AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,851,976NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.164243DistributionYr2Rt
Adjusted Qlfy Distri Yr3$298,065AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,997,541NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.149216DistributionYr3Rt
Adjusted Qlfy Distri Yr4$241,376AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,361,173NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.102227DistributionYr4Rt
Adjusted Qlfy Distri Yr5$893,846AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,585,039NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.345777DistributionYr5Rt
Total Distribution0.761463TotalDistributionRt
Average Distribution0.152293AverageDistributionRt
Net Vl Noncharitable Assets$2,562,936NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$390,317AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$659NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$390,976AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$186,588QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,319InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,319SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,319TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,958EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,958TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,639OverpaymentAmt
Applied To ES Tax$1,639AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSAVITSKY SATIN BACON BUCCIIndividualWithBooksNm
Phone3103156200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12049 CENTURY PK E 1400AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN KNIPFING
C/O SSBB 2049 CENTURY PK E 1400LOS ANGELESCA90067TRUSTEE15.00$0$0$0
JANET KNIPFING
C/O SSBB 2049 CENTURY PK E 1400LOS ANGELESCA90067TRUSTEE32.00$57,600$0$0
LESLIE KNIPFING
C/O SSBB 2049 CENTURY PK E 1400LOS ANGELESCA90067TRUSTEE15.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,223,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$377,966AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,601,965TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,601,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,029CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,562,936NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,319TaxBasedOnInvestmentIncomeAmt
Total Tax$1,319TotalTaxAmt
Distributable Before Adj$126,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$126,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$126,828DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,588ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$186,588QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$186,588AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,828DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$766,288ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$124,107ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$198,836ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$213,128ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,302,359TotalExcessDistributionCyovAmt
Qualifying Distributions$186,588QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$126,828AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,760RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,362,119TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$766,288ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$595,831ExcessDistriCyovToNextYrAmt
Excess From Year4$124,107ExcessFromYear4Amt
Excess From Year3$198,836ExcessFromYear3Amt
Excess From Year2$213,128ExcessFromYear2Amt
Excess From Current Year$59,760ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEVIN KNIPFINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC ANSWERS
2020 GILLESPIE WAYEL CAJONCA92020PUBLIC CHARITYGENERAL SUPPORT$90,000
MARY'S MEALS USA
75 ORCHARD STBLOOMFIELDNJ07003PUBLIC CHARITYGENERAL SUPPORT$5,000
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVDROSLYNNY11576PUBLIC CHARITYGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,045ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,415ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,958RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,416ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,876ExclusionAmt
Related Or Exempt Function Incm$2,958RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,834TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3N/A
4N/A
8N/A
11AN/A

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBUSINESS MANAGEMENTCategoryTxt
Amt$6,213Amt
Net Investment Income$3,106NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,107DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE EQUIPMENT2008-02-01$1,631$815200DB5.000000000000$0$0
OFFICE EQUIPMENT2008-04-03$1,095$547200DB5.000000000000$0$0
OFFICE EQUIPMENT2012-07-24$600$300200DB5.000000000000$0$0
OFFICE EQUIPMENT2012-08-21$658$329200DB5.000000000000$0$0
OFFICE EQUIPMENT2013-01-23$1,846$923200DB5.000000000000$0$0
OFFICE EQUIPMENT2017-04-11$1,411$367200DB5.000000000000$135$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITYBondNm
EOY Book Value$624,009EOYBookValueAmt
EOYFMV$610,288EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$1,292,084EOYBookValueAmt
EOYFMV$1,415,050EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITYAT COST$249,988$291,482
SOUND VENTURES II LPAT COST$52,794$52,794

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
OFFICE EQUIPMENT$1,631$1,631$0
OFFICE EQUIPMENT$1,095$1,095$0
OFFICE EQUIPMENT$600$600$0
OFFICE EQUIPMENT$658$658$0
OFFICE EQUIPMENT$1,846$1,846$0
OFFICE EQUIPMENT$1,411$1,208$203

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$898$0$898
POSTAGE$117$0$117
OFFICE SUPPLIES$363$0$363
BANK CHARGES$28$0$28

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$2,958RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,958AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$4,154Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$19,907Amt
Net Investment Income$19,907NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$4,475$0$4,475
STATE TAXES$35$0$0
FOREIGN TAXES$798$798$0
FEDERAL TAXES$5,958$0$0

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