Sachiko Kuno Foundation Inc: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
Sachiko Kuno Foundation Inc (EIN 47-3532147)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201923189349104302
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T20:07:32-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE STE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473532147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SACHIKO KUNO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSACHBusinessNameControlTxt
Phone3019418111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11623 28TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSACHIKO KUNOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2022986007PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E MORRISPreparerPersonNm
PTINP00190795PTIN
Phone3019860600PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.31.200.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm10:51:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA3BFF7DB97B7841CB734F7D24336C7E61CF2AAE1AtSubmissionCreationDeviceId
At Submission Filing Device IdA741D405AA00A220AB077C0217E7541B7DAB3A7DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,431,756FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$36,769,073ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$964,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$964,981DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$100,000GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$100,000GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$31,106NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$461,140NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$78,633,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,372,914TotalRevAndExpnssAmt
Total Net Invst Incm$1,064,981TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,629LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$394LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,235LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,919AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,960AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,960AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,525OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,525OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,620TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,620TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$109,148DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$38,461DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$1,191OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,191OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,490TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,490TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$164,349OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$155,994OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,355OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$322,871TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$227,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,040TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,491,509ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,491,509ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,814,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$227,145TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,516,549TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,558,534ExcessRevenueOverExpensesAmt
Net Investment Income$837,836NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,291,760CashBOYAmt
Cash EOY$1,465,904CashEOYAmt
Cash EOYFMV$1,465,904CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,000,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,181,455SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,181,455SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$51,960AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$50,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$50,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$50,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses EOY$13,973PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$13,973PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,000,000USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,000,000USGovtObligationsEOYFMVAmt
Corporate Stock BOY$224,375CorporateStockBOYAmt
Corporate Stock EOY$18,412,572CorporateStockEOYAmt
Corporate Stock EOYFMV$16,165,493CorporateStockEOYFMVAmt
Corporate Bonds BOY$19,994,509CorporateBondsBOYAmt
Corporate Bonds EOY$15,958,041CorporateBondsEOYAmt
Corporate Bonds EOYFMV$16,340,488CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$5,960,236InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$38,461InvstLandAccumDepreciationAmt
Land Bldg Investments EOY$5,921,775LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$5,921,775LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$7,697,045OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,559,573OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,827,088LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$93,993LandBldgEquipAccumDeprecAmt
Land BOY$1,763,075LandBOYAmt
Land EOY$1,733,095LandEOYAmt
Land EOYFMV$1,733,095LandEOYFMVAmt
Total Assets BOY$25,325,679TotalAssetsBOYAmt
Total Assets EOY$53,433,860TotalAssetsEOYAmt
Total Assets EOYFMV$51,431,756TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$25,325,679UnrestrictedBOYAmt
Unrestricted EOY$53,433,860UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$25,325,679TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$53,433,860TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,325,679TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$53,433,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,325,679TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,558,534ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$53,884,213SubtotalAmt
Other Decreases$450,353OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$53,433,860TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
JP MORGAN 4004P2018-12-11$39,588,711$39,613,638-$24,927-$24,927
JP MORGAN 4004D2018-02-14$36,000,000$36,516,000-$516,000-$516,0002018-01-25
JP MORGAN 4004P2018-12-11$34,557$34,557$0$02017-07-31
JP MORGAN 4004D2018-02-14$225,000$228,538-$3,538-$3,5382017-12-29
JP MORGAN 9009D2018-08-13$271,901$284,845-$12,944-$12,9442018-08-09
JP MORGAN 9009P2018-11-13$231,219$252,778-$21,559-$21,5592018-11-09
JP MORGAN 9009P2018-11-29$139,986$140,000-$14-$142018-11-29
JP MORGAN 9009P2018-11-28$240,136$255,366-$15,230-$15,2302018-11-28
JP MORGAN 9009P2018-12-10$239,912$265,594-$25,682-$25,6822018-12-07
JP MORGAN 9009P2019-12-19$198,974$220,849-$21,875-$21,8752019-12-17
JP MORGAN 9009P2019-12-19$27,301$29,679-$2,378-$2,3782019-12-17
JP MORGAN 9009P2019-12-26$170,048$200,599-$30,551-$30,5512019-12-24
GOLDMAN SACHS 042-4P2018-06-07$547,400$560,719-$13,319-$13,319
GOLDMAN SACHS 876-5P2018-06-08$304,462$296,099$8,363$8,363
GOLDMAN SACHS 877-3P2018-06-08$133,753$140,466-$6,713-$6,713
CHARLES SCHWACHP$2$2$2
NICHOLAS HEALTHCARE OPPORTUNITIES LPP$55,073-$55,073-$55,073
CAPITAL GAINS DIVIDENDSP$280,298$280,298$280,298
FieldValueIRS element (for citing)
Capital Gain Net Income-$461,140CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,204,835AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,924,280NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.248947DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,433,036AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,070,067NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.466777DistributionYr2Rt
Adjusted Qlfy Distri Yr3$338,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$73,278NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.619395DistributionYr3Rt
Total Distribution5.335119TotalDistributionRt
Average Distribution1.778373AverageDistributionRt
Net Vl Noncharitable Assets$49,730,830NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,439,965AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,378NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,448,343AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,233,031QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,757InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,757SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,757TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$52EsPenaltyAmt
Overpayment$3,191OverpaymentAmt
Applied To ES Tax$3,191AppliedToESTaxAmt
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
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 BooksLAW OFFICES OF KEI TOLLIVERIndividualWithBooksNm
Phone2028467268PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12001 L STREET NW SUITE 750AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SACHIKO KUNO
28307 MALLARD DRIVEEASTONMD21601PRESIDENT2.00$0$0$0
KEI S TOLLIVER
2001 L STREET NWWASHINGTONDC20036VICE PRESIDENT/SECRETARY/T1.00$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)
Description1SUPPORT THE PRESERVATION AND PROTECTION OF HISTORIC BUILDINGS.Description1Txt
Expenses1$19,073Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1REAL ESTATE INVESTMENT - 1816 JEFFERSON PLACE NW,WASHINGTON, DC 20036Description1Txt
Expenses1$5,889,394Expenses1Amt
Description2REAL ESTATE INVESTMENT - 19370 MATTAPONI TRAIL, MILFORD, VA 22514Description2Txt
Expenses2$1,827,088Expenses2Amt
Total$7,716,482TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$48,144,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,344,101AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,488,152TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,488,152AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$757,322CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,730,830NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,486,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,486,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,757TaxBasedOnInvestmentIncomeAmt
Total Tax$16,757TotalTaxAmt
Distributable Before Adj$2,469,785DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,469,785DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,469,785DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,516,549ExpensesAndContributionsAmt
Program Related Invst Total$7,716,482ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,233,031QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,233,031AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,469,785DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$335,549ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,279,533ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,959,888ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,574,970TotalExcessDistributionCyovAmt
Qualifying Distributions$16,233,031QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,469,785AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,763,246RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,338,216TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,338,216ExcessDistriCyovToNextYrAmt
Excess From Year3$335,549ExcessFromYear3Amt
Excess From Year2$1,279,533ExcessFromYear2Amt
Excess From Year1$4,959,888ExcessFromYear1Amt
Excess From Current Year$13,763,246ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSACHIKO KUNOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
100REPORTERS
910 17TH STREET NW 4TH FLOORWASHINGTONDC20006SPONSORSHIP AGREEMENT FOR DOUBLE EXPOSURE INVESTIGATIVE FILM$50,000
ACTION AGAIST CHILD EXPLOITATION
SURPORT FOUNDATION FOR FIGHT AGAINST CHILD LABOR$60,0001-6-4 3F HIGASHIUENOTAITO-KUTOKYOJA110-0015
ACTION AGAIST CHILD EXPLOITATION
SURPORT FOUNDATION FOR FIGHT AGAINST CHILD LABOR$60,0001-6-4 3F HIGASHIUENOTAITO-KUTOKYOJA110-0015
AFTER DARK THEARC
1050 30TH STREET NWWASHINGTONDC20007SUPPORT AFTER DARK @ THEARC$15,000
ARMENIAN ASSEMBLY OF AMERICA INC
734 15TH ST NWWASHINGTONDC20005JUDICIAL SPONSOR 2018$5,000
ASTRAL ARTISTS
230 SOUTH BROAD STREET SUITE 300PHILADELPHIAPA19102ANNUAL SUPPORT 2018$12,500
CITIZENS ASSOCIATION OF GEORGETOWN
1365 WISCONSIN AVE SUITE 200WASHINGTONDC20007FRIENDS OF CAG-BENEFACTORS$3,000
CITIZENS ASSOCIATION OF GEORGETOWN
1365 WISCONSIN AVE SUITE 200WASHINGTONDC200072018 DONATION$3,000
CITIZENS ASSOCIATION OF GEORGETOWN
1365 WISCONSIN AVE SUITE 200WASHINGTONDC20007SUPPORT 2018 GEORGETOWN GALA$5,000
CITY DANCE
5301 TUCKERMAN LANENORTH BETHESDAMD20852SBRONZE SPONSORSHIP LEVEL FOR GALA$1,000
CRITTENTON SERVICES OF GREATER WASHINGTON
815 SILVER SPRING AVENUESILVER SPRINGMD20910130TH ANNIVERSARY CELEBRATION PLEDGE$10,000
DC PUBLIC EDUCATION FUND
3407 14TH STREET NWWASHINGTONDC20010SUPPORT STANDING OVATION DC PUBLIC SCHOOLS AWARDS CEREMONY$5,000
DC PUBLIC EDUCATION FUND
3407 14TH STREET NWWASHINGTONDC20010SUPPORT STANDING OVATION DC PUBLIC SCHOOLS AWARDS CEREMONY$10,000
DC VOLUNTEER LAWYERS PROJECT
5335 WISCONSIN AVE NW STE 440WASHINGTONDC20015SUPPORT VOICE AGAINST VIOLENCE$15,000
EMPOWERMENT THROUGH INTERGRATION
PO BOX 380014CAMBRIDGEMA021382018 GALA$10,000
ENVIRONMENTAL FILM FESTIVAL IN THE NATION'S CAPITAL
1224 M STREET NW SUITE 301WASHINGTONDC20005SUPPORT FILM FESTIVAL 2018$2,500
FEDERAL CITY COUNSIL
1156 15TH ST NW 600WASHINGTONDC20005SUPPORT FEDERAL CITY COUNSIL$15,000
GEORGETOWN HERITAGE
1000 POTOMAC STREET NW SUITE 122WASHINGTONDC200072018 DONATION$25,000
GEORGETOWN LOMBARDI COMPREHENSIVE CANCER CENTER
3299 WHITEHAVEN ST NW SUITE 4000WASHINGTONDC20007SUPPORT NOV 17 2018-LOMBARDI GALA 2018$25,000
GEORGETOWN LOMBARDI COMPREHENSIVE CANCER CENTER
3300 WHITEHAVEN ST NW SUITE 4000WASHINGTONDC20007SUPPORT 2018 ANNUAL FUND DRIVE$25,000
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G STREET NW SUITE 480WASHINGTONDC20005SUPPORT MONTGOMERY COUNTY EXECUTIVES BALL$5,000
GREATER WASHINGTON PARTNERSHIP
PO BOX 7231WASHINGTONDC200442018 CONTRIBUTION: INVOICE 2 OF 3YR TERM$250,000
HALCYON
3400 PROSPECT STREET NWWASHINGTONDC200072018 DONATION$300,000
HIRSHORN MUSEUM
INDEPENDENCE AVE SW 7TH ST SWWASHINGTONDC20560SUPPORT HIRSHORN MUSEUM$15,000
JAMES BEARD FOUNDATION
167 WEST 12TH STREETNEW YORKNY10011SUNDAY SUPPER 2018 DONATION$20,000
JAPAN- AMERICA SOCIETY OF WASHINGTON DC
1819 L STREET NW B2WASHINGTONDC200362018 DONATION$7,500
JAPAN INSTITUTE FOR SOCIAL INNOVATION AND ENTREPRENEURSHIP
1730 RHODE ISLAND AVE NW STE 414WASHINGTONDC20036WISE AWARD TO JSIE$10,000
JAPAN INSTITUTE FOR SOCIAL INNOVATION AND ENTREPRENEURSHIP
1730 RHODE ISLAND AVE NW STE 414WASHINGTONDC20036SUPPORT JSIE$51,152
JAPANESE AMERICANS' CARE FUND
4022-B HUMMER ROADANNANDALEVA22003SUPPORT JAPANESE AMERICANS' CARE FUND PROGRAM SERVICE$10,000
JCAW FOUNDATION INC
1819 L STREET NW B2WASHINGTONDC20036SUPPORT JCAW FOUNDATION$5,000
JOAN HISAOKA GALA
1742 N STREET NWWASHINGTONDC20036SUPPORT JOAN HISAOKA GALA 2018$25,000
JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
919 18TH ST NWWASHINGTONDC20006LEADERSHIP SPONSORSHIP 2018$10,000
JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
919 18TH ST NWWASHINGTONDC20006LEADERSHIP SPONSORSHIP 2018$15,000
KIZUNA ACROSS CULTURES
718 7TH ST NW 2ND FLWASHINGTONDC20001PLEDGE TO KIZUNA ACROSS CULTURES 1 OF 5$20,000
KNOCK OUT ABUSE
1600 K ST NWWASHINGTONDC20006SUPPORT 25TH ANNUAL KNOCK OUT ABUSE GALA$7,500
KYOTO UNIVERSITY
SUPPORT KYOTO UNIVERSITY. DR KUNO AWARD$179,115YOSHIDAHONMACHI SAKYO WARDKYOTOJA606-8501
KYOTO UNIVERSITY
SUPPORT KYOTO UNIVERSITY GLOBAL SOCIAL ENTREPRENURSHIP$287,742YOSHIDAHONMACHI SAKYO WARDKYOTOJA606-8501
LEARNSERVE INTERNATIONAL
1201 NEW YORK AVE NWWASHINGTONDC20005SUPPORT LEARNSERVE INTERNATIONAL$5,000
LEARNSERVE INTERNATIONAL
1201 NEW YORK AVE NWWASHINGTONDC200052018 GALA$10,000
LEARNSERVE INTERNATIONAL
1201 NEW YORK AVE NWWASHINGTONDC200052019 SPONSORSHIP$10,000
LIVE IT LEARN IT
735 8TH ST SEWASHINGTONDC20003AN EXPERIENTIAL EVENING OF ART/EDUCATION EVENT$1,000
MERIDIAN INTERNATIONAL CENTER
1630 CRESCENT PL NWWASHINGTONDC20009SUPPORT MERIDIAN BALL AND GLOBAL LEADERSHIP SUMMIT$10,000
MIDDLEBURG FILM FESTIVAL
PO BOX 1566MIDDLEBURGVA20118SUPPORT MIDDLEBURG FILM FESTIVAL 2018$25,000
NAISA GLOBAL INC
750 9TH STREET NW SUITE 650WASHINGTONDC20001NAISA GLOBAL BOARD CONTRIBUTION$5,000
NAISA GLOBAL INC
750 9TH STREET NW SUITE 650WASHINGTOMDC200012018 DONATION$10,000
NAISA GLOBAL INC
750 9TH STREET NW SUITE 650WASHINGTOMDC20001SUPPORT GLOBAL NEXTGEN AWARD GALA$10,000
NATIONAL CHERRY BLOSSOM FESTIVAL
1250 H STREET NW SUITE 1000WASHINGTONDC20005SUPPORT NATIONAL CHERRY BLOSSOM FESTIVAL$200,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NWWASHINGTONDC200052018 DONATION$10,000
NATIONAL SPORTING LIBRARY INC
102 THE PLAINS RDMIDDLEBURGVA20117SUPPORT 8TH ANNUAL POLO CLASSIC$10,000
NEW ORCHESTRA OF WASHINGTON
12320 PARKLAWN DRIVEROCKVILLEMD20852SUPPORT NOW$5,000
POST CLASSICAL ENSEMBLE
5104 44TH ST NWWASHINGTONDC20016PLEDGE DONATION 2018 AND SILENT AUCTION$9,000
S&R FOUNDATION
1623 28TH STREET NWWASHINGTONDC20007SUPPORT FOR S&R FOUNDATION$3,000,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NWWASHINGTONDC200162018 DONATION$10,000
SIGNATURE THEATER
4200 CAMPBELL AVEARLINGTONVA222062018 DONATION$10,000
ST JOHN'S EPISCOPAL CHURCH
3240 O STREET NWWASHINGTONDC20007SUPPORT ST. JOHNS GEORGETOWN HOUSE TOUR 2018$1,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305SUPPORT STANFORD UNIVERSITY$1,500,000
THE CHILDREN'S INN AT NIH
7 WEST DRBETHESDAMD20814CHILDRENS INN AT NIH 2018 CONTRIBUTION$10,000
THE CLUB FOUNDATION INC
1733 KING STREETALEXANDRIAVA223142018 GIFT$500
THE ECONOMIC CLUB OF WASHINGTON DC
1601 K ST NW SUITE 210WASHINGTONDC20006MILESTONE CELEBRATION 2018$15,000
THE ECONOMIC CLUB OF WASHINGTON DC
1601 K ST NW SUITE 210WASHINGTOMDC200062018 MEMEBERSHIP FEE$2,500
THE ELLINGTON FUND
2001 10TH STREET NWWASHINGTONDC20001EVENING AT DUKES PLACE-JUNE 16, 2018-SIGNATURE CIRCLE$10,000
THE HENRY L STIMSON CENTER
1211 CONNECTICUT AVE NW 8TH FLOORWASHINGTONDC20036CONTRIBUTIONS TO THE VOICES FROM JAPAN$20,000
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210SUPPORT KENNEDY CENTER GALA$25,000
THE MAUREEN AND MIKE MANSFIELD FOUNDATION
1156 15TH STREET NW SUITE 1105WASHINGTOMDC200052018 CONTRIBUTION TO MANSFILED FOUNDATION$20,000
THE OAK HILL CEMETERY
30TH ST AND R ST NWWASHINGTONDC200072018 DONATION$5,000
THE PHILLIPS COLLECTION
1600 21ST ST NWWASHINGTONDC200092018 GALA$16,500
THE PREVENT CANCER FOUNDATION
1600 DUKE STREET SUITE 500ALEXANDRIAVA223142018 SPRING GALA$10,000
THE SMITHSONIAN
PO BOX 37012WASHINGTONDC20013NATIONAL GALLARY VOTES FOR WOMEN EXHIBITION$10,000
THE STRATHMORE HALL FOUNDATION
5301 TUCKERMAN LANENORTH BETHESDAMD20852ELIOT PFANSTIEHL FAREWELL CELEBRATION CONTRIBUTION$1,000
THE STRATHMORE HALL FOUNDATION
5301 TUCKERMAN LANENORTH BETHESDAMD20852SUPPORT STRATHMORE HALL FOUNDAITON$1,000,000
THE WAR BRIDE EXPERIENCE
1125 PINON OAK DRPRESCOTAZ86305SUPPORT WAR BRIDES$50,000
THE WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016SUPPORT SPONSOR FOR 2018 GALA$10,000
THE WASHINGTON CHORUS
4301 CONNECTICUT AVENUE NWWASHINGTONDC200082018 DONATION$10,000
THE WASHINGTON CHORUS
4301 CONNECTICUT AVENUE NWWASHINGTONDC20008WIDE SIDE STORY BALL$10,000
THE WHITE HOUSE HISTORICAL ASSOCIATION
PO BOX 27624WASHINGTONDC20038ANNUAL SUPPORT 2018$100,000
THIS FOR DIPLOMATS
1630 CRESCENT PLACE NWWASHINGTONDC20009SUPPORT THIS FOR DIPLOMATS$20,000
TIDES CENTERFOSTER AMERICA
PO BOX 29198SAN FRANCISCOCA94129GRANT FOR FELLOWS TRANSFORMING CHILD WELFARE SYSTEM$100,000
TRANSFORMER
1404 P STREET NWWASHINGTONDC20005SUPPORT TRANSFORMER$10,000
TRUST FOR THE NATIONAL MALL
1300 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004SUPPORT TRUST OF NATIONAL MALL$5,000370
TRUST FOR THE NATIONAL MALL
1300 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004USPP HORSE STABLES PROJECT 50% PAYMENT ON PLEDGE ($1M)$500,000370
TUDOR PLACE FOUNDATION
1644 31ST STREET NWWASHINGTONDC200072018 GALA$10,000
VITAL VOICES GLOBAL PARTNERSHIP
1625 MASSACHUSETTS AVENUE NW 3RDWASHINGTONDC20036SUPPORT VITAL VOICES GLOBAL PARTNERSHIP$25,000FLOOR
WASHINGTON JAPANESE LANGUAGE SCHOOL
PO BOX 71GARRETT PARKMD20896SUPPORT WASHINGTON JAPANESE LANGUAGE SCHOOL$5,000
WASHINGTON NATIONAL OPERA
PO BOX 101510ARLINGTONVA22210SUPPORT 2018 CAMPAIGN$25,000
WECONNECT INTERNATIONAL
1100 H STREET NW SUITE 1100WASHINGTONDC20005SUPPORT 2018 INTERNATIONAL GALA$10,000
WOLF TRAP FOUNDATION
1645 TRAP ROADVIENNAVA22182HOST SPONSOR: WINE AT WOLF TRAP MARCH 2018$5,000
WOLF TRAP FOUNDATION
1645 TRAP ROADVIENNAVA22182RUBY SPONSOR 2018$10,000
YOUNG CONCERT ARTISTS OF WASHINGTON
1776 BROADWAY SUITE 1500NEW YORKNY10019UNDERWRITER DONATION FOR GALA$10,000
YOUTH ORCHESTRA OF THE AMERICAS
1001 19TH STREET NORTH 16TH FLOORARLINGTONVA22209SUPPORT YOUTH ORCHESTRA OF THE AMERICAS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,491,509TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$964,981ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$31,106RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$461,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$503,841ExclusionAmt
Related Or Exempt Function Incm-$31,106RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$472,735TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number5BLineNumberTxt
Relationship StatementRENTAL ACTIVITY LOSSRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SACHIKO KUNO
128307 MALLARD DRIVEEASTONMD21601$919,073Yes (X)
SACHIKO KUNO
228307 MALLARD DRIVEEASTONMD21601$3,585,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property2,000,000 SHARES OF SUCAMPO STOCKNoncashPropertyDesc
Fair Market Value$3,585,000FairMarketValueAmt
Received2018-01-25ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,919Amt
Net Investment Income$10,960NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,960DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
SPRING GROVE IMPROVEMENTS2017-09-12$874,217$9,272SL27.500000000000$31,790$0
SPRING GROVE FURNITURE2017-09-12$19,000$1,358200DB7.000000000000$2,327$0
SPRING GROVE FURNITURE2017-09-27$5,558$397200DB7.000000000000$681$0
SPRING GROVE LAND2017-09-12$887,606L$0$0
SPRING GROVE CHIMNEY IMPROVEMENTS2018-07-03$4,900SL27.500000000000$82$0
SPRING GROVE CLOCK2018-02-23$6,573200DB7.000000000000$6,573$0
SPRING GROVE CHANDELIER2018-03-01$19,680200DB7.000000000000$19,680$0
SPRING GROVE FURNITURE2018-11-15$9,554200DB7.000000000000$9,554$0
1816 JEFFERSON LAND2018-07-20$3,652,562L$0$0
1816 JEFFERSON BUILDING2018-07-20$2,307,674SL27.500000000000$38,461$38,461

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTOLITH SOUNDS CONVERTIBLE NOTE$300,000$300,000
BEGIRL SAFE$100,000$100,000
CORPORATE BONDS$15,558,041$15,940,488

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$18,412,572EOYBookValueAmt
EOYFMV$16,165,493EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,000,000USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,000,000USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
1816 JEFFERSON LAND$3,652,562$0$3,652,562$3,652,562
1816 JEFFERSON BUILDING$2,307,674$38,461$2,269,213$2,269,213

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PRIVATE EQUITYAT COST$2,443,618$2,556,657
ALTERNATIVE ASSETSAT COST$5,253,427$5,002,916

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (8 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
SPRING GROVE IMPROVEMENTS$874,217$41,062$833,155$833,155
SPRING GROVE FURNITURE$19,000$13,185$5,815$5,815
SPRING GROVE FURNITURE$5,558$3,857$1,701$1,701
SPRING GROVE LAND$887,606$0$887,606$887,606
SPRING GROVE CHIMNEY IMPROVEMENTS$4,900$82$4,818$4,818
SPRING GROVE CLOCK$6,573$6,573$0$0
SPRING GROVE CHANDELIER$19,680$19,680$0$0
SPRING GROVE FURNITURE$9,554$9,554$0$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,629LegalFeesAmt
Net Investment Income$394NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,235DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$450,353Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEALS & ENTERTAINMENT$3,230$0$3,230
INFORMATION TECHNOLOGY$51$0$51
DUE AND SUBSCRIPTION$4,975$0$4,975
BANK FEE$39,999$39,999$0
REPAIR AND MAINTENANCE$15,050$15,050$0
INVESTMENT EXPENSES$2,434$2,434$0
INSURANCE$7,057$7,057$0
POSTAGE$99$0$99
EIIRC VALUE ADD FUND II LP$82,049$82,049$0
INSURANCE$9,405$9,405$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryARCHITECT FEECategoryTxt
Amt$7,525Amt
Net Investment Income$7,525NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REAL ESTATE TAX$11,353$11,353$0
990PF TAX$1,267$1,267$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.