TUFENKIAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TUFENKIAN FOUNDATION INC (EIN 13-3976159)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-15
- IRS object ID
- 201922889349100007
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T09:51:31-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE 151 WEST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133976159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TUFENKIAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUFE | BusinessNameControlTxt |
| Phone | 2126032560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 THIRD AVENUE STREET LEVEL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES TUFENKIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126032560 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH RICCHEZZA | PreparerPersonNm |
| PTIN | P00173895 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 09:48:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5986EA02A50E5C1C2A76B2DCE64E771EF2BE8307 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,537,714 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $648,774 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $283,774 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $283,774 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $283,774 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $932,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,774 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $283,774 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $149,380 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $149,380 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,277 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,277 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,305 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,118 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,118 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $763,541 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $761,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $956,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $954,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $283,774 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,504 | CashBOYAmt |
| Cash EOY | $57,199 | CashEOYAmt |
| Cash EOYFMV | $57,199 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,700,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $9,700,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,700,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,700,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,727,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,733,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,733,538 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $44,405 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,977 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,977 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,571,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,537,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,537,714 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,819 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $9,819 | 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 | $11,561,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,537,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,561,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,537,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,571,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,537,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,561,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,537,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,537,714 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $973,688 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,108,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $829,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,465,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $536,609 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,308,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $437,795 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,037,127 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $440,524 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,977,394 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036780 | DistributionYr5Rt |
| Total Distribution | 0.263737 | TotalDistributionRt |
| Average Distribution | 0.052747 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,133,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $639,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,838 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $642,821 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $954,238 | 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 | $2,838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $1,114 | OverpaymentAmt |
| Applied To ES Tax | $1,114 | 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 | Yes (1) | 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 | WWW.TUFENKIANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES TUFENKIAN | IndividualWithBooksNm |
| Phone | 2124722475 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 THIRD AVE STREET LEVEL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | 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 | Yes (1) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JAMES TUFENKIAN | ||||||||
| 845 UN PLAZA | NEW YORK | NY | 10017 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN A KASBARIAN | ||||||||
| 294 FRANCES STREET | TEANECK | NJ | 07666 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAFFI DOUDAKLIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7743 GENESTA AVENUE | AddressLine1Txt |
| City | LAKE BALBOA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROJECT COSTS - NK PROGRAMS INCLUDE HOUSING, MEDICAL, AND OTHER INFRASTRUCTURE PROGRAMS FOR HOMELESS OR DISPLACED PERSONS. | Description1Txt |
| Expenses1 | $703,130 | Expenses1Amt |
| Description2 | PROJECT COSTS - YEREVAN OFFICE PROGRAMS INCLUDE SUPPORT FOR WOMEN'S SHELTERS, ENVIRONMENTAL ACTIVISM, AND SOCIAL PROTECTION FOR VULNERABLE FAMILIES. | Description2Txt |
| Expenses2 | $173,555 | Expenses2Amt |
| Description3 | OTHER PROJECT COSTS - FUNDRAISING AND PR/OUTREACH EVENTS HELD IN NY AND OTHER VENUES OUTSIDE ARMENIA. | Description3Txt |
| Expenses3 | $71,050 | Expenses3Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,198,109 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,317,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,317,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,133,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $954,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $954,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,838 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $951,400 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1999-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $283,774 | CurrentYearAmt |
| Year1 | $376,085 | Year1Amt |
| Year2 | $269,117 | Year2Amt |
| Year3 | $536,298 | Year3Amt |
| Total | $1,465,274 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $241,208 | CurrentYearAmt |
| Year1 | $319,672 | Year1Amt |
| Year2 | $228,749 | Year2Amt |
| Year3 | $455,853 | Year3Amt |
| Total | $1,245,483 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $954,238 | CurrentYearAmt |
| Year1 | $977,449 | Year1Amt |
| Year2 | $832,622 | Year2Amt |
| Year3 | $541,972 | Year3Amt |
| Total | $3,306,281 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,503 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $11,544 | Year3Amt |
| Total | $20,047 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $945,735 | CurrentYearAmt |
| Year1 | $977,449 | Year1Amt |
| Year2 | $832,622 | Year2Amt |
| Year3 | $530,428 | Year3Amt |
| Total | $3,286,234 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $404,435 | CurrentYearAmt |
| Year1 | $403,625 | Year1Amt |
| Year2 | $415,523 | Year2Amt |
| Year3 | $410,271 | Year3Amt |
| Total | $1,633,854 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES TUFENKIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR CHRISTIAN THOUGHT | |||||||||||
| PO BOX 3230 | NEW YORK | NY | 10008 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | ||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10275 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| AMNESTY INTERNATIONAL USA | |||||||||||
| PO BOX 98233 | WASHINGTON | DC | 20090 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| ARMENIAN EVANGELICAL CHURCH | |||||||||||
| 152 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| AYF OLYMPICS | |||||||||||
| 2158 W GRAND AVENUE 203 | CHICAGO | IL | 60612 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $300 | ||||
| BRENNAN CENTER | |||||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | ||||
| CITY HARVEST | |||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| COALITION FOR THE HOMELESS | |||||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $2,500 | ||||
| DOCTORS WITHOUT BORDERS USA | |||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | ||||
| ENCOURAGEMENT GRANTS | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $8,413 | 21/1 TUMANYAN STREET | YEREVAN | AM | |||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $2,500 | ||||
| HOPE FOR NEW YORK | |||||||||||
| 1359 BROADWAY 410 | NEW YORK | NY | 10018 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $6,000 | ||||
| HUMANE SOCIETY UNITED STATES | |||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | ||||
| KAREN HODGES | |||||||||||
| 628 SAINT DUNSTANS ROAD | BALTIMORE | MD | 21212 | NONE | I | KIDS AT HUNGER | $2,000 | ||||
| METSAMOR CENTER | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $136,969 | METSAMOR | YEREVAN | AM | |||||
| MOTHER JONES INVESTIGATIVE FUND | |||||||||||
| 222 SUTTER STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,000 | ||||
| NEW SONG COMMUNITY CHURCH | |||||||||||
| 2511 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| NK PROJECT | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $521,935 | ELSEN STRASSE 52 | BERLIN | GM | 12059 | ||||
| ONE ARMENIA | |||||||||||
| 520 BROADWAY | SAN MONICA | CA | 90401 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,000 | ||||
| OPEN HANDS LEGAL SERVICES INC | |||||||||||
| 300 WINSTON DRIVE UNIT 1905 | CLIFFSIDE PART | NJ | 07010 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $3,000 | ||||
| OXFAM AMERICA | |||||||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| POLICY FORUM ARMENIA | |||||||||||
| PO BOX 27008 | WASHINGTON | DC | 20038 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | ||||
| PRISON FELLOWSHIP | |||||||||||
| PO BOX 1550 | MERRIFIELD | VA | 20176 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| REDEEMER PRESBYTERIAN CHURCH | |||||||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $8,000 | ||||
| REPAT ARMENIA FOUNDATION | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,000 | 37 HANRAPETUTYAN STREET | YEREVAN | AM | |||||
| SOCIAL MOVEMENTS | |||||||||||
| C/O 919 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $28,174 | ||||
| SOJOURNERS | |||||||||||
| 3333 14TH STREET NW SUITE 200 | WASHINGTON | DC | 20010 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,000 | ||||
| THE BRONX DEFENDDERS | |||||||||||
| 360 EAST 161ST STREET | BRONX | NY | 10451 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $2,000 | ||||
| THE BROOKLYN TABERNACLE | |||||||||||
| 17 SMITH STREET | BROOKLYN | NY | 11201 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | ||||
| THE CARTER CENTER | |||||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| THE LEGAL AID SOCIETY | |||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $2,500 | ||||
| THE SALVATION ARMY | |||||||||||
| 536 W 46TH STREET | NEW YORK | NY | 10036 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $2,000 | ||||
| THIRTEEN ASSOCIATES | |||||||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $250 | ||||
| THIRTEEN | |||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $763,541 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $6,224 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM NOTE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,774 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANTRANIG BERBERIAN | ||||||
| 1 | 162 LYNAM ROAD | STAMFORD | CT | 06903 | $7,928 | Yes (X) |
| ARMENIAN INT'L WOMEN'S ASSOCIATION | ||||||
| 2 | 65 MAIN STREET SUITE 3A | WATERTOWN | MA | 02472 | $30,000 | Yes (X) |
| ARMENIAN WOUNDED HEROES FUND | ||||||
| 3 | 14-24 ABBOTT ROAD UNIT 484 | FAIR LAWN | NJ | 07410 | $12,485 | Yes (X) |
| CME SOLUTIONS INC | ||||||
| 4 | 6297 ALTURA AVENUE | LA CRESCENTA | CA | 91214 | $6,500 | Yes (X) |
| CUSTOM PROBIOTICS INC | ||||||
| 5 | 2947 HONOLULU AVENUE SUITE B | GLANDALE | CA | 91214 | $9,000 | Yes (X) |
| FIDELITY CHARITABLE | ||||||
| 6 | PO BOX 770001 | CINCINNATI | OH | 45277 | $8,500 | Yes (X) |
| GEORGE K TITIZIAN | ||||||
| 7 | 19778 BERINGER PLACE | NORTHRIDGE | CA | 91326 | $5,000 | Yes (X) |
| JHM CHARITABLE FOUNDATION | ||||||
| 8 | 1300 HIGHLAND AVENUE SUITE 215 | MANHATTAN BEACH | CA | 90266 | $352,000 | Yes (X) |
| JOHN ANTRANIG KASBARIAN | ||||||
| 9 | 12 B HERITAGE DRIVE | CHATHAM | NJ | 07928 | $9,800 | Yes (X) |
| KG NAJARIAN | ||||||
| 10 | PO BOX 1608 | EAST ORLEANS | MA | 02643 | $10,000 | Yes (X) |
| KHATCHIG ARCHI TITIZIAN | ||||||
| 11 | 9555 BIANCA AVENUE | NORTHRIDGE | CA | 91325 | $5,000 | Yes (X) |
| NETWORK FOR GOOD | ||||||
| 12 | 1140 CONNECTICUT AVENUE NW SUITE 70 | WASHINGTON | DC | 20036 | $21,209 | Yes (X) |
| SCHWAB CHARITABLE | ||||||
| 13 | 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | $76,900 | Yes (X) |
| ST ILLUMINATOR'S ARMENIAN APOSTOLIC | ||||||
| 14 | 221 E 27TH STREET | NEW YORK | NY | 10016 | $10,000 | Yes (X) |
| THE CATHOLIC FOUNDATION | ||||||
| 15 | 1000 HOWARD AVENUE SUITE 800 | NEW ORLEANS | LA | 70113 | $5,000 | Yes (X) |
| ZERON J TITIZIAN | ||||||
| 16 | 19063 GINGER PLACE | TARZANA | CA | 91356 | $5,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TUFENKIAN COPYRIGHTS LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,733,538 | BookValueAmt |
| EOYFMV | $1,733,538 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EAR MARKED FUNDS HELD | $19,500 | $19,500 | $19,500 |
| LOANS & EXCHANGES | $24,905 | $24,905 | $24,905 |
| OTHER RECEIVABLE | $0 | $2,572 | $2,572 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $93 | $0 | $0 | $93 |
| POSTAGE | $24 | $0 | $0 | $24 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $6,224 | $6,224 | $6,224 |
| INTEREST INCOME FROM NOTE | $277,550 | $277,550 | $277,550 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFENKIAN IMPORTEXPORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | RELATED PARTY | InsiderRelationshipTxt |
| Loan Original | $9,700,000 | LoanOriginalAmt |
| Balance Due | $9,700,000 | BalanceDueAmt |
| Note | 2015-09 | NoteDt |
| Loan Maturity | 2021-01 | LoanMaturityDt |
| Repayment Terms | INTEREST IS 3% OVER THE 6YR NOTE MEASURED ON EACH DEC. 31. | RepaymentTermsTxt |
| Interest | 3.000000000000 | InterestRt |
| Security Provided Borrower | COLLATERAL | SecurityProvidedBorrowerTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $4,805 | $0 | $0 | $4,805 |
| NYS FILING FEES | $1,500 | $0 | $0 | $1,500 |
Comments