AMERICAN FRIENDS OF THE UNIVERSITY OF CALGARY INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FRIENDS OF THE UNIVERSITY OF CALGARY INC (EIN 80-0092086)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349103241
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T17:24:46-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer Foreign Address PreparerForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 10175 101 Street | AddressLine1Txt |
| City | Edmonton | CityNm |
| Province Or State | Alberta | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | T5J 0H3 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800092086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Friends of the University of Calgary | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FRANCESCA SMITH | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7802205854 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 University Drive NW | AddressLine1Txt |
| City | Calgary | CityNm |
| Province Or State | AB | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | T2N 1N4 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA MORRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4032109175 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gibson Turley Partner | PreparerPersonNm |
| PTIN | P00353020 | PTIN |
| Phone | 7804297300 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 98040020183185000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EEE172FAB5A698E5910C96453E5D68564DF02EAF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B934E55319A6A654E0906F3B6FBD8C47732628A6 | 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 | $0 | 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 | $170,175 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,115 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,807 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $439 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,432 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,160 | CashBOYAmt |
| Cash EOY | $26,980 | CashEOYAmt |
| Sav And Temp Cash Invst EOY | $3,850 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $46,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $46,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,463 | OtherIncreasesAmt |
| Subtotal | $30,830 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,830 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail | |
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCESCA SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4032202972 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 University Drive NW | AddressLine1Txt |
| City | Calgary | CityNm |
| Province Or State | AB | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | T2N 1N4 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Yvonne Chenier | |||||||||||||
| 1600 144-4TH AVENUE SW | CALGARY | ALBERTA | CA | T2P 3N4 | Secretary, director | 0 | $0 | $0 | $0 | ||||
| Ian Holloway | |||||||||||||
| MFH 4398 2500 UNIVERSITY DRIVE NW | CALGARY | ALBERTA | CA | T5N1N4 | Director | 0 | $0 | $0 | $0 | ||||
| rob mcnish | |||||||||||||
| chair, director | 0 | $0 | $0 | $0 | 455 Central Park West Apt 22A | New York | NY | 10025 | |||||
| Helen Sunderland | |||||||||||||
| 9 HEARTFORD PLACE NW | CALGARY | ALBERTA | CA | T2K 2A9 | Director | 0 | $0 | $0 | $0 | ||||
| andrea morris | |||||||||||||
| A100 2500 UNIVERSITY DRIVE NW | CALGARY | ALBERTA | CA | T2N 1N4 | President,director | 0 | $0 | $0 | $0 | ||||
| Heather Macdonald | |||||||||||||
| AD100 2500 UNIVERSITY DRIVE NW | CALGARY | ALBERTA | CA | T2N 1N4 | Treasurer | 0 | $0 | $0 | $0 | ||||
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,115 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $181,175 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $181,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $198,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,061,686 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $176,653 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,438,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,617,056 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,284 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,615,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $198,677 | ExcessFromYear3Amt |
| Excess From Year2 | $1,061,686 | ExcessFromYear2Amt |
| Excess From Year1 | $176,653 | ExcessFromYear1Amt |
| Excess From Current Year | $178,756 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANCESCA SMITH | RecipientPersonNm |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 university drive nw | AddressLine1Txt |
| City | calgary | CityNm |
| Province Or State | alberta | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | t2n 1n4 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4032202972 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| U of C School of Engineering | ||||||
| 2500 University Dr NW | Calgary | MB | CA | T2N 1N4 | University of Calgary Engineering Leaders Campaign | $100,000 |
| U of C School of Medicine | ||||||
| 2500 UNIVERSITY DRIVE NW | Calgary | AB | CA | T2N 1N4 | Various Retraining Research Project | $71,225 |
| U of C Faculty of Arts | ||||||
| 2500 University Dr NW | Calgary | AB | CA | T2N 1N4 | Research project | $200 |
| U of C School of Business | ||||||
| 2500 UNIVERSITY DRIVE NW | Calgary | AB | CA | T2N 1N4 | Research Project | $9,000 |
| U of C School of Education | ||||||
| 2500 UNIVERSITY DRIVE NW | Calgary | AB | CA | T2N 1N4 | Research Project | $500 |
| U of C Dino Athletics | ||||||
| 2500 UNIVERSITY DRIVE NW | Calgary | AB | CA | T2N 1N4 | Research Project | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,175 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp | |
| Subtotals Incm Producing Acty | SubtotalsIncmProducingActyGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Alka Sanjeev Khanna Family Founda | ||||||
| 1 | 2913 Mountain Laurel Lane | Plano | TX | 75073 | $100,000 | Yes (X) |
| TESS Research Foundation | ||||||
| 2 | 655 Oak Grove Avenue 53 | Menlo Park | CA | 94026 | $40,000 | Yes (X) |
| Theresa Cincione | ||||||
| 3 | c/o Morgan Stanley 1585 Broadway | New York City | NY | 10036 | $5,000 | Yes (X) |
| Amy Hamstead | ||||||
| 4 | 6903 Rockledge Drive Suite 1500 | Bethesda | MD | 20817 | $250 | Yes (X) |
| Joanna Ho | ||||||
| 5 | 5151 Boca Raton Drive | Dallas | TX | 752292927 | $500 | Yes (X) |
| Kenneth Grahame | ||||||
| 6 | Barclays Capital 745 Seventh Ave | New York | NY | 10036 | $4,000 | Yes (X) |
| Arlene McLaren and John McLaren | ||||||
| 7 | 600 12th Avenue South Unit 911 | Nashville | TN | 37203 | $20,000 | Yes (X) |
| Rebecca Goodrich | ||||||
| 8 | 9607 Musket Ball Circle | Anchorage | AK | 99507 | $25 | Yes (X) |
| Rowena A Caldwell | ||||||
| 9 | 16901 Goldenwood Way | Austin | TX | 78737 | $200 | Yes (X) |
| Nathan Georgitis | ||||||
| 10 | 1299 University of Oregon | Eugene | OR | 974031299 | $200 | Yes (X) |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,115 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INSURANCE EXPENSES | $1,194 |
| BANKING FEES | $238 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE DIFFERENCE | Desc |
| Amt | $2,463 | Amt |
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