TUFENKIAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TUFENKIAN FOUNDATION INC (EIN 13-3976159)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-09-28
- IRS object ID
- 201822719349100407
- Schema version
- 2016v3.0
- 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 Increases Schedule
- Other Notes Loans Rcvbl Long Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-28T13:38:41-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 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 | 2016-12-01 | 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 | 2018-09-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,571,223 | 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 | $592,779 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $376,085 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $376,085 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $376,085 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $968,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,085 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $376,085 | 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 | $145,559 | 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 | $145,559 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,589 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,589 | PensionEmplBnftDsbrsChrtblAmt |
| 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 | $10,258 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,258 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,456 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $794,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $794,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $977,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $977,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $376,085 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,233 | CashBOYAmt |
| Cash EOY | $99,504 | CashEOYAmt |
| Cash EOYFMV | $99,504 | 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 | $1,716,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,727,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,727,314 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $44,405 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,405 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,405 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,631,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,571,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,571,223 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,619 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,819 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $62,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,819 | 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 | $11,568,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,561,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,568,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,561,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,631,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,571,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,568,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,050 | OtherIncreasesAmt |
| Subtotal | $11,561,404 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,561,404 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $829,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,465,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $536,609 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,308,145 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043598 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $437,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,037,127 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036370 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $440,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,977,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036780 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $318,169 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,981,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026556 | DistributionYr5Rt |
| Total Distribution | 0.209881 | TotalDistributionRt |
| Average Distribution | 0.041976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,108,766 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $508,278 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $512,039 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $977,449 | 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 | $3,761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,956 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,956 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $805 | TaxDueAmt |
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 | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROJECT COSTS - NK | Description1Txt |
| Expenses1 | $432,138 | Expenses1Amt |
| Description2 | PROJECT COSTS - YEREVAN OFFICE | Description2Txt |
| Expenses2 | $292,695 | Expenses2Amt |
| Description3 | OTHER PROJECT COSTS | Description3Txt |
| Expenses3 | $69,754 | 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 | $104,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,188,514 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,293,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,293,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,108,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $605,438 | 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 | $977,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $977,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,761 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $973,688 | 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 | $376,085 | CurrentYearAmt |
| Year1 | $269,117 | Year1Amt |
| Year2 | $536,298 | Year2Amt |
| Year3 | $458,247 | Year3Amt |
| Total | $1,639,747 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $319,672 | CurrentYearAmt |
| Year1 | $228,749 | Year1Amt |
| Year2 | $455,853 | Year2Amt |
| Year3 | $389,510 | Year3Amt |
| Total | $1,393,785 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $977,449 | CurrentYearAmt |
| Year1 | $832,622 | Year1Amt |
| Year2 | $541,972 | Year2Amt |
| Year3 | $442,377 | Year3Amt |
| Total | $2,794,420 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $11,544 | Year2Amt |
| Year3 | $8,265 | Year3Amt |
| Total | $19,809 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $977,449 | CurrentYearAmt |
| Year1 | $832,622 | Year1Amt |
| Year2 | $530,428 | Year2Amt |
| Year3 | $434,112 | Year3Amt |
| Total | $2,774,611 | 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 | $403,625 | CurrentYearAmt |
| Year1 | $415,523 | Year1Amt |
| Year2 | $410,271 | Year2Amt |
| Year3 | $401,237 | Year3Amt |
| Total | $1,630,656 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACAA INC | |||||||||||
| 80 BIGELOW AVENUE | WATERTOWN | MA | 02472 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $15,754 | ||||
| ARMENIAN EVANGELICAL CHURCH OF NEW YORK | |||||||||||
| 152 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | ||||
| AYB EDUCATIONAL FOUNDATION | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,000 | 11/11 TBILISYAN HWY | YEREVAN | AM | |||||
| ENCOURAGEMENT GRANTS | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $6,024 | 21/1 TUMANYAN STREET | YEREVAN | AM | |||||
| EVN NEWS FOUNDATION | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | 40 MARSHAL BAGHRAMYAN AVE | YEREVAN | AM | |||||
| HAYRENASER PROJECT | |||||||||||
| PO BOX 251231 | GLENDALE | CA | 91225 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $37,500 | ||||
| HEIFER INTERNATIONAL | |||||||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $250 | ||||
| HUMAN RIGHTS WATCH | |||||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | ||||
| JERMIK ANKYUN FOUNDATION | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | 1 BYRON ST | YEREVAN | AM | |||||
| KHAJAG-YERAKOUYN | |||||||||||
| 93 HILLCREST RD | WALTHAM | MA | 02451 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | ||||
| METSAMOR CENTER | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $67,531 | METSAMOR | YEREVAN | AM | |||||
| NK PROJECT | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $432,138 | ELSEN STRASSE 52 | BERLIN | GM | 12059 | ||||
| ONE ARMENIA | |||||||||||
| 3801 COLLINS AVE 1002 | MIAMIORK | FL | 33140 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,250 | ||||
| OPERATION UNDERGROUND RAILROAD | |||||||||||
| 700 N VALLEY ST SUITE B | ANAHEIM | CA | 92801 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $250 | ||||
| SHUSHI SHOGH | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $6,782 | 21/1 TUMANYAN STREET | YEREVAN | AM | |||||
| SOCIAL MOVEMENTS | |||||||||||
| C/O 919 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $29,832 | ||||
| TAVUSH EXPANSION | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $4,779 | HAGHTANAK | TAVUSH | AM | |||||
| THE ANDREW MCDONOUGH B FOUNDATION | |||||||||||
| UDANCE 015L PERKINS STUDENT CENTER | NEWARK | DE | 19711 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $250 | ||||
| THE HALO TRUST (USA) INC | |||||||||||
| 1730 RHODE ISLAND AVE NW SUITE 403 | WASHINGTON | DC | 20036 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | ||||
| VANADZOR SHOGH AMAA EDUCATION DAY CENTER | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $6,782 | 53 HERATIS STREET | VANADZOR | AM | |||||
| WOMEN'S SUPPORT CENTER | |||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $170,965 | 21 TUMANYAN STREET | YEREVAN | AM | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $794,587 | 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 | $376,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $376,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $376,085 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| ANTRANIG BERBERIAN | ||||||||
| 1 | 162 LYNAM RD | STAMFORD | CT | 06903 | $7,238 | Yes (X) | ||
| ARA TAVITIAN | ||||||||
| 2 | 748 FLINTRIDGE AVE | LA CANADA | CA | 91011 | $14,000 | Yes (X) | ||
| ARMENIAN INT'L WOMEN'S ASSOCIATION | ||||||||
| 3 | 65 MAIN ST SUITE 3A | WATERTOWN | MA | 02472 | $40,000 | Yes (X) | ||
| ARMENIAN MEDICAL FUND USA | ||||||||
| 4 | 160 WATERS EDGE | CONGERS | NY | 10920 | $10,000 | Yes (X) | ||
| CAROLANN NAJARIAN | ||||||||
| 5 | PO BOX 1680 | EAST ORLEANS | MA | 02643 | $12,500 | Yes (X) | ||
| THE CATHOLIC FOUNDATION | ||||||||
| 6 | 1000 HOWARD AVENUE SUITE 800 | NEW ORLEANS | LA | 70113 | $5,000 | Yes (X) | ||
| IMPERIAL FIRE PROTECTION | ||||||||
| 7 | 5014 39TH STREET | LONG ISLAND CITY | NY | 11104 | $5,000 | Yes (X) | ||
| JHM CHARITABLE FOUNDATION | ||||||||
| 8 | 1300 HIGHLAND AVE SUITE 215 | MANHATTAN BEACH | CA | 90266 | $400,670 | Yes (X) | ||
| SCHWAB CHARITABLE | ||||||||
| 9 | 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | $53,336 | Yes (X) | ||
| UBS SWITZERLAND AG | ||||||||
| 10 | $5,000 | Yes (X) | 6060 SARNEN | SZ | ||||
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 | $1,727,314 | BookValueAmt |
| EOYFMV | $1,727,314 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $613 | $0 | $0 | $613 |
| ADVERTISING | $300 | $0 | $0 | $300 |
| OFFICE SUPPLIES | $1,476 | $0 | $0 | $1,476 |
| POSTAGE | $67 | $0 | $0 | $67 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME | $365,691 | $365,691 | $365,691 |
| ROYALTY INCOME | $10,394 | $10,394 | $10,394 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR AND VOIDED CHECKS NEVER CASHED | Desc |
| Amt | $1,050 | Amt |
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 |
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