THE JOHN W KLUGE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN W KLUGE FOUNDATION (EIN 52-1720688)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-01
- IRS object ID
- 201840329349100304
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-01T12:31:15-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Baylis Road Suite 300 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521720688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN W KLUGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O Edward Hopkins | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3019299340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15004 SUNFLOWER CT | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208531748 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART SUBOTNICK | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 2126064451 | PhoneNum |
| Signature | 2018-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy Mulcahy CPA | PreparerPersonNm |
| PTIN | P00027747 | PTIN |
| Phone | 6317527400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.255.126.197 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-18 | IPDt |
| IP Tm | 15:14:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4D3237B5BA377674623AF19FFAB3C381E6C67B06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,213,004 | 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 | $5,018 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,816,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,749 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,822 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,493 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,745 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,748 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $70,792 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $70,792 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $80,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,311 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $364,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,698 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $8,805,891 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,705,947 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,189,306 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,858,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,729,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,213,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $8,858,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,729,645 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,858,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,729,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,858,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,729,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,858,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,729,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,729,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WELLS FARGO [2967] - SEE NOVEMBER STATEMENT | 2016-11-01 | 2016-11-30 | $16,287 | $17,708 | -$1,421 | -$1,421 | |
| WELLS FARGO [2967] - SEE NOVEMBER STATEMENT | 2016-11-01 | 2016-11-30 | $718,963 | $772,967 | -$54,004 | -$54,004 | |
| WELLS FARGO [2967] - SEE DECEMBER STATEMENT | 2016-12-01 | 2016-12-31 | $433,916 | $446,126 | -$12,210 | -$12,210 | |
| WELLS FARGO [2967] - SEE MARCH STATEMENT | 2017-03-01 | 2017-03-31 | $34,236 | $33,510 | $726 | $726 | |
| WELLS FARGO [2967] - SEE MARCH STATEMENT | 2017-03-01 | 2017-03-31 | $15,765 | $16,392 | -$627 | -$627 | |
| WELLS FARGO [2967] - SEE APRIL STATEMENT | 2017-04-01 | 2017-04-30 | $11,666 | $11,203 | $463 | $463 | |
| WELLS FARGO [2967] - SEE APRIL STATEMENT | 2017-04-01 | 2017-04-30 | $5,335 | $5,471 | -$136 | -$136 | |
| WELLS FARGO [2967] - SEE MAY STATEMENT | 2017-05-01 | 2017-05-31 | $308,179 | $302,772 | $5,407 | $5,407 | |
| WELLS FARGO [2967] - SEE MAY STATEMENT | 2017-05-01 | 2017-05-31 | $446,340 | $455,162 | -$8,822 | -$8,822 | |
| WELLS FARGO [2967] - SEE JULY STATEMENT | 2017-07-01 | 2017-07-31 | $4,521 | $4,336 | $185 | $185 | |
| WELLS FARGO [2967] - SEE JULY STATEMENT | 2017-07-01 | 2017-07-31 | $20,481 | $19,595 | $886 | $886 | |
| WELLS FARGO [2967] - SEE AUGUST STATEMENT | 2017-08-01 | 2017-08-30 | $56,808 | $56,676 | $132 | $132 | |
| WELLS FARGO [2967] - SEE AUGUST STATEMENT | 2017-08-01 | 2017-08-30 | $1,500,487 | $1,471,784 | $28,703 | $28,703 | |
| WELLS FARGO [2967] - SEE SEPTEMBER STATEMENT | 2017-09-01 | 2017-09-30 | $51,574 | $50,193 | $1,381 | $1,381 | |
| WELLS FARGO [2967] - SEE SEPTEMBER STATEMENT | 2017-09-01 | 2017-09-30 | $98,426 | $92,915 | $5,511 | $5,511 | |
| Capital Gains Dividends | $93,575 | $93,575 | $93,575 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,749 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $455,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,768,355 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051926 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $709,173 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,084,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,564,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,842,396 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.081197 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $55,003,385 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001778 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,317,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $54,733,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078877 | DistributionYr5Rt |
| Total Distribution | 1.284101 | TotalDistributionRt |
| Average Distribution | 0.256820 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,810,045 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,262,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $868 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,263,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $220,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,870 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,870 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,135 | OverpaymentAmt |
| Applied To ES Tax | $13,135 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD A HOPKINS | IndividualWithBooksNm |
| Phone | 3019299340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15004 SUNFLOWER COURT | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208531748 | 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 | 0 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID FINKELSTEIN | ||||||||
| 3605 PHILIPS DRIVE | BALTIMORE | MD | 21208 | VICE PRES | 1.00 | $45,831 | $0 | $0 |
| STUART SUBOTNICK | ||||||||
| 425 EAST 58TH ST | NEW YORK | NY | 10022 | cHAIRMAN/PRES | 1.00 | $45,831 | $0 | $0 |
| EDWARD A HOPKINS | ||||||||
| 15004 SUNFLOWER CT | ROCKVILLE | MD | 20853 | TREASURER/SECRETARY | 5.00 | $45,831 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Baker Tilly Virchow Krause LLP | |||||
| 125 Baylis Road | Melville | NY | 11747 | Accounting | $80,625 |
| SCHULTE ROTH & ZABEL LLP | |||||
| 919 Third Avenue 24th floor | new york | NY | 10022 | legal | $70,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $8,864,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,944,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,944,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,810,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $440,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $440,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,735 | TotalTaxAmt |
| Distributable Before Adj | $438,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $438,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $438,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $438,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,645,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $47,323,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $214,809 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,201,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $218,602 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $218,602 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,982,839 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,426,872 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,555,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $47,323,521 | ExcessFromYear3Amt |
| Excess From Year2 | $214,809 | ExcessFromYear2Amt |
| Excess From Year1 | $17,637 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,061 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,822 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | jack jameson groves 2008 trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15004 sunflower court | AddressLine1Txt |
| City | rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208531748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,018 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $80,625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $80,625 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal | CategoryTxt |
| Legal Fees | $70,792 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70,792 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Marketable Securities | Desc |
| BOY Book Value | $8,805,891 | BOYBookValueAmt |
| EOY Book Value | $8,705,947 | EOYBookValueAmt |
| EOYFMV | $9,189,306 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| bank charges | $47 | $0 | $0 |
| miscellaneous | $19 | $0 | $0 |
| Filing Fees | $62 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | management | CategoryTxt |
| Amt | $75,311 | Amt |
| Net Investment Income | $75,311 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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