JVK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JVK FOUNDATION (EIN 20-7088552)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349100844
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T10:27:47-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVITSKY SATIN & BACON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10880 WILSHIRE 2100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207088552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JVK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SAVITSKY SATIN & BACON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JVKF | BusinessNameControlTxt |
| Phone | 3103156200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10880 WILSHIRE BLVD 2100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN KNIPFING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3103156200 | PhoneNum |
| Signature | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL ELBERGER CPA | PreparerPersonNm |
| PTIN | P00064271 | PTIN |
| Phone | 3103156200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.84.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-02 | IPDt |
| IP Tm | 15:17:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B6F6769429CA3840449AB8C122DC3A04C85C80A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8FA5019E32908665FC332CEF3C1E940A98B6557A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,985,526 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,952,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,225 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $19,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,689 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,741 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $179 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $319,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$298,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,315 | CashBOYAmt |
| Cash EOY | $69,250 | CashEOYAmt |
| Cash EOYFMV | $69,250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,647 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,039,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,167,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,171,141 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $592,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $576,292 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,830 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,634 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $375 | LandBOYAmt |
| Land EOY | $196 | LandEOYAmt |
| Land EOYFMV | $196 | LandEOYFMVAmt |
| Total Assets BOY | $2,280,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,998,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,985,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,719,661 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,001,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,280,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,998,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,280,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,998,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,280,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$298,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,752 | OtherIncreasesAmt |
| Subtotal | $1,998,017 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,998,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (UBS #3659) | P | 2016-12-31 | $7,871 | $7,928 | -$57 | -$57 | |
| PUBLICLY TRADED SECURITIES (UBS #3659) | P | 2016-12-31 | $116,087 | $113,759 | $2,328 | $2,328 | 2009-06-15 |
| PUBLICLY TRADED SECURITIES (UBS #3658) | P | 2016-12-31 | $1,988,894 | $2,001,025 | -$12,131 | -$12,131 | |
| PUBLICLY TRADED SECURITIES (UBS #3658) | P | 2016-12-31 | $1,838,952 | $1,868,005 | -$29,053 | -$29,053 | |
| CAPITAL GAINS DIVIDENDS | P | $692 | $692 | $692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,361,173 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $893,846 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,585,039 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.345777 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $704,426 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,250,861 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.216689 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $940,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,987,419 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.235789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $445,612 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,371,699 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101931 | DistributionYr5Rt |
| Total Distribution | 1.002413 | TotalDistributionRt |
| Average Distribution | 0.200483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,997,541 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $400,473 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $324 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $400,797 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $298,065 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,344 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,344 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,696 | OverpaymentAmt |
| Applied To ES Tax | $2,696 | 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 | CA | 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 | SAVITSKY SATIN BACON | IndividualWithBooksNm |
| Phone | 3103156200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10880 WILSHIRE BLVD 2100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN KNIPFING | ||||||||
| C/O SSB 10880 WILSHIRE BLVD 2100 | LOS ANGELES | CA | 90024 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JANET KNIPFING | ||||||||
| C/O SSB 10880 WILSHIRE BLVD 2100 | LOS ANGELES | CA | 90024 | TRUSTEE | 32.00 | $57,600 | $0 | $0 |
| LESLIE KNIPFING | ||||||||
| C/O SSB 10880 WILSHIRE BLVD 2100 | LOS ANGELES | CA | 90024 | TRUSTEE | 15.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,868,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,027,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,027,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,997,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $648 | TotalTaxAmt |
| Distributable Before Adj | $99,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,065 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $298,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $225,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $742,114 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $547,893 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $766,288 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,405,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $198,836 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,604,464 | 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 | $225,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,379,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $742,114 | ExcessFromYear4Amt |
| Excess From Year3 | $547,893 | ExcessFromYear3Amt |
| Excess From Year2 | $766,288 | ExcessFromYear2Amt |
| Excess From Year1 | $124,107 | ExcessFromYear1Amt |
| Excess From Current Year | $198,836 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEVIN KNIPFING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY MEDICAL CENTER | ||||||
| 654 W 165TH ST BOX 13 | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| NY-PRESBYTERIAN HOSPITAL | ||||||
| 654 W 170TH ST | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| PART OF THE SOLUTION | ||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | PUBLIC CHARITY | GENERAL SUPPORT | $20,300 |
| FRIENDS OF THE SMD - FR CHAD RIPPERGER | ||||||
| PO BOX 463 | RAMONA | OK | 74061 | PUBLIC CHARITY | GENERAL SUPPORT | $90,000 |
| STTHERESE CATHOLIC CHURCH | ||||||
| 501 N EL MOLINO ST | ALHAMBRA | CA | 91801 | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| STEVEN & ALEXANDRA COHEN CHILDREN'S MEDICAL CENTER OF NY-NHP | ||||||
| 269-01 76TH AVE | NEW HYDE PARK | NY | 11040 | PUBLIC CHARITY | GENERAL SUPPORT | $21,400 |
| THE NY FOUNDLING | ||||||
| 590 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10011 | PUBLIC CHARITY | GENERAL SUPPORT | $21,400 |
| CANONRY OF ST LEOPOLD | ||||||
| 235 GLEN ST | GLEN COVE | NY | 11542 | PUBLIC CHARITY | GENERAL SUPPORT | $27,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,650 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$38,221 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL REFUND | Desc |
| Related Or Exempt Function Incm | $6,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,004 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
| 11A | N/A |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2008-02-01 | $1,631 | $815 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2008-04-03 | $1,095 | $547 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2012-07-24 | $600 | $248 | 200DB | 5.000000000000 | $35 | $0 |
| OFFICE EQUIPMENT | 2012-08-21 | $658 | $272 | 200DB | 5.000000000000 | $38 | $0 |
| OFFICE EQUIPMENT | 2013-01-23 | $1,846 | $657 | 200DB | 5.000000000000 | $106 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS FINANCIAL | BondNm |
| EOY Book Value | $592,464 | EOYBookValueAmt |
| EOYFMV | $576,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL | StockNm |
| EOY Book Value | $1,167,460 | EOYBookValueAmt |
| EOYFMV | $1,171,141 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $1,631 | $1,631 | $0 |
| OFFICE EQUIPMENT | $1,095 | $1,095 | $0 |
| OFFICE EQUIPMENT | $600 | $583 | $17 |
| OFFICE EQUIPMENT | $658 | $639 | $19 |
| OFFICE EQUIPMENT | $1,846 | $1,686 | $160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS & ENTERTAINMENT | $1,578 | $0 | $1,578 |
| OFFICE SUPPLIES | $1,333 | $0 | $1,332 |
| INSURANCE | $870 | $0 | $870 |
| MESSENGER | $230 | $0 | $230 |
| RESEARCH | $9 | $0 | $9 |
| DUES & SUBSCRIPTIONS | $55 | $0 | $55 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL REFUND | Desc |
| Revenue And Expenses Per Books | $6,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $15,752 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $19,144 | Amt |
| Net Investment Income | $19,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,706 | $0 | $4,706 |
| STATE TAXES | $35 | $0 | $35 |
| FOREIGN TAXES | $1,689 | $1,689 | $0 |
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