KIKIS FAM FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KIKIS FAM FOUNDATION (EIN 13-3744409)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-05-12
IRS object ID
201731329349102973
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T17:46:00-04:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264122074PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN HOENIGMANN & BADOLATO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 PINELAWN RD SUITE 201WAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133744409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KIKIS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHARLES P KONTULIS TTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKIKIBusinessNameControlTxt
Phone2122314104PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1720 FIFTH AVENUE - 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS KIKISPersonNm
Person TitleADVISORPersonTitleTxt
Phone2122314104PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH G HOENIGMANNPreparerPersonNm
PTINP00525294PTIN
Phone6317531105PhoneNum
Preparation2017-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$909,551FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,320DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,320DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,320DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$598,866NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,720,497GrossSalesPriceAmt
Total Rev And Expnss-$587,546TotalRevAndExpnssAmt
Total Net Invst Incm$11,320TotalNetInvstIncmAmt
Total Adj Net Incm$11,320TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$5,000AccountingFeesAdjNetIncmAmt
Interest Rev And Expnss$8,559InterestRevAndExpnssAmt
Interest Net Invst Incm$8,559InterestNetInvstIncmAmt
Interest Adj Net Incm$8,559InterestAdjNetIncmAmt
Taxes Rev And Expnss$244TaxesRevAndExpnssAmt
Taxes Net Invst Incm$244TaxesNetInvstIncmAmt
Taxes Adj Net Incm$244TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$283OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$283OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$283OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$14,086TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,086TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$14,086TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,586TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,086TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$14,086TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$31,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$633,132ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,457CashBOYAmt
Cash EOY$17,707CashEOYAmt
Cash EOYFMV$17,707CashEOYFMVAmt
Corporate Stock BOY$2,429,969CorporateStockBOYAmt
Corporate Stock EOY$1,833,587CorporateStockEOYAmt
Corporate Stock EOYFMV$891,844CorporateStockEOYFMVAmt
Total Assets BOY$2,484,426TotalAssetsBOYAmt
Total Assets EOY$1,851,294TotalAssetsEOYAmt
Total Assets EOYFMV$909,551TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,996AccountsPayableBOYAmt
Accounts Payable EOY$1,996AccountsPayableEOYAmt
Total Liabilities BOY$1,996TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,996TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,482,430RetainedEarningBOYAmt
Retained Earning EOY$1,849,298RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,482,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,849,298TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,484,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,851,294TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,482,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$633,132ExcessRevenueOverExpensesAmt
Subtotal$1,849,298SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,849,298TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARCADIA ACCT100039 DETAIL ON FILEP2015-10-012016-09-30$508,694$575,493-$66,799-$66,799
DISALLOWED WASH SALESP2015-10-012016-09-30$37,402$37,402$37,402
ARCADIA ACCT100039 DETAIL ON FILEP2015-10-012016-09-30$517,886$578,851-$60,965-$60,965
ARCADIA ACCT100039 DETAIL ON FILEP2015-10-012016-09-30$1,164,995$1,268,697-$103,702-$103,702
ARCADIA ACCT100039 DETAIL ON FILEP2015-10-012016-09-30$476,751$896,322-$419,571-$419,571
DISALLOWED WASH SALESP2015-10-012016-09-30$14,769$14,769$14,769
FieldValueIRS element (for citing)
Capital Gain Net Income-$598,866CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$133,099NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,456,694NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,158,574NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.020384DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$439,346NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056903DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$409,085NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.085557DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,016AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$485,254NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.096889DistributionYr5Rt
Total Distribution0.290625TotalDistributionRt
Average Distribution0.058125AverageDistributionRt
Net Vl Noncharitable Assets$956,749NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,611AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$55,611AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,600TotalPaymentsAndCreditsAmt
Overpayment$5,600OverpaymentAmt
Applied To ES Tax$5,600AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS KIKISIndividualWithBooksNm
Phone2122314104PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1720 5TH AVEAddressLine1Txt
CityNYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES P KONTULIS
750 5TH AVENUENEW YORKNY10019TRUSTEE0.00$0$0$0
THOMAS KIKIS
750 5TH AVENUENEW YORKNY10019ADVISOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$935,237AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,082AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$971,319TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$971,319AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,570CashDeemedCharitableAmt
Net Vl Noncharitable Assets$956,749NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,837MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,837MinimumInvestmentReturnAmt
Distributable Before Adj$47,837DistributableBeforeAdjAmt
Distributable Before Ded$47,837DistributableBeforeDedAmt
Distributable As Adjusted$47,837DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,500ExpensesAndContributionsAmt
Qualifying Distributions$31,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$31,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,837DistributableAsAdjustedAmt
Undistributed Income PY$14,831UndistributedIncomePYAmt
Qualifying Distributions$31,500QualifyingDistributionsAmt
Applied To Year1$14,831AppliedToYear1Amt
Applied To Current Year$16,669AppliedToCurrentYearAmt
Undistributed Income CY$31,168UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES P KONTULIS TTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O KIKIS ASSET MANAGEMENTAddressLine1Txt
Address Line2720 FIFTH AVENUEAddressLine2Txt
CityNYCCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2122314104RecipientPhoneNum
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
HIGH POINT UNIVERSITY
ONE UNIVERSITY PARKWAYHIGH POINTNC27268CHARITY$20,000
ST NICHOLAS SHRINE BDLG FUND
155 CEDAR STREETNEW YORKNY10006CHARITY$5,000
NYS TROOPER FOUNDATION
555 5TH AVENUE 15TH FLNEW YORKNY10017CHARITY$1,000
PLAY FOR PINK BREAST CANCER
60 E 56TH STREET 8TH FLNEW YORKNY10022CHARITY$500
SHEILA & RICHARD SCHWARTZ ONCOL
525 E68TH STREETNEW YORKNY10065CHARITY$3,000C/O WEILL CORNELL MEDICAL COLLEGE
CLOVE VALLEY FOUNDATION
63 WASHINGTON STREETPOUGHKEEPSIENY12601CHARITY$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,320ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$598,866RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,320ExclusionAmt
Related Or Exempt Function Incm-$598,866RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$587,546TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$5,000AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockARCADIA SECURITIES JRD-100039StockNm
EOY Book Value$1,833,587EOYBookValueAmt
EOYFMV$891,844EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
NYS ANNUAL REPORT FEE$250$250$250
FEES & MISCELLANEOUS$33$33$33

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$244Amt
Net Investment Income$244NetInvestmentIncomeAmt
Adjusted Net Income$244AdjustedNetIncomeAmt

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