TUFENKIAN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TUFENKIAN FOUNDATION INC (EIN 13-3976159)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-05
- IRS object ID
- 201512789349100101
- Schema version
- 2013v4.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-05T13:19:26-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411944416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES TUFENKIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126032560 | PhoneNum |
| Signature | 2015-09-29 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,582,012 | 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 | $159,700 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $458,247 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $458,247 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $458,247 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $617,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $458,247 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $458,247 | 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 | $49,014 | 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 | $49,014 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,721 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,721 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,900 | TaxesDsbrsChrtblAmt |
| 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 | $14,833 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,833 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,977 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,977 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $458,247 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,672 | SavAndTempCashInvstEOYFMVAmt |
| 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 | $1,682,871 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,690,935 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,690,935 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,405 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,405 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,405,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,582,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,582,012 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,396 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,969 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,275 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,671 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,969 | 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 | $11,396,473 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,572,043 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,396,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,572,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,405,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,582,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,396,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,572,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,572,043 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $440,524 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,977,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036780 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $318,169 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,981,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026556 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $479,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,935,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040215 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $429,332 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,929,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035990 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $458,992 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,892,938 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038594 | DistributionYr5Rt |
| Total Distribution | 0.178135 | TotalDistributionRt |
| Average Distribution | 0.035627 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,037,127 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $428,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $433,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,377 | 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 | $4,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,227 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,227 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $638 | OverpaymentAmt |
| Applied To ES Tax | $638 | 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 | 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| DAVID F TUFENKIAN | ||||||||
| 04-30 SOUTHWEST PALATINE HILL ROAD | PORTLAND | OR | 97219 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DIANE L HODGES | ||||||||
| 3520 SW RED CEDAR WAY | TIGARD | OR | 97223 | 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 | $434,111 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,140,848 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,220,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,220,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,037,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $601,856 | 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 | $442,377 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,377 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,582 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $437,795 | 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 | $458,247 | CurrentYearAmt |
| Year1 | $233,627 | Year1Amt |
| Year2 | $287,947 | Year2Amt |
| Year3 | $414,770 | Year3Amt |
| Total | $1,394,591 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $389,510 | CurrentYearAmt |
| Year1 | $198,583 | Year1Amt |
| Year2 | $244,755 | Year2Amt |
| Year3 | $352,555 | Year3Amt |
| Total | $1,185,402 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $442,377 | CurrentYearAmt |
| Year1 | $440,524 | Year1Amt |
| Year2 | $318,169 | Year2Amt |
| Year3 | $479,986 | Year3Amt |
| Total | $1,681,056 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,265 | CurrentYearAmt |
| Year1 | $26,568 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $34,833 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $434,112 | CurrentYearAmt |
| Year1 | $413,956 | Year1Amt |
| Year2 | $318,169 | Year2Amt |
| Year3 | $479,986 | Year3Amt |
| Total | $1,646,223 | 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 | $401,237 | CurrentYearAmt |
| Year1 | $399,247 | Year1Amt |
| Year2 | $399,370 | Year2Amt |
| Year3 | $397,854 | Year3Amt |
| Total | $1,597,708 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | CityRecipientForeignAddress/City |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMENIAN EYECARE PROJECT | ||||||||||||
| 729 W 16TH STREET A4 | COSTA MESA | CA | 92627 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| AMERICAN UNIVERSITY OF ARMENIA CORPORATION | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $10,000 | 40 MARSHAL BAGHRAMYAN AVENUE | YEREVAN | AM | 0019 | |||||
| AMNESTY INTERNATIONAL USA PROJECT | ||||||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PC | AMNESTY INTERNATIONAL PROJECT. | $1,000 | |||||
| ANCA ENDOWMENT INC | ||||||||||||
| 1711 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| ARMENIAN ENVIRONMENTAL NETWORK | ||||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 947041375 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | |||||
| AYB EDUCATIONAL FOUNDATION | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $5,000 | 11/11 TBILISYAN HWY | ARMENIA | AM | 0010 | YEREVAN | ||||
| AYF OLYMPICS 2014 | ||||||||||||
| 80 BIGELOW AVENUE | WATERTOWN | MA | 02472 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $350 | |||||
| CITY HARVEST | ||||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| DOCTORS WITHOUT BORDERS USA | ||||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| EARTH JUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| FRACTURED ATLAS | ||||||||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | |||||
| HOPE OF NY PROJECT | ||||||||||||
| 1359 BROADWAY 410 | NEW YORK | NY | 10018 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $6,000 | |||||
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | |||||
| METSAMOR CENTER | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $42,854 | METSAMOR | AM | |||||||
| MIDTOWN PREGNANCY SUPPORT CENTER | ||||||||||||
| 110 EAST 40TH STREET SUITE 706 | NEW YORK | NY | 10016 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| MOTHER JONES INVESTIGATIVE FUND | ||||||||||||
| 222 SUTTER STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | |||||
| NK PROECT | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $162,195 | ELSEN STRASSE 52 | BERLIN | GM | 12059 | |||||
| ONE ARMENIA | ||||||||||||
| 135 WEST 26TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $26,000 | |||||
| OPEN HANDS | ||||||||||||
| 244 FIFTH AVENUE SUITE 2129 | NEW YORK | NY | 10001 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| OXFAM AMERICA | ||||||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 021142206 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | |||||
| POLICY FORUM ARMENIA | ||||||||||||
| PO BOX 27008 | WASHINGTON | DC | 200387008 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $2,000 | |||||
| PRISON FELLOWSHIP | ||||||||||||
| PO BOX 1550 | MERRIFIELD | VA | 20176 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| REDEEMER PRESBYTERIAN CHURCH | ||||||||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $6,000 | |||||
| REPAT ARMENIA FOUNDATION | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | 37 HANRAPETUTYAN STR | ARMENIA | AM | 0010 | YEREVAN | ||||
| SHELTER YEREVAN WOMEN'S SUPPORT CENTER | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $19,839 | 21 TUMANYAN STREET | YEREVAN | AM | ||||||
| SOCIETY FOR ORPHANED ARMENIAN RELIEF | ||||||||||||
| 1060 FIRST AVENUE SUITE 400 | KING OF PRUSSIA | PA | 19406 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $200 | |||||
| SOJOURNERS | ||||||||||||
| 3333 14TH STREET NW SUITE 200 | WASHINGTON | DC | 20010 | NONE | PC | FOR DONEES EXEMPT PURPOSES | $2,500 | |||||
| THE ARMENIAN CHURCH TRUST UK | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | 25 CHENISTON GARDENS | KINGSTON, LONDON | UK | ||||||
| THE BROOKLYN TABERNACLE | ||||||||||||
| 17 SMITH STREET | BROOKLYN | NY | 11201 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| THE LEGAL AID SOCIETY | ||||||||||||
| 199 WATER ST | NEW YORK | NY | 10038 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,500 | |||||
| THE SALVATION ARMY | ||||||||||||
| 536 W 46TH ST | NEW YORK | NY | 10036 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $1,000 | |||||
| THIRTEEN | ||||||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $500 | |||||
| VANADZOR SHOGH AMAA EDUCATION DAY CENTER | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $26,241 | 53 HERATIS STREET | VANADZOR | AM | ||||||
| WOMEN'S SUPPORT CENTER | ||||||||||||
| NONE | PC | FOR DONEE'S EXEMPT PURPOSES | $24,798 | 21 TUMANYAN STREET | YEREVAN | AM | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,977 | 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 | $458,247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $458,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,247 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1 | Province Or StateContributorForeignAddress/ProvinceOrState | CountryContributorForeignAddress/Country | Postal CodeContributorForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTRANIG BERBERIAN | ||||||||||
| 1 | 162 LYNAM RD | STAMFORD | CT | 06903 | $8,770 | Yes (X) | ||||
| ARMENIAN INT'L WOMEN'S ASSOCIATION | ||||||||||
| 2 | 65 MAIN STREET | WATERTOWN | MA | 02472 | $10,000 | Yes (X) | ||||
| CALOUSTE GULBENKIAN FOUNDATION - UK | ||||||||||
| 3 | $15,955 | Yes (X) | 50 HOXTON SQUARE | LONDON | UK | N1 6P8 | ||||
| HRIAR CABAYAN | ||||||||||
| 4 | 311 WAYNE AVENUE APT 2 | OAKLAND | CA | 94606 | $7,500 | Yes (X) | ||||
| JIRAIR SARKISSIAN | ||||||||||
| 5 | 567 EL CAMINO DEL MAR | SAN FRANCISCO | CA | 94121 | $7,000 | Yes (X) | ||||
| KAPREALIAN FAMILY FOUNDATION | ||||||||||
| 6 | 1888 FLORIBUNDA AVENUE | HILLSBOROUGH | CA | 94010 | $7,000 | Yes (X) | ||||
| KHACHATURIAN FOUNDATION | ||||||||||
| 7 | 360 POST STREET SUITE 401 | SAN FRANCISCO | CA | 94108 | $10,000 | Yes (X) | ||||
| NATIONAL PHILANTHROPIC TRUST | ||||||||||
| 8 | 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19046 | $32,000 | Yes (X) | ||||
| PATRICK M SARKISSIAN | ||||||||||
| 9 | 77 BLEECKER STREET APT 1025 | NEW YORK | NY | 10012 | $7,000 | Yes (X) | ||||
| RAFFI SAHAG MOMJIAN | ||||||||||
| 10 | 347 MULLEN AVENUE | SAN FRANCISCO | CA | 94110 | $6,000 | Yes (X) | ||||
| VATCHE CABAYAN MEDICAL CORP | ||||||||||
| 11 | 2970 HILLTOP MALL ROAD SUITE 200 | RICHMOND | CA | 94806 | $7,500 | Yes (X) | ||||
| VERGINE M MISSERLIAN | ||||||||||
| 12 | 1925 15TH AVENUE | SAN FRANCISCO | CA | 94116 | $7,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
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 | $1,690,935 | BookValueAmt |
| EOYFMV | $1,690,935 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $505 | $0 | $0 | $505 |
| MERCHANT FEES | $385 | $0 | $0 | $385 |
| MISCELLANEOUS EXPENSES | $246 | $0 | $0 | $246 |
| NYS DEPT OF LAW | $750 | $0 | $0 | $750 |
| OFFICE SUPPLIES | $325 | $0 | $0 | $325 |
| POSTAGE | $221 | $0 | $0 | $221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME | $450,183 | $450,183 | $450,183 |
| ROYALTY INCOME | $8,064 | $8,064 | $8,064 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LOANS AND EXCHANGES | $95 | $0 |
| CASH - OVERDRAFT | $2,180 | $0 |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | RELATED PARTY | InsiderRelationshipTxt |
| Loan Original | $9,700,000 | LoanOriginalAmt |
| Balance Due | $9,700,000 | BalanceDueAmt |
| Note | 2002-04 | NoteDt |
| Loan Maturity | 2016-01 | LoanMaturityDt |
| Repayment Terms | INTEREST IS 2% OVER THE 10YR TREASURY NOTE AS MEASURED ON EACH DECEMBER 31 | RepaymentTermsTxt |
| Interest | 2.000000000000 | InterestRt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,900 | DisbursementsCharitablePrpsAmt |
Comments