KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION (EIN 06-1636085)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-03-18
- IRS object ID
- 201530779349100403
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-18T10:14:51-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 BROAD HOLLOW ROAD STE300 | AddressLine1 |
| City | MELVILLE | City |
| State | NY | State |
| ZIP Code | 117473601 | 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 | 061636085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND HARRIET R KUPFERBERG FAMILY FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK KUPFERBERG | InCareOfNm |
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 7184617000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11355 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KUPFERBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184617000 | PhoneNum |
| Signature | 2015-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 7184617000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,188,151 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,124 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $190,882 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $92,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,169 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,247 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,778 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,949 | CashBOYAmt |
| Cash EOY | $18,303 | CashEOYAmt |
| Cash EOYFMV | $18,303 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,121,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,160,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,160,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,650,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,650,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,009,100 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,794,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,829,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,188,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,668,422 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,668,422 | CapitalStockEOYAmt |
| Retained Earning BOY | $126,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,794,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,829,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,794,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,829,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,794,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,012 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,829,482 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,829,482 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,580 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,137,849 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025361 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,165 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,799,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014829 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,900,006 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,944,853 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,057,451 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.365482 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $331,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,085,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04672 | DistributionYr5Rt |
| Total Distribution | 0.47243 | TotalDistributionRt |
| Average Distribution | 0.094486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,251,585 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $307,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,680 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $309,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,378 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,360 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,360 | SubtotalAmt |
| Tax Based On Investment Income | $5,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,688 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,688 | TotalPaymentsAndCreditsAmt |
| Overpayment | $328 | OverpaymentAmt |
| Applied To ES Tax | $328 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK KUPFERBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184617000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KUPFERBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,127,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,173,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,301,102 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,301,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,251,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,360 | TotalTaxAmt |
| Distributable Before Adj | $157,219 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,219 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,219 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $39,378 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,805,654 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,805,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $39,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $117,841 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $117,841 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,687,813 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,687,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,687,813 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| TEMPLE BETH EL | ||||||||
| 5 OLD MILL ROAD | GREAT NECK | NY | 11023 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 | |
| COLGATE UNIVERISTY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| VOICES AGAINST BRAIN CANCER | ||||||||
| 1375 BROADWAY 3RD FL | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY | ||||||||
| 430 WEST ERIE ST 4TH FLOOR | CHICAGO | IL | 60654 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | STUITE 210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,287 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $10,400 | Amt |
| Net Investment Income | $7,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,650,431 | EOYBookValueAmt |
| EOYFMV | $2,009,100 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEES | $250 | $0 | $0 | $0 |
| FAMILY OFFICE | $9,436 | $4,718 | $0 | $4,718 |
| PUBLIC NOTICE FEE | $60 | $0 | $0 | $60 |
| MISCELLANEOUS EXPENSE | $382 | $382 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $190,882 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $2,500 | $0 | $0 | $0 |
| FOREIGN TAXES | $2,247 | $2,247 | $0 | $0 |
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