ADEL B KORKOR MD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADEL B KORKOR MD FOUNDATION INC (EIN 47-4758259)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-22
- IRS object ID
- 202513569349100116
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-22T18:10:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474758259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADEL B KORKOR MD FOUNDATION FOR MENTAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 4148997819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 SUN VALLEY DR | AddressLine1Txt |
| City | DELAFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADEL B KORKOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4148997819 | PhoneNum |
| Signature | 2025-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2025-12-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,783,773 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,837 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $83,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,040,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,045 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $18,038 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $240,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,583 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,038 | 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 | $40,745 | 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 | $40,745 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,336 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,336 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,445 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $598 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,007 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $7,960 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,047 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,078 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,222 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $18,038 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,711 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $18,038 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,365 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,209 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,522,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,672,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,672,627 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,053 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,053 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,394 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $851 | LandBOYAmt |
| Land EOY | $251 | LandEOYAmt |
| Land EOYFMV | $251 | LandEOYFMVAmt |
| Other Assets BOY | $883 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,633 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,633 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,546,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,783,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,783,773 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,837 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $651 | AccountsPayableEOYAmt |
| Grants Payable EOY | $21,366 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $11,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,017 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,534,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,761,756 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,534,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,761,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,546,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,783,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,534,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212,452 | OtherIncreasesAmt |
| Subtotal | $2,761,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,761,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,040,653 | $949,616 | $91,037 | $91,037 |
| CAPITAL GAINS DISTRIBUTIONS | P | $18,008 | $18,008 | $18,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,045 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $485 | OverpaymentAmt |
| Applied To ES Tax | $485 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 | WWW.ADELBKORKORFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ADEL KORKOR MD | IndividualWithBooksNm |
| Phone | 4148997819 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 SUN VALLEY DR | AddressLine1Txt |
| City | DELAFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ADEL B KORKOR | ||||||||
| 2301 SUN VALLEY DR SUITE 200 | DELAFIELD | WI | 53018 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| BASSEL K KORKOR | ||||||||
| 2301 SUN VALLEY DR SUITE 200 | DELAFIELD | WI | 53018 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JULIE ACKER | ||||||||
| 2301 SUN VALLEY DR SUITE 200 | DELAFIELD | WI | 53018 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARK BLUM | ||||||||
| 2301 SUN VALLEY DR SUITE 200 | DELAFIELD | WI | 53018 | SECRETARY | 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 | THE FOUNDATION HOSTED AN INTERNATIONAL CONFERENCE FOCUSED ON THE ROLE OF PHYSICAL ACTIVITY IN IMPROVING MENTAL HEALTH OUTCOMES. THE EVENT BROUGHT TOGETHER RESEARCHERS, CLINICIANS, AND ADVOCATES FROM AROUND THE WORLD TO SHARE EVIDENCE-BASED PRACTICES, EMERGING RESEARCH, AND COMMUNITY STRATEGIES. HELD IN WAUKESHA, WI, THE CONFERENCE FEATURED KEYNOTE SPEAKERS, PANEL DISCUSSIONS, AND INTERACTIVE WORKSHOPS. EXPENSES COVERED VENUE, SPEAKER FEES, TRAVEL, ACCOMMODATIONS, MARKETING, AND PROMOTIONAL MATERIALS. | Description1Txt |
| Expenses1 | $23,007 | Expenses1Amt |
| Description2 | THE FOUNDATION ORGANIZED THE FIVE FIFTY FIFTY (5.50.50) RUN/WALK SERIES FOR MENTAL HEALTH, A NATIONWIDE CAMPAIGN CONSISTING OF 50 5K EVENTS IN 50 STATES OVER 50 CONSECUTIVE DAYS. THE INITIATIVE AIMED TO RAISE AWARENESS ABOUT MENTAL HEALTH, REDUCE STIGMA, AND PROMOTE PHYSICAL ACTIVITY AS A TOOL FOR EMOTIONAL WELL-BEING. EVENTS WERE OPEN TO THE PUBLIC AND ATTRACTED PARTICIPANTS NATIONWIDE. TOTAL EXPENSES INCLUDE TRAVEL, MARKETING, AND EVENT MATERIALS. | Description2Txt |
| Expenses2 | $15,105 | Expenses2Amt |
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 | $2,745,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,777,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,777,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,736,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,629 | TotalTaxAmt |
| Distributable Before Adj | $134,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,179 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,715 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,715 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $247,096 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $190,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,042 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $342,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $352,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,144,733 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,536 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,192,269 | 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 | $247,096 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $945,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $190,325 | ExcessFromYear4Amt |
| Excess From Year3 | $12,042 | ExcessFromYear3Amt |
| Excess From Year2 | $342,326 | ExcessFromYear2Amt |
| Excess From Year1 | $352,944 | ExcessFromYear1Amt |
| Excess From Current Year | $47,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADEL B KORKOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE FIT KIDS FOUNDTION | ||||||
| 2682 MIDDLEFIELD ROAD UNIT P | REDWOOD CITY | CA | 94063 | PC | MENTAL HEALTH EDUCATION | $11,000 |
| PATHFINDERS MILWAUKEE INC | ||||||
| 4200 N HOLTON ST SUITE 400 | MILWAUKEE | WI | 53212 | PC | MENTAL HEALTH EDUCATION | $5,000 |
| ACCESS | ||||||
| 2651 SAULINO COURT | DEARBORN | MI | 48120 | PC | MENTAL HEALTH EDUCATION | $50,000 |
| GIVING VOICE TO DEPRESSION | ||||||
| 100 STATE STREET SUITE 300 | MADISON | WI | 53703 | PC | MENTAL HEALTH EDUCATION | $37,545 |
| FOOD FOR HEALTH | ||||||
| 2007 N DR MARTIN LUTHER KING JR DR | MILWAUKEE | WI | 53212 | PC | MENTAL HEALTH EDUCATION | $1,800 |
| KARAM FOUNDATION | ||||||
| 2045 W GRAND AVE SUITE B PMB 88293 | CHICAGO | IL | 60612 | PC | MENTAL HEALTH EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,345 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDDLE EAST CHILDREN'S INSTITUTE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 FOREST AVENUE | AddressLine1Txt |
| City | LOCUST VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MENTAL HEALTH EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $21,366 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,366 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,045 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|
| RUN 5.50.50 REGISTRATION | 03 | $10,078 | |
| CONFERENCE REGISTRATION | 03 | $7,960 | |
| REIMBURSEMENT | 01 | $4,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $196,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,762 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THE FOUNDATION USES THIS MISSION-ALIGNED EVENT TO INSPIRE NATIONWIDE MOVEMENT TO RAISE AWARENESS AND SUPPORT MENTAL HEALTH INITIATIVES. |
| 11B | THE CONFERENCE SERVES AS A PLATFORM SUPPORTING INITIATIVES EMPHASIZING EDUCATION, COLLABORATION, AND INNOVATION IN THE MENTAL HEALTH FIELD. |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CIBC NATIONAL TRUST COMPANY | ||||||
| 1 | 3290 NORTHSIDE PKWY | ATLANTA | GA | 30327 | $7,000 | Yes (X) |
| FURLONG INDUSTRIAL SYSTEMS INC | ||||||
| 2 | W194N11221 MCCORMICK DR | GERMANTOWN | WI | 53022 | $5,000 | Yes (X) |
| PURE MECHANICAL | ||||||
| 3 | N8W22275 JOHNSON DR | WAUKESHA | WI | 53186 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40 | Amt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD (500SH) | $26,855 | $26,855 |
| ABBVIE INC (100SH) | $124,390 | $124,390 |
| ALPHABET INC (200SH) | $37,860 | $37,860 |
| AMAZON.COM INC (400SH) | $87,756 | $87,756 |
| AMGEN INC (250 SH) | $65,160 | $65,160 |
| APPLE INC (500 SH) | $125,210 | $125,210 |
| APPLIED MATLS INC (75SH) | $12,197 | $12,197 |
| ASTRAZEBECA PLC F (500SH) | $32,760 | $32,760 |
| A&T INC (6,000SH) | $136,620 | $136,620 |
| BAIN CAP SPECIALTY FIN I (2,000SH) | $35,040 | $35,040 |
| BROADCOM INC (350SH) | $81,144 | $81,144 |
| CHINA MOBILE LIMIT ORDF (3,750SH) | $36,985 | $36,985 |
| CHIPOTLE MEXICAN GRILL I (250.00SH) | $15,075 | $15,075 |
| CITIGROUP INC (400SHS) | $28,156 | $28,156 |
| COUSINS PPTYS INC (1,250SH) | $38,300 | $38,300 |
| ELI LILLY AND CO (100SH) | $77,200 | $77,200 |
| GE AEROSPACE (200SH) | $33,358 | $33,358 |
| GSK PLC ADR F (500SH) | $16,910 | $16,910 |
| IBM CORP (350SH) | $76,941 | $76,941 |
| JANUS HENDERSON GROUP F (800SH) | $34,024 | $34,024 |
| LENNAR CORPS (150SH) | $20,456 | $20,456 |
| MEDTRONIC PLC F (359SH) | $27,958 | $27,958 |
| MERCADOLIBRE INC (25SH) | $42,511 | $42,511 |
| MERCK & CO INC. (500SH) | $49,740 | $49,740 |
| META PLATFORMS INC (100SH) | $58,551 | $58,551 |
| METLIFE INC (800SH) | $65,504 | $65,504 |
| MIDCAP FINL INVESTMENT C (7,000SH) | $94,430 | $94,430 |
| NEXTERA ENERGY INC (300SH) | $21,507 | $21,507 |
| NOVARTIS AG F (800SH) | $77,848 | $77,848 |
| NOVO-NORDISK A S F (650SH) | $55,913 | $55,913 |
| NVIDIA CORP (250SH) | $33,573 | $33,573 |
| ORACLE CORP (200SH) | $33,328 | $33,328 |
| PFIZER INC (2,250SH) | $59,692 | $59,692 |
| ROCHE HLDG LTD F (1,550SH) | $54,064 | $54,064 |
| SHOPIFY INC F (300SH) | $31,899 | $31,899 |
| TAIWAN SEMICONFUCTOR M F (100SH) | $19,749 | $19,749 |
| VERIZON COMMUNICATIONS (3,000SH) | $119,970 | $119,970 |
| XEROX HOLDINGS CORP (3,000SH) | $25,290 | $25,290 |
| ENERGY SELECT SECTOR (250SH) | $21,415 | $21,415 |
| GLOBAL X US INFRA (900SH) | $36,369 | $36,369 |
| INVSC S P GLOBAL WATER (500SH) | $27,100 | $27,100 |
| INVSC WATER RESC (500SH) | $32,895 | $32,895 |
| KRANESHARE CSI CHINA (300SH) | $8,772 | $8,772 |
| SELECT SECTOR UTI SELECT (450SH) | $34,061 | $34,061 |
| SELECT STR FINANCIAL (750SH) | $36,247 | $36,247 |
| SPDR S&P 500 ETF IV (140SH) | $82,051 | $82,051 |
| FRANKLIN BIOTECHNOLOGY D (1,207.469SH) | $145,391 | $145,391 |
| FRANKLIN SMALL-MID CAOG (2,125.94SH) | $83,146 | $83,146 |
| VANGUARD EMERGING MKTS S (1,649.722SH) | $60,660 | $60,660 |
| VANGUARD HEALTH CARE INV (496.77SH) | $90,596 | $90,596 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN ASSETS TR INC (2,000SH) | FMV | $52,520 | $52,520 |
| IRON MTN INC NEW (300SH) | FMV | $31,533 | $31,533 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $883 | BOYBookValueAmt |
| EOY Book Value | $1,633 | EOYBookValueAmt |
| EOYFMV | $1,633 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $306 | $0 | $0 | $306 |
| INSURANCE | $947 | $0 | $0 | $947 |
| OFFICE EXPENSE | $7,292 | $0 | $0 | $5,942 |
| MARKETING FOR 5.50.50 EVENT | $5,564 | $0 | $537 | $5,027 |
| RACE EXPENSES FOR 5.50.50 EVENT | $9,541 | $0 | $9,541 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| RUN 5.50.50 REGISTRATION | $10,078 | $10,078 |
| CONFERENCE REGISTRATION | $7,960 | $7,960 |
| REIMBURSEMENT | $4,500 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $212,452 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,445 | Amt |
| Net Investment Income | $2,445 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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