ANNA CAROLINA AND SOO KIM FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ANNA CAROLINA AND SOO KIM FOUNDATION (EIN 45-3934546)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-17
IRS object ID: 201433219349101713
Schema version: 2013v3.1
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
General Explanation Attachment
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-17T10:03:31-08:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ORACLE ADVISORY SERVICES LLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	110 GREENE ST SUITE 1100	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	100123824	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453934546	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANNA CAROLINA AND SOO KIM FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	ANNA	BusinessNameControlTxt
Phone	2126109175	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	29 BOCKEE LANE	AddressLine1
City	AMENIA	City
State	NY	State
ZIP Code	12501	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SOOHYUNG KIM	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2126109175	PhoneNum
Signature	2014-11-10	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JASON T EOANIDIS CPA	PreparerPersonNm
Phone	2128569594	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$127,487	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	$101,050	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$11	InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$101,061	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$2	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$2	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,865	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,865	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,867	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,867	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$93,194	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$19,778	CashBOYAmt
Cash EOY	$103,016	CashEOYAmt
Cash EOYFMV	$103,016	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$12,514	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,003	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,003	SavAndTempCashInvstEOYFMVAmt
Other Investments EOY	$23,468	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$23,468	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$32,292	TotalAssetsBOYAmt
Total Assets EOY	$127,487	TotalAssetsEOYAmt
Total Assets EOYFMV	$127,487	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$32,292	RetainedEarningBOYAmt
Retained Earning EOY	$127,487	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$32,292	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$127,487	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$32,292	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$127,487	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$32,292	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$93,194	ExcessRevenueOverExpensesAmt
Other Increases	$2,001	OtherIncreasesAmt
Subtotal	$127,487	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$127,487	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$1,788	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,547	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.702002	DistributionYr1Rt
Distribution Yr2	0.000000	DistributionYr2Rt
Total Distribution	0.702002	TotalDistributionRt
Average Distribution	0.351001	AverageDistributionRt
Net Vl Noncharitable Assets	$39,716	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$13,940	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$13,940	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$7,867	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	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	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SOOHYUNG KIM	IndividualWithBooksNm
Phone	2126109175	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	29 BOCKEE LANE	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	12501	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	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (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
SOOHYUNG KIM
29 BOCKEE LANE	AMENIA	NY	12501	PRESIDENT	4.00	$0	$0	$0
ANNA CAROLINA GUNNARSSON
29 BOCKEE LANE	AMENIA	NY	12501	SEC & TREASURER	2.00	$0	$0	$0
YUNCHUNG MONICA KIM FELDERHOF
29 BOCKEE LANE	AMENIA	NY	12501	VICE-PRESIDENT	4.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$22,373	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,948	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$40,321	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$40,321	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$605	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$39,716	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,986	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,986	MinimumInvestmentReturnAmt
Distributable Before Adj	$1,986	DistributableBeforeAdjAmt
Distributable Before Ded	$1,986	DistributableBeforeDedAmt
Distributable As Adjusted	$1,986	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,867	ExpensesAndContributionsAmt
Qualifying Distributions	$7,867	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$7,867	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,986	DistributableAsAdjustedAmt
Undistributed Income PY	$127	UndistributedIncomePYAmt
Excess Distribution Cyov Yr1	$1,661	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,661	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,867	QualifyingDistributionsAmt
Remaining Distri From Corpus	$7,867	RemainingDistriFromCorpusAmt
Total Corpus	$9,528	TotalCorpusAmt
Taxable2	$127	Taxable2Amt
Undistributed Income CY	$1,986	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$9,528	ExcessDistriCyovToNextYrAmt
Excess From Year1	$1,661	ExcessFromYear1Amt
Excess From Current Year	$7,867	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOTTOMLESS CLOSET
15 PENN PLAZA LEVEL B SUITE 40	NEW YORK	NY	10001	CHARITY	GENERAL PURPOSE	$500
CARY INSTITUTE OF ECOSYSTEM STUDIES
2801 SHARON TURNPIKE	MILLBROOK	NY	12545	CHARITY	GENERAL PURPOSE	$1,500
DUTCHESS LAND CONSERVANCY
OLD ROUTE 82	MILLBROOK	NY	12545	CHARITY	GENERAL PURPOSE	$600
GREENWICH HOUSE INC
50 COOPER SQUARE	NEW YORK	NY	10003	501c(3)	GENERAL PURPOSE	$4,500
NETWORK FOR GOOD
1140 CONNECTICUT AVENUE NW SUITE 70	WASHINGTON	DC	20036	CHARITY	GENERAL PURPOSE	$265
STUYVESANT HIGH SCHOOL ALUMUNI ASSOICATION
345 CHAMBERS ST	NEW YORK	NY	10282	501(c)3	GENERAL PURPOSE	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,865	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$11	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$11	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	SOOHYUNG KIM	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	29 BOCKEE LANE	AddressLine1
City	AMENIA	City
State	NY	State
ZIP Code	12501	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	$100,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SUBSTANTIAL CONTRIBUTORS	FormAndLineReferenceDesc
Medium Explanation	SOO KIM - 29 BOCKEE LANE, AMENIA NY 12501	MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	1,298 SHARES JXGSX	CategoryOrItemTxt
Book Value	$23,468	BookValueAmt
EOYFMV	$23,468	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MERCHANT FEES	Desc
Revenue And Expenses Per Books	$2	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$2	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Description	NET UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$2,001	Amount

ANNA CAROLINA AND SOO KIM FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Comments