PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG (EIN 72-0545551)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201303089349100355
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T09:20:41-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721042866 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHNER LAGRAIZE LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 WEST ESPLANADE AVENUE STE 100 | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720545551 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERCIVAL STERN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERC | NameControl |
| Phone | 5047221259 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E WILLIAM DAVID PARKWAY | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PERRY S BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 5047221259 | Phone |
| Date Signed | 2013-10-25 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | S DAVID KUSHNER | Name |
| PTIN | P00949927 | PTIN |
| Phone | 5048389991 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1407764 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 46659 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46659 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17317 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 190728 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17317 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 63976 | TotalRevenueAndExpenses |
| Total Net Investment Income | 63976 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8333 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 900 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2666 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 333 | InterestRevAndExpnss |
| Interest Net Invst Incm | 333 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1320 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1485 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15037 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 333 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14629 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14629 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 29666 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 333 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14629 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 34310 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 63643 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 11443 | CashEOY |
| Cash EOYFMV | 11443 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 221722 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 273904 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 273904 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1028085 | InvestmentsOtherBOY |
| Investments Other EOY | 1014689 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1122417 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 9566 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 9566 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 1249807 | TotalAssetsBOY |
| Total Assets EOY | 1300036 | TotalAssetsEOY |
| Total Assets EOYFMV | 1407764 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1249807 | RetainedEarningsBOY |
| Retained Earnings EOY | 1300036 | RetainedEarningsEOY |
| Total Net Assets BOY | 1249807 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1300036 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1249807 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1300036 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1249807 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 34310 | ExcessOfRevenueOverExpenses |
| Other Increases | 15919 | OtherIncreases |
| Subtotal | 1300036 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1300036 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 15454 | 15454 | 15454 | |
| PUBLICLY TRADED SECURITY | 150021 | 1863 | 1863 | 148158 | |
| PUBLICLY TRADED SECURITY | 25253 | 0 | 0 | 25253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17317 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1280078 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.012890 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1242044 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.008454 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 87550 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1262518 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.069346 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 76500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1238107 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.061788 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 143000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1331102 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.107430 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259908 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051982 | AverageDistributionRatio |
| Net Noncharitable Assets | 1368467 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 71136 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 636 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 71772 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14629 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1273 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1273 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1273 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1125 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1525 | TaxPaidWithExtension |
| Total Credits And Payments | 2650 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1377 | Overpayment |
| Amount Credited To Next Year | 1377 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | LA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PERRY BROWN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5047221259 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E WILLIAM DAVID PARKWAY | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PERRY S BROWN | ||||||||
| 112 E WILLIAM DAVID PARKWAY | NEW ORLEANS | LA | 70005 | PRESIDENT | 1.50 | 8333 | 0 | 0 |
| MARK S STEIN | ||||||||
| 701 POYDRAS STREET | NEW ORLEANS | LA | 70139 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MARILYN R BROWN | ||||||||
| 112 E WILLIAM DAVID PARKWAY | NEW ORLEANS | LA | 70005 | TREASURER | 0.00 | 0 | 0 | 0 |
| DR PERRY S BROWN JR | ||||||||
| 1608 NORTH 26TH ST | BOISE | ID | 83702 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JEFFREY S BROWN | ||||||||
| 9109 WOODEN BRIDGE ROAD | POTOMAC | MD | 20854 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| LAURA A SARDILLI | ||||||||
| 2201 KERRYDALE COURT | CLARKSBURG | MD | 20871 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1382504 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6803 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1389307 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1389307 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20840 | CashDeemedCharitable |
| Net Noncharitable Assets | 1368467 | NetNoncharitableAssets |
| Minimum Investment Return | 68423 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 68423 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1273 | TaxBasedOnInvestmentIncome |
| Total Tax | 1273 | TotalTax |
| Distributable Amount Before Adj | 67150 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 67150 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 67150 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14629 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14629 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14629 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67150 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 77843 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15830 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 25530 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 119203 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14629 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14629 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 52521 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 52521 | ExcessDistriCyovAppliedCY |
| Total Corpus | 66682 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 25322 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 41360 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15830 | ExcessFromYear4 |
| Excess From Year3 | 25530 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AHAVATH BETH ISRAEL | ||||||
| 11 NORTH LATAH STREET | BOISE | ID | 83706 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4621 W NAPOLEON AVENUE 207 | METAIRIE | LA | 70001 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $750 |
| IDAHO CONSERVATION LEAGUE | ||||||
| PO BOX 844 | BOISE | ID | 83701 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $600 |
| INTERFAITH SANCTUARY HOUSING SERVICES | ||||||
| 1620 W RIVER STREET | BOISE | ID | 83702 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $300 |
| ISIDORE NEWMAN SCHOOL | ||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $500 |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||||||
| 3747 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $1,000 |
| JUNIOR ACHIEVEMENT OF GREATER NEW ORLEANS | ||||||
| 5100 ORLEANS AVENUE | NEW ORLEANS | LA | 70124 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $1,000 |
| LEARNING LAB | ||||||
| 308 E 36TH STREET | GARDEN CITY | ID | 83714 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $1,300 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| 1 COLLIN DIBOLL CIRCLE | NEW ORLEANS | LA | 70124 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $1,500 |
| UNITED WAY | ||||||
| 2515 CANAL STREET | NEW ORLEANS | LA | 70119 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $1,000 |
| CREATE COMMON GOOD | ||||||
| 1161 W RIVER STREET STE 250 | BOISE | ID | 83702 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $300 |
| NEW ORLEANS MISSION | ||||||
| 1130-40 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $750 |
| RED CROSS - SOUTHEAST LA CHAPTER | ||||||
| 2640 CANAL ST | NEW ORLEANS | LA | 70128 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $500 |
| ST ANDREW'S EPISCOPAL SCHOOL | ||||||
| 8012 OAK STREET | NEW ORLEANS | LA | 70118 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $1,000 |
| TEMPLE SINAI | ||||||
| 6227 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $3,000 |
| VOLUNTEERS OF AMERICA | ||||||
| 1660 DUKE ST | ALEXANDRIA | VA | 22314 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $500 |
| ZOO BOISE | ||||||
| 355 JULIA DAVIS DR | BOISE | ID | 83702 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $69 |
| BOISE ART MUSEUM | ||||||
| 670 JULIA DAVIS DRIVE | BOISE | ID | 83702 | 501(C)(3) | FOR GENERAL PURPOSE OF GRANTEE | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14629 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,659 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,317 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $63,976 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 63976 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,666 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ELECTION TO AMORTIZE BOND PREMIUMPERCIVAL STERN FOUNDATION HEREBY ELECTS, PURSANT TO IRC SEC. 171(C) TO AMORTIZE BOND PREMIUM DURING THE TAXABLE YEAR AND FOR ALL SUBSEQUENT TAXABLE YEARS. THE FIRST TAXABLE YEAR TO WHICH THIS ELECTION APPLIES IS THE TAXPAYER'S CALENDAR YEAR ENDING DECEMBER 31, 2012. BOND PREMIUM AMORTIZATION IN THE AMOUNT OF $-2,365 WILL BE USED TO OFFSET BOND INTEREST INCOME DURING SUCH TAXABLE YEAR. | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1014689 | BookValue |
| EOYFMV | 1122417 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSURANCE | Description |
| Revenue And Expenses Per Books | 1485 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET ASSET ADJUSTMENT | Description |
| Amount | $15,919 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAX | Category |
| Amount | $1,320 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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