KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION (EIN 06-1636085)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-04-15
- IRS object ID
- 201101059349100510
- Schema version
- 2009v1.7
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-15T20:48:20-05:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2009-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061636085 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND HARRIET R KUPFERBERG FAMILY FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENN | NameControl |
| Phone | 7184617000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK KUPFERBERG | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-04-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jill Grossman | Name |
| Phone | 6312496001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5770831 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 22 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 207276 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 207276 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15315 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 18843 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15127 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 222613 | TotalRevenueAndExpenses |
| Total Net Investment Income | 222425 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 10580 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7935 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2645 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2912 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2184 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 728 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 9 | InterestRevAndExpnss |
| Interest Net Invst Incm | 7 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 2 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6196 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1860 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 14045 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10331 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3444 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 33742 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22317 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6819 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2925698 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2940035 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2959440 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22317 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2946854 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2736827 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 200108 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2858940 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2004011 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2018871 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5336844 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3454946 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3751960 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 8195784 | TotalAssetsBOY |
| Total Assets EOY | 5458957 | TotalAssetsEOY |
| Total Assets EOYFMV | 5770831 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5336844 | CapitalStockBOY |
| Capital Stock EOY | 5336844 | CapitalStockEOY |
| Retained Earnings BOY | 2858940 | RetainedEarningsBOY |
| Retained Earnings EOY | 122113 | RetainedEarningsEOY |
| Total Net Assets BOY | 8195784 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5458957 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8195784 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5458957 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8195784 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2736827 | ExcessOfRevenueOverExpenses |
| Subtotal | 5458957 | Subtotal |
| Total Net Assets Fund Balances EOY | 5458957 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| LANDMARK BANCORP - CASH IN LIEU | P | 2007-01-01 | 2009-12-15 | 9 | 0 | 9 | 9 |
| 412 SHS TERRA INDUSTRIES, INC. | P | 2008-03-25 | 2010-04-29 | 18834 | 3716 | 15118 | 15118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15127 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 331018 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7085218 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04672 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60897 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6333360 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.009615 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 62040 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1653191 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037527 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 53469 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1212228 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044108 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40044 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 901916 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044399 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.182369 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036474 | AverageDistributionRatio |
| Net Noncharitable Assets | 8057451 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 293887 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2001 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 295888 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2946854 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2001 | InvestmentIncomeExciseTax |
| Subtotal | 2001 | Subtotal |
| Tax Based On Investment Income | 2001 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Overpayment | 187 | Overpayment |
| Amount Credited To Next Year | 187 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK KUPFERBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7184617000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11355 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARK KUPFERBERG | ||||||||
| 131-38 SANFORD AVE | FLUSHING | NY | 11355 | TRUSTEE | 5.0 | 0 | 0 | 0 |
| SARAH KUPFERBERG | ||||||||
| UCB INTEGRATIVE BIOLOGY DEPT | BERKELEY | CA | 94720 | TRUSTEE | 5.0 | 0 | 0 | 0 |
| ANNE PEPPER | ||||||||
| c/o AKPCO LLC | WEST WINDSOR | NJ | 08550 | TRUSTEE | 5.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5304065 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2876088 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8180153 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8180153 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 122702 | CashDeemedCharitable |
| Net Noncharitable Assets | 8057451 | NetNoncharitableAssets |
| Minimum Investment Return | 402873 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 402873 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2001 | TaxBasedOnInvestmentIncome |
| Total Tax | 2001 | TotalTax |
| Distributable Amount Before Adj | 400872 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 400872 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 400872 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2946854 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 2946854 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2001 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2944853 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 400872 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 328255 | UndistributedIncomePriorYear |
| Prior Year1 | 2007 | PriorYear1 |
| Prior Year2 | 2006 | PriorYear2 |
| Prior Year3 | 2005 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2946854 | QualifyingDistributions |
| Applied To Year1 | 328255 | AppliedToYear1 |
| Applied To Current Year | 400872 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2217727 | RemainingDistriFromCorpus |
| Total Corpus | 2217727 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2217727 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 2217727 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AUTISM SPEAKS | |||||||
| 101 CATHERINE RD | SCARSDALE | NY | 10583 | NO RELATIONSHIP | public charity | RESTRICTED | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 171-38 NORTHERN BLVD | FLUSHING | NY | 11358 | NO RELATIONSHIP | public charity | GENERAL | $10,000 |
| BETH EL SYNAGOGUE | |||||||
| 50 MAPLE STREAM RD | EAST WINDSOR | NJ | 05820 | NO RELATIONSHIP | public charity | RESTRICTED | $1,000 |
| NEW YORK UNIVERSITY | |||||||
| 23 WEST 4TH ST 5TH FL | NEW YORK | NY | 100121119 | NO RELATIONSHIP | public charity | RESTRICTED | $37,800 |
| GIVING FUND ASSETS INC | |||||||
| 7315 WISCONSIN AVE-STE 1100W | BETHESDA | MD | 20814 | NO RELATIONSHIP | public charity | RESTRICTED | $1,881,898 |
| GIVING FUND ASSETS INC | |||||||
| 7315 WISCONSIN AVE-STE 1100W | BETHESDA | MD | 20814 | NO RELATIONSHIP | public charity | GENERAL | $985,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2925698 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $207,276 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,315 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,613 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 222613 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | Category |
| Amount | $2,912 | Amount |
| Net Investment Income | 2184 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 728 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NEW YORK CMNTY BANCORP | 966512 | 1059913 |
| SWEDISH MATCH AB FRUEHER | 150568 | 186309 |
| AMERICAN NATL INS CO | 566072 | 424080 |
| CHEVRON CORP | 50061 | 49878 |
| FORESTAR GROUP INC | 44285 | 40040 |
| GUARANTY FINL GROUP INC | 27459 | 27 |
| LANDMARK BANCORP INC | 51097 | 45289 |
| MONSANTO CO | 186295 | 117503 |
| OCCIDENTAL PETROLEUM CORP | 310590 | 536955 |
| TEMPLE INLAND INC | 113539 | 139736 |
| VOLVO AKTIEBOLAGET | 461245 | 483928 |
| WESTPAC BANKING CORP | 516480 | 665162 |
| CF INDS HOLDINGS INC | 10743 | 3140 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ED NORTHWOOD & ASSOCIATES | Category |
| Amount | $10,580 | Amount |
| Net Investment Income | 7935 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2645 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NYS FILING FEES | 250 | 0 | 0 | 0 |
| FAMILY OFFICE | 13775 | 10331 | 0 | 3444 |
| OTHER | 20 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $4,336 | 0 | 0 | 0 |
| FOREIGN TAXES | $1,860 | 1860 | 0 | 0 |
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