THE JACQUES & MARGOT W KOHN: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE JACQUES & MARGOT W KOHN (EIN 13-4088271)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-09-03
IRS object ID
201102469349100000
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-09-03T13:12:41-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEVINE & SELTZER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1150 EAST 52ND STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN134088271EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JACQUES & MARGOT W KOHN FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJACQNameControl
Phone2128603459Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 EAST 89TH STREET NO 29EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code101281231ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJACQUES KOHNName
TitlePRESIDENTTitle
Phone2128603459Phone
Date Signed2011-09-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLEVINE SELTZER LLPName
Phone2124865500Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY443174FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss21241DividendsRevAndExpnss
Dividends Net Invst Incm21241DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss3093NetGainSaleAssetsRevAndExpnss
Gross Sales Price53540GrossSalesPrice
Capital Gain Net Incm Net Invst Incm3093CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses24334TotalRevenueAndExpenses
Total Net Investment Income24334TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3375AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3375AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps3375AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss2116OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm2116OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm0OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps2116OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss120OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm120OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps120OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss5611TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5611TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps5611TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss40000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps40000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss45611TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5611TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps45611TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-21277ExcessOfRevenueOverExpenses
Net Investment Income18723NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY26822CashBOY
Cash EOY47078CashEOY
Cash EOYFMV47078CashEOYFMV
Investments Govt Oblig BOY338494InvestmentsGovtObligBOY
Investments Govt Oblig EOY338494InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV331653InvestmentsGovtObligEOYFMV
Investments Other BOY109944InvestmentsOtherBOY
Investments Other EOY68411InvestmentsOtherEOY
Investments Other EOYFMV64443InvestmentsOtherEOYFMV
Total Assets BOY475260TotalAssetsBOY
Total Assets EOY453983TotalAssetsEOY
Total Assets EOYFMV443174TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY475260CapitalStockBOY
Capital Stock EOY453983CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY475260TotalNetAssetsBOY
Total Net Assets EOY453983TotalNetAssetsEOY
Total Liabilities Net Assets BOY475260TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY453983TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY475260TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-21277ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal453983Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY453983TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
4960.317 SHS PUTNAM AMERICAN GOV'T INCOME FUNDP2009-12-082010-12-075000050447-447-447
CAPITAL GAINS DIVIDENDSP354035403540
FieldValueIRS element (for citing)
Capital Gain Net Income3093CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year185818QualifyingDistributionsYear1
Noncharitable Assets Year1505261NoncharitableAssetsYear1
Distribution Ratio Year10.169849DistributionRatioYear1
Qualifying Distributions Year277797QualifyingDistributionsYear2
Noncharitable Assets Year2657684NoncharitableAssetsYear2
Distribution Ratio Year20.118289DistributionRatioYear2
Qualifying Distributions Year374574QualifyingDistributionsYear3
Noncharitable Assets Year3738235NoncharitableAssetsYear3
Distribution Ratio Year30.101017DistributionRatioYear3
Qualifying Distributions Year467583QualifyingDistributionsYear4
Noncharitable Assets Year4571177NoncharitableAssetsYear4
Distribution Ratio Year40.118322DistributionRatioYear4
Qualifying Distributions Year557132QualifyingDistributionsYear5
Noncharitable Assets Year5436108NoncharitableAssetsYear5
Distribution Ratio Year50.131004DistributionRatioYear5
Total Distribution Ratio0.638481TotalDistributionRatio
Average Distribution Ratio0.127696AverageDistributionRatio
Net Noncharitable Assets479779NetNoncharitableAssets
Adjusted Noncharitable Assets61266AdjustedNoncharitableAssets
One Percent Net Investment Income187OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One61453AdjNonchrtblAssetsAndOnePct
Qualifying Distributions45611QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax374InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal374Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income374TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2115EstTaxPaymentsAndOverpayment
Total Credits And Payments2115TotalCreditsAndPayments
Overpayment1741Overpayment
Amount Credited To Next Year1741AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJACQUES KOHNBooksInCareOfPersonName
Books In Care Of Phone Number2128603459BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line145 EAST 89TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10128ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JACQUES KOHN
45 EAST 89TH STREETNEW YORKNY10128PRESIDENT0.00000
MARGOT W KOHN
45 EAST 89TH STREETNEW YORKNY10128TREASURER0.00000
BERNARD J WALD
HERZFELD RUBIN - 40 WALL STREETNEW YORKNY10005SECRETARY0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities451533AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances35552AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets487085TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets487085AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable7306CashDeemedCharitable
Net Noncharitable Assets479779NetNoncharitableAssets
Minimum Investment Return23989MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return23989MinimumInvestmentReturn
Tax Based On Investment Income374TaxBasedOnInvestmentIncome
Total Tax374TotalTax
Distributable Amount Before Adj23615DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded23615DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted23615DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions45611ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions45611QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions45611AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted23615DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year535377ExcessDistriCarryoverYear5
Excess Distri Carryover Year444450ExcessDistriCarryoverYear4
Excess Distri Carryover Year337926ExcessDistriCarryoverYear3
Excess Distri Carryover Year244913ExcessDistriCarryoverYear2
Excess Distri Carryover Year161237ExcessDistriCarryoverYear1
Total Excess Distri Carryover223903TotalExcessDistriCarryover
Qualifying Distributions45611QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year23615AppliedToCurrentYear
Remaining Distri From Corpus21996RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus245899TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year535377ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year210522ExcessDistriCyovToNextYear
Excess From Year444450ExcessFromYear4
Excess From Year337926ExcessFromYear3
Excess From Year244913ExcessFromYear2
Excess From Year161237ExcessFromYear1
Excess From Current Year21996ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJACQUES KOHNContributingManager
Contributing ManagerMARGOT W KOHNContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCode
FASINARM
KENNEDY NORTE MZ 17 SOLAR 3GUAYAQUILECNONEPUBLIC CHARITYSCHOLARSHIP$12,500
SER PAZ
ZARUMA 114 Y RUMICHACA SEGUNDO PISOGUAYAQUILECNONEPUBLIC CHARITYSCHOLARSHIP$12,500
THE JULLIARD SCHOOL
NONEPUBLIC CHARITYGENERAL CHARITABLE GIFT$15,00060 LINCOLN CENTER PLAZANEW YORKNY100236588
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year40000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$21,241ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$3,093ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$24,334ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA24334TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$3,375Amount
Net Investment Income3375NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps3375DisbursementsCharitablePrps

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value0USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV0USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val338494StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV331653StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or Item6,747.978 (SH) PUTNAM AMERICAN GOVT INCOME FUNDCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value68411BookValue
EOYFMV64443EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES2020020
NYS FILING FEES1001000100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategory
Amount$2,116Amount
Net Investment Income2116NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps2116DisbursementsCharitablePrps

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