LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
Tax period: 2023-11-01 to 2024-10-31
Filed: 2025-03-17
IRS object ID: 202540769349100709
Schema version: 2023v6.0
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
Applied To Prior Year Election
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-17T12:07:36-05:00	ReturnTs
Tax Period End	2024-10-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954149172	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TEMO ARJANI LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 E COLORADO BLVD SUITE 426	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136144809	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEE AND LOUIS KUHN FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O DR ROBERT L KUHN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LEEA	BusinessNameControlTxt
Phone	2122890314	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1050 PARK AVE 12B	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DR ROBERT L KUHN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2122890314	PhoneNum
Signature	2025-03-17	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	WILLIAM H HRANCHAK	PreparerPersonNm
PTIN	P00641665	PTIN
Phone	6265781978	PhoneNum
Preparation	2025-03-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	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	$2,842,236	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$36,944	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$36,944	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$53,003	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$106,905	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$53,003	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$89,947	TotalRevAndExpnssAmt
Total Net Invst Incm	$89,947	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$123	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$123	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$12,615	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$12,615	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$77	InterestRevAndExpnssAmt
Interest Net Invst Incm	$77	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss	$500	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$500	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,315	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$77	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,238	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$102,043	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$102,043	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$115,358	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$77	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$115,281	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$25,411	ExcessRevenueOverExpensesAmt
Net Investment Income	$89,870	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$33,212	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,794	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,794	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$1,381,593	OtherInvestmentsBOYAmt
Other Investments EOY	$1,387,600	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,840,442	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,414,805	TotalAssetsBOYAmt
Total Assets EOY	$1,389,394	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,842,236	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$645,000	CapitalStockBOYAmt
Capital Stock EOY	$645,000	CapitalStockEOYAmt
Additional Paid In Capital BOY	$64,849	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$64,849	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$704,956	RetainedEarningBOYAmt
Retained Earning EOY	$679,545	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,414,805	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,389,394	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,414,805	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,389,394	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,414,805	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$25,411	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,389,394	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,389,394	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES LONG-TERM	PropertyDesc
Sold	2024-10-31	SoldDt
Gross Sales Price	$106,905	GrossSalesPriceAmt
Cost Or Other Basis	$53,902	CostOrOtherBasisAmt
Gain Or Loss	$53,003	GainOrLossAmt
Gains Minus Excess Or Losses	$53,003	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$53,003	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,249	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,249	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,249	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,985	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	$1,985	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$736	OverpaymentAmt
Applied To ES Tax	$736	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	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	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	N/A	WebsiteAddressTxt
Individual With Books	DR ROBERT L KUHN	IndividualWithBooksNm
Phone	2122890314	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1050 PARK AVE APT 12B	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (2 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
ROBERT L KUHN
1050 PARK AVE APT 12B	NEW YORK	NY	10028	PRESIDENT	2.00	$0	$0	$0
ADAM Z KUHN
1050 PARK AVE APT 12B	NEW YORK	NY	10028	VICE-PRESIDENT, TREASURER, SECRETARY	2.00	$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

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	$2,629,503	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,230	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,633,733	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,633,733	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$39,506	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,594,227	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$129,711	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$129,711	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,249	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,249	TotalTaxAmt
Distributable Before Adj	$128,462	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$128,462	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$128,462	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$115,281	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$115,281	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$128,462	DistributableAsAdjustedAmt
Undistributed Income PY	$109,360	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$115,281	QualifyingDistributionsAmt
Applied To Year1	$109,360	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,921	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$122,541	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CINEMATHEQUE
1604 N CAHUENGA BLVD STE A	LOS ANGELES	LA	90028	PC	GENERAL SUPPORT	$5,192
AMERICAN SOCIETY FOR TECHNICAL
501 S BEVERLY DR STE 200 BEVERLY	LOS ANGELES	CA	90212	PC	GENERAL SUPPORT	$1,000	HILLS
AMERICANS FOR BEN-GURION UNIVERSITY
9911 W PICO BLVD	LOS ANGELES	CA	90035	PC	GENERAL SUPPORT	$2,033
BLOOMINGDALE SCHOOL OF MUSIC
323 WEST 108TH STREET	NEW YORK	NY	10025	PC	GENERAL SUPPORT	$1,023
AMERICAN GIVES INC
PO BOX 3263	WASHINGTON	DC	20010	PC	GENERAL SUPPORT	$1,100
FRIENDS OF ISRAEL DEFENSE FORCE
60 EAST 42ND STREET	NEW YORK	NY	10165	PC	GENERAL SUPPORT	$30,000
HOSPICE OF THE VALLEY
25240 HANCOCK AVE STE 120	MURRIETA	CA	92562	PC	GENERAL SUPPORT	$2,000
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10021	PC	GENERAL SUPPORT	$10,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200	RYE BROOK	NY	10573	PC	GENERAL SUPPORT	$750
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE NE49-3142	CAMBRIDGE	MA	02139	PC	GENERAL SUPPORT	$2,500
NYC HEMOPHILIA CHAPTER
500 7TH AVE	NEW YORK	NY	10018	PC	GENERAL SUPPORT	$1,000
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
575 MADISON AVE 10TH FLOOR	NEW YORK	NY	10022	PC	GENERAL SUPPORT	$5,000
ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC
2303 MIRAMAR STREET	LOS ANGELES	CA	90057	PC	GENERAL SUPPORT	$2,500
STUDENTS AGAINST ANTISEMITISM INC
PO BOX 1998 RADIO CITY STATION	NEW YORK	NY	10101	PC	GENERAL SUPPORT	$1,040
THE GRACE CHILDRENS FOUNDATION
697 WEST END AVE SUITE 14E	NEW YORK	NY	10025	PC	GENERAL SUPPORT	$3,000
THE SJOQRENS' FOUNDATION
10701 PARKRIDGE BLVD STE 170	RESTON	VA	20191	PC	GENERAL SUPPORT	$500
UNITED ISRAEL WORLD UNION
2101 SARDIS RD NORTH STE 110	CHARLOTTE	NC	28227	PC	GENERAL SUPPORT	$1,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH STREET NW	WASHINGTON	WA	20001	PC	GENERAL SUPPORT	$2,000
WEEKDAY SCHOOL AT RIVERSIDE CH
91 CLAREMONT AVE	NEW YORK	NY	10027	PC	GENERAL SUPPORT	$2,000
WEIZMANN-ACWIS (AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE)
633 3RD AVE STE 20	NEW YORK	NY	10017	PC	GENERAL SUPPORT	$1,000
WORLD VISION DONOR
310 TIFFANY ST	BRONX	NY	10474	PC	GENERAL SUPPORT	$200
AEON AMERICA INC
447 BROADWAY	NEW YORK	NY	10013	PC	GENERAL SUPPORT	$200
AFORAM(AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER)
442 5TH AVE	NEW YORK	NY	10018	PC	GENERAL SUPPORT	$22,505
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SW	WASHINGTON	WA	20024	PC	GENERAL SUPPORT	$250
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE NO 300	ROCKVILLE	MD	20852	PC	GENERAL SUPPORT	$250
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVE STE 3	NEW YORK	NY	10017	PC	GENERAL SUPPORT	$1,000
STEELE CHILDRENS RESEARCH CTR
1501 N CAMPBELL AVENUE ROOM 3301	TUCSON	AZ	85724	PC	GENERAL SUPPORT	$1,000
BANNER HEALTH FOUNDATION
2901 N CENTRAL AVE 160	PHOENIX	AZ	85012	PC	GENERAL SUPPORT	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$102,043	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$36,944	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$53,003	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$89,947	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$89,947	TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TEMO ARJANI LLP	CategoryTxt
Amt	$12,615	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12,615	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	THE ORGANIZATION IS ELECTING TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.	ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MORGANSTANLEY SMITHBARNEY EXCHANGE-TRADED & CLOSED-END FUNDS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$1,387,600	BookValueAmt
EOYFMV	$2,840,442	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LOEB&LOEB	CategoryTxt
Legal Fees	$123	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$123	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	NYS EPTL FILING FEES	Desc
Revenue And Expenses Per Books	$500	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt