LOUIS J AND JUNE E KAY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS J AND JUNE E KAY FOUNDATION (EIN 26-2145377)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-24
- IRS object ID
- 202421459349100112
- Schema version
- 2023v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-24T13:10:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271633209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATTERYSALOMON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE - 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262145377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS J AND JUNE E KAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 6465133206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 OLD LONG RIDGE RD A4 SALOMON | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB SALOMON | PersonNm |
| Person Title | SECRETARY / TREASURER | PersonTitleTxt |
| Phone | 6465133206 | PhoneNum |
| Signature | 2024-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACOB | PersonFirstNm |
| Person Last | SALOMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATI H SALOMON | PreparerPersonNm |
| PTIN | P00783660 | PTIN |
| Phone | 6465133206 | PhoneNum |
| Preparation | 2024-05-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,412,692 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $176,883 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176,883 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $574,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $574,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$160,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $839,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $890,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $112,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $112,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,185 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $939,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $939,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,190,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,055,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $615,981 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,439,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,901,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,901,851 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,945,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,620,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,369,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,613,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,175,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,898,553 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $245,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $245,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,432 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,243,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,942,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,412,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,243,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,942,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,243,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,942,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,243,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,942,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,243,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,942,522 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,942,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC 6.875% | P | 2013-10-24 | 2023-11-15 | $500,000 | $500,000 | $0 | $0 |
| KEYCORP 5.65% | P | 2018-07-23 | 2023-05-02 | $339,018 | $500,000 | -$160,982 | -$160,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$160,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,562 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,562 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $2,565 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | MATI H SALOMON | IndividualWithBooksNm |
| Phone | 6465133206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SALOMON 85 OLD LONG RIDGE RDA4 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JUNE E KAY | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JACOB SALOMON | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | TREASURER AND SECRETARY | 24.00 | $150,000 | $0 | $0 |
| MELANIE PAPKOV | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | VICE PRESIDENT | 24.00 | $75,000 | $0 | $0 |
| ESTERINA HERMAN | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JACOB SALOMON | |||||
| SALOMON 85 OLD LONG RIDGE RDA4 | STAMFORD | CT | 06903 | FOUNDATION ADMIN. | $150,000 |
| MELANIE PAPKOV | |||||
| SALOMON 85 OLD LONG RIDGE RDA4 | STAMFORD | CT | 06903 | FOUNDATION ADMIN. | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,562 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,055,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,055,685 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $723,760 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $845,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $873,893 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $970,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,413,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,055,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,055,685 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,468,995 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,468,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $723,760 | ExcessFromYear4Amt |
| Excess From Year3 | $845,626 | ExcessFromYear3Amt |
| Excess From Year2 | $873,893 | ExcessFromYear2Amt |
| Excess From Year1 | $970,031 | ExcessFromYear1Amt |
| Excess From Current Year | $1,055,685 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-07-14 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUNE E KAY | ContributingManagerNm |
| Contributing Manager | JACOB SALOMON | ContributingManagerNm |
| Contributing Manager | MELANIE PAPKOV | ContributingManagerNm |
| Contributing Manager | ESTERINA HERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH ST STE 904 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $80,000 |
| ALZHEIMERS DRUG DISCOVERY FUND | |||||||
| 57 W 57TH STREET-904 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| CARINGKIND | |||||||
| 360 LEXINGTON AVENUE 4TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSEGENERAL PURPOSEGENERAL PURPOSE | $25,000 |
| CHRON'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 100168804 | NONE | 501(C)(3) | GENERAL PURPOSE | $80,000 |
| COHEN'S CHILDREN MEDICAL | |||||||
| 269-01 76TH AVENUE | QUEENS | NY | 11040 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 222 BLOOMINDALE RD | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | GENERAL PURPOSE | $35,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | 501(C)(3) | GENERAL PURPOSE | $30,000 |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 110 E 42ND STREET - 16TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| MAKE A WISH AMERICA | |||||||
| PO BOX 6062 | ALBERT LEA | MN | 560076662 | NONE | 501(C)(3) | GENERAL PURPOSE | $35,000 |
| MIRACLE FEET | |||||||
| 107 CONNER DRIVE SUITE 230 | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) | GENERAL PURPOSE | $36,000 |
| AMERICAN LIVER FOUNDATION | |||||||
| PO BOX 299 | WEST ORANGE | NJ | 07052 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 61 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | GENERAL PURPOSE | $42,000 |
| MY FACE | |||||||
| 333 EAST 30TH STREET | NEW YORK | NY | 100168804 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIAS | |||||||
| 410 EAST MAIN STREET | MASCOUTAH | FL | 622580114 | NONE | 501(C)(3) | GENERAL PURPOSEGENERAL PURPOSE | $56,000 |
| NATIONAL JEWISH HEALTH | |||||||
| PO BOX 17169 | DENVER | CO | 802170169 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $35,000 |
| NEXT FOR AUTISM | |||||||
| 1430 BROADWAY 8TH FL | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| NYU LANGONE MEDICAL CENTER - MARTIN J SADOWSKI M | |||||||
| 45 E 32ND ST 2ND FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 E 33RD ST 8 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | 501(C)(3) | GENERAL PURPOSE | $45,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | 501(C)(3) | GENERAL PURPOSE | $85,000 |
| ST JUDES HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL PURPOSE | $45,000 |
| TEAM PHENOMENAL HOPE | |||||||
| 2206 N MAIN STREET 141 | WHEATON | IL | 60187 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $939,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,883 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $574,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$160,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $590,239 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $590,239 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,925 | Amt |
| Net Investment Income | $16,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,185 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NONE REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,175,558 | EOYBookValueAmt |
| EOYFMV | $1,898,553 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PREFERRED STOCK | $4,509,870 | $4,305,438 |
| FIXED RATE CAPITAL SECURITIES | $2,110,243 | $2,064,418 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $245,000 | BookValueAmt |
| EOYFMV | $242,432 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUNE E KAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SALOMON 85 OLD LONG RIDGE RDA4 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |