LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-09-16
- IRS object ID
- 202412609349101001
- Schema version
- 2022v5.0
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T12:12:14-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | 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 | 2022-11-01 | 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 | 2024-09-16 | 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 | 2024-09-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,174,630 | 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 | $35,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,125 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $90,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,812 | 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 | $468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $468 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $203 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $203 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,529 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,212 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,449,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,381,593 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,141,418 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,453,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,414,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,174,630 | 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 | $743,271 | RetainedEarningBOYAmt |
| Retained Earning EOY | $704,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,453,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,414,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,453,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,414,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,453,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,414,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,414,805 | 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 | 2023-10-31 | SoldDt |
| Gross Sales Price | $160,636 | GrossSalesPriceAmt |
| Cost Or Other Basis | $105,511 | CostOrOtherBasisAmt |
| Gain Or Loss | $55,125 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $55,125 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,244 | 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 | $3,244 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,985 | OverpaymentAmt |
| Applied To ES Tax | $1,985 | 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 | $2,243,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,246,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,246,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,212,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,259 | TotalTaxAmt |
| Distributable Before Adj | $109,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,851 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Total For Prior Years | $15,095 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,851 | AppliedToYear1Amt |
| Applied To Prior Years | $15,095 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $109,360 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | 200 | KENNESAW | GA | 30144 | PC | GENERAL SUPPORT | $500 |
| AMERICAN CINEMA THEQUE | |||||||
| 1604 N CAHUENGA BLVD | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | |||||||
| 633 3RD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE NO 300 | ROCKVILLE | MD | 20852 | PC | GENERAL SUPPORT | $750 | |
| AMERICAN SOCIETY FOR TECHNION | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $10,000 | |
| ANNE FRANK CTR FOR MUTUAL REPO | |||||||
| 132 AVENUE OF THE AMERICAS SUITE | 28TH F | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $250 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $250 | |
| BORN TO BE LOVE | |||||||
| 1146 NORTH CENTRAL AVENUE 600 | GLENDALE | CA | 91202 | PC | GENERAL SUPPORT | $500 | |
| ARIZONA HEMOPHILIA ASSOCIATION | |||||||
| 826 N 5TH AVENUE | PHOENIX | AZ | 85003 | PC | GENERAL SUPPORT | $1,000 | |
| BANNER HEALTH FOUNDATION | |||||||
| 2901 N CENTRAL AVE 160 | PHOENIX | AZ | 85012 | PC | GENERAL SUPPORT | $2,000 | |
| BLOOMINGDALE SCHOOL OF MUSIC | |||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $1,500 | |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | GENERAL SUPPORT | $50,000 | |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | GENERAL SUPPORT | $2,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $10,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE NE49-3142 | CAMBRIDGE | MA | 02139 | PC | GENERAL SUPPORT | $2,500 | |
| THE MOUNT SINAI HOSPITAL | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL SUPPORT | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $2,500 | |
| NATIONAL COMMITTEE US CHINA RELATIONS | |||||||
| 6 EAST 43RD STREET 24TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $1,023 | |
| PBS SOCAL | |||||||
| 2900 WEST ALAMEDA AVE 600 | BURBANK | CA | 91505 | PC | GENERAL SUPPORT | $1,000 | |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GENERAL SUPPORT | $29 | |
| SCIENCE FOR THE CHURCH | |||||||
| 280 CHICO CANYON RD | CHICO | CA | 95928 | PC | GENERAL SUPPORT | $500 | |
| SJOGRENS FOUNDATION INC | |||||||
| 10701 PARKRIDGE BLVD SUITE 170 | RESTON | VA | 20191 | PC | GENERAL SUPPORT | $500 | |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | |||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | PC | GENERAL SUPPORT | $5,000 | |
| STEELE CHILDRENS RESEARCH CENTER | |||||||
| 1501 N CAMPBELL AVENUE ROOM 3301 | TUCSON | AZ | 85724 | PC | GENERAL SUPPORT | $5,467 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | PC | GENERAL SUPPORT | $500 | |
| THE GRACE CHILDRENS FOUNDATION | |||||||
| 697 WEST END AVE SUITE 14E | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $1,000 | |
| THE LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 7111 WEST 151 STREET PMB 317 | OVERLAND PARK | KS | 66223 | PC | GENERAL SUPPORT | $500 | |
| THE SKEPTIC SOCIETY | |||||||
| 2761 N MARENGO AVENUE | ALTADENA | CA | 91001 | PC | GENERAL SUPPORT | $500 | |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH STREET NW | WASHINGTON | WA | 20001 | PC | GENERAL SUPPORT | $3,000 | |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | WA | 20024 | PC | GENERAL SUPPORT | $250 | |
| WIKIMEDIA FOUNDATION INC | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $780 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,899 | 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 | $35,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,125 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSTITUTE DIVIDENDS | Desc |
| Unrelated Business Taxbl Incm | $22 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,834 | 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 |
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 | $1,381,593 | BookValueAmt |
| EOYFMV | $2,141,418 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $468 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $468 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSTITUTE DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $4,529 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,529 | DisbursementsCharitablePrpsAmt |