KOPF FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KOPF FOUNDATION INC (EIN 13-6228036)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202403049349100900
- Schema version
- 2023v5.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T07:29:26-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113460692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reitman & Belkin LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Avenue Suite 626 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | 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 | 136228036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOPF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOPF | BusinessNameControlTxt |
| Phone | 2128087800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KDW LLP 3 WTC 175 GREENWICH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KATZ | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Belkin | PreparerPersonNm |
| PTIN | P00953500 | PTIN |
| Phone | 2125990410 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,535,984 | 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 |
| Interest On Sav Rev And Expnss | $21,797 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,797 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $366,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $366,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,630,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,020,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,630,531 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,018,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,018,831 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $52,893 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $39,670 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,223 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $206,581 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,877 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $281,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,086,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,086,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,367,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,104,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $651,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,755,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $791,782 | CashBOYAmt |
| Cash EOY | $840,314 | CashEOYAmt |
| Cash EOYFMV | $840,314 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,556 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $907 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,015 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,567,337 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,455,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,335,891 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,813 | CorporateBondsBOYAmt |
| Other Investments BOY | $478,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $246,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $348,764 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,891,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,543,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,535,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,579,131 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,579,131 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,312,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,964,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,891,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,543,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,891,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,543,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,891,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $651,690 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,543,293 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,543,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPMORGAN 2005 | P | 2023-06-01 | 2023-12-31 | $112,147 | $94,864 | $17,283 | $17,283 |
| JPMORGAN 2005 | P | 2015-01-01 | 2023-12-31 | $516,393 | $287,586 | $228,807 | $228,807 |
| JPMORGAN 2005 | P | 2015-01-01 | 2023-12-31 | $425,123 | $48,724 | $376,399 | $376,399 |
| JPMORGAN 2009 | P | 2023-06-01 | 2023-12-31 | $89,455 | $109,324 | -$19,869 | -$19,869 |
| JPMORGAN 2009 | P | 2020-01-01 | 2023-12-31 | $680,692 | $603,818 | $76,874 | $76,874 |
| JPMORGAN 2009 | P | 2010-01-01 | 2023-12-31 | $25,838 | $9,957 | $15,881 | $15,881 |
| JPMORGAN 3003 | P | 2023-06-01 | 2023-12-31 | $118,008 | $73,983 | $44,025 | $44,025 |
| JPMORGAN 3003 | P | 2020-01-01 | 2023-12-31 | $582,623 | $436,793 | $145,830 | $145,830 |
| JPMORGAN 3003 | P | 2020-01-01 | 2023-12-31 | $31,631 | $2,042 | $29,589 | $29,589 |
| JPMORGAN 7004 | P | 2023-06-01 | 2023-12-31 | $420,520 | $466,347 | -$45,827 | -$45,827 |
| JPMORGAN 7004 | P | 2020-01-01 | 2023-12-31 | $2,016,152 | $1,255,224 | $760,928 | $760,928 |
| JPMORGAN 7004 | P | 2020-01-01 | 2023-12-31 | $1,449 | $1,537 | -$88 | -$88 |
| WJA Long Term | P | 2020-01-01 | 2023-12-31 | $181 | -$181 | -$181 | |
| WJA Short Term | P | 2023-01-01 | 2023-06-01 | $33 | $33 | $33 | |
| JPM Capital Gain Distributions | P | 2001-01-01 | 2023-12-31 | $847 | $847 | $847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,630,531 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,355 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,404 | SubtotalAmt |
| Tax Based On Investment Income | $24,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,034 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $37,034 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $889 | EsPenaltyAmt |
| Overpayment | $11,741 | OverpaymentAmt |
| Applied To ES Tax | $11,741 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY KATZ ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128087800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3WTC 175 GREENWICH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ELIZABETH MCCLUNG | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| DEBORAH ANDERSON | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| KIMBERLY MUELLER | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| LELIE O'HARA | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| BRENDA K HELIES | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| ANTHONY HELIES | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| RICHARD A REITMAN | ||||||
| 420 LEXINGTON AVENUE 626 | NEW YORK | NY | 10170 | Director | 0.00 | $0 |
| DAVID BELKIN | ||||||
| 420 LEXINGTON AVENUE 626 | NEW YORK | NY | 10170 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER & BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 3RD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $148,274 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,228,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,862,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,862,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,519,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,125,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,125,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,404 | TotalTaxAmt |
| Distributable Before Adj | $1,101,565 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,101,565 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,101,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,104,013 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,104,013 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,101,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,059,939 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,104,013 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,059,939 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,074 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,057,491 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS ADDRESSES | AddressLine1Txt |
| City | VARIOUS CITIES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $1,086,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,086,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,797 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $366,436 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,630,531 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,018,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,018,831 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $52,893 | LegalFeesAmt |
| Net Investment Income | $39,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,223 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fee | $750 | $750 |
| Office Supplies | $40 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Fee | $11,281 | $11,281 | $0 | $0 |
| Management Fee | $148,274 | $148,274 | $0 | $0 |
| Management Fee | $28,776 | $28,776 | $0 | $0 |
| Management Fee | $5,076 | $5,076 | $0 | $0 |
| Management Fee | $5,233 | $5,233 | $0 | $0 |
| Management Fee | $7,941 | $7,941 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax | $160 | $160 |
| Foreign Tax | $3,947 | $3,947 |
| Foreign Tax | $770 | $770 |