LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-02
- IRS object ID
- 202210619349100801
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-02T13:32:55-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | 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 | 2020-11-01 | 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 NO 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 | 2022-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | ROBERT L KUHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H HRANCHAK | PreparerPersonNm |
| PTIN | P00641665 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Preparation | 2022-03-02 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,597,103 | 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 | $32,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,055 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,417 | 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 | $178 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $178 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,805 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,481,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,472,795 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,592,298 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,522,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,477,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,597,103 | 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 | $812,647 | RetainedEarningBOYAmt |
| Retained Earning EOY | $767,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,522,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,477,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,522,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,477,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,522,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,477,600 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,477,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1 SHS OF ISHARES CORE S&P 500 ETF | 2019-02-06 | 2020-12-24 | $364 | $275 | $89 | $89 |
| 9 SHS OF VANGUARD INDEX FDS S&P 500 ETF | 2019-02-06 | 2021-02-19 | $3,225 | $2,259 | $966 | $966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,055 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $464 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $464 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,359 | 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 | $5,359 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,895 | OverpaymentAmt |
| Applied To ES Tax | $4,895 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | $2,283,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,291,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,291,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,256,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $464 | TotalTaxAmt |
| Distributable Before Adj | $112,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,380 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,309 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,434 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,309 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | 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 | $7,125 | Taxable2Amt |
| Undistributed Income CY | $112,380 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PAYPAL CHARITABLE GIVING FUND | ||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $526 |
| STEPHEN & LAUREL BROWN FOUNDATION | ||||||
| 365 EAST CAMPUS MALL SUITE 200 | MADISON | WI | 53715 | POF | GENERAL SUPPORT | $500 |
| PHARMACY INITIATIVE LEAD | ||||||
| 12718 COAL MINE RISE | SAN ANTONIO | TX | 78245 | PC | GENERAL SUPPORT | $1,500 |
| ACADEMY OF MANAGED CARE | ||||||
| 675 NORTH WASHINGTON STREET NO 22 | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $1,500 |
| SANTA MONICA COLLEGE FOUNDATION | ||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $2,205 |
| PHARMACY INITIATIVE LEAD | ||||||
| 12718 COAL MINE RISE | SAN ANTONIO | TX | 78245 | PC | GENERAL SUPPORT | $1,500 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $250 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $250 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $125 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $125 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $125 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $125 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $125 |
| BLOOMINGDALE SCHOOL OF MUSIC | ||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $125 |
| SHARE FOUNDATION | ||||||
| 2299 CHAMPAGNOLLE ROAD | EL DORADO | AR | 71730 | PC | GENERAL SUPPORT | $400 |
| ACTBLUE CHARITIES INC | ||||||
| 366 SUMMER STREET | SOMERVILLE | MA | 02144 | PC | GENERAL SUPPORT | $3,000 |
| JANE'S DUE PROCESS INC | ||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | PC | GENERAL SUPPORT | $1,500 |
| FRIENDS OF ISRAEL DEFENSE FORC | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | GENERAL SUPPORT | $4,000 |
| AMERICAN TECH SOCIETY | ||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $3,000 |
| MAKE A WISH | ||||||
| 1702 E HIGHLAND AVE NO400 | PHOENIX | AZ | 85016 | PC | GENERAL SUPPORT | $1,000 |
| PLANNED PARENTHOOD PASADENA | ||||||
| 2333 N LAKE AVE 2ND FLOOR | ALTADENA | CA | 91001 | PC | GENERAL SUPPORT | $3,000 |
| CUNY TV FOUNDATION | ||||||
| 365 FIFTH AVE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $5,000 |
| THE SKEPTICS SOCIETY | ||||||
| 2761 N MARENGO AVE | ALTADENA | CA | 91001 | PC | GENERAL SUPPORT | $2,000 |
| KOCE-TV FOUNDATION | ||||||
| 3080 BRISTOL STREET NO 100 | COSTA MESA | CA | 92626 | PC | GENERAL SUPPORT | $5,000 |
| MIT SLOAN BOSTON ALUMNI ASSOCIATION INC | ||||||
| 139A CHARLES STREET NO 346 | BOSTON | MA | 02114 | PC | GENERAL SUPPORT | $2,000 |
| UNITED NEGRO COLLEGE FUND INC | ||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $3,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||
| 633 3RD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $3,000 |
| JOHNS HOPKINS UNIV SCH OF MEDI | ||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | GENERAL SUPPORT | $1,000 |
| THE COMMITTEE OF 100 INC | ||||||
| 527 STANTON CHRISTIANA ROAD | NEWARK | DE | 19713 | PC | GENERAL SUPPORT | $2,500 |
| NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INC | ||||||
| 600 PEACHTREE STREET NE | ATLANTA | GA | 30308 | PC | GENERAL SUPPORT | $300 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $5,700 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $500 |
| BIRTHRIGHT ISRAEL FDN | ||||||
| 711 THIRD AVENUE SUITE 10TH FL | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $750 |
| ARIZONA HEMOPHILIA ASSOCIATION | ||||||
| 826 N 5TH AVENUE | PHOENIX | AZ | 85003 | PC | GENERAL SUPPORT | $900 |
| THE LEUKEMIALYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER | ||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | PC | GENERAL SUPPORT | $250 |
| PARKINSON'S FOUNDATION | ||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | PC | GENERAL SUPPORT | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THRID AVENUE | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $2,200 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $750 |
| SUSAN G KOMEN BREAST CANCER FDN INC | ||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | PC | GENERAL SUPPORT | $500 |
| NATIONAL FDN FOR CANCER RES | ||||||
| 4747-20 NESCONSET HWY | PORT JEFFERSON STATION | NY | 11776 | PC | GENERAL SUPPORT | $500 |
| MD ANDERSON CANCER CTR | ||||||
| PO BOX 2558 | HOUSTON | TX | 77252 | PC | GENERAL SUPPORT | $2,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $750 |
| AZ PUBLIC BROADCASTING SERVICE | ||||||
| 1225 S CLARK STREET | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $200 |
| AMERICAN DIABETES ASSOCIATION RESEARCH FOUNDATION INC | ||||||
| 2451 CRYSTAL DRIVE ROOM 900 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $500 |
| THE ALS ASSOCIATION MID-AMERICA CHAPTER | ||||||
| 6950 SQUIBB ROAD SUITE 210 | MISSION | KS | 66202 | PC | GENERAL SUPPORT | $750 |
| NEW YORK CITY HEMOPHILIA CHAPTER INC | ||||||
| 315 WEST 36TH STREET 2ND FL | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $700 |
| AMERICAN KIDNEY FUND INC | ||||||
| 11921 ROCKVILLE PIKE NO 300 | ROCKVILLE | MD | 20852 | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL GLAUCOMA RESEARCH | ||||||
| 251 POST STREET STE 600 | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $500 |
| ST JUDE CHIDRENS RESEARCH HOSPITAL INC | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $400 |
| SJOGRENS SYNDROME FOUNDATION INC | ||||||
| 10701 PARKRIDGE BLVD NO 170 | RESTON | VA | 20191 | PC | GENERAL SUPPORT | $350 |
| THE PROJ PINBALL CHARITY | ||||||
| PO BOX 368022 | BONITA SPRINGS | FL | 34136 | PC | GENERAL SUPPORT | $1,500 |
| PRDA STEELE RESEARCH CTR | ||||||
| 4131 N 36TH ST | PHOENIX | AZ | 85018 | PC | GENERAL SUPPORT | $2,000 |
| STEPHEN & LAUREL BROWN FDN | ||||||
| 365 EAST CAMPUS MALL SUITE 200 | MADISON | WI | 53715 | POF | GENERAL SUPPORT | $500 |
| FOUNDATIONAL QUESTIONS INSTITUTE | ||||||
| PO BOX 3655 | DECATUR | GA | 30031 | POF | GENERAL SUPPORT | $2,500 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,881 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,417 | 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 |
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 | $1,472,795 | BookValueAmt |
| EOYFMV | $2,592,298 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEOB & LEOB | CategoryTxt |
| Legal Fees | $178 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $178 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |