THE KUHN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE KUHN FOUNDATION (EIN 33-0783933)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349109171
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:12:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330783933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KUHN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DR ROBERT KUHN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUHN | BusinessNameControlTxt |
| Foreign Phone | 7951213 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 EUCLID ST UNIT B | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM KUHN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8185197586 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | 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 | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $18,239,781 | 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 | $1,403,131 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,146 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35,146 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $212,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,605 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $212,605 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $431,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,792,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $431,882 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $226,468 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $148,668 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $148,668 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $148,668 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,231,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $828,301 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $622,887 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $70,141 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35,071 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $35,070 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,071 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,558 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,557 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,558 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $68,504 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,524,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,524,975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,686,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $115,131 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,571,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,688,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $115,131 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,573,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $542,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $713,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $507,756 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $706,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,825,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,825,372 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $572,569 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $408,878 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $421,509 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,866,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,725,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,736,339 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,135,416 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $989,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,082,337 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,205,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,079,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,174,224 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $187,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $187,538 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $11,486,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,029,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,239,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,606,331 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,606,331 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$119,676 | RetainedEarningBOYAmt |
| Retained Earning EOY | $422,816 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,486,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,029,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,486,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,029,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,486,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $542,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,029,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,029,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT-TERM | P | 2020-01-01 | 2021-12-31 | $1,531,131 | $1,304,663 | $226,468 | $226,468 |
| PUBLICLY TRADED SECURITIES LONG-TERM | P | 2020-01-01 | 2021-12-31 | $1,260,701 | $1,055,840 | $204,861 | $204,861 |
| CAPITAL GAINS DIVIDENDS | P | $553 | $553 | $553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $431,882 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $226,468 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,359 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,359 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,446 | OverpaymentAmt |
| Applied To ES Tax | $19,446 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.CLOSERTOTRUTH.COM | WebsiteAddressTxt |
| Individual With Books | ADAM KUHN | IndividualWithBooksNm |
| Phone | 8185197586 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 EUCLID ST UNIT B | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DR ROBERT KUHN | ||||||||
| 723 EUCLID ST UNIT B | SANTA MONICA | CA | 90402 | PRESIDENT | 25.00 | $0 | $0 | $0 |
| DORA KUHN | ||||||||
| 723 EUCLID ST UNIT B | SANTA MONICA | CA | 90402 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AARON KUHN | ||||||||
| 245 WEST 107TH STREET APT 4B | NEW YORK | NY | 10024 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ADAM KUHN | ||||||||
| 723 EUCLID ST UNIT B | SANTA MONICA | CA | 90402 | CFO | 7.00 | $0 | $0 | $0 |
| DANIELLA KUHN | ||||||||
| 723 EUCLID ST UNIT B | SANTA MONICA | CA | 90402 | SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT PROJECT SUPPORT - "CLOSER TO TRUTH" TELEVISION PROGRAM.CLOSER TO TRUTH (CTT) IS AN EDUCATIONAL AND SCIENTIFIC PROJECT THAT IS IMPROVING THE QUALITY OF SCIENCE AND HIGH-LEVEL KNOWLEDGE DISCOURSE IN THE UNITED STATES, PRIMARILY THROUGH A NATIONAL PUBLIC TELEVISION SERIES AND A MAJOR ASSOCIATED WEBSITE. CTT BRINGS TOGETHER LEADING SCIENTISTS, SCHOLARS AND ARTISTS TO DEBATE LATEST DISCOVERIES AND THEIR IMPACT ON THE HUMAN CONDITION. SERIES CREATOR ROBERT LAWRENCE KUHN HOSTS A SERIES OF SPONTANEOUS AND INTIMATE CONVERSATIONS WITH SOME OF THE WORLD'S MOST ESTEEMED EXPERTS THAT COMBINE LEADING-EDGE SCIENCE AND INFORMED INTUITION TO ADDRESS THE FUNDAMENTAL ISSUES OF OUR TIMES. | Description1Txt |
| Expenses1 | $1,526,425 | Expenses1Amt |
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 | $14,996,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,689,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,685,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,685,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,435,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $821,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,573,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,573,809 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1999-04-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $507,756 | CurrentYearAmt |
| Year1 | $413,770 | Year1Amt |
| Year2 | $258,077 | Year2Amt |
| Year3 | $186,788 | Year3Amt |
| Total | $1,366,391 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $431,593 | CurrentYearAmt |
| Year1 | $351,705 | Year1Amt |
| Year2 | $219,365 | Year2Amt |
| Year3 | $158,770 | Year3Amt |
| Total | $1,161,432 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,573,809 | CurrentYearAmt |
| Year1 | $1,441,200 | Year1Amt |
| Year2 | $2,066,322 | Year2Amt |
| Year3 | $1,369,041 | Year3Amt |
| Total | $6,450,372 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $9,258 | Year2Amt |
| Year3 | $29,708 | Year3Amt |
| Total | $38,966 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,573,809 | CurrentYearAmt |
| Year1 | $1,441,200 | Year1Amt |
| Year2 | $2,057,064 | Year2Amt |
| Year3 | $1,339,333 | Year3Amt |
| Total | $6,411,406 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $547,851 | CurrentYearAmt |
| Year1 | $439,139 | Year1Amt |
| Year2 | $432,265 | Year2Amt |
| Year3 | $431,079 | Year3Amt |
| Total | $1,850,334 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR ROBERT KUHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOHN'S HEALTH CENTER FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 SANTA MONICA BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $2,205 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,205 | 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 | $35,146 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $431,882 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGANSTANLEY SMITHBARNEY | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $148,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $828,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $828,301 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN TEMPLETON FOUNDATION | |||||||||||
| 1 | 300 CONSHOHOCKEN STATE ROAD SUITE 5 | WEST CONSHOHOCKEN | PA | 19428 | $597,005 | Yes (X) | |||||
| TEMPLETON RELIGION TRUST | |||||||||||
| 2 | $20,000 | Yes (X) | PO BOX N-7776 TEMPLETON BUILDING | LYFORD CAY | BAHAMAS | BF | |||||
| TEMPLETON WORLD CHARITY FOUNDATION | |||||||||||
| 3 | $200,000 | Yes (X) | PO BOX N-7776 BUILDING NO2 2ND FLOO | NASSAU | BAHAMAS | BF | |||||
| CHINA CENTRAL TELEVISION | |||||||||||
| 4 | $250,000 | Yes (X) | EAST THIRD RING ROAD GUANGHUA ROAD | BEIJING | CH | ||||||
| UNIVERSITY OF BIRMINGHAM | |||||||||||
| 5 | $159,122 | Yes (X) | EDGBASTON | BIRMINGHAM | UK | B15 2TT | |||||
| THE ARTHUR VINING DAVIS FOUNDATION | |||||||||||
| 6 | 814 N HIGHWAY A1A SUITE 300 | PONTE VEDRA BEACH | FL | 32082 | $162,500 | Yes (X) | |||||
| CANADIAN TV | |||||||||||
| 7 | $14,504 | Yes (X) | 9 CHANNEL NINE COURT | ONTARIO | CA | ||||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMO ARJANI LLP | CategoryTxt |
| Amt | $23,115 | Amt |
| Net Investment Income | $11,558 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,557 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,558 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGANSTANLEY SMITHBARNEY | BondNm |
| EOY Book Value | $989,853 | EOYBookValueAmt |
| EOYFMV | $1,082,337 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGANSTANLEY SMITHBARNEY | $2,966,577 | $5,989,097 |
| MORGANSTANLEY SMITHBARNEY (MUTUAL FUNDS) | $758,925 | $747,242 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $408,878 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $421,509 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGANSTANLEY SMITHBARNEY (ALTERNATIVE INVESTMENTS) | AT COST | $2,470,098 | $3,346,563 |
| MORGANSTANLEY SMITHBARNEY (ETF) | AT COST | $2,609,444 | $4,827,661 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $4,026 | $2,013 | $2,013 | $2,013 |
| CONSULTING FEE | $66,115 | $33,058 | $33,057 | $33,058 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLOSER TO TRUTH | $1,524,775 | $0 | $0 | $1,524,775 |
| CA RRF-1 FEE | $200 | $0 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGANSTANLEY SMITHBARNEY | Desc |
| Revenue And Expenses Per Books | $148,668 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $148,668 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $148,668 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $68,504 | Amt |
| Net Investment Income | $68,504 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,504 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |