KOVNER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KOVNER FOUNDATION (EIN 22-3468030)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349106470
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:33:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223468030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOVNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOVN | BusinessNameControlTxt |
| Phone | 6095248600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N US HIGHWAY 1 SUITE 400 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CROSS | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6095248600 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | CROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES O'BRIEN | PreparerPersonNm |
| PTIN | P01270186 | PTIN |
| Phone | 6462135100 | PhoneNum |
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 | 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 | $242,268,380 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $9,333,337 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,333,337 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,584,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,584,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$822,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,854,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $345,794 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $243,234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,441,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,161,569 | 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 | $6,262 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $884,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $481,600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $90,284 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $90,284 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,962 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,149 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,102,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $577,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,455,963 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,455,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,558,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $577,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,455,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,116,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,583,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$292,944 | CashBOYAmt |
| Cash EOY | -$36,842 | CashEOYAmt |
| Cash EOYFMV | -$36,842 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $4,220 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $6,000 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $248,116,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,305,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,305,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $247,834,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,268,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $242,268,380 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,634,939 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,265,870 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,787,329 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,862,354 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,422,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,128,224 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $242,411,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $237,140,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $242,411,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $237,140,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $247,834,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $242,268,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $242,411,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,116,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $845,163 | OtherIncreasesAmt |
| Subtotal | $237,140,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $237,140,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| KFO HOLDINGS II LLC -ST | P | -$5,676,558 | -$5,676,558 | |
| KFO HOLDINGS II LLC -ST | P | $4,854,015 | $4,854,015 | $4,854,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$822,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $272,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $272,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $272,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186,034 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $139,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $325,034 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,820 | OverpaymentAmt |
| Applied To ES Tax | $52,820 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | THEKOVNERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ACCOUNTANT | IndividualWithBooksNm |
| Phone | 6095248600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ALEXANDER RD BLDG 2 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE S KOVNER | ||||||||
| 259 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER P D'ANGELO | ||||||||
| 90 THIRD STREET | GARDEN CITY | NY | 11530 | DIRECTOR & TREASURER | 1.00 | $0 | $0 | $0 |
| FRANK WOHL CO LANKLER SIFFERT WOHL | ||||||||
| 500 FIFTH AVENUE 33RD FLOOR | NEW YORK | NY | 10110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN CROSS | ||||||||
| 28951 SOMERS DRIVE | NAPLES | FL | 34119 | CONTROLLER | 1.00 | $0 | $0 | $0 |
| SUZANNE F KOVNER | ||||||||
| 259 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | DIRECTOR & VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HEATH WEISBERG | ||||||||
| 8 HILLTOP ROAD | SHORT HILLS | NJ | 07078 | GENERAL COUNSEL | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RR EDUCATION CONSULTANTS | |||||
| PO BOX 250861 | NEW YORK | NY | 10025 | SCHOLARSHIP CONSULTING | $273,563 |
| GRANT THORNTON LLP | |||||
| 757 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | ACCOUNTING (AUDIT) | $52,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,339,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $215,163,034 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,502,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,502,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,472,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $228,030,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,401,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,401,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $272,214 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $21,748 | IncomeTaxAmt |
| Total Tax | $293,962 | TotalTaxAmt |
| Distributable Before Adj | $11,107,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,107,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,107,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,455,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,455,963 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,455,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,107,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,217,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,153,727 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,369,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,224,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,432,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,398,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,455,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,107,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,348,423 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,746,638 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,217,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,529,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,153,727 | ExcessFromYear4Amt |
| Excess From Year3 | $15,369,191 | ExcessFromYear3Amt |
| Excess From Year2 | $10,224,864 | ExcessFromYear2Amt |
| Excess From Year1 | $11,432,874 | ExcessFromYear1Amt |
| Excess From Current Year | $13,348,423 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE S KOVNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | ||||||||||||
| 335 ADAMS STREET SUITE 700 | BROOKLYN | NY | 11201 | PUBLIC CHARITY | EDUCATION | $250,000 | ||||||
| AHA FOUNDATION | ||||||||||||
| 130 7TH AVENUE SUITE 236 | NEW YORK | NY | 10011 | PUBLIC CHARITY | WOMEN'S RIGHT | $50,000 | ||||||
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | ||||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $25,000 | NATIONAL THEATRE SOUTH BANK | LONDON | UNITED KINGDOM | UK | SE1 9PX | |||||
| AMERICAN ENTERPRISE INSTITUTE | ||||||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $300,000 | ||||||
| AMERICAN FRIENDS OF COVENT GARDEN | ||||||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | PUBLIC CHARITY | PERFORMING ARTS | $5,000 | ||||||
| AMERICAN FRIENDS OF LES ARTS FLORISSANT | ||||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $10,000 | 221 AVENUE JEAN JAURES | PARIS | FR | |||||||
| AMERICAN MODERN OPERA COMPANY | ||||||||||||
| PO BOX 390002 | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||||||
| AMERICASHARE USA INC | ||||||||||||
| 150W 26TH STREET 11TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | EDUCATION | $33,912 | ||||||
| ANIMAL MEDICAL CENTER | ||||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PUBLIC CHARITY | VETERINARIAN HOSPITAL | $50,000 | ||||||
| BANNER LAKE CLUB | ||||||||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33455 | PUBLIC CHARITY | COMMUNITY NEEDS | $25,000 | ||||||
| BERKSHIRE TACONIC COMM FDN NORTHEAST DUTCHESS | ||||||||||||
| 800 N MAIN ST | SHEFFIELD | MA | 01257 | PUBLIC CHARITY | COMMUNITY NEEDS | $2,500 | ||||||
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | ||||||||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | SUPPORT CHILDREN | $25,000 | ||||||
| BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL | ||||||||||||
| 850 SEVENTH AVENUE SUITE 700 | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $10,000 | ||||||
| CARNEGIE HALL | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $210,000 | ||||||
| CENTER FOR INDEPENDENT THOUGHT | ||||||||||||
| 1420 WALNUST ST 1011 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | EDUCATION | $25,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | 501(C)3 TAX EXEMPT O | NYC PARKS | $25,000 | ||||||
| CENTURION MINISTRIES | ||||||||||||
| 221 WITHERSPOON STREET | PRINCETON | NJ | 08542 | PUBLIC CHARITY | FREE WRONGFULLY IMPRISONED INMATES | $75,000 | ||||||
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $25,000 | ||||||
| CHARTER FUND | ||||||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $1,000,000 | ||||||
| CITY HARVEST | ||||||||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL SUPPORT | $27,500 | ||||||
| EDUCATION NEXT INSTITUTE | ||||||||||||
| 79 JFK STREET | CAMBRIDGE | MA | 02138 | 501(C)3 TAX EXEMPT O | EDUCATION REFORM | $66,000 | ||||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PUBLIC CHARITY | ENVIRONMENT PROTECTION | $50,000 | ||||||
| FORDHAM INSTITUTE | ||||||||||||
| 9827 JAMAICA AVENUE | WOODHAVEN | NY | 11421 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $100,000 | ||||||
| FOUNDATION FOR EXCELLENCE IN EDUCATION | ||||||||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | PUBLIC CHARITY | EDUCATION | $500,000 | ||||||
| HARLEM CHILDREN ZONE | ||||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | PUBLIC CHARITY | COMMUNITY NEEDS | $25,000 | ||||||
| HOPE SOUND COMMUNITY CHEST | ||||||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | COMMUNITY SUPPORT | $27,500 | ||||||
| INNOCENCE PROJECT | ||||||||||||
| 40 WORTH ST SUITE 701 | NEW YORK | NY | 10013 | PUBLIC CHARITY | FREE WRONGFULLY IMPRISONED INMATES | $30,000 | ||||||
| INNISFREE FOUNDATION | ||||||||||||
| 255 RIDGE ROAD SUITE 1 | LYNDHURST | NJ | 07071 | PUBLIC CHARITY | EDUCATIONAL RIGHTS | $5,000 | ||||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 1717 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SOCIAL REFORM | $500,000 | 200 | |||||
| INSTITUTE FOR THE STUDY OF WAR | ||||||||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | RESEARCH AND EDUCATION | $25,000 | ||||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PUBLIC CHARITY | HUMANITARIAN AID | $2,000,000 | ||||||
| ISRAELI CHAMBER PROJECT | ||||||||||||
| 50 PARK TERRACE WEST SUITE 5B | NEW YORK | NY | 10034 | PUBLIC CHARITY | PERFORMING ARTS | $20,000 | ||||||
| JEWISH MUSEUM | ||||||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | PUBLIC CHARITY | MUSEUM SUPPORT | $10,000 | ||||||
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | 501(C)3 TAX EXEMPT O | HOSPITAL | $35,000 | ||||||
| KOVNER OPPORTUNITY SCHOLARSHIPS DET | ||||||||||||
| 1001 N US HIGHWAY 1 SUITE 400 | JUPITER | FL | 33477 | INDIVIDUAL | QUALIFIED TUITION GRANT | $269,545 | ||||||
| KOVNER SUCCESS SCHOLARSHIPS DETAIL | ||||||||||||
| 1001 N US HIGHWAY 1 SUITE 400 | JUPITER | FL | 33477 | INDIVIDUAL | QUALIFIED TUITION GRANT | $62,199 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $265,000 | ||||||
| LOAVES AND FISHES | ||||||||||||
| 1500 BERGER DRIVE | SAN JOSE | CA | 95112 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | ||||||
| MANHATTAN INSTITUTE | ||||||||||||
| 45 W 34TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | EDUCATION | $75,000 | ||||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||||||
| MILLBROOK EARLY CHILDHOOD EDUCATION CENTER | ||||||||||||
| 30 MAPLE AVE | MILLBROOK | NY | 12545 | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 | ||||||
| MIDDLE EASTERN MEDIA RESEARCH INSTITUTE | ||||||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $100,000 | ||||||
| MOUNT SINAI HOSPITAL | ||||||||||||
| 1468 MADISON AVE | NEW YORK | NY | 10029 | 501(C)3 TAX EXEMPT O | HOSPITAL | $100,000 | ||||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | MODERN ART MUSEUM | $25,000 | ||||||
| NATIONAL LIBRARY OF ISRAEL | ||||||||||||
| 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $1,016,667 | SAFRA CAMPUS GIVAT RAM POB 39105 | JERUSALM | ISRAEL | IS | ||||||
| NATIONAL REVIEW INSTITUTE | ||||||||||||
| 19 W 44TH STREET SUITE 1701 | NEW YORK | NY | 10036 | 501(C)3 TAX EXEMPT O | PRIVATE OPERATING FOUNDATION | $10,000 | ||||||
| NEW WORLD SYMPHONY INC | ||||||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PUBLIC CHARITY | PERFORMING ARTS | $500,000 | ||||||
| NEW YORK BOTANICAL GARDEN | ||||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | ||||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||||||
| NEW YORK PHILHARMONIC | ||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $200,000 | ||||||
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | PUBLIC CHARITY | HOSPITAL | $100,000 | ||||||
| NEW YORK RESTORATION PROJECT | ||||||||||||
| 254 WEST 31ST ST 10TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||||||
| PERLMAN MUSIC PROGRAM | ||||||||||||
| 19 WEST 69THE STREET SUITE 1101 | NEW YORK | NY | 10023 | 501(C)3 TAX EXEMPT O | EDUCATION | $25,000 | ||||||
| PHILANTHROPY ROUNDTABLE | ||||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PHILANTHROPY EDUCATION AND PROMOTION | $25,000 | ||||||
| PLAYWRIGHTS REALM | ||||||||||||
| 520 EIGHTH AVENUE SUITE 320 | NEW YORK | NY | 10018 | PUBLIC CHARITY | PERFORMING ARTS | $150,000 | ||||||
| POLICE ATHLETIC LEAGUE INC | ||||||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | YOUTH SPORTS | $20,000 | ||||||
| ROYAL SHAKESPEARE COMPANY | ||||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $250,000 | THE COURTYARD THEATER SOUTHERN LANE | STAFFORDUPONAVON | UNITED KINGDOM | UK | ||||||
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||||||
| 400 W PUEBLO ST | SANATA BARBARA | CA | 93105 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $10,000 | ||||||
| SANTA BARBARA MUSEUM OF ART | ||||||||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | ||||||
| SOCIETY OF MSK | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||||||
| SOUTHEASTERN GUIDE DOGS | ||||||||||||
| 4210 77TH ST E | PALMETTO BAY | FL | 34221 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | ||||||
| ST JOHN'S UNIVERSITY | ||||||||||||
| 81-98 170TH ST | JAMAICA | NY | 11432 | PUBLIC CHARITY | EDUCATION | $50,000 | ||||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||||
| 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | PUBLIC CHARITY | EDUCATION | $35,640 | ||||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | PUBLIC CHARITY | EDUCATION | $2,125,000 | ||||||
| THANKS USA | ||||||||||||
| 1390 CHAIN BRIDGE ROAD 260 | MCLEAN | VA | 22101 | PUBLIC CHARITY | EDUCATION | $45,000 | ||||||
| THE FOUNDATION FOR CONSTITUTIONAL GOVERNMENT | ||||||||||||
| 350 W 42ND ST APT 37C | NEW YORK | NY | 10036 | PUBLIC CHARITY | PUBLIC POLICY RESEARCH | $50,000 | ||||||
| THE JUILLIARD SCHOOL | ||||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | EDUCATION-FINE ARTS | $10,200,000 | ||||||
| THE KITCHEN | ||||||||||||
| 730 N GLENSTONE AVE | SPRINGFIILED | MO | 65802 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||||||
| THE SOCIETY OF THE FOUR ARTS | ||||||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | PERFORMING ARTS | $2,500,000 | ||||||
| THE VASSAR BROTHERS MEDICAL CENTER FOUNDATION | ||||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 501(C)3 TAX EXEMPT O | GENERAL SUPPORT | $10,000 | ||||||
| TWO RIVER THEATER | ||||||||||||
| 21 BRIDGE AVE | RED BANK | NJ | 07701 | 501(C)3 TAX EXEMPT O | PERFORMING ARTS | $200,000 | ||||||
| UNCOMMON SCHOOLS | ||||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | ||||||
| YOUNG CONCERT ARTISTS INC | ||||||||||||
| 1776 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | PUBLIC CHARITY | PERFORMING ARTS | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,455,963 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LES ARTS FLORISSANT | ||||||||||
| 221 AVENUE JEAN JAURES | PARIS | FR | PUBLIC CHARITY | PERFORMING ARTS | $19,981 | |||||
| AMERICAN MODERN OPERA COMPANY | ||||||||||
| 501(C)3 TAX EXEMPT O | PERFORMING ARTS | $49,601 | PO BOX 390002 | CAMBRIDGE | MA | 02139 | ||||
| EDUCATION NEXT INSTITUTE | ||||||||||
| 501(C)3 TAX EXEMPT O | EDUCATION | $69,200 | 79 JFK ST | CAMBRIDGE | MA | 02138 | ||||
| INSTITUTE FOR JUSTICE | ||||||||||
| PUBLIC CHARITY | SOCIAL REFORM | $1,496,262 | 1717 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | 200 | |||
| MOUNT SINAI HOSPITAL | ||||||||||
| 501(C)3 TAX EXEMPT O | HOSPITAL | $248,213 | 1468 MADISON AVE | NEW YORK | NY | 10029 | ||||
| PLAYWRIGHTS REALM | ||||||||||
| PUBLIC CHARITY | PERFORMING ARTS | $350,000 | 520 EIGHTH AVENUE SUITE 320 | NEW YORK | NY | 10018 | ||||
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||||
| PUBLIC CHARITY | EDUCATION | $32,613 | 21 EAST 40TH STREET SUITE 1601 | NEW YORK | NY | 10016 | ||||
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||||
| PUBLIC CHARITY | EDUCATION | $1,000,000 | 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,265,870 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,333,337 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,584,998 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $102,560 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,509 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$836,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $116,069 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,325,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,441,586 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KFO HOLDINGS II, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $242,305,222 | BookValueAmt |
| EOYFMV | $242,305,222 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,262 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,588 | $0 | $0 |
| EVENT EXPENSE | $500 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $11,378 | $0 | $0 |
| SUPPLIES | $683 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KFO HOLDINGS II, LLC | Desc |
| Revenue And Expenses Per Books | $345,794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $243,234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $345,794 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAIN ON INVESTMENTS | $476,094 |
| GRANTS APPROVED FOR FUTURE PAYMENT | $369,069 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $15,314 | $450,292 |
| CARRY ALLOCATION TO MEMBER | $1,596,460 | $1,338,062 |
| TAXES PAYABLE | $175,555 | $74,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT DEDUCTIONS | $481,600 | $481,600 | $0 |
| OUTSIDE SERVICE FEES | $349,746 | $0 | $0 |
| AUDIT FEES | $52,896 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $84,445 | $0 | $0 |
| FOREIGN TAX | $5,962 | $5,962 | $0 |
| MISCELLANEOUS TAX | $25 | $0 | $0 |