Sachiko Kuno Foundation Inc: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- Sachiko Kuno Foundation Inc (EIN 47-3532147)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-29
- IRS object ID
- 202112419349100201
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-29T12:33:17-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RB Miller Consulting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Cedar Chase Court | AddressLine1Txt |
| City | Chestertown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21620 | 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 | 473532147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sachiko Kuno Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACH | BusinessNameControlTxt |
| Phone | 3019418111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sachiko Kuno | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3019418111 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sachiko | PersonFirstNm |
| Person Last | Kuno | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Miller CPA | PreparerPersonNm |
| PTIN | P01084331 | PTIN |
| Phone | 2404751512 | PhoneNum |
| Preparation | 2021-08-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $55,007,305 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $583,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $583,789 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $160,421 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $160,421 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$81,454 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $201,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,585,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $240,111 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $241,892 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $3,321 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $3,321 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,448,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $984,321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $245,213 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $50,156 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,673 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,775 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,597 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,494 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $8,494 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,693 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,314 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $222,842 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $62,543 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $25,669 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,669 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,438 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,438 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $199,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $717,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $478,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,774,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,774,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,491,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $478,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,852,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,043,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $505,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $245,213 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,471,473 | CashBOYAmt |
| Cash EOY | $1,182,614 | CashEOYAmt |
| Cash EOYFMV | $1,182,614 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $771,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,330 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $374,995 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $374,995 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $403,810 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,018,114 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $517,690 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $517,690 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,902,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,419,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,272,241 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,065,331 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,730,496 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,203,092 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,137,318 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $215,145 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $5,930,507 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,922,173 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,922,173 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $11,971,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,932,901 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,678,684 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,837,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,917 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,709,369 | LandBOYAmt |
| Land EOY | $1,723,671 | LandEOYAmt |
| Land EOYFMV | $1,723,671 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,040,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,907,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,007,305 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $2,900,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $17,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,009 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,917,009 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,023,306 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,990,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,023,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,990,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,040,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,907,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,023,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,043,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,194 | OtherIncreasesAmt |
| Subtotal | $46,990,279 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,990,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM9009 Calvert Emerg Mrkts Eqty | P | 2020-01-20 | 2020-08-20 | $240,602 | $0 | $238,756 | $1,846 | $0 | $0 | $0 | $1,846 |
| JPM9009 Edgewood Growth Fund | P | 2020-07-14 | 2020-08-20 | $204,400 | $0 | $193,512 | $10,888 | $0 | $0 | $0 | $10,888 |
| JPM9009 Fidelity 500 Index | P | 2020-04-09 | 2020-06-11 | $400,990 | $0 | $381,898 | $19,092 | $0 | $0 | $0 | $19,092 |
| JPM9009 Health Care Select | P | 2020-01-10 | 2020-08-20 | $203,953 | $0 | $196,748 | $7,205 | $0 | $0 | $0 | $7,205 |
| JPM9009 Invesco QQQ Trust Series 1 | P | 2020-01-01 | 2020-11-25 | $670,997 | $0 | $559,528 | $111,469 | $0 | $0 | $0 | $111,469 |
| JPM9009 Ishares Russell 1000 Value | P | 2020-05-29 | 2020-08-20 | $38,977 | $0 | $36,893 | $2,084 | $0 | $0 | $0 | $2,084 |
| JPM9009 Ishares MSCI Japan ETF | P | 2019-10-29 | 2020-02-20 | $227,950 | $0 | $233,872 | -$5,922 | $0 | $0 | $0 | -$5,922 |
| JPM9009 Matthews China Fund | P | 2020-05-22 | 2020-08-20 | $52,222 | $0 | $41,030 | $11,192 | $0 | $0 | $0 | $11,192 |
| JPM9009 Pimco Inv Grd Bnd | P | 2020-05-14 | 2020-08-20 | $95,857 | $0 | $90,703 | $5,154 | $0 | $0 | $0 | $5,154 |
| JPM9009 Pimco Total Return | P | 2019-05-07 | 2020-02-07 | $80,984 | $0 | $77,984 | $3,000 | $0 | $0 | $0 | $3,000 |
| JPM9009 TIAA-CREF Soc Choice | P | 2019-05-07 | 2020-02-18 | $70,125 | $0 | $67,000 | $3,125 | $0 | $0 | $0 | $3,125 |
| JPM9009 Vaneck Gold Miners | P | 2020-07-14 | 2020-08-20 | $133,786 | $0 | $123,953 | $9,833 | $0 | $0 | $0 | $9,833 |
| JPM9009 Vanguard Tot Bd Mkt | P | 2020-01-01 | 2020-07-14 | $579,026 | $0 | $563,079 | $15,947 | $0 | $0 | $0 | $15,947 |
| JPM9009 Ishares Gold Trust | P | 2020-03-09 | 2020-08-20 | $178,610 | $0 | $168,450 | $10,160 | $0 | $0 | $0 | $10,160 |
| JPM9009 Calvert Emerg Mrkts Eqty | P | 2020-06-21 | 2020-08-20 | $59,398 | $0 | $52,432 | $6,966 | $0 | $0 | $0 | $6,966 |
| JPM9009 Domini Impact Intl | P | 2018-08-09 | 2020-08-20 | $264,165 | $0 | $353,704 | -$89,539 | $0 | $0 | $0 | -$89,539 |
| JPM9009 Doubleline TTL Return | P | 2019-01-01 | 2020-04-27 | $576,122 | $0 | $565,617 | $10,505 | $0 | $0 | $0 | $10,505 |
| JPM9009 Fidelity 500 Index | P | 2018-06-21 | 2020-08-20 | $483,498 | $0 | $418,156 | $65,342 | $0 | $0 | $0 | $65,342 |
| JPM9009 Invesco QQQ Trust | P | 2018-11-28 | 2020-08-20 | $140,165 | $0 | $84,180 | $55,985 | $0 | $0 | $0 | $55,985 |
| JPM9009 Ishares MSCI All Country | P | 2018-06-21 | 2020-08-20 | $667,780 | $0 | $646,122 | $21,658 | $0 | $0 | $0 | $21,658 |
| JPM9009 Ishares MSCI India ETF | P | 2018-08-09 | 2020-02-28 | $224,693 | $0 | $240,639 | -$15,946 | $0 | $0 | $0 | -$15,946 |
| JPM9009 Ishares MSCI China ETF | P | 2018-08-09 | 2020-05-22 | $232,109 | $0 | $245,014 | -$12,905 | $0 | $0 | $0 | -$12,905 |
| JPM9009 Ishares MSCI Japan ETF | P | 2018-12-17 | 2020-02-20 | $100,656 | $0 | $92,061 | $8,595 | $0 | $0 | $0 | $8,595 |
| JPM9009 Parnassus Core Equity | P | 2018-09-28 | 2020-08-20 | $183,960 | $0 | $169,909 | $14,051 | $0 | $0 | $0 | $14,051 |
| JPM9009 PAX MSCI EAFE Index | P | 2018-01-01 | 2020-08-20 | $490,588 | $0 | $486,842 | $3,746 | $0 | $0 | $0 | $3,746 |
| JPM9009 PIMCO Total Return | P | 2019-02-04 | 2020-08-20 | $496,858 | $0 | $457,852 | $39,006 | $0 | $0 | $0 | $39,006 |
| JPM9009 PrimeCap Odyssey Stock Fund | P | 2018-09-28 | 2020-04-09 | $942,500 | $0 | $1,122,142 | -$179,642 | $0 | $0 | $0 | -$179,642 |
| JPM9009 Schwab US TIPS ETF | P | 2018-08-09 | 2020-08-20 | $75,049 | $0 | $67,329 | $7,720 | $0 | $0 | $0 | $7,720 |
| JPM9009 Schwab Gender Diversity ETF | P | 2018-09-28 | 2020-08-20 | $397,662 | $0 | $406,109 | -$8,447 | $0 | $0 | $0 | -$8,447 |
| JPM9009 SPDR S&P Oil & Gas | P | 2018-09-28 | 2020-03-13 | $51,265 | $0 | $246,901 | -$195,636 | $0 | $0 | $0 | -$195,636 |
| JPM9009 TIAA-CREF Social Choice | P | 2018-08-09 | 2020-02-18 | $8,202 | $0 | $7,654 | $548 | $0 | $0 | $0 | $548 |
| JPM9009 TIAA-Core Impact | P | 2018-08-09 | 2020-08-20 | $312,743 | $0 | $284,698 | $28,045 | $0 | $0 | $0 | $28,045 |
| JPM9009 Tortoise MLP & Pipeline | P | 2018-08-09 | 2020-03-09 | $353,780 | $0 | $491,348 | -$137,568 | $0 | $0 | $0 | -$137,568 |
| JPM9009 Vanguard Tot BD Mkt | P | 2018-08-09 | 2020-03-02 | $892,908 | $0 | $801,511 | $91,397 | $0 | $0 | $0 | $91,397 |
| JPM9009 Ishares Gold Trust | P | 2018-08-09 | 2020-11-30 | $230,958 | $0 | $291,614 | -$60,656 | $0 | $0 | $0 | -$60,656 |
| GS Advisory 0424 Short Term | P | 2020-01-17 | 2020-11-30 | $1,192,103 | $0 | $1,169,102 | $23,001 | $0 | $0 | $0 | $23,001 |
| GS Advisory 0424 Long Term | P | 2018-06-07 | 2020-12-04 | $151,391 | $0 | $93,688 | $57,703 | $0 | $0 | $0 | $57,703 |
| GS Women Inclusion Short Term | P | 2020-01-31 | 2020-12-15 | $41,691 | $0 | $42,611 | -$920 | $0 | $0 | $0 | -$920 |
| GS Women Inclusion Long Term | P | 2018-06-08 | 2020-12-18 | $213,309 | $0 | $199,553 | $13,756 | $0 | $0 | $0 | $13,756 |
| GS Small Cap Core Short Term | P | 2020-01-15 | 2020-12-15 | $162,352 | $0 | $142,274 | $20,078 | $0 | $0 | $0 | $20,078 |
| GS Small Cap Core Long Term | P | 2018-06-08 | 2020-12-28 | $238,626 | $0 | $253,835 | -$15,209 | $0 | $0 | $0 | -$15,209 |
| Nichealth LP (ST) | P | 2020-01-15 | 2020-12-15 | $95,006 | $0 | $89,719 | $5,287 | $0 | $0 | $0 | $5,287 |
| Nichealth LP (LT) | P | 2019-06-20 | 2020-12-31 | $62,381 | $0 | $62,637 | -$256 | $0 | $0 | $0 | -$256 |
| Schwab (ST) | P | 2020-04-03 | 2020-11-25 | $0 | $0 | $17,593 | -$17,593 | $0 | $0 | $0 | -$17,593 |
| $132,343 | $0 | $0 | $132,343 | $0 | $0 | $0 | $132,343 | ||||
| $983,105 | $0 | $819,482 | $163,623 | $0 | $0 | $0 | $163,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $240,111 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $241,892 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,027 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $154 | EsPenaltyAmt |
| Tax Due | $7,181 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sachiko Kuno Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019418111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Sachiko Kuno | ||||||||
| 28307 Mallard Drive | Easton | MD | 21601 | President | 2.00 | $0 | $0 | $0 |
| Kei S Tolliver | ||||||||
| 2001 L Street NW | Washington | DC | 20036 | VP/Sec/Treasurer | 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 | Support the Preservation and Protection of Historic Buildings | Description1Txt |
| Expenses1 | $269,061 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 1816 Jefferson Place NW Washington, DC 20036 (real estate investment for historic preservation) | Description1Txt |
| Expenses1 | $60,874 | Expenses1Amt |
| Description2 | 19370 Mattaponi Trail Milford, VA 22514 (Spring Grove)(real estate investment for historic preservation) | Description2Txt |
| Expenses2 | $8,950 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $585,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $654,824 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,273,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $710,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,983,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $37,983,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $569,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,414,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,870,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,870,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,027 | TotalTaxAmt |
| Distributable Before Adj | $1,863,684 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,863,684 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,863,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,852,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $654,824 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,507,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,507,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,863,684 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $335,549 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,279,533 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,959,888 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,763,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,757,693 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,095,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,507,055 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $4,507,055 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,602,964 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,863,684 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $335,549 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,267,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,279,533 | ExcessFromYear4Amt |
| Excess From Year3 | $4,959,888 | ExcessFromYear3Amt |
| Excess From Year2 | $13,763,246 | ExcessFromYear2Amt |
| Excess From Year1 | $4,757,693 | ExcessFromYear1Amt |
| Excess From Current Year | $4,507,055 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sachiko Kuno | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100Reporters | ||||||
| 1875 Connecticut Ave NW 10th Fl | Washington | DC | 20007 | PC | Sponsorship forDouble ExposureFilm Festival | $50,000 |
| Asian University for Women Support Fnd | ||||||
| 1100 Massachusetts Ave Ste 100 | Cambridge | MA | 02138 | PC | SupportingAUWSF Tuitionactivities | $15,000 |
| Boys and Girls Club of GW | ||||||
| 4103 Benning Rd NE | Washington | DC | 20019 | PC | SupportingBGCGW-BlueFestactivities | $500,000 |
| Citizens Assoc of Georgetown | ||||||
| 1365 Wisconsin Ave Ste 200 | Washington | DC | 20001 | PC | SupportingCitizens Associationactivities | $10,000 |
| Empowerment Through Integration | ||||||
| 810 Memorial Dr 107 | Cambridge | MA | 02139 | PC | SupportingETI annualactivities | $100,000 |
| Federal City Council | ||||||
| 1310 L St NW Ste 325 | Washington | DC | 20005 | PC | SupportingFederal City Councilactivities | $15,000 |
| Georgetown Lombardi Comp Cancer | ||||||
| 3300 Whitehaven St NW Ste 4000 | Washington | DC | 20007 | PC | SupportingLombardi Cancer Ctractivities | $25,000 |
| Halcyon House | ||||||
| 3400 Prospect Street NW | Washington | DC | 20007 | PC | SupportingHalcyon Houseactivities | $1,000,000 |
| Holiday Park Seniors | ||||||
| 3950 Ferrara Drive | Silver Spring | MD | 20906 | PC | SupportingHoliday Park Seniorsactivities | $13,000 |
| Imagination Stage | ||||||
| 4908 Auburn Avenue | Bethesda | MD | 20814 | PC | SupportingImagination Stageactivities | $10,000 |
| Japan-America Society | ||||||
| 1819 L St B2 | Washington | DC | 20036 | PC | SupportingSocietyactivities | $10,000 |
| Japanese Americans Care Fund | ||||||
| 4022-B Hummer Road | Annandale | VA | 22003 | PC | SupportingCare Fundactivities | $10,000 |
| JCAW Foundation | ||||||
| 1717 Pennsylvania Ave NW Ste 375 | Washington | DC | 20006 | PC | SupportingJCAWactivities | $5,000 |
| Joan Hisaoka Gala | ||||||
| 1742 N Street NW | Washington | DC | 20036 | PC | SupportingGalaactivities | $25,000 |
| LearnServe International | ||||||
| PO Box 6203 | Washington | DC | 20015 | PC | SupportingLearnServe Intlactivities | $20,000 |
| Middleburg Film Festival | ||||||
| PO Box 1566 | Middleburg | VA | 20118 | PC | SupportingFilm Festivalactivities | $25,000 |
| National Cherry Blossum Festival | ||||||
| 1275 K Street NW Ste 1000 | Washington | DC | 20005 | PC | SupportingNCBFactivities | $30,000 |
| National Museum of Women in the Arts | ||||||
| 1250 New York Ave NW | Washington | DC | 20005 | PC | SupportingMuseum galaactivities | $5,000 |
| New Orchestra of Washington | ||||||
| 15800 Crabbs Branch Way Ste 300 | Rockville | MD | 20855 | PC | SupportingNew Orchestraactivities | $10,000 |
| Henry L Stimson Center | ||||||
| 1211 Connecticut AvenueNW 8Fl | Washington | DC | 20036 | PC | SupportingJapanactivities | $20,000 |
| Prevent Cancer Foundation | ||||||
| 1600 Duke St Ste 500 | Alexandria | VA | 22314 | PC | SupportingGalaactivities | $5,000 |
| The Washington Chorus | ||||||
| 4301 Connecticut Ave NW Ste 360 | Washington | DC | 20008 | PC | SupportingWashington Chorusactivities | $10,000 |
| THIS for Diplomats | ||||||
| 1630 Crescent Place NW | Washington | DC | 20009 | PC | SupportingTHIS for Diplomatsactivities | $20,000 |
| Transformer | ||||||
| 1404 P Street | Washington | DC | 20005 | PC | SupportingSilent auctionactivities | $10,000 |
| Trust for the National Mall | ||||||
| 1300 Pennsylvania Ave NW | Washington | DC | 20004 | PC | SupportingHorse Stablesactivities | $250,000 |
| Tudor Place Foundation | ||||||
| 1644 31st Street NW | Washington | DC | 20007 | PC | SupportingTudor Placeactivities | $580,000 |
| Vital Voices Global Partnership | ||||||
| 1625 Massachusetts Ave NW 3rd FL | Washington | DC | 20036 | PC | SupportingVital Voicesactivities | $60,000 |
| Washington Japanese Language School | ||||||
| 4900 Strathmore Ave | Garret Park | MD | 20896 | PC | SupportingSchoolactivities | $5,000 |
| Washington National Opera | ||||||
| PO Box 10150 | Arlington | VA | 22210 | PC | SupportingOperaactivities | $50,000 |
| Wolf Trap Foundation | ||||||
| 1645 Trap Road | Vienna | VA | 22182 | PC | SupportingSponoractivities | $10,000 |
| YOA Orchestra of the Americas | ||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | PC | SupportingGalaactivities | $7,500 |
| Young Concert Artists of Washington | ||||||
| 1220 L Street NW | Washington | DC | 20005 | PC | SupportingGalaactivities | $5,000 |
| Kyoto University (see note) | ||||||
| 2200 Pennsylvania AvenueNW | Washington | DC | 20037 | PC | SupportingMultiple internationalactivities | $505,089 |
| ECEF-Women's Empowerment | ||||||
| 1272 5th St NE | Washington | DC | 20002 | PC | SupportingSunday Supper 2020activities | $10,000 |
| Friends of Patient NIH | ||||||
| PO Box 34139 | Bethesda | MD | 20827 | PC | SupportingPatients at NIHactivities | $5,000 |
| Georgetown Heritage | ||||||
| 1000 Potomac St NW | Washington | DC | 20007 | PC | SupportingGeorgetown Heritageactivities | $25,000 |
| Georgetown Senior Citizen Ctr | ||||||
| PO Box 25800 | Washington | DC | 20027 | PC | SupportingSenior Center activities | $1,000 |
| Georgetown University | ||||||
| Gift Processing Dept 0734 | Washington | DC | 20073 | PC | SupportingGeorgetownactivities | $5,000 |
| Hillwood Estate | ||||||
| 4155 Linnean Ave NW | Washington | DC | 20008 | PC | SupportingHillwood Estateactivities | $10,000 |
| Occasions Caterers | ||||||
| 655 Taylor Street NE | Washington | DC | 20017 | NC | Donation forDinnerfor 12 persons | $2,807 |
| Suburban Hospital Foundation | ||||||
| 8600 Old Georgetown Road | Bethesda | MD | 20814 | PC | SupportingHospitalactivities | $5,000 |
| The Children's Inn at NIH | ||||||
| 7 West Drive | Bethesda | MD | 20814 | PC | SupportingChildren's Innactivities | $10,000 |
| Tides CenterFoster America | ||||||
| PO Box 29907 | San Francisco | CA | 94129 | PC | SupportingGrants-Child Welfareactivities | $100,000 |
| Barack Obama Foundation | ||||||
| 5235 S Harper Ct Ste 1140 | Chicago | IL | 60615 | PC | SupportingBarack Obama Foundationactivities | $25,000 |
| Connected DMV | ||||||
| 1401 N Oak St Ste 904 | Arlington | VA | 22209 | PC | SupportingConnected DMVactivities | $100,000 |
| 911 Memorial and Museum | ||||||
| 180 Greenwich Street | New York | NY | 10007 | PC | SupportingMartha's Tableactivities | $20,000 |
| Martha's Table | ||||||
| 2375 Elvans Road SE | Washington | DC | 20020 | PC | Supportingactivities | $25,000 |
| The Oak Hill Cemetery | ||||||
| 3001 R St NW | Washington | DC | 20007 | PC | SupportingOak Hillactivities | $5,000 |
| US Japan Council | ||||||
| 1819 L Street NW Ste 800 | Washington | DC | 20036 | PC | SupportingHirano Memorialactivities | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,774,396 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $583,789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $784,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $784,869 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5B | LineNumberTxt |
| Relationship Statement | Rental Activity Loss | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sachiko Kuno | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28307 Mallard Drive | AddressLine1Txt |
| City | Easton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RBMiller CPA Accounting Services | $41,346 | $20,673 | $20,673 |
| CBM, CPAs Tax Services | $8,810 | $8,810 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Impact investment to support entrepreneurship | Desc |
| Amt | $585,000 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 1816 Jefferson Furniture 2019 | 2019-08-15 | $1,231 | $0 | 200DB | 7.000000000000 | $0 | |
| Spring Grove Chimney 2019 | 2019-09-08 | $10,500 | $111 | SL | 27.500000000000 | $382 | |
| 1816 Jefferson Improve 2019 | 2019-12-05 | $90,049 | $136 | SL | 27.500000000000 | $3,275 | $3,275 |
| 1816 Jefferson AV Equipment | 2019-12-06 | $80,440 | $0 | 200DB | 7.000000000000 | $0 | |
| 1816 Jefferson Elevator-2019 | 2019-12-12 | $5,362 | $8 | SL | 27.500000000000 | $195 | $195 |
| Spring Grove Building | 2017-09-12 | $1,761,823 | $72,852 | SL | 27.500000000000 | $31,790 | |
| Spring Grove Furniture-2017 | 2017-09-12 | $19,000 | $5,346 | 200DB | 7.000000000000 | $1,187 | |
| Spring Grove Furniture-2017b | 2017-09-27 | $5,558 | $1,564 | 200DB | 7.000000000000 | $347 | |
| Spring Grove Clock-2018 | 2018-02-23 | $6,573 | $6,573 | 200DB | 7.000000000000 | $0 | |
| Spring Grove Chandelier-2018 | 2018-03-01 | $19,680 | $19,680 | 200DB | 7.000000000000 | $0 | |
| Spring Grove Chimney-2018 | 2018-07-03 | $4,900 | $260 | SL | 27.500000000000 | $178 | |
| 1816 Jefferson Place Building | 2018-07-20 | $5,960,236 | $124,996 | SL | 27.500000000000 | $86,535 | |
| Spring Grove Furniture-2018 | 2018-11-15 | $9,554 | $9,554 | 200DB | 7.000000000000 | $0 | |
| Spring Grove Renovation-2020 | 2020-10-30 | $8,950 | SL | 15.000000000000 | $0 | ||
| 1816 Jefferson-Elevator Improvement-2020 | 2020-02-06 | $5,362 | SL | 15.000000000000 | $0 | $5,362 | |
| 1816 Jefferson-General Contractor | 2020-02-20 | $50,621 | SL | 15.000000000000 | $0 | $50,621 | |
| Spring Grove Brick Installation-2020 | 2020-10-20 | $1,801 | SL | 15.000000000000 | $0 | ||
| 1816 Jefferson Security System-2020 | 2020-10-30 | $3,090 | 200DB | 7.000000000000 | $0 | $3,090 | |
| 1816 Jefferson-Furniture 2020 | 2020-01-31 | $17,534 | 200DB | 7.000000000000 | $0 | ||
| 1816 Jefferson Furniture QWRK-2020 | 2020-02-29 | $11,595 | 200DB | 7.000000000000 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALL Investments Accounts:JPM, GS, etc | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sachiko Kuno Foundation | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $12,585,900 | GrossSalesPriceAmt |
| Basis | $12,384,820 | BasisAmt |
| Total Net | $201,080 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan-4004 | $7,374,726 | $7,400,776 |
| JPMorgan-9009 | $3,787,398 | $4,133,527 |
| Goldman Sachs-0424 | $1,518,372 | $1,618,789 |
| Otolith Sounds Convertible Note | $300,000 | $300,000 |
| BeGirl SAFE | $100,000 | $100,000 |
| Foodhini Convertible Note | $100,000 | $100,000 |
| Advisory Board Convertible Note | $400,000 | $400,000 |
| Uplift SAFE | $100,000 | $100,000 |
| Solitice Power Tech Convertible Note | $50,000 | $50,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan-9009 | $10,696,624 | $13,248,378 |
| JPMorgan-4004-ETF Short Term | $1,499,940 | $1,498,457 |
| Goldman Sachs-8765 | $641,580 | $908,338 |
| Goldman Sachs-8773 | $116,274 | $152,068 |
| Solistice Initiative (252377 shares preferred) | $250,000 | $250,000 |
| Sustain Initiative | $215,000 | $215,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $517,690 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $517,690 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 1816 Jefferson Place (Building/Land) | $5,960,236 | $211,531 | $5,748,705 |
| 1816 Jefferson Place-Furniture-2019 | $1,231 | $0 | $1,231 |
| 1816 Jefferson Place-Improvements-2019 | $90,049 | $3,411 | $86,638 |
| 1816 Jefferson Place-AV Equipment-2019 | $80,440 | $0 | $80,440 |
| 1816 Jefferson Place-Elevator-2019 | $5,362 | $203 | $5,159 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan-9009-Hedge Fund | $3,034,204 | $3,371,608 |
| JPMorgan-9009-Real Estate | $507,811 | $455,799 |
| JPMorgan-9009-Hard Assets | $587,493 | $771,112 |
| Goldman Sachs-0424-Non-US Equity | $501,775 | $587,422 |
| Goldman Sachs-9756-Alternatives | $2,537,654 | $2,234,978 |
| MiCAN Technology (Non-US)(166 common stock) | $46,128 | $46,128 |
| Artlogue Inc (Non-US)(100 common stock) | $46,473 | $46,473 |
| Saka No Tochu Stock (Non-US) | $466,437 | $466,437 |
| Ellevest-Global | $1,879,513 | $2,791,896 |
| Ellevest-Alternatives | $1,905,318 | $2,172,471 |
| Ellevest-Global-International Impact | $1,420,095 | $1,734,360 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Spring Grove (Building/Land) | $1,761,823 | $104,642 | $1,657,181 |
| Spring Grove Furniture-2017 | $19,000 | $6,533 | $12,467 |
| Spring Grove Furniture-2017 | $5,558 | $1,911 | $3,647 |
| Spring Grove Clock-2018 | $6,573 | $0 | $6,573 |
| Spring Grove Chandelier-2018 | $19,680 | $0 | $19,680 |
| Spring Grove Chimney-2018 | $4,900 | $438 | $4,462 |
| Spring Grove Furniture-2018 | $9,554 | $0 | $9,554 |
| Spring Grove Chimney-2019 | $10,500 | $393 | $10,107 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $2,900,000 | BalanceDueAmt |
| Consideration FMV | $2,900,000 | ConsiderationFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Supplies | $883 | $883 | |
| Dues & Subscriptions | $600 | $60 | |
| Insurance | $27,705 | $27,705 | |
| Repair and Maintenace | $40,276 | $40,276 | |
| Information Technology | $2,232 | $2,232 | |
| Office Supplies | $1,334 | $1,334 | |
| Landscaping | $923 | $923 | |
| Investment Expenses | $22,204 | $22,204 | |
| Stock Commissions | $106,015 | $106,015 | |
| Corporate Registrations | $1,883 | $1,883 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 990-PF Refund | $3,321 | $3,321 |
| JP Morgan Line of Credit |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis Adjustment | Desc |
| Amt | $10,194 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1816 Jefferson Place Security Deposit | Desc |
| BOY Book Value | $17,000 | BOYBookValueAmt |
| EOY Book Value | $17,009 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| BeGirl | ||||||||||
| None | $200,000 | $124,995 | 2018-10 | 2021-09 | Remaining P & I by 7/31/2021 | 0.08000000 | None | To Support BeGirl operations | Line of Credit | $145,060 |
| Advisory Board of the Arts | ||||||||||
| None | $250,000 | $250,000 | 2020-05 | 2025-05 | Yr1 0, Y2 $30K, Y3 $59.2K, Y4 $47.7K, Y5 $180.6K | 0.06000000 | None | To Support ABA operations | Line of Credit | $258,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Atlantic Heritage Spring Grove Consult | $25,672 | $25,672 | |
| Bit Transformation Computer Services | $17,680 | $17,680 | |
| CCS Consultants 1816 Jefferson Consult | $19,278 | $19,278 | |
| Hiley & Assoc Property Mgmt | $9,428 | $9,428 | |
| JOMA Cleaning Buildings | $19,770 | $19,770 | |
| Megan Capo Site Consultant | $1,890 | $1,890 | |
| Occassion Catering Events | $3,917 | $3,917 | |
| Orkin Pest Services | $1,325 | $1,325 | |
| PinPath LLC Project Mgmt | $17,600 | $17,600 | |
| Vector Security Building Security | $3,215 | $3,215 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| 990-PF Taxes | $9,314 | $9,314 | |
| Real Estate Taxes | $72,693 | $72,693 |