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LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-02-22
IRS object ID
202120539349100407
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-22T13:21:46-06:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954149172PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TEMO ARJANI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 E COLORADO BLVD SUITE 426AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136144809EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE AND LOUIS KUHN FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O DR ROBERT L KUHNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEEABusinessNameControlTxt
Phone2122890314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11050 PARK AVE NO 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR ROBERT L KUHNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2122890314PhoneNum
Signature2021-02-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM H HRANCHAKPreparerPersonNm
PTINP00641665PTIN
Phone6265781978PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,876,941FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$33,470DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,470DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$33,470TotalRevAndExpnssAmt
Total Net Invst Incm$33,470TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,280ExcessRevenueOverExpensesAmt
Net Investment Income$33,470NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,506SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,343SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,343SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,543,270OtherInvestmentsBOYAmt
Other Investments EOY$1,481,153OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,835,598OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,571,776TotalAssetsBOYAmt
Total Assets EOY$1,522,496TotalAssetsEOYAmt
Total Assets EOYFMV$1,876,941TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$645,000CapitalStockBOYAmt
Capital Stock EOY$645,000CapitalStockEOYAmt
Additional Paid In Capital BOY$64,849AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$64,849AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$861,927RetainedEarningBOYAmt
Retained Earning EOY$812,647RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,571,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,522,496TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,571,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,522,496TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,571,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,280ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,522,496SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,522,496TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$76,482AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,681,625NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045481DistributionYr1Rt
Adjusted Qlfy Distri Yr2$73,447AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,646,695NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044603DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,950AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,412,924NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030398DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,271AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,267,246NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043615DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,098AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,321,695NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044714DistributionYr5Rt
Total Distribution0.208811TotalDistributionRt
Average Distribution0.041762AverageDistributionRt
Net Vl Noncharitable Assets$1,787,268NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$74,640AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$335NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$74,975AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,694EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,694TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,359OverpaymentAmt
Applied To ES Tax$5,359AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR ROBERT L KUHNIndividualWithBooksNm
Phone2122890314PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11050 PARK AVE APT 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT L KUHN
1050 PARK AVE APT 12BNEW YORKNY10028PRESIDENT2.00$0$0$0
ADAM Z KUHN
1050 PARK AVE APT 12BNEW YORKNY10028VICE-PRESIDENT, TREASURER, SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,772,805AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,680AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,814,485TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,814,485AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,787,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,363MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,363MinimumInvestmentReturnAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Total Tax$335TotalTaxAmt
Distributable Before Adj$89,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,028DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$335PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,415AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,028DistributableAsAdjustedAmt
Undistributed Income PY$74,156UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$77,750QualifyingDistributionsAmt
Applied To Year1$74,156AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,594AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$85,434UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACS ASSN ARIZONA CHAPTER
12439 NORTH 32ND STREETPHOENIXAZ85032PUBLICGENERAL SUPPORT$600
AMER COMM FOR THE WEIZMANN INS
633 3RD AVENUE 20TH FLNEW YORKNY10017PUBLICGENERAL SUPPORT$2,000
AMER KIDNEY FUND
11921 ROCKVILLE PIKE SUITE 300ROCKVILLEMD20852PUBLICGENERAL SUPPORT$500
AMERICAN CINEMATHIQUE
6712 HOLLYWOOD BLVDHOLLYWOODCA90028PUBLICGENERAL SUPPORT$5,000
AMERICAN DIABETES ASSOC
2451 CRSTAL DRIVE SUITE 900ARLINGTONVA22202PUBLICGENERAL SUPPORT$400
AMERICAN TECH SOCIETY
55 EAST 59TH STREETNEW YORKNY10022PUBLICGENERAL SUPPORT$2,000
ANIMAL RESCUE MISSION
PO BOX 461572WEST HOLLYWOODCA90046PUBLICGENERAL SUPPORT$2,000
ANNE FRANK CRT FOR MUTUAL REPO
1325 AVENUE OF THE AMERICAS 28TH FNEW YORKNY10019PUBLICGENERAL SUPPORT$200
ARIZONA HEMOPHILIA ASSOCIATION
826 N 5TH AVENUEPHOENIXAZ85003PUBLICGENERAL SUPPORT$700
AZ PBS
555 N CENTRAL AVE 500PHOENIXAZ85004PUBLICGENERAL SUPPORT$200
BORN TO BE LOVED
1146 NORTH CENTRAL AVE SUITE 600GLENDALECA91202PUBLICGENERAL SUPPORT$500
BORN TO BE LOVED BTBL
1146 NORTH CENTRAL AVE SUITE 600GLENDALECA91202PUBLICGENERAL SUPPORT$1,000
BRITHRIGHT ISRAEL FDN
33 EAST 33 RD STREET 7TH FLNEW YORKNY10016PUBLICGENERAL SUPPORT$500
CDC FOUNDATION CORONAVIRUS EME
600 PEACHTREE STREET NE SUITE 1000ALTADENAGA30308PUBLICGENERAL SUPPORT$300
CONY TV
365 FIFTH AVENUENEW YORKNY10016PUBLICGENERAL SUPPORT$5,000
FDIF FRIENDS OF ISRAEL DE
60 EAST 42ND STREETNEW YORKNY10165PUBLICGENERAL SUPPORT$2,500
FQX INST
PO BOX 3655DECATURGA30031PUBLICGENERAL SUPPORT$2,500
FRIENDS OF ISRAEL DEFENSE FORC
60 EAST 42ND STREETNEW YORKNY10165PUBLICGENERAL SUPPORT$2,500
JEWISH NATL FUND
42 EAST 69TH STREETNEW YORKNY10021PUBLICGENERAL SUPPORT$5,700
KOCE FDN PBS SO CAL
3080 BRISTOL STREET NO 400COSTA MESACA92626PUBLICGENERAL SUPPORT$5,000
MAKE A WISH ARIZONA
1702 E HIGHLAND AVE NO 400PHOENIXAZ85016PUBLICGENERAL SUPPORT$2,000
MD ANDERSON CANCER CTR
PO BOX 2558HOUSTONTX77252PUBLICGENERAL SUPPORT$600
MIT SLOAN SCH OF MGMT
100 MAIN STCAMBRIDGEMA02142PUBLICGENERAL SUPPORT$2,500
NATIONAL COMM ON US CHINA RELA
6 EAST 43RD STREET 24TH FLNEW YORKNY10017PUBLICGENERAL SUPPORT$2,500
NATIONAL FDN FOR CANCER RES
5515 SECURITY LANE SUITE 1105ROCKVILLEMD20852PUBLICGENERAL PURPOSE$400
NATL FDN FOR CANCER RESEARCH
4747-20 NESCONSET HWYPORT JEFFERSON STATIONNY11776PUBLICGENERAL SUPPORT$400
NATL MS SOCIETY
733 THIRD AVENUENEW YORKNY10017PUBLICGENERAL SUPPORT$1,000
NATL MS SOCIETY
733 THIRD AVENUENEW YORKNY10017PUBLICGENERAL SUPPORT$700
NATL SEPT 11 MEMNORIAL AND MUSE
200 LIBERTY STREET 16TH FLNEW YORKNY10281PUBLICGENERAL SUPPORT$250
NYC AEMOPHILIA CHAPTER
315 WEST 36TH STREET 2ND FLNEW YORKNY10018PUBLICGENERAL SUPPORT$700
PANDA STEELE RESEARCH CTR
4455 E CAMELBACK RD SUITE E-125PHOENIXAZ85018PUBLICGENERAL SUPPORT$2,000
PARKINSON'S FDN
200 SE 1ST STREET SUITE 800MIAMIFL33131PUBLICGENERAL SUPPORT$400
PARKINSON'S FDN
200 SE 1ST STREET SUITE 800MIAMIFL33131PUBLICGENERAL SUPPORT$600
PLANNED PARENTHOOD
123 WILLIAM STREET 10 FLNEW YORKNY10038PUBLICGENERAL SUPPORT$5,000
PROSTATE CANCER FDN
1250 FOURTH STREETSANTA MONICACA90401PUBLICGENERAL SUPPORT$700
SANTA MONICA COLLEGE FOU
1900 PICO BLVDSANTA MONICACA90405PUBLICGENERAL SUPPORT$2,000
SANTA MONICA COLLEGE FOU
1900 PICO BLVDSANTA MONICACA90405PUBLICGENERAL SUPPORT$1,000
SJOGRENS SYNDROME FOUNDATION
10701 PARKBRIDGE BLVD NO170RESTONVA20191PUBLICGENERAL SUPPORT$300
SKEPTICS SOCIETY
2761 N MARENGO AVEALTADENACA91001PUBLICGENERAL SUPPORT$2,000
ST JUDE CHILDRENS RESEARCH HOS
262 DANNY THOMAS PLACEMEMPHISTN38105PUBLICGENERAL SUPPORT$150
SUSAN G KOMEN
5005 LBJ FREEWAY SUITE 526DALLASTX75244PUBLICGENERAL SUPPORT$400
TH PROJECT PINBALL CHARITY GRP
PO BOX 368022BONITA SPRINGSFL34136PUBLICGENERAL SUPPORT$2,000
THE GRACE CHILDREN FDN
697 WEST END AVENUE SUITE 14ENEW YORKNY10025PUBLICGENERAL SUPPORT$1,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVERYE BROOKNY10573PUBLICGENERAL SUPPORT$700
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET NO 1250OAKLANDCA94612PUBLICGENERAL SUPPORT$1,000
UNCF UNITED NEGRO COLLEGE FUND
1805 7TH STREET NWWASHINGTONWA20001PUBLICGENERAL SUPPORT$2,500
US HOLOCAUST MEM MUSEUM
100 RAOUL WALLENBERGWASHINGTONWA20024PUBLICGENERAL SUPPORT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,470ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,470ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,470TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTEMO ARJANI LLPCategoryTxt
Amt$5,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,400DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORGANSTANLEY SMITHBARNEY EXCHANGE-TRADED & CLOSED-END FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,481,153BookValueAmt
EOYFMV$1,835,598EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$250$0$250
EXCISE TAXES$5,000$0$0