Sachiko Kuno Foundation Inc: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- Sachiko Kuno Foundation Inc (EIN 47-3532147)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202021969349101432
- Schema version
- 2019v5.1
- 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
- Other Expenses Schedule
- 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 | 2020-07-14T11:19:19-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Miller CPA | PreparerPersonNm |
| PTIN | P01084331 | PTIN |
| Phone | 2404751512 | PhoneNum |
| Preparation | 2020-07-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $51,658,152 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $871,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $870,019 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $30,341 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $30,341 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$63,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $306,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,611,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,524 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $172,479 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,208,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,178,884 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $172,479 | 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 | $18,321 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,160 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,155 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,819 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79,854 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $202,576 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $81,807 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,770 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $924 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $924 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $276,601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156,833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,728 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $680,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $425,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,631 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,274,884 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,274,884 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,955,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $425,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,301,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,746,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $753,123 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $172,479 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,465,904 | CashBOYAmt |
| Cash EOY | $1,471,473 | CashEOYAmt |
| Cash EOYFMV | $1,471,473 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,181,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $771,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $771,587 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $13,973 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,000,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,018,114 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,018,114 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,412,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,902,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,806,361 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,958,041 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,065,331 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,435,459 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,137,318 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $206,811 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $5,921,775 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,930,507 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,930,507 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $7,697,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,971,527 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,315,282 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,837,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,219 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,733,095 | LandBOYAmt |
| Land EOY | $1,709,369 | LandEOYAmt |
| Land EOYFMV | $1,709,369 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,433,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,040,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,658,152 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $53,433,860 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,023,306 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,433,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,023,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,433,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,040,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,433,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,746,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $335,616 | OtherIncreasesAmt |
| Subtotal | $50,023,306 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,023,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JP Morgan 9009-Fidelity 500 Index | P | 2018-08-09 | 2019-07-26 | $719,100 | $0 | $698,643 | $20,457 | $0 | $0 | $0 | $20,457 |
| JP Morgan 9009-Invesco QQQ | P | 2019-07-16 | 2019-12-20 | $75,429 | $0 | $68,917 | $6,512 | $0 | $0 | $0 | $6,512 |
| JP Morgan 9009-Ishares MSCI China ETF | P | 2019-04-05 | 2019-12-20 | $162,048 | $0 | $183,394 | -$21,346 | $0 | $0 | $0 | -$21,346 |
| JP Morgan 9009-Ishares MSCI Japan New | P | 2018-06-21 | 2019-05-07 | $442,410 | $0 | $476,265 | -$33,855 | $0 | $0 | $0 | -$33,855 |
| JP Morgan 9009-Ishares MSCI Japan ETF | P | 2019-10-29 | 2019-12-20 | $29,018 | $0 | $28,381 | $637 | $0 | $0 | $0 | $637 |
| JP Morgan 9009-PGIM Global RE Fund | P | 2018-12-31 | 2019-02-04 | $1,021,387 | $0 | $1,009,742 | $11,645 | $0 | $0 | $0 | $11,645 |
| JP Morgan 9009-PIMCO Total Return Fund | P | 2020-05-07 | 2019-12-20 | $50,000 | $0 | $48,844 | $1,156 | $0 | $0 | $0 | $1,156 |
| JP Morgan 9009-PrimeCap Odyssey Stk | P | 2018-09-28 | 2019-07-16 | $200,000 | $0 | $207,858 | -$7,858 | $0 | $0 | $0 | -$7,858 |
| JP Morgan 9009-Schwab US TIPS ETF | P | 2018-06-21 | 2019-01-29 | $525,290 | $0 | $524,200 | $1,090 | $0 | $0 | $0 | $1,090 |
| JP Morgan 9009-Vaneck Gold Miners | P | 2018-12-24 | 2019-12-20 | $30,919 | $0 | $23,921 | $6,998 | $0 | $0 | $0 | $6,998 |
| JP Morgan 9009-Vanguard Total Bond Mkt | P | 2019-08-13 | 2019-11-20 | $300,000 | $0 | $298,775 | $1,225 | $0 | $0 | $0 | $1,225 |
| JP Morgan 9009-Vanguard Financials ETF | P | 2019-07-26 | 2019-12-20 | $74,377 | $0 | $69,818 | $4,559 | $0 | $0 | $0 | $4,559 |
| JP Morgan 9009-Vanguard Mid-Cap ETF | P | 2018-09-28 | 2019-04-10 | $253,957 | $0 | $253,880 | $77 | $0 | $0 | $0 | $77 |
| JP Morgan 9009-Calvert Emerg Mrkts | P | 2018-06-21 | 2019-12-20 | $100,000 | $0 | $91,479 | $8,521 | $0 | $0 | $0 | $8,521 |
| JP Morgan 9009-Domini Intl Social Eq | P | 2018-08-09 | 2019-12-20 | $113,054 | $0 | $121,805 | -$8,751 | $0 | $0 | $0 | -$8,751 |
| JP Morgan 9009-Doubleline TTL Rtrn | P | 2018-06-21 | 2019-12-20 | $320,296 | $0 | $313,147 | $7,149 | $0 | $0 | $0 | $7,149 |
| JP Morgan 9009-Fidelity 500 Index | P | 2018-11-01 | 2019-12-20 | $100,000 | $0 | $87,407 | $12,593 | $0 | $0 | $0 | $12,593 |
| JP Morgan 9009-Ishares MSCI All Country | P | 2018-06-21 | 2019-12-20 | $31,748 | $0 | $31,628 | $120 | $0 | $0 | $0 | $120 |
| JP Morgan 9009-Ishares MSCI India ETF | P | 2018-08-09 | 2019-12-20 | $40,496 | $0 | $40,661 | -$165 | $0 | $0 | $0 | -$165 |
| JP Morgan 9009-Ishares MSCI China ETF | P | 2018-06-21 | 2019-08-13 | $77,174 | $0 | $93,450 | -$16,276 | $0 | $0 | $0 | -$16,276 |
| JP Morgan 9009-Ishares MSCI Japan ETF | P | 2018-06-21 | 2019-12-20 | $16,035 | $0 | $15,745 | $290 | $0 | $0 | $0 | $290 |
| JP Morgan 9009-Parnassus Core Equity | P | 2018-09-28 | 2019-12-20 | $100,000 | $0 | $99,174 | $826 | $0 | $0 | $0 | $826 |
| JP Morgan 9009-Pax MSCI International | P | 2018-09-28 | 2019-12-20 | $102,122 | $0 | $97,953 | $4,169 | $0 | $0 | $0 | $4,169 |
| JP Morgan 9009-SPDR Gender Diversity ETF | P | 2018-09-28 | 2019-12-20 | $171,827 | $0 | $170,204 | $1,623 | $0 | $0 | $0 | $1,623 |
| JP Morgan 9009-Vanguard Mid-Cap ETF | P | 2018-09-28 | 2019-12-20 | $55,877 | $0 | $51,367 | $4,510 | $0 | $0 | $0 | $4,510 |
| JP Morgan 9009-Ishares Gold Trust | P | 2018-01-01 | 2019-12-31 | $100,948 | $0 | $82,097 | $18,851 | $0 | $0 | $0 | $18,851 |
| JP Morgan 4004-JPM Managed Inc Fnd | P | 2019-01-15 | 2019-11-06 | $126,648 | $0 | $126,576 | $72 | $0 | $0 | $0 | $72 |
| JP Morgan 4004-JPM Managed Inc Fnd | P | 2018-01-15 | 2019-11-06 | $3,873,388 | $0 | $3,860,134 | $13,254 | $0 | $0 | $0 | $13,254 |
| Goldman Sachs 042-4 | P | 2018-09-15 | 2019-12-31 | $566,564 | $0 | $548,160 | $18,404 | $0 | $0 | $0 | $18,404 |
| Goldman Sachs 042-4 | P | 2019-01-15 | 2019-12-31 | $380,894 | $0 | $381,319 | -$425 | $0 | $0 | $0 | -$425 |
| Goldman Sachs 876-5 | P | 2018-09-15 | 2019-12-31 | $234,871 | $0 | $222,482 | $12,389 | $0 | $0 | $0 | $12,389 |
| Goldman Sachs 876-5 | P | 2019-01-15 | 2019-12-31 | $220,849 | $0 | $213,434 | $7,415 | $0 | $0 | $0 | $7,415 |
| Goldman Sachs 876-5-NonCovered | P | 2019-01-15 | 2019-12-31 | $99 | $0 | $0 | $99 | $0 | $0 | $0 | $99 |
| Goldman Sachs 877-3 | P | 2018-09-15 | 2019-12-31 | $59,674 | $0 | $59,612 | $62 | $0 | $0 | $0 | $62 |
| Goldman Sachs 877-3 | P | 2019-01-15 | 2019-12-31 | $128,074 | $0 | $131,884 | -$3,810 | $0 | $0 | $0 | -$3,810 |
| Nichealth LP (Ellevest) | P | 2019-01-15 | 2019-12-31 | $6,798 | $0 | $0 | $6,798 | $0 | $0 | $0 | $6,798 |
| Nichealth LP (Ellevest) | P | 2018-09-15 | 2019-12-31 | $28,476 | $0 | $0 | $28,476 | $0 | $0 | $0 | $28,476 |
| Capital Gains Distributions | P | 2019-01-01 | 2019-12-31 | $171,033 | $0 | $0 | $171,033 | $0 | $0 | $0 | $171,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,524 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $172,479 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,233,031 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,430,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.328399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,204,835 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,924,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.248947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,433,036 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,070,067 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.466777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $338,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $73,278 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.619395 | DistributionYr4Rt |
| Total Distribution | 5.663518 | TotalDistributionRt |
| Average Distribution | 1.415880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,416,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,977,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,531 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,985,431 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,613,478 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,569 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,569 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $13,569 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $289 | EsPenaltyAmt |
| Tax Due | $1,782 | 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 | Law Offices of Kei Tolliver | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028467268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 L Street NW Ste 500 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $127,945 | 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 | $276,111 | Expenses1Amt |
| Description2 | 19370 Mattaponi Trail Milford, VA 22514 (Spring Grove)(real estate investment for historic preservation) | Description2Txt |
| Expenses2 | $39,416 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $996,436 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,311,963 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,237,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $749,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,986,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $37,986,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $569,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,416,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,870,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,870,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,062 | TotalTaxAmt |
| Distributable Before Adj | $1,855,785 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,855,785 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,855,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,301,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,311,963 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,613,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,613,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,855,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr4 | $335,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,279,533 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,959,888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,763,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,338,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,613,478 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,855,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,757,693 | RemainingDistriFromCorpusAmt |
| Total Corpus | $25,095,909 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,095,909 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $335,549 | ExcessFromYear4Amt |
| Excess From Year3 | $1,279,533 | ExcessFromYear3Amt |
| Excess From Year2 | $4,959,888 | ExcessFromYear2Amt |
| Excess From Year1 | $13,763,246 | ExcessFromYear1Amt |
| Excess From Current Year | $4,757,693 | 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 (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| 100Reporters | |||||||
| 1875 Connecticut Ave NW 10th Fl | Washington | DC | 20007 | PC | Sponsorship forDouble ExposureFilm Festival | $50,000 | |
| Action Against Child Exploitation | |||||||
| 1110 Vermont Ave Suite 550 | Washington | DC | 20007 | PC | Support for fightagainst child labor | $60,000 | |
| After Dark THEARC | |||||||
| 1901 Mississippi AveSE | Washington | DC | 20020 | PC | Supporting 2019After Dark @THEARCactivities | $15,000 | |
| Allay Foundation | |||||||
| 1525 Wilson Blvd Ste 540 | Arlington | VA | 22209 | PC | Supporting 2019 Allay Foundationactivities | $5,000 | |
| Arena Stage | |||||||
| 1101 6th Street SW | Washington | DC | 20024 | PC | Supporting 2019 Arena Stageactivities | $10,000 | |
| Asian University for Women Support Fnd | |||||||
| 1100 Massachusetts Ave Ste 100 | Cambridge | MA | 02138 | PC | Supporting 2019 AUWSF Tuitionactivities | $15,000 | |
| Astral Artists | |||||||
| 230 South Broad St Ste 300 | Philadelphia | PA | 19102 | PC | Supporting 2019 Astral Artistsactivities | $12,500 | |
| Boys and Girls Club of GW | |||||||
| 4103 Benning Rd NE | Washington | DC | 20019 | PC | Supporting 2019 BGCGW-BlueFestactivities | $505,000 | |
| Children's Law Center | |||||||
| 501 3rd Street NW 8th FL | Washington | DC | 20001 | PC | Supporting 2019 Children's Law Centeractivities | $10,000 | |
| Citizens Assoc of Georgetown | |||||||
| 1365 Wisconsin Ave Ste 200 | Washington | DC | 20001 | PC | Supporting 2019 Citizens Associationactivities | $6,500 | |
| City Dance | |||||||
| 4435 Wisconsin Ave | Washington | DC | 20016 | PC | Supporting 2019 City Dance Galaactivities | $10,000 | |
| Cultural Vistas | |||||||
| 1250 H St NW Ste 300 | Washington | DC | 20005 | PC | Supporting 2019 Cultural Vistasactivities | $4,000 | |
| DC Volunteer Lawyers Project | |||||||
| 5335 Wisconsin Ave NW Ste 440 | Washington | DC | 20015 | PC | Supporting 2019 DCV Lawyers Projectactivities | $15,000 | |
| Edutainment Unlimited | |||||||
| 616 Gallatin St NW | Washington | DC | 20011 | NC | Supporting 2019 Art advocacyactivities | $2,500 | |
| Empowerment Through Integration | |||||||
| 810 Memorial Dr 107 | Cambridge | MA | 02139 | PC | Supporting 2019 ETI annualactivities | $100,000 | |
| Environmental Film Festival | |||||||
| 1224 M Street NW Ste 301 | Washington | DC | 20005 | PC | Supporting 2019 Film Festivalactivities | $10,000 | |
| Federal City Council | |||||||
| 1310 L St NW Ste 325 | Washington | DC | 20005 | PC | Supporting 2019 Federal City Councilactivities | $15,000 | |
| Foley Institute | |||||||
| 1253 C Street SE | Washington | DC | 20003 | PC | Supporting 2019 Foley Instituteactivities | $20,000 | |
| Georgetown Lombardi Comp Cancer | |||||||
| 3300 Whitehaven St NW Ste 4000 | Washington | DC | 20007 | PC | Supporting 2019 Lombardi Cancer Ctractivities | $25,000 | |
| Global Citizens Initiative | |||||||
| 2 Sound View Dr 2nd Fl | Greenwich | CT | 06830 | PC | Supporting 2019 Global Citizensactivities | $25,000 | |
| Greater Washington Partnership | |||||||
| 11911 Freedom Drive Ste 710 | Reston | VA | 20190 | PC | Supporting 2019Partnershipactivities | $250,000 | |
| Halcyon House | |||||||
| 3400 Prospect Street NW | Washington | DC | 20007 | PC | Supporting 2019Halcyon Houseactivities | $1,000,000 | |
| Holiday Park Seniors | |||||||
| 3950 Ferrara Drive | Silver Spring | MD | 20906 | PC | Supporting 2019Holiday Park Seniorsactivities | $12,000 | |
| Stanford University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | PC | Supporting 2019Hoover Centeractivities | $1,500,000 | |
| Imagination Stage | |||||||
| 4908 Auburn Avenue | Bethesda | MD | 20814 | PC | Supporting 2019Imagination Stageactivities | $2,500 | |
| International Student Conferences | |||||||
| 1015 15th St NW Ste 600 | Washington | DC | 20005 | PC | Supporting 2019Student conferenceactivities | $10,000 | |
| International Student House | |||||||
| 1825 R Street NW | Washington | DC | 20009 | PC | Supporting 2019Student houseactivities | $5,000 | |
| James Beard Foundation | |||||||
| 167 West 12th Street | New York | NY | 10011 | PC | Supporting 2019Foundationactivities | $20,000 | |
| Japan-America Society | |||||||
| 1819 L St B2 | Washington | DC | 20036 | PC | Supporting 2019Societyactivities | $15,000 | |
| Japanese Americans Care Fund | |||||||
| 4022-B Hummer Road | Annandale | VA | 22003 | PC | Supporting 2019Care Fundactivities | $10,000 | |
| JCAW Foundation | |||||||
| 1717 Pennsylvania Ave NW Ste 375 | Washington | DC | 20006 | PC | Supporting 2019JCAWactivities | $5,600 | |
| Joan Hisaoka Gala | |||||||
| 1742 N Street NW | Washington | DC | 20036 | PC | Supporting 2019Galaactivities | $25,000 | |
| JSIE | |||||||
| 1730 Rhode Island Ave Ste 414 | Washington | DC | 20036 | PC | Supporting 2019JSIEactivities | $30,000 | |
| Junior Achievement of GW | |||||||
| 919 18th St NW Ste 901 | Washington | DC | 20006 | PC | Supporting 2019Junior Achievementactivities | $15,000 | |
| Kizuna Across Cultures | |||||||
| 718 7th St NW 2nd FL | Washington | DC | 20001 | PC | Supporting 2019Kizuna Across Culturesactivities | $20,000 | |
| Knock Out Abuse | |||||||
| 1303 Ballantrae Farm Drive | McLean | VA | 22101 | PC | Supporting 2019Knock Out Abuseactivities | $7,500 | |
| LearnServe International | |||||||
| PO Box 6203 | Washington | DC | 20015 | PC | Supporting 2019LearnServe Intlactivities | $15,000 | |
| Meridian International Center | |||||||
| 1630 Crescent Pl NW | Washington | DC | 20009 | PC | Supporting 2019Leadership Summitactivities | $10,000 | |
| Middleburg Film Festival | |||||||
| PO Box 1566 | Middleburg | VA | 20118 | PC | Supporting 2019Film Festivalactivities | $25,000 | |
| National Cherry Blossum Festival | |||||||
| 1275 K Street NW Ste 1000 | Washington | DC | 20005 | PC | Supporting 2019NCBFactivities | $200,000 | |
| National Museum of Women in the Arts | |||||||
| 1250 New York Ave NW | Washington | DC | 20005 | PC | Supporting 2019Museum galaactivities | $5,000 | |
| National Sporting Library | |||||||
| PO Box 1335 | Middleburg | VA | 20118 | PC | Supporting 20199th Annual Polo Classicactivities | $10,000 | |
| New Orchestra of Washington | |||||||
| 15800 Crabbs Branch Way Ste 300 | Rockville | MD | 20855 | PC | Supporting 2019New Orchestraactivities | $14,500 | |
| Sibley Memorial Hospital Fnd | |||||||
| 5255 Lough Road NW | Washington | DC | 20016 | PC | Supporting 2019Hope and Galaactivities | $10,000 | |
| Smithsonian Institution | |||||||
| PO Box 37012 | Washington | DC | 20013 | PC | Supporting 2019Smithsonian Galaactivities | $5,000 | |
| St Johns Episcopal Church | |||||||
| 3240 O Street | Washington | DC | 20007 | PC | Supporting 2019House Touractivities | $1,000 | |
| Standing Ovation for DC Public Schools | |||||||
| 3407 14th Street NW | Washington | DC | 20010 | PC | Supporting 2019Ovationactivities | $10,000 | |
| Economic Club of DC | |||||||
| 1601 K St NW 210 | Washington | DC | 20006 | PC | Supporting 2019March 9th Eventactivities | $26,000 | |
| Henry L Stimson Center | |||||||
| 1211 Connecticut AvenueNW 8Fl | Washington | DC | 20036 | PC | Supporting 2019Japanactivities | $35,000 | |
| The Kennedy Center | |||||||
| PO Box 10150 | Arlington | VA | 22210 | PC | Supporting 2019The Kennedy Centeractivities | $15,360 | |
| The Phillips Collection | |||||||
| 1600 21st St NW | Washington | DC | 20009 | PC | Supporting 2019Galaactivities | $110,000 | |
| Prevent Cancer Foundation | |||||||
| 1600 Duke St Ste 500 | Alexandria | VA | 22314 | PC | Supporting 2019Galaactivities | $10,000 | |
| The Washington Ballet | |||||||
| 3515 Wisconsin Ave NW | Washington | DC | 20016 | PC | Supporting 2019Washington Balletactivities | $10,000 | |
| The Washington Chorus | |||||||
| 4301 Connecticut Ave NW Ste 360 | Washington | DC | 20008 | PC | Supporting 2019Washington Chorusactivities | $10,000 | |
| THIS for Diplomats | |||||||
| 1630 Crescent Place NW | Washington | DC | 20009 | PC | Supporting 2019THIS for Diplomatsactivities | $20,000 | |
| Transformer | |||||||
| 1404 P Street | Washington | DC | 20005 | PC | Supporting 2019Silent auctionactivities | $10,000 | |
| Trust for the National Mall | |||||||
| 1300 Pennsylvania Ave NW | Washington | DC | 20004 | PC | Supporting 2019Horse Stablesactivities | $250,000 | |
| Tudor Place Foundation | |||||||
| 1644 31st Street NW | Washington | DC | 20007 | PC | Supporting 2019Tudor Placeactivities | $15,000 | |
| Vital Voices Global Partnership | |||||||
| 1625 Massachusetts Ave NW 3rd FL | Washington | DC | 20036 | PC | Supporting 2019Vital Voicesactivities | $25,000 | |
| Washington Film Festival | |||||||
| 1341 G Street 5th FL | Washington | DC | 20006 | PC | Supporting 2019March on DC Filmactivities | $5,000 | |
| Washington Japanese Language School | |||||||
| 4900 Strathmore Ave | Garret Park | MD | 20896 | PC | Supporting 2019Schoolactivities | $10,000 | |
| Washington National Opera | |||||||
| PO Box 10150 | Arlington | VA | 22210 | PC | Supporting 2019Operaactivities | $50,000 | |
| Washington Performing Arts | |||||||
| 1400 K St NW Ste 500 | Washington | DC | 20005 | PC | Supporting 2019Artsactivities | $2,500 | |
| WEConnect International | |||||||
| 1100 H Street NW Suite 1100 | Washington | DC | 20005 | PC | Supporting 2019Galaactivities | $10,000 | |
| Wolf Trap Foundation | |||||||
| 1645 Trap Road | Vienna | VA | 22182 | PC | Supporting 2019Sponoractivities | $15,000 | |
| YOA Orchestra of the Americas | |||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | PC | Supporting 2019Galaactivities | $15,000 | |
| Young Concert Artists of Washington | |||||||
| 1220 L Street NW | Washington | DC | 20005 | PC | Supporting 2019Galaactivities | $10,000 | |
| Maro Vandorou | |||||||
| 4369 Table Mountain Road | Dublin | CA | 94568 | I | Supporting 2019Washington AwardRecipient | $10,000 | None |
| Kyoto University (see note) | |||||||
| 2200 Pennsylvania AvenueNW | Washington | DC | 20037 | PC | Supporting 2019Multiple internationalactivities | $462,424 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,274,884 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $871,818 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$63,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $306,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,178,574 | ExclusionAmt |
| Related Or Exempt Function Incm | -$63,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,115,574 | 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 | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RBMiller CPA Accounting Services | CategoryTxt |
| Amt | $18,321 | Amt |
| Net Investment Income | $9,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,160 | DisbursementsCharitablePrpsAmt |
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 | $996,436 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|
| 1816 Jefferson Furniture 2019 | 2019-08-15 | $1,231 | 200DB | 7.000000000000 | $0 | $1,231 | |
| Spring Grove Chimney 2019 | 2019-09-08 | $10,500 | SL | 27.500000000000 | $111 | ||
| 1816 Jefferson Improve 2019 | 2019-12-05 | $90,049 | SL | 27.500000000000 | $136 | $136 | |
| 1816 Jefferson AV Equipment | 2019-12-06 | $80,440 | 200DB | 7.000000000000 | $0 | $80,440 | |
| 1816 Jefferson Elevator-2019 | 2019-12-12 | $5,362 | SL | 27.500000000000 | $8 | ||
| Spring Grove Building | 2017-09-12 | $1,761,823 | SL | 27.500000000000 | $31,790 | $41,062 | |
| Spring Grove Furniture-2017 | 2017-09-12 | $19,000 | 200DB | 7.000000000000 | $1,661 | $3,685 | |
| Spring Grove Furniture-2017b | 2017-09-27 | $5,558 | 200DB | 7.000000000000 | $486 | $1,078 | |
| Spring Grove Clock-2018 | 2018-02-23 | $6,573 | 200DB | 7.000000000000 | $0 | $0 | |
| Spring Grove Chandelier-2018 | 2018-03-01 | $19,680 | 200DB | 7.000000000000 | $0 | $0 | |
| Spring Grove Chimney-2018 | 2018-07-03 | $4,900 | SL | 27.500000000000 | $178 | $82 | |
| 1816 Jefferson Place Building | 2018-07-20 | $5,960,236 | SL | 27.500000000000 | $86,535 | $38,461 | |
| Spring Grove Furniture-2018 | 2018-11-15 | $9,554 | 200DB | 7.000000000000 | $0 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sachiko Kuno Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $9,611,893 | GrossSalesPriceAmt |
| Basis | $9,305,137 | BasisAmt |
| Total Net | $306,756 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan-4004 | $3,788,518 | $3,803,690 |
| JPMorgan-9009 | $5,922,613 | $6,190,245 |
| Goldman Sachs-0424 | $1,554,200 | $1,641,524 |
| 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 | $300,000 | $300,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan-9009 | $13,640,512 | $14,406,160 |
| Goldman Sachs-8765 | $740,459 | $862,639 |
| Goldman Sachs-8773 | $141,427 | $157,562 |
| Solistice Initiative (252377 shares preferred) | $250,000 | $250,000 |
| Sustain Initiative | $130,000 | $130,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,018,114 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,018,114 | USGovtObligationsEOYFMVAmt |
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 | $124,996 | $5,835,240 |
| 1816 Jefferson Place-Furniture-2019 | $1,231 | $1,231 | $0 |
| 1816 Jefferson Place-Improvements-2019 | $90,049 | $136 | $89,913 |
| 1816 Jefferson Place-AV Equipment-2019 | $80,440 | $80,440 | $0 |
| 1816 Jefferson Place-Elevator-2019 | $5,362 | $8 | $5,354 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMorgan-9009-Hedge Fund | $3,225,000 | $3,245,123 |
| JPMorgan-9009-Real Estate | $504,871 | $466,403 |
| JPMorgan-9009-Hard Assets | $508,166 | $535,848 |
| Goldman Sachs-0424-Non-US Equity | $632,662 | $607,132 |
| Goldman Sachs-9756-Alternatives | $2,187,234 | $2,121,870 |
| 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 | $2,188,037 | $2,563,558 |
| Ellevest-Alternatives | $2,166,519 | $2,216,310 |
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 | $72,852 | $1,688,971 |
| Spring Grove Furniture-2017 | $19,000 | $14,846 | $4,154 |
| Spring Grove Furniture-2017 | $5,558 | $4,343 | $1,215 |
| Spring Grove Clock-2018 | $6,573 | $6,573 | $0 |
| Spring Grove Chandelier-2018 | $19,680 | $19,680 | $0 |
| Spring Grove Chimney-2018 | $4,900 | $260 | $4,640 |
| Spring Grove Furniture-2018 | $9,554 | $9,554 | $0 |
| Spring Grove Chimney-2019 | $10,500 | $111 | $10,389 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Supplies | $4,806 | $4,806 | |
| Dues & Subscriptions | $4,878 | $4,878 | |
| Insurance | $39,555 | $39,555 | |
| Repair and Maintenace | $16,146 | $16,146 | |
| Information Technology | $1,699 | $1,699 | |
| Office Supplies | $1,345 | $1,345 | |
| Landscaping | $2,410 | $2,410 | |
| Investment Expenses | $45,023 | $45,023 | |
| Stock Commissions | $118,933 | $11,893 | |
| EIIRC Value Fund II LP (rent exp) | $40,394 | $40,394 | |
| Corporate Registrations | $1,412 | $1,412 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis Adjustments | Desc |
| Amt | $335,616 | 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 | $0 | BOYBookValueAmt |
| EOY Book Value | $17,000 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BeGirl | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | None | InsiderRelationshipTxt |
| Loan Original | $200,000 | LoanOriginalAmt |
| Balance Due | $200,000 | BalanceDueAmt |
| Note | 2018-10 | NoteDt |
| Loan Maturity | 2021-07 | LoanMaturityDt |
| Repayment Terms | Principal and Interest bu 7/1/2021 | RepaymentTermsTxt |
| Interest | 0.08000000 | InterestRt |
| Security Provided Borrower | None | SecurityProvidedBorrowerTxt |
| Loan Purpose | To Support BeGirl operations | LoanPurposeTxt |
| Lender Consideration | Line of Credit | LenderConsiderationDesc |
| Consideration FMV | $200,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ace Fire Extinguisher Bldg Testing | $186 | $186 | |
| Atlantic Heritage Spring Grove Consult | $21,649 | $21,650 | $0 |
| CCS Consultants 1816 Jefferson Consult | $19,690 | $19,690 | $0 |
| Computer Showcase Computer Services | $103 | $0 | $103 |
| DC Floors 1816 Jefferson floor | $2,125 | $2,125 | $0 |
| Hiley & Assoc Property Mgmt | $33,730 | $33,730 | $0 |
| ICOR LTD Asbestos Testing | $430 | $430 | $0 |
| JOMA Cleaning Buildings | $2,625 | $2,625 | $0 |
| Occassion Catering Events | $2,716 | $0 | $2,716 |
| Preston Duwyenie Events | $1,000 | $0 | $1,000 |
| Vector Security Building Security | $2,901 | $2,901 | $0 |
| $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Taxes | $33,569 | $33,569 |
| Real Estate Taxes | $46,285 | $46,285 |