LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-06-20
- IRS object ID
- 201911719349100116
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-20T16:44:48-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136144809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE & LOUIS KUHN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DR ROBERT L KUHN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEE& | BusinessNameControlTxt |
| Phone | 2122890314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PARK AVE APT 12B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ROBERT L KUHN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122890314 | PhoneNum |
| Signature | 2019-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H HRANCHAK | PreparerPersonNm |
| PTIN | P00641665 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Preparation | 2019-06-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.214.34.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-20 | IPDt |
| IP Tm | 14:45:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C813719DBC1E7C598536C0992805B0114AE6FA4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF6428F26F2C004285886B2D7492F7ADC7498D1B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,663,228 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $751,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,100 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $117 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $117 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,630 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,874 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,333 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $974,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,021,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,456,520 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $199,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $135,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $135,375 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,188,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,228,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,663,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $645,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $645,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $64,849 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $64,849 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $478,476 | RetainedEarningBOYAmt |
| Retained Earning EOY | $518,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,188,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,228,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,188,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,228,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,188,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,228,697 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,228,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT-TERM | 2018-10-31 | $355,113 | $346,180 | $8,933 | $8,933 |
| PUBLICLY TRADED SECURITIES LONG-TERM | 2018-10-31 | $396,546 | $299,379 | $97,167 | $97,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,412,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,271 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,267,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,098 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,321,695 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,318,803 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,186,766 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036910 | DistributionYr5Rt |
| Total Distribution | 0.189196 | TotalDistributionRt |
| Average Distribution | 0.037839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,646,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,165 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,612 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,148 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,148 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,983 | OverpaymentAmt |
| Applied To ES Tax | $4,983 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR ROBERT L KUHN | IndividualWithBooksNm |
| Phone | 2122890314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PARK AVE APT 12B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| LEE KUHN | ||||||||
| 1050 PARK AVE APT 12B | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT L KUHN | ||||||||
| 1050 PARK AVE APT 12B | NEW YORK | NY | 10028 | DIRECTOR | 2.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,595,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,671,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,671,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,646,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,165 | TotalTaxAmt |
| Distributable Before Adj | $81,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,170 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,612 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,165 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,577 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,577 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,135 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 911 MEMORIAL & MUSEUM | ||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | PUBLIC | GENERAL SUPPORT | $250 |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | ||||||
| 3152 LITTLE ROAD SUITE 146 | TRINITY | FL | 34655 | PUBLIC | GENERAL SUPPORT | $600 |
| AMERICAN CINEMATHEQUE | ||||||
| 6712 HOLLYWOOD BOULEVARD | HOLLYWOOD | CA | 90028 | PUBLIC | GENERAL SUPPORT | $5,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PUBLIC | GENERAL SUPPORT | $400 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||
| PARKINSON PLAZA 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PUBLIC | GENERAL SUPPORT | $400 |
| AMERICAN RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PUBLIC | GENERAL SUPPORT | $500 |
| AMERICAN TECHNION SOCIETY | ||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | GENERAL SUPPORT | $1,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $500 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PUBLIC | GENERAL SUPPORT | $5,000 |
| KOCE TV FOUNDATION | ||||||
| 333 SOUTH HOPE ST STE 1003 | LOS ANGELES | CA | 90071 | PUBLIC | GENERAL SUPPORT | $5,000 |
| MD ANDERSON CANCER CENTER | ||||||
| 1840 OLD SPANISH TRAIL | HOUSTON | TX | 77054 | PUBLIC | GENERAL SUPPORT | $600 |
| SKEPTIC SOCIETY | ||||||
| 2761 N MARENGO AVENUE | ALTADENA | CA | 91001 | PUBLIC | GENERAL SUPPORT | $2,500 |
| SUSAN G KOMEN | ||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | PUBLIC | GENERAL SUPPORT | $400 |
| THE ALS ASSOCIATION ARIZONA CHAPTER | ||||||
| 360 E CORONADO RD SUITE 140 | PHOENIX | AZ | 85004 | PUBLIC | GENERAL SUPPORT | $400 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC | GENERAL PURPOSE | $700 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PUBLIC | GENERAL SUPPORT | $200 |
| ARIZONA PBS | ||||||
| 555 N CENTRAL AVE 500 | PHOENIX | AZ | 85004 | PUBLIC | GENERAL SUPPORT | $200 |
| ARIZONA HEMOPHILIA ASSOCIATION | ||||||
| 826 N 5TH AVENUE | PHOENIX | AZ | 85048 | PUBLIC | GENERAL SUPPORT | $1,300 |
| BE THE CHANGE GLOBAL OUTREACH | ||||||
| 323 SORRELWOOD DR | LEAGUE CITY | TX | 77573 | PUBLIC | GENERAL SUPPORT | $3,060 |
| CARE RESCUE LOS ANGELES | ||||||
| PO BOX 4902 | VALLEY VILLAGE | CA | 91607 | PUBLIC | GENERAL SUPPORT | $2,000 |
| CUNY TV FOUNDATION | ||||||
| 365 FIFTH AVENUE | NEW YORK | NY | 100164309 | PUBLIC | GENERAL SUPPORT | $9,000 |
| EVERYTOWN FOR GUN SAFETY | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PUBLIC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF ISLAND DEFENSE FORCE | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 101650015 | PUBLIC | GENERAL SUPPORT | $2,500 |
| HOLIDAY PRELUDE | ||||||
| 5402 EAST LINCOLN DRIVE | SCOTTSDALE | AZ | 85253 | PUBLIC | GENERAL SUPPORT | $50 |
| JEWISH ADOPTION FOSTER CARE | ||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | PUBLIC | GENERAL SUPPORT | $100 |
| MOUNT SINAI VISITING DOCTORS | ||||||
| 17 EAST 102ND STREET 7TH FLOOR | NEW YORK | NY | 10029 | PUBLIC | GENERAL SUPPORT | $500 |
| MOWGLI RESCUE | ||||||
| 1132 5TH AVENUE | VENICE BEACH | CA | 90291 | PUBLIC | GENERAL SUPPORT | $1,500 |
| NATIONAL MS SOCIETY | ||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100174057 | PUBLIC | GENERAL SUPPORT | $700 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET NO 10 FL | NEW YORK | NY | 10038 | PUBLIC | GENERAL SUPPORT | $5,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET ROOM 360 | SANTA MONICA | CA | 904011353 | PUBLIC | GENERAL SUPPORT | $700 |
| SAINT JOHNS HEALTH CENTER FOUNDATION | ||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | PUBLIC | GENERAL SUPPORT | $1,000 |
| SHARE INC | ||||||
| 2306 NE ANDRESEN RD | VANCOUVER | WA | 98661 | PUBLIC | GENERAL SUPPORT | $1,500 |
| THE DALTON SCHOOL | ||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | PUBLIC | GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF ALYN | ||||||
| 122 EAST 42ND STREET NO 1519 | NEW YORK | NY | 101680002 | PUBLIC | GENERAL SUPPORT | $300 |
| ANNE FRANK CENTER FOR MUTUAL RESPECT | ||||||
| 44 PARK PLACE | NEW YORK | NY | 10007 | PUBLIC | GENERAL SUPPORT | $200 |
| MIT SLOAN | ||||||
| 139A CHARLES STREET NO 346 | BOSTON | MA | 02114 | PUBLIC | GENERAL SUPPORT | $2,500 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||
| 4600 EAST-WEST HIGHWAY SUITE 525 | BETHESDA | MD | 20814 | PUBLIC | GENERAL SUPPORT | $400 |
| NEW YORK CITY HEMOPHILIA CHAPTER | ||||||
| 315 WEST 36TH STREET 2ND FLOOR | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $300 |
| ANIMAL RESCUE MISSION | ||||||
| PO BOX 461572 | WEST HOLLYWOOD | CA | 90046 | PUBLIC | GENERAL SUPPORT | $2,500 |
| THE FUND FOR JOHNS HOPKINS MEDICINE | ||||||
| 3910 KESWICK RD S BLDG NO 4300A | BALTIMORE | MD | 21211 | PUBLIC | GENERAL SUPPORT | $1,000 |
| UCLA FOUNDATION BRI FUND #9028 | ||||||
| 10945 LE CONTE AVENUE SUITE 3132 | LOS ANGELES | CA | 900951784 | PUBLIC | GENERAL SUPPORT | $1,000 |
| UAF PANDA STEELE RESEARCH CENTER | ||||||
| 4455 E CAMELBACK RD SUITE E-125 | PHOENIX | AZ | 850182861 | PUBLIC | GENERAL SUPPORT | $700 |
| UNCF UNITED NEAN COLLEGE FUND | ||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | PUBLIC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,960 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,422 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMO ARJANI LLP | CategoryTxt |
| Amt | $6,630 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,630 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGANSTANLEY SMITHBARNEY COMMON STOCKS | StockNm |
| EOY Book Value | $1,021,989 | EOYBookValueAmt |
| EOYFMV | $1,456,520 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGANSTANLEY SMITHBARNEY EXCHANGE-TRADED & CLOSED-END FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $135,375 | BookValueAmt |
| EOYFMV | $135,375 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $117 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $117 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGAL ADVERTISEMENT | Desc |
| Revenue And Expenses Per Books | $155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $155 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,374 | Amt |
| Net Investment Income | $13,874 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| FOREIGN TAX | $64 | $64 | $0 |
| EXCISE TAXES | $1,500 | $0 | $0 |