S & R FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- S & R FOUNDATION (EIN 52-2284478)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349100640
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T08:50:51-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521711839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 500 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & R FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | S&RF | BusinessNameControlTxt |
| Phone | 2022986007 | 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 | 2022986007 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD E MORRIS | PreparerPersonNm |
| PTIN | P00190795 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.31.200.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 10:44:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6AB4311510DC4CFB994F87881117EF2C5B9ACA0A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6AB4311510DC4CFB994F87881117EF2C5B9ACA0A | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,979,101 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,158,510 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $429,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $429,535 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $429,535 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,000 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $418,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,415,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,962 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $17,992 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $47,811 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $47,811 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,055,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $849,497 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $496,338 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,794 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,794 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $320,315 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $320,315 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,388 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,754 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,485 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,249 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,522 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,263 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,631 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,632 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $673,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,057 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $657,517 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,468 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $5,468 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,637 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $214,467 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $214,467 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $77,346 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,249 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25,239 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $25,083 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $696,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103,756 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $36 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $589,846 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,207,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $214,503 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,840,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $833,464 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $833,464 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,040,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $214,503 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,673,644 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$984,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $628,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281,835 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,107,843 | CashBOYAmt |
| Cash EOY | $1,398,908 | CashEOYAmt |
| Cash EOYFMV | $1,398,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $184,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $601,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $601,348 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $104,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $31,839 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $10,204,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,231,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,978,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,134,974 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,576,113 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,580,349 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,367,254 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $482,935 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,875,113 | LandBOYAmt |
| Land EOY | $20,884,319 | LandEOYAmt |
| Land EOYFMV | $20,884,319 | LandEOYFMVAmt |
| Other Assets BOY | $521,545 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,760 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,760 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,164,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,227,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,979,101 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $260,350 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,247 | AccountsPayableEOYAmt |
| Grants Payable BOY | $156,262 | GrantsPayableBOYAmt |
| Grants Payable EOY | $574,469 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $1,728,082 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,703,428 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $416,612 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,138,226 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $39,497,986 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,849,483 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $249,905 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $239,905 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,747,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,089,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,164,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,227,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,747,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$984,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,762,964 | SubtotalAmt |
| Other Decreases | $13,673,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,089,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN 0001 | 2017-01-01 | 2017-12-31 | $1,304,831 | $1,249,846 | $54,985 | $54,985 |
| JP MORGAN 0001 | 2016-01-01 | 2017-12-31 | $2,507,913 | $2,231,237 | $276,676 | $276,676 |
| JP MORGAN 6002 | 2017-01-01 | 2017-12-31 | $1,461,192 | $1,500,000 | -$38,808 | -$38,808 |
| JP MORGAN 6002 | 2016-01-01 | 2017-12-31 | $77,500 | $21,151 | $56,349 | $56,349 |
| GOLDMAN SACHS | 2017-01-01 | 2017-12-31 | $1,815 | $1,815 | $1,815 | |
| GOLDMAN SACHS | 2016-01-01 | 2017-12-31 | $2,062,630 | $1,994,685 | $67,945 | $67,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,962 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,992 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,424,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,394,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.043764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,817,022 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,368,372 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.301708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,706,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $40,594,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066671 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,163,729 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,174,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $933,607 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,209,171 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113727 | DistributionYr5Rt |
| Total Distribution | 1.589902 | TotalDistributionRt |
| Average Distribution | 0.317980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,884,123 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,958,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,964,995 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,976,711 | 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 | $6,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $110 | EsPenaltyAmt |
| Tax Due | $6,392 | TaxDueAmt |
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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.SANDRFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022986007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | DIRECTOR & PRESIDENT | 40.00 | $0 | $0 | $0 |
| DOUGLAS CHARNAS | ||||||||
| 2001 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | DIRECTOR & SECRETARY/TREAS | 6.00 | $0 | $0 | $0 |
| MARIANNE F CHACONAS | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | DIRECTOR & VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| KATHERINE GOODALL | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | CHEIF OPERATING OFFICER | 40.00 | $57,225 | $5,093 | $1,475 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE REED | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR PROGRAM DIREC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $68,777 | CompensationAmt |
| Employee Benefits | $2,083 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE COMMUNICATIONS | |||||
| 1651 OLD MEADOW RD STE 500 | MCLEAN | VA | 22102 | COMMUNICATIONS | $181,566 |
| GEORGETOWN UNIVERSITY | |||||
| 3700 O STREET NW | WASHINGTON | DC | 20057 | GRANT | $100,000 |
| JOSEPH SEPTIME WEBRE | |||||
| 1661 CRESCENT PLACE NW 2 | WASHINGTON | DC | 20009 | CONSULTING | $74,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FINANCIAL SUPPORT FOR INDIVIDUALS AND INSTITUTIONS TO DEVELOP YOUNG ARTISTS AND MUSICIANS. | Description1Txt |
| Expenses1 | $799,354 | Expenses1Amt |
| Description2 | HALCYON INCUBATOR SUPPORTS SOCIAL ENTREPRENEURS THROUGH FELLOWSHIPS DESIGNED TO TRANSFORM IDEAS INTO VENTURES TO ACHIEVE MEANINGFUL SOCIAL OUTCOMES. | Description2Txt |
| Expenses2 | $41,915 | Expenses2Amt |
| Description3 | INTERNATIONAL PROGRAMS DESIGNED TO CONNECT UNIVERSITY STUDENTS WITH INTERNATIONAL ORGANIZATIONS. | Description3Txt |
| Expenses3 | $919,247 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $115,244 | AllOtherProgramRltdInvstTotAmt |
| Total | $115,244 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,571,068 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,646,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,217,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,217,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $333,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,884,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,094,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,673,644 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $115,244 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,187,823 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,976,711 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,282 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,970,429 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $281,835 | CurrentYearAmt |
| Year1 | $640,477 | Year1Amt |
| Year2 | $375,748 | Year2Amt |
| Year3 | $190,848 | Year3Amt |
| Total | $1,488,908 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,560 | CurrentYearAmt |
| Year1 | $544,405 | Year1Amt |
| Year2 | $319,386 | Year2Amt |
| Year3 | $162,221 | Year3Amt |
| Total | $1,265,572 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,976,711 | CurrentYearAmt |
| Year1 | $48,428,249 | Year1Amt |
| Year2 | $19,010,832 | Year2Amt |
| Year3 | $2,706,496 | Year3Amt |
| Total | $77,122,288 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,976,711 | CurrentYearAmt |
| Year1 | $48,428,249 | Year1Amt |
| Year2 | $19,010,832 | Year2Amt |
| Year3 | $2,706,496 | Year3Amt |
| Total | $77,122,288 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $729,471 | CurrentYearAmt |
| Year1 | $1,546,478 | Year1Amt |
| Year2 | $2,078,946 | Year2Amt |
| Year3 | $1,353,155 | Year3Amt |
| Total | $5,708,050 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SACHIKO KUNO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SR FOUNDATION CO DR SACHIKO KUNO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2022986007 | RecipientPhoneNum |
| Recipient Email Address | M.TURNER@SANDR.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ENTRY MUST BE SUBMITTED IN WRITING. THE FORM IS AVAILABLE THROUGH A LINK ON THE WEBSITE AND SHOULD INCLUDE ENTRANT'S BIOGRAPHY AND PICTURE ESSAY OF 250-500 WORDS DETAILING HOW THE AWARDEE WOULD ADVANCE THE MISSION OF THE FOUNDATION, SAMPLE PHOTOGRAPH OR RECORDING OF THE ENTRANT'S WORK, 2 REFERENCES FROM RECOGNIZED AUTHORITIES OR PROFESSIONALS IN THE ENTRANT'S DISCIPLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE CHANGES BY A FEW DAYS EVERY YEAR. FOR THE 2019 APPLICATION IT WAS AUGUST 3RD, 2018. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE AT LEAST 18 YEARS OLD AND NOT ENROLLED OR FINISHING WORK IN A DEGREE-GRANTING PROGRAM AND MUST NOT HAVE RECEIVED AN ADVANCED LEVEL OF RECOGNITION FOR HIS OR HER WORK. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE GLOBAL GOOD FUND | ||||||
| 1000 WILSON BLVD STE 400 | ARLINGTON | VA | 22209 | NON-PROFIT | SUPPORT GLOBAL GOOD FUND'S MISSION TO ACCELERATE THE LEADERSHIP OF SOCIAL ENTREPRENEURS AROUND THE WORLD THROUGH THEIR FELLOWSHIP PROGRAM. | $40,000 |
| REGENTS UNIVERSITY OF CALIFORNIA RIVERSIDE | ||||||
| 900 UNIVERSITY AVENUE | RIVERSIDE | CA | 92521 | UNIVERSITY | SUPPORT UENO AWARD WINNER DR. DECLAN MCCOLE. | $50,000 |
| INTERNATIONAL INSTITUTE FOR GLOBAL RESILIENCE | ||||||
| 4800 HAMPDEN LN SUITE 200 | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUPPORT IIGR'S MISSION TO HELP STRENGTHEN THE READINESS AND PROFESSIONALISM OF THE EMERGENCY MANAGEMENT COMMUNITY WORLDWIDE THROUGH TRAINING, EDUCATION, CONSULTING, AND RESEARCH. | $261,049 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O STREET NW | WASHINGTON | DC | 80057 | UNIVERSITY | 2017 KUNO AWARD WINNER - DR. ABIGAIL MARSH. THIS AWARD SUPPORTS THOSE AIMING TO ACHIEVE MEASURABLE SOCIAL IMPACT THROUGH THE TRANSLATION OF SCIENTIFIC RESEARCH TO A PRACTICAL, REAL-WORLD SOLUTION. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $451,049 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL INSTITUTE FOR GLOBAL RESILIENCE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LN SUITE 200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT IIGR'S MISSION TO HELP STRENGTHEN THE READINESS AND PROFESSIONALISM OF THE EMERGENCY MANAGEMENT COMMUNITY WORLDWIDE THROUGH TRAINING, EDUCATION, CONSULTING, AND RESEARCH. | GrantOrContributionPurposeTxt |
| Amt | $481,207 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $481,207 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,535 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $418,962 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| ROYALTIES | 15 | $186 |
| CONCERT REVENUE | $29,715 | |
| MISCELLANEOUS INCOME | $17,910 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $848,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $48,811 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $897,308 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 6 | THIS INCOME IS DERIVED FROM AND USED TO SUPPORT EXPENSES RELATED TO MAINTAINING THE ORGANIZATION'S MUSICAL PROGRAM. |
| 11A | THIS INCOME IS USED TO SUPPORT MUSICAL RESEARCH STUDENTS AND INSTITUTIONS AND TO SUPPORT THE ARTIST IN RESIDENCE PROGRAM WHICH PROMOTES IMPROVING RELATIONSHIPS BETWEEN JAPAN AND THE UNITED STATES. |
| 11B | THIS INCOME INCLUDES SALES OF CONCERT TICKETS AND EVENT REVENUE WHICH IS RELATED TO THE ORGANIZATION'S MUSICAL PROGRAM. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| KUNO FOUNDATION | ||||||||||
| 1 | 2001 L STRRET NW SUITE 750 | WASHINGTON | DC | 20036 | $1,000,000 | Yes (X) | ||||
| MARTHA WASHINGTON STRAUS-HARRY H STRAUS FOUNDATION INC | ||||||||||
| 2 | 8914 CLEWERWALL DRIVE | BETHESDA | MD | 20817 | $15,000 | Yes (X) | ||||
| UNITED STATES JAPAN FOUNDATION | ||||||||||
| 3 | 145 EAST 32ND STREET | NEW YORK | NY | 10016 | $59,125 | Yes (X) | ||||
| US TRUST - BANK OF AMERICA | ||||||||||
| 4 | 3400 PAWTUCKET AVENUE | EAST PROVIDENCE | RI | 02915 | $25,000 | Yes (X) | ||||
| AVON PRODUCTS | ||||||||||
| 5 | $10,075 | Yes (X) | 20-2 NISHI-SHINJUKU 3-CHOME | TOKYO | JA | 163-1430 | ||||
| GEORGETOWN UNIVERSITY | ||||||||||
| 6 | 2121 WISCONSIN AVE SUITE 400 | WASHINGTON | DC | 20007 | $15,000 | Yes (X) | ||||
| TTR SOTHEBY'S | ||||||||||
| 7 | 1206 30TH STREET NW | WASHINGTON | DC | 20007 | $15,000 | Yes (X) | ||||
| DAVID & COURTNEY STRAUS | ||||||||||
| 8 | 8914 CLEWERWALL DRIVE | BETHESDA | MD | 20817 | $10,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,263 | Amt |
| Net Investment Income | $15,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,632 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION OF MUSICAL EQUIPMENT FOR PERFORMERS | Desc |
| Amt | $115,244 | Amt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt | Current Year AmortizationCurrentYearAmortizationAmt |
|---|---|---|---|---|---|---|---|---|
| LOGO DESIGN | 2001-01-01 | $5,954 | $5,954 | 180.000000000000 | $0 | $0 | $5,954 | |
| TRADE MARK | 2014-05-14 | $1,300 | $232 | 180.000000000000 | $0 | $36 | $268 | $36 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| WEBSITE | 2011-09-16 | $28,800 | $28,800 | SL | 3.000000000000 | $0 | $0 | $0 |
| LIGHTING | 2012-10-03 | $5,088 | $5,088 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER FOR KATE | 2013-06-13 | $1,858 | $1,333 | SL | 5.000000000000 | $372 | $0 | $372 |
| COMPUTER FOR MAKI AND LEO | 2013-06-13 | $3,714 | $2,662 | SL | 5.000000000000 | $743 | $0 | $743 |
| LAPTOP FOR KANAKO SAEKI | 2013-11-07 | $1,772 | $1,121 | SL | 5.000000000000 | $354 | $0 | $354 |
| COMPUTER SHOWCASE | 2013-12-10 | $1,693 | $1,045 | SL | 5.000000000000 | $339 | $0 | $339 |
| MICROPHONE | 2013-07-09 | $1,336 | $935 | SL | 5.000000000000 | $267 | $0 | $267 |
| OFFICE FURNITURE | 2014-06-18 | $84,460 | $30,165 | SL | 7.000000000000 | $12,066 | $0 | $12,066 |
| FURNITURE FOR UPSTAIRS OFFICES | 2015-03-06 | $12,683 | $3,322 | SL | 7.000000000000 | $1,812 | $0 | $1,812 |
| DESK FOR KYOTO UNIVERSITY INTERNS | 2015-07-22 | $448 | $91 | SL | 7.000000000000 | $64 | $0 | $64 |
| FILLMORE BUILDING | 2015-06-09 | $4,524,372 | $183,682 | SL | 39.000000000000 | $116,010 | $0 | $116,010 |
| FILLMORE_CARPET | 2015-09-08 | $3,800 | $184 | SL | 27.500000000000 | $138 | $0 | $138 |
| FILLMORE LAND | 2015-06-09 | $12,001,208 | L | $0 | $0 | $0 | ||
| TECH_COMPUTERS | 2015-10-09 | $500 | $209 | SL | 3.000000000000 | $167 | $0 | $167 |
| TECH_FURNITURE | 2015-10-09 | $7,295 | $1,233 | SL | 7.000000000000 | $1,042 | $0 | $1,042 |
| RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE | 2017-01-01 | $4,000 | SL | 27.500000000000 | $145 | $0 | $145 | |
| PROFESSIONAL SERVICES FOR JUNE | 2017-01-01 | $21,314 | SL | 27.500000000000 | $775 | $0 | $775 | |
| INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 | 2017-01-01 | $5,000 | SL | 27.500000000000 | $182 | $0 | $182 | |
| FILLMORE PROJECT | 2017-01-01 | $54,501 | SL | 27.500000000000 | $1,982 | $0 | $1,982 | |
| GEOTECHNICAL ENGINEERING INVESTIGATION | 2017-01-01 | $3,368 | SL | 27.500000000000 | $122 | $0 | $122 | |
| BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS | 2017-01-01 | $8,956 | SL | 27.500000000000 | $326 | $0 | $326 | |
| FILLMORE RENOVATION - AUGUST | 2017-01-01 | $22,558 | SL | 27.500000000000 | $820 | $0 | $820 | |
| GEOTECHNICAL ENGINEERING INVESTIGATION | 2017-01-01 | $13,681 | SL | 27.500000000000 | $497 | $0 | $497 | |
| LANDSCAPE DESIGN FOR FILLMORE | 2017-01-01 | $15,483 | SL | 27.500000000000 | $563 | $0 | $563 | |
| LANDSCAPE DESIGN FOR FILLMORE | 2017-01-01 | $4,652 | SL | 27.500000000000 | $169 | $0 | $169 | |
| SCHEMATIC DESIGN | 2017-01-01 | $18,897 | SL | 27.500000000000 | $687 | $0 | $687 | |
| ARCHITECT SERVICES FOR SEPTEMBER | 2017-01-01 | $60,071 | SL | 27.500000000000 | $2,184 | $0 | $2,184 | |
| FILLMORE PERMIT PROCESSING | 2017-01-01 | $1,363 | SL | 27.500000000000 | $50 | $0 | $50 | |
| LANDSCAPE ARCHITECT SERVICE | 2017-01-01 | $17,770 | SL | 27.500000000000 | $646 | $0 | $646 | |
| GEOTECHNICAL ENGENEERING INVESTIGATION | 2017-01-01 | $176 | SL | 27.500000000000 | $6 | $0 | $6 | |
| ARCHITECT FEES FOR OCTOBER | 2017-01-01 | $29,225 | SL | 27.500000000000 | $1,063 | $0 | $1,063 | |
| DESIGNI DEVELOPMENT | 2017-01-01 | $5,305 | SL | 27.500000000000 | $193 | $0 | $193 | |
| SERVICES AS PER NOVE 27 2016 | 2017-01-01 | $23,708 | SL | 27.500000000000 | $862 | $0 | $862 | |
| DESIGN DEVELOPMENT | 2017-01-01 | $2,126 | SL | 27.500000000000 | $77 | $0 | $77 | |
| ARCHITECT FEES FOR DECEMBER | 2017-01-01 | $92,772 | SL | 27.500000000000 | $3,374 | $0 | $3,374 | |
| STEINWAY B GRAND PIANO - SERIAL #532750 | 2016-04-05 | $52,900 | $7,935 | SL | 5.000000000000 | $10,580 | $0 | $10,580 |
| COMPUTER FOR EA | 2016-02-25 | $1,799 | $300 | SL | 5.000000000000 | $360 | $0 | $360 |
| COMPUTER FOR INCUBATOR | 2016-08-21 | $2,380 | $159 | SL | 5.000000000000 | $476 | $0 | $476 |
| COMPUTER FOR ALEX | 2016-09-07 | $1,884 | $126 | SL | 5.000000000000 | $377 | $0 | $377 |
| FRIDGE AND MICROWAVE | 2016-06-13 | $666 | $78 | SL | 5.000000000000 | $133 | $0 | $133 |
| LAPTOPS | 2017-01-20 | $4,407 | SL | 5.000000000000 | $808 | $0 | $808 | |
| COMPUTER FOR MOLLY | 2017-02-28 | $2,155 | SL | 5.000000000000 | $359 | $0 | $359 | |
| COMPUTER FOR NICOLE | 2017-05-05 | $1,565 | SL | 5.000000000000 | $209 | $0 | $209 | |
| LAPTOP FOR DALE | 2017-04-06 | $2,093 | SL | 5.000000000000 | $314 | $0 | $314 | |
| EVENT EQUIPMENT - GLASSWARE | 2017-02-03 | $2,972 | SL | 5.000000000000 | $545 | $0 | $545 | |
| EVENT EQUIPMENT - TABLES | 2017-02-03 | $3,077 | SL | 5.000000000000 | $564 | $0 | $564 | |
| EVENT EQUIPMENT - DISHWASHER | 2017-02-03 | $3,169 | SL | 5.000000000000 | $581 | $0 | $581 | |
| EVENT EQUIPMENT - REFRIGERATOR | 2017-02-03 | $1,299 | SL | 5.000000000000 | $238 | $0 | $238 | |
| EVENT EQUIPMENT - TABLE CLOTHS | 2017-02-03 | $1,249 | SL | 5.000000000000 | $229 | $0 | $229 | |
| EVENT EQUIPMENT - DISHWASHER RACKS | 2017-02-03 | $592 | SL | 5.000000000000 | $109 | $0 | $109 | |
| EVENT EQUIPMENT - MUSIC STAND | 2017-04-22 | $256 | SL | 5.000000000000 | $34 | $0 | $34 | |
| HALCYON HOUSE- CANOPY STRUCTURE | 2017-04-07 | $3,599 | SL | 5.000000000000 | $540 | $0 | $540 | |
| INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE FLOOR- FILLMORE S | 2017-10-09 | $20,878 | SL | 39.000000000000 | $134 | $0 | $134 | |
| 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE FLOOR | 2017-10-31 | $20,878 | SL | 39.000000000000 | $89 | $0 | $89 | |
| ARCHITECT FEES FOR JANUARY | 2017-02-02 | $58,373 | SL | 39.000000000000 | $1,372 | $0 | $1,372 | |
| DESIGN DEVELOPMENT | 2017-01-15 | $1,383 | SL | 39.000000000000 | $35 | $0 | $35 | |
| TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE | 2017-03-16 | $8,510 | SL | 39.000000000000 | $164 | $0 | $164 | |
| FILLMORE RENOVATION | 2017-03-08 | $375,000 | SL | 39.000000000000 | $8,013 | $0 | $8,013 | |
| FILLMORE RENOVATION | 2017-04-07 | $265,563 | SL | 39.000000000000 | $5,107 | $0 | $5,107 | |
| FILLMORE RENOVATION | 2017-04-30 | $288,409 | SL | 39.000000000000 | $4,930 | $0 | $4,930 | |
| FILLMORE RENOVATION | 2017-06-30 | $375,430 | SL | 39.000000000000 | $4,813 | $0 | $4,813 | |
| FILLMORE RENOVATION | 2017-05-31 | $251,078 | SL | 39.000000000000 | $3,755 | $0 | $3,755 | |
| FILLMORE RENOVATION | 2017-06-30 | $405,555 | SL | 39.000000000000 | $5,199 | $0 | $5,199 | |
| FILLMORE RENOVATION | 2017-08-31 | $426,403 | SL | 39.000000000000 | $3,644 | $0 | $3,644 | |
| FILLMORE RENOVATION | 2017-09-30 | $558,848 | SL | 39.000000000000 | $3,582 | $0 | $3,582 | |
| FILLMORE RENOVATION | 2017-10-31 | $415,110 | SL | 39.000000000000 | $1,774 | $0 | $1,774 | |
| FILLMORE RENOVATION | 2017-11-30 | $96,842 | SL | 39.000000000000 | $207 | $0 | $207 | |
| FOUNDATION DESIGN SUPPORT AT FILLMORE | 2017-01-30 | $235 | SL | 39.000000000000 | $6 | $0 | $6 | |
| PROJECT START-UP | 2017-01-31 | $2,500 | SL | 39.000000000000 | $59 | $0 | $59 | |
| FILLMORE RENOVATION | 2017-03-08 | $51,355 | SL | 39.000000000000 | $1,097 | $0 | $1,097 | |
| FILLMORE RENOVATION | 2017-03-31 | $33,807 | SL | 39.000000000000 | $650 | $0 | $650 | |
| FILLMORE RENOVATION | 2017-04-30 | $48,187 | SL | 39.000000000000 | $824 | $0 | $824 | |
| FILLMORE RENOVATION | 2017-05-31 | $75,926 | SL | 39.000000000000 | $1,136 | $0 | $1,136 | |
| FILLMORE RENOVATION | 2017-06-30 | $50,123 | SL | 39.000000000000 | $643 | $0 | $643 | |
| FILLMORE RENOVATION | 2017-07-31 | $46,318 | SL | 39.000000000000 | $495 | $0 | $495 | |
| FILLMORE RENOVATION | 2017-08-31 | $118,902 | SL | 39.000000000000 | $1,016 | $0 | $1,016 | |
| FILLMORE RENOVATION | 2017-09-30 | $52,101 | SL | 39.000000000000 | $334 | $0 | $334 | |
| FILLMORE RENOVATION | 2017-10-31 | $37,508 | SL | 39.000000000000 | $160 | $0 | $160 | |
| FILLMORE RENOVATION | 2017-11-30 | $22,367 | SL | 39.000000000000 | $48 | $0 | $48 | |
| FILLMORE RENOVATION | 2017-12-31 | $59,431 | SL | 39.000000000000 | $0 | $0 | $0 | |
| FILLMORE RENOVATION | 2017-12-31 | $20,800 | SL | 39.000000000000 | $0 | $0 | $0 | |
| KAWAI BABY GRAND | 2017-08-24 | $9,419 | SL | 5.000000000000 | $628 | $0 | $628 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,576,113 | EOYBookValueAmt |
| EOYFMV | $9,580,349 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $8,231,166 | EOYBookValueAmt |
| EOYFMV | $9,978,417 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (82 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WEBSITE | $28,800 | $28,800 | $0 | $0 |
| LIGHTING | $5,088 | $5,088 | $0 | $0 |
| COMPUTER FOR KATE | $1,858 | $1,705 | $153 | $153 |
| COMPUTER FOR MAKI AND LEO | $3,714 | $3,405 | $309 | $309 |
| LAPTOP FOR KANAKO SAEKI | $1,772 | $1,475 | $297 | $297 |
| COMPUTER SHOWCASE | $1,693 | $1,384 | $309 | $309 |
| MICROPHONE | $1,336 | $1,202 | $134 | $134 |
| OFFICE FURNITURE | $84,460 | $42,231 | $42,229 | $42,229 |
| FURNITURE FOR UPSTAIRS OFFICES | $12,683 | $5,134 | $7,549 | $7,549 |
| DESK FOR KYOTO UNIVERSITY INTERNS | $448 | $155 | $293 | $293 |
| FILLMORE BUILDING | $4,524,372 | $299,692 | $4,224,680 | $4,224,680 |
| FILLMORE_CARPET | $3,800 | $322 | $3,478 | $3,478 |
| FILLMORE LAND | $12,001,208 | $0 | $12,001,208 | $12,001,208 |
| TECH_COMPUTERS | $500 | $376 | $124 | $124 |
| TECH_FURNITURE | $7,295 | $2,275 | $5,020 | $5,020 |
| RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE | $4,000 | $145 | $3,855 | $3,855 |
| PROFESSIONAL SERVICES FOR JUNE | $21,314 | $775 | $20,539 | $20,539 |
| INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 | $5,000 | $182 | $4,818 | $4,818 |
| FILLMORE PROJECT | $54,501 | $1,982 | $52,519 | $52,519 |
| GEOTECHNICAL ENGINEERING INVESTIGATION | $3,368 | $122 | $3,246 | $3,246 |
| BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS | $8,956 | $326 | $8,630 | $8,630 |
| FILLMORE RENOVATION - AUGUST | $22,558 | $820 | $21,738 | $21,738 |
| GEOTECHNICAL ENGINEERING INVESTIGATION | $13,681 | $497 | $13,184 | $13,184 |
| LANDSCAPE DESIGN FOR FILLMORE | $15,483 | $563 | $14,920 | $14,920 |
| LANDSCAPE DESIGN FOR FILLMORE | $4,652 | $169 | $4,483 | $4,483 |
| SCHEMATIC DESIGN | $18,897 | $687 | $18,210 | $18,210 |
| ARCHITECT SERVICES FOR SEPTEMBER | $60,071 | $2,184 | $57,887 | $57,887 |
| FILLMORE PERMIT PROCESSING | $1,363 | $50 | $1,313 | $1,313 |
| LANDSCAPE ARCHITECT SERVICE | $17,770 | $646 | $17,124 | $17,124 |
| GEOTECHNICAL ENGENEERING INVESTIGATION | $176 | $6 | $170 | $170 |
| ARCHITECT FEES FOR OCTOBER | $29,225 | $1,063 | $28,162 | $28,162 |
| DESIGNI DEVELOPMENT | $5,305 | $193 | $5,112 | $5,112 |
| SERVICES AS PER NOVE 27 2016 | $23,708 | $862 | $22,846 | $22,846 |
| DESIGN DEVELOPMENT | $2,126 | $77 | $2,049 | $2,049 |
| ARCHITECT FEES FOR DECEMBER | $92,772 | $3,374 | $89,398 | $89,398 |
| STEINWAY B GRAND PIANO - SERIAL #532750 | $52,900 | $18,515 | $34,385 | $34,385 |
| COMPUTER FOR EA | $1,799 | $660 | $1,139 | $1,139 |
| COMPUTER FOR INCUBATOR | $2,380 | $635 | $1,745 | $1,745 |
| COMPUTER FOR ALEX | $1,884 | $503 | $1,381 | $1,381 |
| FRIDGE AND MICROWAVE | $666 | $211 | $455 | $455 |
| LAPTOPS | $4,407 | $808 | $3,599 | $3,599 |
| COMPUTER FOR MOLLY | $2,155 | $359 | $1,796 | $1,796 |
| COMPUTER FOR NICOLE | $1,565 | $209 | $1,356 | $1,356 |
| LAPTOP FOR DALE | $2,093 | $314 | $1,779 | $1,779 |
| EVENT EQUIPMENT - GLASSWARE | $2,972 | $545 | $2,427 | $2,427 |
| EVENT EQUIPMENT - TABLES | $3,077 | $564 | $2,513 | $2,513 |
| EVENT EQUIPMENT - DISHWASHER | $3,169 | $581 | $2,588 | $2,588 |
| EVENT EQUIPMENT - REFRIGERATOR | $1,299 | $238 | $1,061 | $1,061 |
| EVENT EQUIPMENT - TABLE CLOTHS | $1,249 | $229 | $1,020 | $1,020 |
| EVENT EQUIPMENT - DISHWASHER RACKS | $592 | $109 | $483 | $483 |
| EVENT EQUIPMENT - MUSIC STAND | $256 | $34 | $222 | $222 |
| HALCYON HOUSE- CANOPY STRUCTURE | $3,599 | $540 | $3,059 | $3,059 |
| INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE FLOOR- FILLMORE S | $20,878 | $134 | $20,744 | $20,744 |
| 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE FLOOR | $20,878 | $89 | $20,789 | $20,789 |
| ARCHITECT FEES FOR JANUARY | $58,373 | $1,372 | $57,001 | $57,001 |
| DESIGN DEVELOPMENT | $1,383 | $35 | $1,348 | $1,348 |
| TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE | $8,510 | $164 | $8,346 | $8,346 |
| FILLMORE RENOVATION | $375,000 | $8,013 | $366,987 | $366,987 |
| FILLMORE RENOVATION | $265,563 | $5,107 | $260,456 | $260,456 |
| FILLMORE RENOVATION | $288,409 | $4,930 | $283,479 | $283,479 |
| FILLMORE RENOVATION | $375,430 | $4,813 | $370,617 | $370,617 |
| FILLMORE RENOVATION | $251,078 | $3,755 | $247,323 | $247,323 |
| FILLMORE RENOVATION | $405,555 | $5,199 | $400,356 | $400,356 |
| FILLMORE RENOVATION | $426,403 | $3,644 | $422,759 | $422,759 |
| FILLMORE RENOVATION | $558,848 | $3,582 | $555,266 | $555,266 |
| FILLMORE RENOVATION | $415,110 | $1,774 | $413,336 | $413,336 |
| FILLMORE RENOVATION | $96,842 | $207 | $96,635 | $96,635 |
| FOUNDATION DESIGN SUPPORT AT FILLMORE | $235 | $6 | $229 | $229 |
| PROJECT START-UP | $2,500 | $59 | $2,441 | $2,441 |
| FILLMORE RENOVATION | $51,355 | $1,097 | $50,258 | $50,258 |
| FILLMORE RENOVATION | $33,807 | $650 | $33,157 | $33,157 |
| FILLMORE RENOVATION | $48,187 | $824 | $47,363 | $47,363 |
| FILLMORE RENOVATION | $75,926 | $1,136 | $74,790 | $74,790 |
| FILLMORE RENOVATION | $50,123 | $643 | $49,480 | $49,480 |
| FILLMORE RENOVATION | $46,318 | $495 | $45,823 | $45,823 |
| FILLMORE RENOVATION | $118,902 | $1,016 | $117,886 | $117,886 |
| FILLMORE RENOVATION | $52,101 | $334 | $51,767 | $51,767 |
| FILLMORE RENOVATION | $37,508 | $160 | $37,348 | $37,348 |
| FILLMORE RENOVATION | $22,367 | $48 | $22,319 | $22,319 |
| FILLMORE RENOVATION | $59,431 | $0 | $59,431 | $59,431 |
| FILLMORE RENOVATION | $20,800 | $0 | $20,800 | $20,800 |
| KAWAI BABY GRAND | $9,419 | $628 | $8,791 | $8,791 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $42,485 | LegalFeesAmt |
| Net Investment Income | $4,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,522 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSETS, NET OF ACCUMULATED AMORTIZATION | $1,068 | ||
| INTEREST RECEIVABLE | $5,857 | $35,760 | $35,760 |
| REFUNDABLE PROPERTY TAXES | $514,620 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR VALUE ADJUSTMENT | Desc |
| Amt | $13,673,576 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EVENTS | $69,467 | $1,000 | $0 | $70,891 |
| INSTRUMENT MOVING | $1,455 | $0 | $0 | $1,455 |
| PERFORMANCE FEE | $77,295 | $0 | $0 | $77,295 |
| OFFICE EXPENSE | $197,436 | $0 | $0 | $191,202 |
| INSURANCE | $76,410 | $0 | $0 | $76,410 |
| AWARDS | $101,035 | $0 | $0 | $101,036 |
| MISCELLANEOUS EXPENSE | $1,506 | $0 | $0 | $2,538 |
| STIPENDS | $67,000 | $0 | $0 | $67,000 |
| CONFERENCE AND REGISTRATION | $2,019 | $0 | $0 | $2,019 |
| LICENSES AND FEES | $2,756 | $2,756 | $0 | $0 |
| SAFE INVESTMENT EXPENSES | $100,000 | $100,000 | $0 | $0 |
| AMORTIZATION | $36 | $0 | $36 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROYALTIES | $186 | $186 |
| CONCERT REVENUE | $29,715 | $29,715 |
| MISCELLANEOUS INCOME | $17,910 | $17,910 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLEDGED SPACE LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $13,703,428 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING AND GENERAL | $344,204 | $0 | $0 | $372,523 |
| COMMUNICATIONS | $206,618 | $0 | $0 | $256,294 |
| IT / WEB | $28,585 | $0 | $0 | $28,700 |
| INVESTMENT MANAGEMENT FEES | $94,057 | $94,057 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,637 | Amt |
| Net Investment Income | $3,637 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |