S & R FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- S & R FOUNDATION (EIN 52-2284478)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-29
- IRS object ID
- 201701809349100400
- Schema version
- 2016v3.0
- 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
- 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 Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-29T08:06:55-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 AVENUE SUITE 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 | 2016-01-01 | 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 | 3019418111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 PROSPECT 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 | 2017-06-22 | 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 | 2017-06-22 | 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 | 2017-06-22 | IPDt |
| IP Tm | 16:13:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FC65327BFF19308C4E0C07912726B4CE4564C9A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D15DEFE35429D1759EE73B14FD75D112559FD1EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,408,741 | 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 | $1,900,347 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $459,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $459,326 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $459,326 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,200 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,200 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,200 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$159,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,957,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $345,911 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $345,911 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,547,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $460,526 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $806,437 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $138,206 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $641,455 | 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 | $779,661 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $115,630 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,630 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,613 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $853,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $853,554 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $165,873 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $165,873 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $118,173 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $118,173 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $26,597 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $26,597 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $973,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $87 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $972,206 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,106,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $165,960 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,939,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,084,257 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,084,257 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,190,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $165,960 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,023,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,643,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $353,206 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $640,477 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,649,632 | CashBOYAmt |
| Cash EOY | $1,107,843 | CashEOYAmt |
| Cash EOYFMV | $1,107,843 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $184,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,532 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $510,000 | PledgesRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $104,500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $104,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $104,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $18,239 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,839 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,839 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $107,893,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,204,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,570,812 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,134,974 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,012,557 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,143,651 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $268,538 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,628,473 | LandBOYAmt |
| Land EOY | $16,875,113 | LandEOYAmt |
| Land EOYFMV | $16,875,113 | LandEOYFMVAmt |
| Other Assets BOY | $1,860,927 | OtherAssetsBOYAmt |
| Other Assets EOY | $521,545 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $521,545 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,745,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,164,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,408,741 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $101,074 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $260,350 | AccountsPayableEOYAmt |
| Grants Payable BOY | $181,933 | GrantsPayableBOYAmt |
| Grants Payable EOY | $156,262 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $283,007 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $416,612 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $130,222,678 | UnrestrictedBOYAmt |
| Unrestricted EOY | $39,497,986 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $239,905 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $249,905 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,462,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,747,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,745,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,164,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,462,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,643,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $84,819,223 | SubtotalAmt |
| Other Decreases | $45,071,332 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,747,891 | 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 | 2015-01-01 | 2016-12-31 | $1,681,942 | $1,759,092 | -$77,150 | -$77,150 |
| JP MORGAN 0002 | 2015-01-01 | 2016-12-31 | $488,123 | $481,146 | $6,977 | $6,977 |
| GS ADVISORY | 2015-01-01 | 2016-12-31 | $726,996 | $800,336 | -$73,340 | -$73,340 |
| GS GOV/CORP | 2015-01-01 | 2016-12-31 | $955,547 | $946,774 | $8,773 | $8,773 |
| GS SMALL CAP CORE | 2015-01-01 | 2016-12-31 | $44,307 | $49,658 | -$5,351 | -$5,351 |
| GS DYNAMIC EQ | 2015-01-01 | 2016-12-31 | $60,525 | $80,095 | -$19,570 | -$19,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$159,661 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,817,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $62,368,372 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.301708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,706,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,594,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066671 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,163,729 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,174,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $933,607 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,209,171 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $156,449 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,875,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011275 | DistributionYr5Rt |
| Total Distribution | 0.557413 | TotalDistributionRt |
| Average Distribution | 0.111483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,394,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,172,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,532 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,175,711 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,428,249 | 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 | $3,532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,532 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,532 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $105 | EsPenaltyAmt |
| Tax Due | $105 | 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 | 3400 PROSPECT 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 | ||||||||
| 3400 PROSPECT 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 | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | DIRECTOR & VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| KATHERINE GOODALL | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | CHEIF OPERATING OFFICER | 40.00 | $138,206 | $3,706 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RYAN ROSS | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | HALCYON PROGRAM DIRE | 40.00 | $81,311 | $2,345 | $0 |
| JEREMY E NEY | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | ARTS PROGRAM MANAGER | 40.00 | $77,421 | $2,250 | $0 |
| ROBERT D CARSON | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | DIRECTOR OF EVENTS | 40.00 | $76,892 | $2,388 | $0 |
| KARINA BURGER | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | OFFICE MANAGER | 40.00 | $69,616 | $2,010 | $0 |
| DANIELLE REED | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | SENIOR PROGRAM DIREC | 40.00 | $58,597 | $1,593 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 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 | $187,685 |
| OCCASIONS CATERERS | |||||
| 655 TAYLOR ST NE | WASHINGTON | DC | 20017 | CATERING | $133,913 |
| INT'L INSTITUTE OF GLOBAL RESILIENCE | |||||
| 4800 HAMPDEN LANE 200 | BETHESDA | MD | 20814 | CONSULTING SERVICES | $87,100 |
| PIANO CRAFT | |||||
| 211 PERRY PKWY 2 | GAITHERSBURG | MD | 20877 | PURCHASE | $54,545 |
| MCGUIREWOODS LLP | |||||
| 2001 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | LEGAL SERVICES | $50,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $46,462,337 | Expenses1Amt |
| Description2 | HALCYON INCUBATOR SUPPORTS SOCIAL ENTREPRENEURS THROUGH FELLOWSHIPS DESIGNED TO TRANSFORM IDEAS INTO VENTURES TO ACHIEVE MEANINGFUL SOCIAL OUTCOMES. | Description2Txt |
| Expenses2 | $1,992,199 | Expenses2Amt |
| Description3 | INTERNATIONAL PROGRAMS DESIGNED TO CONNECT UNIVERSITY STUDENTS WITH INTERNATIONAL ORGANIZATIONS. | Description3Txt |
| Expenses3 | $373,184 | Expenses3Amt |
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 | $44,537,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,563,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,100,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,100,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $706,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,394,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,319,717 | 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 | $48,023,323 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $404,926 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $48,428,249 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,532 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,424,717 | 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 | $640,477 | CurrentYearAmt |
| Year1 | $375,748 | Year1Amt |
| Year2 | $190,848 | Year2Amt |
| Year3 | $82,495 | Year3Amt |
| Total | $1,289,568 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $544,405 | CurrentYearAmt |
| Year1 | $319,386 | Year1Amt |
| Year2 | $162,221 | Year2Amt |
| Year3 | $70,121 | Year3Amt |
| Total | $1,096,133 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $48,428,249 | CurrentYearAmt |
| Year1 | $19,010,832 | Year1Amt |
| Year2 | $2,706,496 | Year2Amt |
| Year3 | $1,163,729 | Year3Amt |
| Total | $71,309,306 | 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 | $48,428,249 | CurrentYearAmt |
| Year1 | $19,010,832 | Year1Amt |
| Year2 | $2,706,496 | Year2Amt |
| Year3 | $1,163,729 | Year3Amt |
| Total | $71,309,306 | 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 | $1,546,478 | CurrentYearAmt |
| Year1 | $2,078,946 | Year1Amt |
| Year2 | $1,353,155 | Year2Amt |
| Year3 | $605,804 | Year3Amt |
| Total | $5,584,383 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| SR FOUNDATION CO DR SACHIKO KUNO | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | 2022986007 | K.GOODALL@SANDR.ORG | ENTRY MUST BE SUBMITTED IN WRITING. THE FORM IS AVAILABLE 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 3 LETTERS OF RECOMMENDATION FROM RECOGNIZED AUTHORITIES OR PROFESSIONALS IN THE ENTRANT'S DISCIPLINE. | OCTOBER 15 | MUST BE AT LEAST 18 YEARS OLD AND NOT ENROLLED OR FINISHING WORK IN A DEGREE-GRANTING PROGRAM. APPLICANT MUST RESIDE IN THE UNITED STATES OR JAPAN FOR 1 OF THE 5 PREVIOUS YEARS BEFORE APPLYING AND MUST NOT HAVE RECEIVED AN ADVANCED LEVEL OF RECOGNITION FOR HIS WORK IN THE UNITED STATES OR JAPAN. |
| APS BUSINESS OFFICE | ||||||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | 3016347164 | K.GOODALL@SANDR.ORG | APPLICATION MUST INCLUDE: PLAN OF RESEARCH THE CURRICULUM VITAE INCLUDING PUBLICATION LIST AT LEAST 2 LETTERS OF RECOMMENDATION FROM RECOGNIZED AUTHORITIES OR PROFESSIONALS IN THE SCIENTIST'S FIELD OF RESEARCH ONE OF THOSE LETTERS SHOULD BE FROM THE INSTITUTION TO BE FUNDED EXPLANATION OF HOW THE GRANT WILL CONTRIBUTE TO DEVELOP THE RESEARCH PROJECT AND HOW IT WILL CONTRIBUTE TO THE FIELDS OF MEDICINE, PHARMACY AND PUBLIC HEALTH. DEMONSTRATION OF FINANCIAL NEED. | NOVEMBER 13 | APPLICANT MUST BE 18 YEARS OF AGE OR OLDER BE AFFILIATED WITH OR EMPLOYED BY AN EDUCATIONAL OR CHARITABLE INSTITUTION IN THE U.S. ON AT LEAST A PART-TIME BASIS. RESIDE IN THE US WHEN THE GRANT IS RECEIVED DEMONSTRATE THE SCIENTIFIC ABILITY OF THE SCIENTIST (OR SCIENTISTS) WHO WILL CONDUCT THE RESEARCH AS EVIDENCED IN THE PLAN OF THE RESEARCH, CV, PUBLICATIONS AND LETTERS OF RECOMMENDATION. |
| INTERNATIONAL INSTITUTE FOR GLOBAL | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | 2022986007 | K.GOODALL@SANDR.ORG | APPLICANT MUST COMPLETE THE ONLINE APPLICATION FORM AND SUBMIT IT WITH ALL REQUIRED DOCUMENTS, WHICH ARE EXPECTED TO INCLUDE: A) APPLICANTS RESUME AND BIOGRAPHY, INCLUDING A PUBLICATION LIST. B) A MINIMUM OF TWO (2) LETTERS OF RECOMMENDATION FROM RECOGNIZED AUTHORITIES OR PROFESSIONALS IN THE APPLICANT'S DISCIPLINE. C) ONE (1) TO THREE (3) AUTHENTIC WORK SAMPLES PRODUCED BY THE APPLICANT, WHICH MAY INCLUDE A RESEARCH PAPER, PUBLICATION OR ARTICLE. D) A STATEMENT OF PURPOSE: 250-500 WORD STATEMENT DESCRIBING A PROPOSED RESEARCH THEME | NOT AT THIS TIME | 1) APPLICANT MUST BE AT LEAST TWENTY ONE (21) YEARS OF AGE. 2) APPLICANT MUST HOLD PH.D. (OR COMPARABLE) DEGREE, BE PH.D. CANDIDATE, OR POSSESS TEN YEARS OR MORE OF EQUIVALENT PROFESSIONAL EXPERIENCE IN THE EMERGENCY MANAGEMENT FIELD. 3) APPLICANT'S FIELD OF RESEARCH MUST BE UNIQUE AND INNOVATIVE. 4) APPLICANT MUST HAVE DOCUMENTED PROOF OF PRODUCING UNIQUE AND OUTSTANDING WORK PRODUCTS RELATED TO EMERGENCY MANAGEMENT. 5) APPLICANT MUST BE ABLE TO DEMONSTRATE EVIDENCE OF GOOD HEALTH (PHYSICAL EXAMINATION). EVIDENCE OF THIS WILL BE A LETTER (OBTAINED AT THE APPLICANT'S EXPENSE) SIGNED AND DATED BY THE APPLICANT'S DOCTOR WITHIN THE PAST SIX MONTHS STATING THAT THE DOCTOR HAS EXAMINED THE APPLICANT AND THAT THE APPLICANT IS IN SUFFICIENTLY GOOD HEALTH TO TRAVEL TO & FROM WASHINGTON DC BY AIR, TRAVEL TO AND FROM MEETINGS AND SEMINARS, CONDUCT ACADEMIC RESEARCH, WORK AT A COMPUTER, AND PERFORM OTHER TASKS OF A SEDENTARY NATURE. 6) APPLICANT MUST BE PROFICIENT IN ENGLISH COMMUNICATION |
| LISA OBERSTOETTER | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | 2022986007 | K.GOODALL@SANDR.ORG | APPLICATIONS ARE SUBMITTED ONLINE AND REQUIRES APPLICANTS TO SUBMIT A RESUME AND DESCRIBE THE SOCIAL VENTURE THAT WOULD BE CREATED IF SELECTED FOR THE INCUBATOR PROGRAM. THE APPLICANT MUST IDENTIFY POTENTIAL BENEFICAIRES OF THE VENTURE AND THE SOCIAL ISSUES THAT THE VENTURE WILL ADDRESS. ADDITIONALLY, THE APPLICANT MUST EXPLAIN HOW THE SOCIAL IMPACT OF THE VENTURE WILL BE MEASURED, PLANS FOR GENERATING REVENUE, PROVIDE A COMPETITIVE ANALYSIS, REASONS FOR SELECTING THE VENTURE, AND IDENTIFY THE MOST SIGNIFICANT CHALLENGES THAT WOULD BE FACED. | APPLICATIONS ARE ACCEPTED TWICE A YEAR AND ARE DUE IN MAY AND OCTOBER. | APPLICANT MUST BE 21 YEARS OF AGE BY THE START OF THE INCUBATOR PROGRAM. THE VENTURE MUST BE THE ORIGINAL IDEA OF THE APPLICANT. THE VENTURE MUST BE IN OPERATION LESS THAN TWO YEARS, AND MUST BE INDEPENDENT AND AUTONOMOUS. APPLICANTS MUST COMMIT TO A MINIMUM OF 40 HOURS A WEEK FOR THE FIRST EIGHT MONTHS OF THE FELLOWSHIP AND RESIGN FROM CURRENT EMPLOYMENT AND NOT BE ENROLLED IN A COLLEGE OR UNIVERSITY. ALL APLLICANTS MUST HAVE LEGAL STATUS TO WORK IN THE UNITED STATES. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO DEPARTMENT OF PATHOLOGY | |||||||
| 5841 S MARYLAND AVE MC 1089 ROOM | P310 | CHICAGO | IL | 60637 | UENO AWARD WINNER GIFT FUNDS. | $50,000 | |
| SACHIKO KUNO FOUNDATION | |||||||
| 3400-3410 PROSPECT STREET NW | WASHINGTON | DC | 20007 | ENDOWMENT OF THE KUNO FOUNDATION TO SUPPORT ITS CHARITABLE, LITERARY, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF TREASURY REGULATION SECTION 53.4945-5(C)(2). | $21,564,358 | PRIVATE FOUNDATION | |
| RYUJI UENO FOUNDATION | |||||||
| 4521 WETHERILL ROAD | BETHESDA | MD | 20816 | ENDOWMENT OF THE UENO FOUNDATION TO SUPPORT ITS CHARITABLE, LITERARY, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF TREASURY REGULATION SECTION 53.4945-5(C)(2). | $23,469,899 | PRIVATE FOUNDATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,084,257 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,326 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,200 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$159,661 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| ROYALTIES | 15 | $402 |
| CONCERT REVENUE | $318,513 | |
| MISCELLANEOUS INCOME | $26,996 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $347,111 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,776 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 6 | THIS INCOME IS DERIVED FROM AND USED TO SUPPORT EXPENSES RELATED TO MAINTAINING THE ORGANIZATION'S MUSICAL PROGRAM. |
| 11 | 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. |
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 | ACCOUNTING | CategoryTxt |
| Amt | $29,225 | Amt |
| Net Investment Income | $14,613 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,225 | DisbursementsCharitablePrpsAmt |
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 | $145 | 180.000000000000 | $0 | $87 | $232 | $87 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $961 | SL | 5.000000000000 | $372 | $0 | $372 | |
| COMPUTER FOR MAKI AND LEO | 2013-06-13 | $3,714 | $1,919 | SL | 5.000000000000 | $743 | $0 | $743 | |
| LAPTOP FOR KANAKO SAEKI | 2013-11-07 | $1,772 | $767 | SL | 5.000000000000 | $354 | $0 | $354 | |
| COMPUTER SHOWCASE | 2013-12-10 | $1,693 | $706 | SL | 5.000000000000 | $339 | $0 | $339 | |
| MICROPHONE | 2013-07-09 | $1,336 | $668 | SL | 5.000000000000 | $267 | $0 | $267 | |
| BALDWIN D 9' CONCERT GRAND | 2013-03-11 | $50,000 | $28,333 | SL | 5.000000000000 | $9,167 | $0 | $9,167 | |
| DOUBLE BASS 2/2 | 2013-07-29 | $8,750 | $4,229 | SL | 5.000000000000 | $1,604 | $0 | $1,604 | |
| MARIMBA-YM6100C | 2013-03-06 | $16,595 | $9,404 | SL | 5.000000000000 | $3,042 | $0 | $3,042 | |
| DOUBLE BASS 1/2 | 2013-04-16 | $8,750 | $4,667 | SL | 5.000000000000 | $1,604 | $0 | $1,604 | |
| OFFICE FURNITURE | 2014-06-18 | $84,460 | $18,099 | SL | 7.000000000000 | $12,066 | $0 | $12,066 | |
| FURNITURE FOR UPSTAIRS OFFICES | 2015-03-06 | $12,683 | $1,510 | SL | 7.000000000000 | $1,812 | $0 | $1,812 | |
| DESK FOR KYOTO UNIVERSITY INTERNS | 2015-07-22 | $448 | $27 | SL | 7.000000000000 | $64 | $0 | $64 | |
| FILLMORE BUILDING | 2015-06-09 | $4,524,372 | $67,672 | SL | 39.000000000000 | $116,010 | $0 | $116,010 | |
| FILLMORE_CARPET | 2015-09-08 | $3,800 | $46 | SL | 27.500000000000 | $138 | $0 | $138 | |
| ITALIAN VIOLIN C. 1785 #55960 DONATED BY DR. UENO | 2015-01-31 | $16,190 | $2,968 | SL | 5.000000000000 | $2,968 | $0 | $2,968 | |
| CELLO CARLO DE MARCH, VENICE, ITALY 1858 # C1501 DONATED BY DR. UENO | 2015-01-31 | $22,000 | $4,033 | SL | 5.000000000000 | $4,033 | $0 | $4,033 | |
| ELECRTRIC VIOLIN STING RAY SVX4 - RED FROM DR UENO | 2015-03-22 | $625 | $94 | SL | 5.000000000000 | $115 | $0 | $115 | |
| ELECRTRIC VIOLIN STING RAY SVX4 - BLACK FROM DR UENO | 2015-03-22 | $668 | $100 | SL | 5.000000000000 | $122 | $0 | $122 | |
| TA 100 FROM DR UENO | 2015-03-22 | $999 | $150 | SL | 5.000000000000 | $183 | $0 | $183 | |
| 4/4 VIOLIN JT LAMY MIRECOURT C. 1910 FROM DR UENO | 2015-09-04 | $5,800 | $387 | SL | 5.000000000000 | $1,063 | $0 | $1,063 | |
| FILLMORE LAND | 2015-06-09 | $12,001,208 | L | $0 | $0 | $0 | |||
| TECH_COMPUTERS | 2015-10-09 | $500 | $42 | SL | 3.000000000000 | $167 | $0 | $167 | |
| TECH_FURNITURE | 2015-10-09 | $7,295 | $261 | SL | 7.000000000000 | $1,042 | $0 | $1,042 | |
| RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE | 2017-01-01 | $4,000 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| PROFESSIONAL SERVICES FOR JUNE | 2017-01-01 | $21,314 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 | 2017-01-01 | $5,000 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| FILLMORE PROJECT | 2017-01-01 | $54,501 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| GEOTECHNICAL ENGINEERING INVESTIGATION | 2017-01-01 | $3,368 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS | 2017-01-01 | $8,956 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| FILLMORE RENOVATION - AUGUST | 2017-01-01 | $22,558 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| GEOTECHNICAL ENGINEERING INVESTIGATION | 2017-01-01 | $13,681 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| LANDSCAPE DESIGN FOR FILLMORE | 2017-01-01 | $15,483 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| LANDSCAPE DESIGN FOR FILLMORE | 2017-01-01 | $4,652 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| SCHEMATIC DESIGN | 2017-01-01 | $18,897 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| ARCHITECT SERVICES FOR SEPTEMBER | 2017-01-01 | $60,071 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| FILLMORE PERMIT PROCESSING | 2017-01-01 | $1,363 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| LANDSCAPE ARCHITECT SERVICE | 2017-01-01 | $17,770 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| GEOTECHNICAL ENGENEERING INVESTIGATION | 2017-01-01 | $176 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| ARCHITECT FEES FOR OCTOBER | 2017-01-01 | $29,225 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| DESIGNI DEVELOPMENT | 2017-01-01 | $5,305 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| SERVICES AS PER NOVE 27 2016 | 2017-01-01 | $23,708 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| DESIGN DEVELOPMENT | 2017-01-01 | $2,126 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| ARCHITECT FEES FOR DECEMBER | 2017-01-01 | $92,772 | SL | 27.500000000000 | $0 | $0 | $0 | ||
| STEINWAY B GRAND PIANO - SERIAL #532750 | 2016-04-05 | $52,900 | SL | 5.000000000000 | $7,935 | $0 | $7,935 | ||
| COMPUTER FOR EA | 2016-02-25 | $1,799 | SL | 5.000000000000 | $300 | $0 | $300 | ||
| COMPUTER FOR INCUBATOR | 2016-08-21 | $2,380 | SL | 5.000000000000 | $159 | $0 | $159 | ||
| COMPUTER FOR ALEX | 2016-09-07 | $1,884 | SL | 5.000000000000 | $126 | $0 | $126 | ||
| FRIDGE AND MICROWAVE | 2016-06-13 | $666 | SL | 5.000000000000 | $78 | $0 | $78 | ||
| ADJ TO TIE TO FS | 2017-01-01 | $69 | $0 | $0 | $0 | 0.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,134,974 | EOYBookValueAmt |
| EOYFMV | $11,012,557 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,204,157 | EOYBookValueAmt |
| EOYFMV | $10,570,812 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (41 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 | $1,333 | $525 | $525 |
| COMPUTER FOR MAKI AND LEO | $3,714 | $2,662 | $1,052 | $1,052 |
| LAPTOP FOR KANAKO SAEKI | $1,772 | $1,121 | $651 | $651 |
| COMPUTER SHOWCASE | $1,693 | $1,045 | $648 | $648 |
| MICROPHONE | $1,336 | $935 | $401 | $401 |
| OFFICE FURNITURE | $84,460 | $30,165 | $54,295 | $54,295 |
| FURNITURE FOR UPSTAIRS OFFICES | $12,683 | $3,322 | $9,361 | $9,361 |
| DESK FOR KYOTO UNIVERSITY INTERNS | $448 | $91 | $357 | $357 |
| FILLMORE BUILDING | $4,524,372 | $183,682 | $4,340,690 | $4,340,690 |
| FILLMORE_CARPET | $3,800 | $184 | $3,616 | $3,616 |
| FILLMORE LAND | $12,001,208 | $0 | $12,001,208 | $12,001,208 |
| TECH_COMPUTERS | $500 | $209 | $291 | $291 |
| TECH_FURNITURE | $7,295 | $1,303 | $5,992 | $5,992 |
| RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE | $4,000 | $0 | $4,000 | $4,000 |
| PROFESSIONAL SERVICES FOR JUNE | $21,314 | $0 | $21,314 | $21,314 |
| INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 | $5,000 | $0 | $5,000 | $5,000 |
| FILLMORE PROJECT | $54,501 | $0 | $54,501 | $54,501 |
| GEOTECHNICAL ENGINEERING INVESTIGATION | $3,368 | $0 | $3,368 | $3,368 |
| BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS | $8,956 | $0 | $8,956 | $8,956 |
| FILLMORE RENOVATION - AUGUST | $22,558 | $0 | $22,558 | $22,558 |
| GEOTECHNICAL ENGINEERING INVESTIGATION | $13,681 | $0 | $13,681 | $13,681 |
| LANDSCAPE DESIGN FOR FILLMORE | $15,483 | $0 | $15,483 | $15,483 |
| LANDSCAPE DESIGN FOR FILLMORE | $4,652 | $0 | $4,652 | $4,652 |
| SCHEMATIC DESIGN | $18,897 | $0 | $18,897 | $18,897 |
| ARCHITECT SERVICES FOR SEPTEMBER | $60,071 | $0 | $60,071 | $60,071 |
| FILLMORE PERMIT PROCESSING | $1,363 | $0 | $1,363 | $1,363 |
| LANDSCAPE ARCHITECT SERVICE | $17,770 | $0 | $17,770 | $17,770 |
| GEOTECHNICAL ENGENEERING INVESTIGATION | $176 | $0 | $176 | $176 |
| ARCHITECT FEES FOR OCTOBER | $29,225 | $0 | $29,225 | $29,225 |
| DESIGNI DEVELOPMENT | $5,305 | $0 | $5,305 | $5,305 |
| SERVICES AS PER NOVE 27 2016 | $23,708 | $0 | $23,708 | $23,708 |
| DESIGN DEVELOPMENT | $2,126 | $0 | $2,126 | $2,126 |
| ARCHITECT FEES FOR DECEMBER | $92,772 | $0 | $92,772 | $92,772 |
| STEINWAY B GRAND PIANO - SERIAL #532750 | $52,900 | $7,935 | $44,965 | $44,965 |
| COMPUTER FOR EA | $1,799 | $300 | $1,499 | $1,499 |
| COMPUTER FOR INCUBATOR | $2,380 | $159 | $2,221 | $2,221 |
| COMPUTER FOR ALEX | $1,884 | $126 | $1,758 | $1,758 |
| FRIDGE AND MICROWAVE | $666 | $78 | $588 | $588 |
| ADJ TO TIE TO FS | $69 | $0 | $69 | $69 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $44,020 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,020 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NON DEPRECIABLE FIXED ASSETS | $1,853,500 | $0 | $0 |
| INTANGIBLE ASSETS, NET OF ACCUMULATED AMORTIZATION | $1,155 | $1,068 | $1,068 |
| INTEREST RECEIVABLE | $6,272 | $5,857 | $5,857 |
| REFUNDABLE PROPERTY TAXES | $514,620 | $514,620 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR VALUE ADJUSTMENT | Desc |
| Amt | $45,071,332 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EVENTS | $165,122 | $1,200 | $0 | $163,922 |
| INSTRUMENT MOVING | $0 | $0 | $0 | $0 |
| PERFORMANCE FEE | $186,627 | $0 | $0 | $186,627 |
| ARTIST IN RESIDENCE | $0 | $0 | $0 | $0 |
| OFFICE EXPENSE | $133,610 | $0 | $0 | $133,610 |
| INSURANCE | $47,595 | $0 | $0 | $47,595 |
| AWARDS | $30,600 | $0 | $0 | $30,600 |
| MISCELLANEOUS EXPENSE | $6,866 | $0 | $0 | $6,866 |
| STIPENDS | $196,000 | $0 | $0 | $196,000 |
| GLOBAL LEADERSHIP | $2,298 | $0 | $0 | $2,298 |
| LICENSES AND FEES | $1,370 | $0 | $0 | $1,370 |
| TAXES AND ASSESSMENTS | $203,318 | $0 | $0 | $203,318 |
| AMORTIZATION | $87 | $0 | $87 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROYALTIES | $402 | $402 |
| CONCERT REVENUE | $318,513 | $318,513 |
| MISCELLANEOUS INCOME | $26,996 | $26,996 |
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 | $480,613 | $0 | $0 | $480,613 |
| COMMUNICATIONS | $258,392 | $0 | $0 | $258,392 |
| IT / WEB | $23,042 | $0 | $0 | $23,042 |
| INVESTMENT MANAGEMENT FEES | $91,507 | $91,507 | $0 | $91,507 |