C GEORGE VAN KAMPEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- C GEORGE VAN KAMPEN FOUNDATION (EIN 16-1686511)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349102265
- Schema version
- 2014v5.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:03:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161686511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE C GEORGE VAN KAMPEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUNGEUN HAN ANDERSEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGEO | BusinessNameControlTxt |
| Phone | 2128312779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 FIFTH AVENUE NO 8F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUNG ANDERSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128312779 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HALPERN | PreparerPersonNm |
| PTIN | P00839408 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $916,176 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,729 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $88,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,535 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,588 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,587 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $242 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $534 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,244 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,244 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,674 | CashBOYAmt |
| Cash EOY | $218,750 | CashEOYAmt |
| Cash EOYFMV | $218,750 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $354,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $404,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $526,851 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $221,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,575 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $843,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $794,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $916,176 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,957 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $33,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $792,922 | UnrestrictedBOYAmt |
| Unrestricted EOY | $760,786 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $792,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $760,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $843,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $794,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $792,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,250 | OtherIncreasesAmt |
| Subtotal | $760,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $760,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $131,115 | GrossSalesPriceAmt |
| Cost Or Other Basis | $86,386 | CostOrOtherBasisAmt |
| Gain Or Loss | $44,729 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $44,729 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,729 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,364 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $406,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.372739 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,052 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,038,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186909 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,310,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149419 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $428,279 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,213,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.352860 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $756,126 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,629,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.464063 | DistributionYr5Rt |
| Total Distribution | 1.525990 | TotalDistributionRt |
| Average Distribution | 0.305198 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $627,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $192,183 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $113,490 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $427 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $727 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $387 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUNGEUN HAN-ANDERSEN | IndividualWithBooksNm |
| Phone | 2128312779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 FIFTH AVENUE APT 8-F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUNG HAN-ANDERSEN | ||||||||
| 1050 FIFTH AVE APT 8F | NEW YORK | NY | 10028 | PRESIDENT | 10.00 | $5,500 | $0 | $0 |
| G CHRIS ANDERSEN | ||||||||
| 1050 FIFTH AVE APT 8F | NEW YORK | NY | 10028 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $506,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,541 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $637,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $637,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $627,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,107 | TotalTaxAmt |
| Distributable Before Adj | $30,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $113,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $674,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $367,912 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $142,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,449,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,203 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,532,380 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $674,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $857,722 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $367,912 | ExcessFromYear4Amt |
| Excess From Year3 | $131,441 | ExcessFromYear3Amt |
| Excess From Year2 | $142,406 | ExcessFromYear2Amt |
| Excess From Year1 | $132,760 | ExcessFromYear1Amt |
| Excess From Current Year | $83,203 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUNG HAN-ANDERSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | ||||||
| 1 SILBER WAY | BOSTON | MA | 02215 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $50,000 |
| JUNIOR ACHIVEMENT OF NY | ||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $25,000 |
| THE FINANCIAL POLICY COUNCIL | ||||||
| 302 E PETTIGREW ST SUITE 130 | DURHAM | NC | 27701 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $125 |
| ADOPT-A-PET | ||||||
| 100 SULLIVAN RD | ALDEN | NY | 14004 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $150 |
| CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $1,000 |
| CENTER FOR SECURITY POLICY | ||||||
| 1901 PENNSYLVANIA AVE NW STE 201 | WASHINGTON | DC | 20006 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $2,000 |
| NEW YORK PUBLIC LIBRARY | ||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $1,600 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $6,000 |
| SOUTHERN JEWEL RESCUE CENTER | ||||||
| PO BOX 1909 | OLIVE BRANCH | MS | 38654 | PC | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $1,000 |
| MILKEN FOUNDATION | ||||||
| 1250 4TH ST FL 3 | SANTA MONICA | CA | 90401 | PF | AN URESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,375 | 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 | $12,206 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,600 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,994 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,729 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,994 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COHNREZNICK LLP | $4,500 | $2,250 | $0 | $2,250 |
| DEVER EWING & CO | $675 | $338 | $0 | $337 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | OFFICER SUNG HAN ANDERSON RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2014. IT REPRESENTS PAYMENT FOR HER SERVICE WITH REGARD TO THE FOUNDATION AND THE SERVICES SHE PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE, FORM 4720 IS NOT PREPARED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES INVESTMENT PORTFOLIO | StockNm |
| EOY Book Value | $404,961 | EOYBookValueAmt |
| EOYFMV | $526,851 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLEN OAK INC LAND MORTGAGE | FMV | $42,607 | $42,607 |
| GC ANDERSON MORTGAGE | FMV | $0 | $0 |
| GLEN OAK INC BUSINESS MORTGAGE | FMV | $23,431 | $23,431 |
| RSI INVESTMENT PARTNERS | FMV | $4,537 | $4,537 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RSI PARTNERS K-1 PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $21,994 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $4,250 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNRECOGNIZED GAIN | $33,500 | $33,500 |
| RSI INVESTMENTS | $17,457 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES | CategoryTxt |
| Amt | $5,595 | Amt |
| Net Investment Income | $5,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FILING FEES | $250 | $0 | $0 | $250 |
| FOREIGN TAXES | $242 | $242 | $0 | $0 |
| EXCISE TAXES | $250 | $0 | $0 | $0 |
| CT CORPORATION | $284 | $0 | $0 | $284 |