LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-02-25
- IRS object ID
- 201530569349100753
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-25T19:34:26-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 EAST COLORADO BLVD 426 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136144809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE & LOUIS KUHN FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O DR ROBERT L KUHN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEE& | BusinessNameControlTxt |
| Phone | 2122890314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PARK AVE APT 12B | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ROBERT L KUHN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122890314 | PhoneNum |
| Signature | 2015-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TEMO A ARJANI | PreparerPersonNm |
| PTIN | P00371084 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Preparation | 2015-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $1,360,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,856 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,473 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $278 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $278 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,278 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $238,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,430 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $844,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $918,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,114,180 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,083,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,165,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,360,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $645,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $645,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $64,849 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $64,849 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $373,544 | RetainedEarningBOYAmt |
| Retained Earning EOY | $455,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,083,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,165,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,083,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,165,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,083,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,165,288 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,165,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT-TERM | 2014-10-31 | $275,913 | $278,962 | -$3,049 | -$3,049 |
| PUBLICLY TRADED SECURITIES LONG-TERM | 2014-10-31 | $370,490 | $254,470 | $116,020 | $116,020 |
| PUBLICLY TRADED SECURITIES SHORT-TERM | 2014-10-31 | $16,406 | $16,935 | -$529 | -$529 |
| PUBLICLY TRADED SECURITIES SHORT-TERM | 2014-10-31 | $13,863 | $15,129 | -$1,266 | -$1,266 |
| PUBLICLY TRADED SECURITIES LONG-TERM | 2014-10-31 | $10,269 | $7,485 | $2,784 | $2,784 |
| PUBLICLY TRADED SECURITIES LONG-TERM | 2014-10-31 | $9,845 | $7,949 | $1,896 | $1,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,856 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,186,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036910 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,116,802 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,164,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,029 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,147,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039258 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,666 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,056,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073532 | DistributionYr5Rt |
| Total Distribution | 0.245201 | TotalDistributionRt |
| Average Distribution | 0.049040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,318,803 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,936 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,523 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,523 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $61 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $2,503 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR ROBERT L KUHN | IndividualWithBooksNm |
| Phone | 2122890314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PARK AVE APT 12B | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE KUHN | ||||||||
| 1050 PARK AVE APT 12B | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT L KUHN | ||||||||
| 1050 PARK AVE APT 12B | NEW YORK | NY | 10028 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,081,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,338,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,338,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,318,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,523 | TotalTaxAmt |
| Distributable Before Adj | $63,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,417 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,329 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,329 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,488 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 1430 BROADWAY NO 1301 | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $1,000 |
| JEWISH NATIONAL FUND | ||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | PUBLIC | GENERAL SUPPORT | $1,000 |
| KOCE TV FOUNDATION | ||||||
| 3080 BRISTOL STREET NO 400 | COSTA MESA | CA | 92626 | PUBLIC | GENERAL SUPPORT | $5,000 |
| LIVING CHURCH OF GOD | ||||||
| PO BOX 3810 | CHARLOTTE | NC | 28227 | PUBLIC | GENERAL SUPPORT | $1,000 |
| THE SKEPTIC SOCIETY | ||||||
| 2761 N MARENGO AVENUE | ALTADENA | CA | 91001 | PUBLIC | GENERAL SUPPORT | $2,250 |
| UNITED ISRAEL | ||||||
| 2124 CROWN CENTRE DRIVE | CHARLOTTE | NC | 28227 | PUBLIC | GENERAL SUPPORT | $1,000 |
| AMERICAN CINEMATHEQUE | ||||||
| 6712 HOLLYWOOD BOULEVARD | HOLLYWOOD | CA | 90028 | PUBLIC | GENERAL SUPPORT | $10,000 |
| NATIONAL COMMITTEE ON UNITED STATES CHINA RELATIONS INC | ||||||
| 71 WEST 23RD STREET SUITE 19TH FL | NEW YORK | NY | 10010 | PUBLIC | GENERAL SUPPORT | $2,500 |
| BOYS CLUB OF SANTA MONICA INC DBA BOYS & GIRLS CLUB OF SANTA MONICA | ||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | PUBLIC | GENERAL SUPPORT | $2,500 |
| FRACURED ATLAS INC | ||||||
| 248 W 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | PUBLIC | GENERAL SUPPORT | $500 |
| SAN FRANCISCO WOMEN ARTISTS | ||||||
| 3489 SACRAMENTO STREET | SAN FRANCISCO | CA | 94118 | PUBLIC | GENERAL SUPPORT | $300 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PUBLIC | GENERAL SUPPORT | $1,000 |
| LETS TEACH INC | ||||||
| 920 LOHMAN LN | SOUTH PASADENA | CA | 91030 | PUBLIC | GENERAL SUPPORT | $500 |
| TAMPA BAY ARTS & EDUCATION NETWORK | ||||||
| 703 N WILLOW AVE | TAMPA | FL | 33606 | PUBLIC | GENERAL SUPPORT | $500 |
| THE ASIA SOCIETY | ||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | PUBLIC | GENERAL SUPPORT | $1,000 |
| DETOUR COMPANY THEATRE | ||||||
| PO BOX 15067 | PHOENIX | AZ | 85060 | PUBLIC | GENERAL SUPPORT | $200 |
| THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | PUBLIC | GENERAL SUPPORT | $100 |
| PHONEIX CHILDREN'S HOSPITAL | ||||||
| 1919 E THOMAS ROAD | PHONEIX | AZ | 85016 | PUBLIC | GENERAL SUPPORT | $400 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC | ||||||
| 706 HADDONFIELD ROAD | CHERRY HILL | NJ | 080022652 | PUBLIC | GENERAL SUPPORT | $700 |
| FRIENDS OF EIGHT | ||||||
| 555 NORTH CENTRAL AVENUE SUITE 500 | PHONEIX | AZ | 850041252 | PUBLIC | GENERAL SUPPORT | $150 |
| ARIZONA HEMOPHILIA ASSOCIATION INC | ||||||
| 826 N 5TH AVENEUE | PHOENIX | AZ | 85048 | PUBLIC | GENERAL SUPPORT | $700 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION INC | ||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 752446125 | PUBLIC | GENERAL SUPPORT | $600 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 250 WILLIAMS STREET NW SUITE 400 | ATLANTA | GA | 30303 | PUBLIC | GENERAL SUPPORT | $600 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PUBLIC | GENERAL SUPPORT | $200 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $400 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PUBLIC | GENERAL SUPPORT | $380 |
| LIVING UNIVERSITY | ||||||
| 2301 CROWN CENTRE DRIVE SUITE A | CHARLOTTE | NC | 28227 | PUBLIC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,856 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,473 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMO ARJANI LLP | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGANSTANLEY SMITHBARNEY COMMON STOCKS & OPTIONS | StockNm |
| EOY Book Value | $918,858 | EOYBookValueAmt |
| EOYFMV | $1,114,180 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB LLP | CategoryTxt |
| Legal Fees | $278 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $278 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,278 | Amt |
| Net Investment Income | $10,278 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $42 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |