LEE & LOUIS KUHN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEE & LOUIS KUHN FOUNDATION INC (EIN 13-6144809)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-06-11
- IRS object ID
- 201431629349100118
- Schema version
- 2012v2.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-11T16:12:42-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954149172 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136144809 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | LEE& | NameControl |
| Phone | 2122890314 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR ROBERT L KUHN | Name |
| Title | DIRECTOR | Title |
| Phone | 2122890314 | Phone |
| Date Signed | 2014-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TEMO A ARJANI | Name |
| PTIN | P00371084 | PTIN |
| Phone | 6265781978 | Phone |
| Date Prepared | 2014-06-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1301661 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 19779 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19779 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 84582 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 515368 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 84582 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 35 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 104396 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104361 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 68 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 68 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8416 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8416 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1342 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 17 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 250 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 135 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 135 | PrintingAndPubDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18461 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8433 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8953 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53311 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8433 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43803 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 51085 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 95928 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 275954 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 238979 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 238979 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 756354 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 844414 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1062682 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1032308 | TotalAssetsBOY |
| Total Assets EOY | 1083393 | TotalAssetsEOY |
| Total Assets EOYFMV | 1301661 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 645000 | CapitalStockBOY |
| Capital Stock EOY | 645000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 64849 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 64849 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 322459 | RetainedEarningsBOY |
| Retained Earnings EOY | 373544 | RetainedEarningsEOY |
| Total Net Assets BOY | 1032308 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1083393 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1032308 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1083393 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1032308 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 51085 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1083393 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1083393 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT-TERM | 2013-10-31 | 203285 | 205620 | -2335 | -2335 |
| PUBLICLY TRADED SECURITIES LONG-TERM | 2013-10-31 | 310950 | 225166 | 85784 | 85784 |
| CAPITAL GAIN DISTRIBUTIONS LONG-TERM | 2013-10-31 | 1133 | 1133 | 1133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 84582 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57511 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1116802 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051496 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 51259 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1164847 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044005 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45029 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1147004 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039258 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 77666 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1056218 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073532 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 64138 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1268983 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050543 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258834 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051767 | AverageDistributionRatio |
| Net Noncharitable Assets | 1186766 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61435 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 959 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62394 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43803 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1919 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1919 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1919 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 20 | PenaltyForUnderpayment |
| Overpayment | 61 | Overpayment |
| Amount Credited To Next Year | 61 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DR ROBERT L KUHN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2122890314 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 956924 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 247915 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1204839 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1204839 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18073 | CashDeemedCharitable |
| Net Noncharitable Assets | 1186766 | NetNoncharitableAssets |
| Minimum Investment Return | 59338 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59338 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1919 | TaxBasedOnInvestmentIncome |
| Total Tax | 1919 | TotalTax |
| Distributable Amount Before Adj | 57419 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 57419 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 57419 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43803 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43803 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43803 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 57419 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 769 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 2518 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3287 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43803 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43803 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 3287 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 3287 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 10329 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PUBLIC | GENERAL SUPPORT | $600 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 1430 BROADWAY NO 1301 | NEW YORK | NY | 10018 | PUBLIC | GENERAL SUPPORT | $2,000 |
| UNITED NEGRO COLLEGE FUND | ||||||
| 8260 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 22031 | PUBLIC | GENERAL SUPPORT | $2,000 |
| LIVING CHURCH OF GOD | ||||||
| PO BOX 3810 | CHARLOTTE | NC | 28227 | PUBLIC | GENERAL SUPPORT | $2,000 |
| FOUNDATIONAL QUESTIONS INSTITUTE | ||||||
| PO BOX 3655 | DECATUR | GA | 30031 | PUBLIC | GENERAL SUPPORT | $2,500 |
| CUNY TV | ||||||
| 365 FIFTH AVENUE | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $7,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | PUBLIC | GENERAL SUPPORT | $300 |
| THE SHERIFF'S YOUTH FOUNDATION | ||||||
| 4700 RAMONA BLVD 4TH FLOOR | MONTEREY PARK | CA | 91754 | PUBLIC | GENERAL SUPPORT | $2,500 |
| HOMELESS HEALTH CARE LOS ANGELES | ||||||
| 2410 BEVERLY BLVD | LOS ANGELES | CA | 90057 | PUBLIC | GENERAL SUPPORT | $500 |
| JEWISH NATIONAL FUND | ||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | PUBLIC | GENERAL SUPPORT | $700 |
| TOWARDS FREEDOM | ||||||
| PO BOX 25083 | LOS ANGELES | CA | 90025 | PUBLIC | GENERAL SUPPORT | $750 |
| UNITED ISRAEL | ||||||
| PO BOX 561476 | CHARLOTTE | NC | 28256 | PUBLIC | GENERAL SUPPORT | $1,500 |
| LIVING UNIVERSITY | ||||||
| 2301 CROWN CENTRE DRIVE SUITE A | CHARLOTTE | NC | 28227 | PUBLIC | GENERAL SUPPORT | $1,000 |
| THE SKEPTIC SOCIETY | ||||||
| 2761 N MARENGO AVENUE | ALTADENA | CA | 91001 | PUBLIC | GENERAL SUPPORT | $2,500 |
| KOCE TV FOUNDATION | ||||||
| 3080 BRISTOL STREET NO 400 | COSTA MESA | CA | 92626 | PUBLIC | GENERAL SUPPORT | $5,000 |
| TREE PEOPLE | ||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90210 | PUBLIC | GENERAL SUPPORT | $3,000 |
| PASADENA CITY COLLEGE FOUNDATION | ||||||
| 1570 E COLORADO BLVD | PASADENA | CA | 91106 | PUBLIC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34850 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,779 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $84,582 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $35 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $104,396 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104396 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMO ARJANI LLP | Category |
| Amount | $8,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 8500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGANSTANLEY SMITHBARNEY ACCT #110900 COMMON STOCKS & OPTIONS | 692951 | 928640 |
| MORGANSTANLEY SMITHBARNEY ACCT #111331 COMMON STOCKS & OPTIONS | 124336 | 134042 |
| YEAR END ACCRUAL | 27127 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB LLP | Category |
| Amount | $68 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 68 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 35 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $8,416 | Amount |
| Net Investment Income | 8416 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,075 | 0 | 0 |
| FILING FEES | $250 | 0 | 250 |
| FOREIGN TAX | $17 | 17 | 0 |