STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOEL FAN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JOEL FAN FOUNDATION (EIN 30-0021188)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-14
IRS object ID
201323189349101587
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-14T17:17:55-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133487848EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GOLDBURD & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line142 WEST 38TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10018ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300021188EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOEL FAN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOELNameControl
Phone9176537425Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WEST 15TH STREET NO 2BAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100116539ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOEL FANName
TitleTRUSTEETitle
Phone9176537425Phone
Date Signed2013-10-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJACOB GOLDBURDName
PTINP00674529PTIN
Phone2123028970Phone
Date Prepared2013-10-23DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY131571FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3650ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss2720DividendsRevAndExpnss
Dividends Net Invst Incm2720DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss222NetGainSaleAssetsRevAndExpnss
Gross Sales Price222GrossSalesPrice
Capital Gain Net Incm Net Invst Incm222CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6592TotalRevenueAndExpenses
Total Net Investment Income2942TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss300OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss300TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3650ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3650ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3950TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3650TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2642ExcessOfRevenueOverExpenses
Net Investment Income2942NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY30208CashBOY
Cash EOY1414CashEOY
Cash EOYFMV1414CashEOYFMV
Other Notes And Loans Receivable4500OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY4500OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY4500OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV0OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY89540InvestmentsCorpStockBOY
Investments Corp Stock EOY120976InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV130157InvestmentsCorpStockEOYFMV
Total Assets BOY124248TotalAssetsBOY
Total Assets EOY126890TotalAssetsEOY
Total Assets EOYFMV131571TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY124248RetainedEarningsBOY
Retained Earnings EOY126890RetainedEarningsEOY
Total Net Assets BOY124248TotalNetAssetsBOY
Total Net Assets EOY126890TotalNetAssetsEOY
Total Liabilities Net Assets BOY124248TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY126890TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY124248TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2642ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal126890Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY126890TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetCAPITAL GAINS DIVIDENDSDescriptionOfAsset
How AcquiredPHowAcquired
Gross Sales Price222GrossSalesPrice
Gain Or Loss222GainOrLoss
Gains Minus Excess Or Losses222GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income222CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year1125159NoncharitableAssetsYear1
Distribution Ratio Year10.000000DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year2117826NoncharitableAssetsYear2
Distribution Ratio Year20.000000DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year3108200NoncharitableAssetsYear3
Distribution Ratio Year30.000000DistributionRatioYear3
Qualifying Distributions Year48160QualifyingDistributionsYear4
Noncharitable Assets Year4103712NoncharitableAssetsYear4
Distribution Ratio Year40.078679DistributionRatioYear4
Qualifying Distributions Year55500QualifyingDistributionsYear5
Noncharitable Assets Year5116452NoncharitableAssetsYear5
Distribution Ratio Year50.047230DistributionRatioYear5
Total Distribution Ratio0.125909TotalDistributionRatio
Average Distribution Ratio0.025182AverageDistributionRatio
Net Noncharitable Assets125625NetNoncharitableAssets
Adjusted Noncharitable Assets3163AdjustedNoncharitableAssets
One Percent Net Investment Income29OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3192AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3650QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax29InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal29Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income29TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment42EstTaxPaymentsAndOverpayment
Total Credits And Payments42TotalCreditsAndPayments
Overpayment13Overpayment
Amount Credited To Next Year13AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGOLDBURD CO LLPBooksInCareOfPersonName
Books In Care Of Phone Number2123028970BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line142 WEST 38TH STREET SUITE 901AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10018ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameJOEL FANPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WEST 15TH STREET 2BAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100116539ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities116431AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances11107AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets127538TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets127538AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1913CashDeemedCharitable
Net Noncharitable Assets125625NetNoncharitableAssets
Minimum Investment Return6281MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6281MinimumInvestmentReturn
Tax Based On Investment Income29TaxBasedOnInvestmentIncome
Total Tax29TotalTax
Distributable Amount Before Adj6252DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded6252DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted6252DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3650ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions3650QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm29OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions3621AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6252DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year43046ExcessDistriCarryoverYear4
Total Excess Distri Carryover3046TotalExcessDistriCarryover
Qualifying Distributions3650QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3650AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus2602ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY2602ExcessDistriCyovAppliedCY
Total Corpus444TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year444ExcessDistriCyovToNextYear
Excess From Year4444ExcessFromYear4

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL CONDUCTORS WORKSHOPBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16208 LOS ALTOS DRIVEAddressLine1
CityEL PASOCity
StateTXState
ZIP Code79912ZIPCode
FieldValueIRS element (for citing)
Purpose Of Grant Or ContributionARTIST WORKSHOP GRANTPurposeOfGrantOrContribution
Amount$3,650Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3650TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,720ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$222ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2,942ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2942TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualTONY AND ALICE HONGContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line16208 LOS ALTOS DRIVEAddressLine1
CityEL PASOCity
StateTXState
ZIP Code79912ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions3650AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value120976EOYBookValue
EOYFMV130157EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGEDescription
Revenue And Expenses Per Books300RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps