S & R FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- S & R FOUNDATION (EIN 52-2284478)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201342259349100729
- 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
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T12:52:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521711839 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVENUE SUITE 500 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284478 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & R FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | S&RF | NameControl |
| Phone | 2022986007 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SACHIKO KUNO | Name |
| Title | PRESIDENT | Title |
| Phone | 2022986007 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD E MORRIS | Name |
| PTIN | P00190795 | PTIN |
| Phone | 3019860600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10742198 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3244805 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 5 | InterestOnSavingsAdjNetIncm |
| Gross Rents Rev And Expnss | 2426 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 2426 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 2426 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 2426 | NetRentalIncomeOrLoss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 52281 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 52281 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 3299517 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2431 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 54712 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 4375 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 4375 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 32244 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 31415 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2805 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 283044 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 283044 | OtherProfFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 10024 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 10024 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 35410 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 35410 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 69800 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 69800 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 41335 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 41335 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 415735 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2426 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 397 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 406493 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 923382 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5231 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 10421 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 840457 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 128150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 93150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1051532 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5231 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 10421 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 933607 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2247985 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 44291 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1035612 | CashBOY |
| Cash EOY | 956894 | CashEOY |
| Cash EOYFMV | 956894 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6771 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6776 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6776 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 4928 | AccountsReceivable |
| Accounts Receivable EOY | 4928 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 4928 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 29110 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 12663 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 12663 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 5761507 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8116507 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8822773 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 39842 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 17188 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 27987 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 22654 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 4664 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 850000 | OtherAssetsBOY |
| Other Assets EOY | 933500 | OtherAssetsEOY |
| Other Assets EOYFMV | 933500 | OtherAssetsEOYFMV |
| Total Assets BOY | 7710987 | TotalAssetsBOY |
| Total Assets EOY | 10053922 | TotalAssetsEOY |
| Total Assets EOYFMV | 10742198 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 17190 | AccountsPayableBOY |
| Accounts Payable EOY | 87140 | AccountsPayableEOY |
| Grants Payable BOY | 127913 | GrantsPayableBOY |
| Grants Payable EOY | 123069 | GrantsPayableEOY |
| Total Liabilities BOY | 145103 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 210209 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7408784 | UnrestrictedBOY |
| Unrestricted EOY | 9667213 | UnrestrictedEOY |
| Temporarily Restricted BOY | 157100 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 176500 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 7565884 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9843713 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7710987 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10053922 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7565884 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2247985 | ExcessOfRevenueOverExpenses |
| Other Increases | 29844 | OtherIncreases |
| Subtotal | 9843713 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9843713 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 156449 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13875730 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.011275 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 216168 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3150535 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068613 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 389982 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3686332 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.105791 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 456341 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3361796 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.135743 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 258976 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5698808 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045444 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.366866 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073373 | AverageDistributionRatio |
| Net Noncharitable Assets | 8209171 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 602332 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 602332 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 933607 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | DC | 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 | WWW.SANDRFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2022986007 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SACHIKO KUNO | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | DIRECTOR & PRESIDENT | 40.00 | 0 | 0 | 0 |
| RYUJI UENO | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | HONORARY CHAIR | 1.00 | 0 | 0 | 0 |
| DOUGLAS CHARNAS | ||||||||
| 2001 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | DIRECTOR & SECRETARY/TREAS | 6.00 | 0 | 0 | 0 |
| MARIANNE F CHACONAS | ||||||||
| 1623 28TH STREET NW | WASHINGTON | DC | 20007 | DIRECTOR & VICE PRESIDENT | 5.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FINANCIAL SUPPORT FOR MEDICAL RESEARCH AND INSTITUTIONS. | Description1 |
| Expenses1 | 33000 | Expenses1 |
| Description2 | FINANCIAL SUPPORT FOR INDIVIDUALS AND INSTITUTIONS TO PROVIDE FINANCIAL SUPPORT TO DEVELOP YOUNG ARTISTS AND MUSICIANS. | Description2 |
| Expenses2 | 95150 | Expenses2 |
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 | 7331157 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1003027 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8334184 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8334184 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 125013 | CashDeemedCharitable |
| Net Noncharitable Assets | 8209171 | NetNoncharitableAssets |
| Minimum Investment Return | 410459 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 933607 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 933607 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 933607 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 44291 | CurrentYear |
| Year1 | 8635 | Year1 |
| Year2 | 5040 | Year2 |
| Year3 | 13527 | Year3 |
| Total | 71493 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 37647 | CurrentYear |
| Year1 | 7340 | Year1 |
| Year2 | 4284 | Year2 |
| Year3 | 11498 | Year3 |
| Total | 60769 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 933607 | CurrentYear |
| Year1 | 156449 | Year1 |
| Year2 | 216168 | Year2 |
| Year3 | 390061 | Year3 |
| Total | 1696285 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 933607 | CurrentYear |
| Year1 | 156449 | Year1 |
| Year2 | 216168 | Year2 |
| Year3 | 390061 | Year3 |
| Total | 1696285 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 273639 | CurrentYear |
| Year1 | 462525 | Year1 |
| Year2 | 105018 | Year2 |
| Year3 | 122878 | Year3 |
| Total | 964060 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SACHIKO KUNO | ContributingManager |
| Contributing Manager | RYUJI UENO | ContributingManager |
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| SR FOUNDATION CO DR SACHIKO KUNO | 1623 28TH STREET NW | WASHINGTON | DC | 20007 | 2402230630 | ENTRY MUST BE SUBMITTED IN WRITING. THE FORM IS AVAILABLE ON THE WEBSITE AND SHOULD INCLUDE ENTRANT'S BIOGRAPHY AND PICTURE ESSAY OF 250-500 WORDS DETAILING HOW THE AWARDEE WOULD ADVANCE THE MISSION OF THE FOUNDATION. SAMPLE PHOTOGRAPH OR RECORDING OF THE ENTRANT'S WORK 3 LETTERS OF RECOMMENDATION FROM RECOGNIZED AUTHORITIES OR PROFESSIONALS IN THE ENTRANT'S DISCIPLINE. | OCTOBER 1 | MUST BE AT LEAST 18 YEARS OLD AND NOT ENROLLED OR FINISHING WORK IN A DEGREE-GRANTING PROGRAM. APPLICANT MUST RESIDE IN THE US OR JAPAN FOR 1 OF THE 5 PREVIOUS YEARS BEFORE APPLYING AND MUST NOT HAVE RECEIVED AN ADVANCED LEVEL OF RECOGNITION FOR HIS WORK IN THE US OR JAPAN. |
| APS BUSINESS OFFICE | 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | 3016347164 | APPLICATION MUST INCLUDE: PLAN OF RESEARCH THE CURRICULUM VITAE INCLUDING PUBLICATION LIST AT LEAST 2 LETTERS OF RECOMMENDATION FROM RECOGNIZED AUTHORITIES OR PROFESSIONALS IN THE SCIENTIST'S FIELD OF RESEARCH ONE OF THOSE LETTERS SHOULD BE FROM THE INSTITUTION TO BE FUNDED EXPLANATION OF HOW THE GRANT WILL CONTRIBUTE TO DEVELOP THE RESEARCH PROJECT AND HOW IT WILL CONTRIBUTE TO THE FIELDS OF MEDICINE, PHARMACY AND PUBLIC HEALTH. DEMONSTRATION OF FINANCIAL NEED. | NOVEMBER 13 | APPLICANT MUST BE 18 YEARS OF AGE OR OLDER BE AFFILIATED WITH OR EMPLOYED BY AN EDUCATIONAL OR CHARITABLE INSTITUTION IN THE U.S. ON AT LEAST A PART-TIME BASIS. RESIDE IN THE US WHEN THE GRANT IS RECEIVED DEMONSTRATE THE SCIENTIFIC ABILITY OF THE SCIENTIST (OR SCIENTISTS) WHO WILL CONDUCT THE RESEARCH AS EVIDENCED IN THE PLAN OF THE RESEARCH, CV, PUBLICATIONS AND LETTERS OF RECOMMENDATION. |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NATIONAL CHERRY BLOSSOM FESTIVAL INC | |||||||
| 1250 H STREET NW STE 1000 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT TO DEVELOPING YOUNG ARTISTS | $13,150 |
| ALEXANDRIA SYMPHONY ORCHESTRA | |||||||
| 2121 EISENHOWER AVSTE 608 | ALEXANDRIA | VA | 22304 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT TO DEVELOPING YOUNG ARTISTS | $5,000 |
| FAPE | |||||||
| 1725 I STREET NW STE 300 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR INSTITUTION | $2,500 |
| FUND FOR PUBLIC SCHOOLS | |||||||
| 52 CHAMBERS STREET RM 305 | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR INSTITUTION | $1,000 |
| JAPAN-AMERICA SOCIETY | |||||||
| 1819 L STREETNW STE 1B | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR INSTITUTION | $3,500 |
| THE AMERICAN PHYSIOLOGICAL SOCIETY | |||||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR MEDICAL RESEARCH AND INSTITUTION | $33,000 |
| HERE ARTS CENTER | |||||||
| 145 6TH A | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR INSTITUTION | $10,000 |
| US-JAPAN RESEARCH INSTITUTE | |||||||
| 1875 I STREET NW SUITE 512 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR INSTITUTION | $15,000 |
| ASTRAL ARTISTS | |||||||
| 230 S BROAD ST STE 300 | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT FOR INSTITUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 93150 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient Foundation StatusRecipientFoundationStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| AYANE KOZASA | ||||||||||
| 1243 CARPENTER ST 1ST FL | PHILADELPHIA | PA | 19147 | NONE | FINANCIAL SUPPORT TO DEVELOPING YOUNG ARTISTS | $5,000 | ||||
| JUNICHI FUKUDA | ||||||||||
| 4101 ABERMARLE ST NW 428 | WASHINGTON | DC | 20016 | NONE | FINANCIAL SUPPORT TO DEVELOPING YOUNG ARTISTS | $5,000 | ||||
| MAMIKO HIRAI | ||||||||||
| NONE | FINANCIAL SUPPORT TO DEVELOPING YOUNG ARTISTS | $5,000 | 201 ABURA KOJI SHOMEN SHIMOGYO-KU | KYOTO | JA | |||||
| TSUNENORI LEE ABE | ||||||||||
| 19 BRIMMER STREET | WATERTOWN | MA | 02472 | NONE | FINANCIAL SUPPORT TO DEVELOPING YOUNG ARTISTS | $5,000 | ||||
| THE TEXTILE MUSEUM | ||||||||||
| 2320 S ST NW | WASHINGTON | DC | 20008 | NONE | FINANCIAL SUPPORT FOR INSTITUTION | $10,000 | PUBLIC CHARITY | |||
| US-JAPAN RESEARCH INSTITUTE | ||||||||||
| 1875 I STREET NW SUITE 512 | WASHINGTON | DC | 20006 | NONE | FINANCIAL SUPPORT FOR INSTITUTION | $5,000 | PUBLIC CHARITY | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 35000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Net Rental Incm Personal Property NetRentalIncmPersonalProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2426 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ROYALTIES | 15 | $2,121 | |
| CONCERT REVENUE | 50070 | ||
| MISCELLANEOUS INCOME | 90 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,126 | ExclusionAmount |
| Related Or Exempt Function Income | 52586 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 54712 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 6 | THIS INCOME IS DERIVED FROM AND USED TO SUPPORT EXPENSES RELATED TO MAINTAINING THE ORGANIZATION'S MUSICAL PROGRAM. |
| 11B | THIS INCOME IS USED TO SUPPORT MEDICAL RESEARCH STUDENTS AND INSTITUTIONS AND TO SUPPORT THE ARTIST IN RESIDENCE PROGRAM WHICH PROMOTES IMPROVING RELATIONSHIPS BETWEEN JAPAN AND THE UNITED STATES. |
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 | ACCOUNTING | Category |
| Amount | $31,415 | Amount |
| Net Investment Income | 2805 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | LOGO DESIGN | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2001-01-01 | DateAcquiredCompletedExpended |
| Amount Amortized | 5954 | AmountAmortized |
| Deduction For Prior Years | 4367 | DeductionForPriorYears |
| Amortization Period | 180.000000000000 | AmortizationPeriod |
| Current Year Amortization | 397 | CurrentYearAmortization |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 397 | AdjustedNetIncome |
| Total Amount Of Amortization | 4764 | TotalAmountOfAmortization |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| WEBSITE | 2011-09-16 | 28800 | 2400 | SL | 3.000000000000 | 9600 | 0 | 9600 |
| LIGHTING | 2012-10-03 | 5088 | SL | 3.000000000000 | 424 | 0 | 424 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SPI STOCK | NameOfStock |
| EOY Book Value | 8116507 | EOYBookValue |
| EOYFMV | 8822773 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| LOGO DESIGN | 5954 | 4764 | 1190 |
| WEBSITE | 28800 | 12000 | 16800 |
| LIGHTING | 5088 | 424 | 4664 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $32,244 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DEPRECIABLE FIXED ASSET | Description |
| BOY Book Value | 850000 | BOYBookValue |
| EOY Book Value | 933500 | EOYBookValue |
| EOYFMV | 933500 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OFFICE EXPENSE | 7351 | 0 | 0 | 5057 |
| INSURANCE | 4477 | 2426 | 0 | 0 |
| ADVERTISEMENT | 45054 | 0 | 0 | 45054 |
| WEBSITE | 19284 | 0 | 0 | 19284 |
| EQUIPMENT RENTAL | 32416 | 0 | 0 | 32416 |
| FOUNDATION EVENTS | 297652 | 0 | 0 | 297652 |
| LICENSES AND PERMITS | 6892 | 0 | 0 | 6892 |
| COMMUNICATIONS | 138 | 0 | 0 | 138 |
| REPAIRS AND MAINTENANCE | 2074 | 0 | 0 | 0 |
| AMORTIZATION | 397 | 0 | 397 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| ROYALTIES | 2121 | 2121 |
| CONCERT REVENUE | 50070 | 50070 |
| MISCELLANEOUS INCOME | 90 | 90 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUAL/CASH DIFFERENCE IN GRANTS | Description |
| Amount | $29,844 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING AND GENERAL | Category |
| Amount | $283,044 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 283044 | DisbursementsCharitablePrps |