STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOEL FAN FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JOEL FAN FOUNDATION (EIN 30-0021188)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201113189349101441
Schema version
2010v3.4
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)
Timestamp2011-11-14T17:29:49-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-11-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJACOB GOLDBURDName
Phone2123028970Phone
Date Prepared2011-11-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY125403FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss150ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss2647DividendsRevAndExpnss
Dividends Net Invst Incm2647DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses2797TotalRevenueAndExpenses
Total Net Investment Income2647TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss100TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss150TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss150TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2647ExcessOfRevenueOverExpenses
Net Investment Income2647NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY30232CashBOY
Cash EOY32879CashEOY
Cash EOYFMV32879CashEOYFMV
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 EOY89540InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV92524InvestmentsCorpStockEOYFMV
Total Assets BOY124272TotalAssetsBOY
Total Assets EOY126919TotalAssetsEOY
Total Assets EOYFMV125403TotalAssetsEOYFMV
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 BOY124272RetainedEarningsBOY
Retained Earnings EOY126919RetainedEarningsEOY
Total Net Assets BOY124272TotalNetAssetsBOY
Total Net Assets EOY126919TotalNetAssetsEOY
Total Liabilities Net Assets BOY124272TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY126919TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY124272TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2647ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal126919Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY126919TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year1108200NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year28160QualifyingDistributionsYear2
Noncharitable Assets Year2103712NoncharitableAssetsYear2
Distribution Ratio Year20.078679DistributionRatioYear2
Qualifying Distributions Year35500QualifyingDistributionsYear3
Noncharitable Assets Year3116452NoncharitableAssetsYear3
Distribution Ratio Year30.047230DistributionRatioYear3
Qualifying Distributions Year416829QualifyingDistributionsYear4
Noncharitable Assets Year4120342NoncharitableAssetsYear4
Distribution Ratio Year40.139843DistributionRatioYear4
Qualifying Distributions Year521886QualifyingDistributionsYear5
Noncharitable Assets Year5117065NoncharitableAssetsYear5
Distribution Ratio Year50.186956DistributionRatioYear5
Total Distribution Ratio0.452708TotalDistributionRatio
Average Distribution Ratio0.090542AverageDistributionRatio
Net Noncharitable Assets117826NetNoncharitableAssets
Adjusted Noncharitable Assets10668AdjustedNoncharitableAssets
One Percent Net Investment Income26OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One10694AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax53InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal53Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income53TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment44EstTaxPaymentsAndOverpayment
Tax Paid With Extension100TaxPaidWithExtension
Total Credits And Payments144TotalCreditsAndPayments
Overpayment91Overpayment
Amount Credited To Next Year91AmountCreditedToNextYear
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 Securities88060AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances31560AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets119620TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets119620AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1794CashDeemedCharitable
Net Noncharitable Assets117826NetNoncharitableAssets
Minimum Investment Return5891MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5891MinimumInvestmentReturn
Tax Based On Investment Income53TaxBasedOnInvestmentIncome
Total Tax53TotalTax
Distributable Amount Before Adj5838DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5838DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5838DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5838DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year516097ExcessDistriCarryoverYear5
Excess Distri Carryover Year410894ExcessDistriCarryoverYear4
Excess Distri Carryover Year23046ExcessDistriCarryoverYear2
Total Excess Distri Carryover30037TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus5838ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY5838ExcessDistriCyovAppliedCY
Total Corpus24199TotalCorpus
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 Year510259ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year13940ExcessDistriCyovToNextYear
Excess From Year410894ExcessFromYear4
Excess From Year23046ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
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$2,647ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2,647ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2647TotalPartXVIA

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value89540EOYBookValue
EOYFMV92524EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionFILING FEEDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$100Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps