TIEN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TIEN FAMILY FOUNDATION (EIN 46-7198951)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349101246
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:54:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393071042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSDT ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BLVD STE 600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 467198951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIEN | BusinessNameControlTxt |
| Phone | 3057980011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11375 SMATHERS CIR | AddressLine1Txt |
| City | PINECREST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M TIEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3057980011 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L HOFMANN CPA | PreparerPersonNm |
| PTIN | P00009637 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,911,770 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $897 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $897 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $329,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $411,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $400,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,233 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $564 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $420,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,352 | CashBOYAmt |
| Cash EOY | $280,838 | CashEOYAmt |
| Cash EOYFMV | $280,838 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,272 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,272 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,521,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,629,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,629,528 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,551,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,911,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,911,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,551,723 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,911,770 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,551,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,911,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,551,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,911,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,551,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $165,788 | OtherIncreasesAmt |
| Subtotal | $2,911,770 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,911,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APPLE COMMON STOCK | 1993-08-16 | 2025-11-25 | $341,891 | $311 | $341,580 | $341,580 |
| WALT DISNEY COMMON STOCK | 1999-09-03 | 2025-09-09 | $23,562 | $5,664 | $17,898 | $17,898 |
| MICROSOFT CORP | 2000-04-04 | 2025-05-16 | $45,000 | $4,253 | $40,747 | $40,747 |
| ORGANON & CO | 1993-08-16 | 2025-02-13 | $670 | $267 | $403 | $403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $400,628 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,272 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $429 | OverpaymentAmt |
| Applied To ES Tax | $429 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES TIEN | IndividualWithBooksNm |
| Phone | 3057980011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11375 SMATHERS CIRCLE | AddressLine1Txt |
| City | PINECREST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES M TIEN | ||||||||
| 11375 SMATHERS CIR | PINECREST | FL | 33156 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELLEN S WESTON | ||||||||
| 11375 SMATHERS CIRCLE | PINECREST | FL | 33156 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LEE W TIEN | ||||||||
| 11375 SMATHERS CIRCLE | PINECREST | FL | 33156 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| REX N TIEN | ||||||||
| 11375 SMATHERS CIRCLE | PINECREST | FL | 33156 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,652,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,717,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,717,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,676,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,843 | TotalTaxAmt |
| Distributable Before Adj | $127,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,982 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,705 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,705 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,612 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | NONE | PC | SUPPORT CHARITABLE MISSION | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 221167023 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 311 W 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| BEREAVEMENT CENTER OF WESTCHESTER | |||||||
| 1129 WESTCHESTER AVE | WHITE PLAINS | NY | 10604 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $5,000 |
| BET SHIRA CONGREGATION | |||||||
| 7500 SW 120 ST | MIAMI | FL | 33156 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,030 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| BRIDGE CHARITABLE FOUNDATION INC | |||||||
| PO BOX 866 | PHOENIXVILLE | PA | 194600866 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $500 |
| DAUGHTERS OF SARAH NURSING CENTER | |||||||
| 180 WASHINGTON AVENUE EXT | ALBANY | NY | 12203 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $10,000 |
| DOLPHINS CANCER CHALLENGE | |||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | NONE | PC | SUPPORT CANCER RESEARCH | $5,250 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $4,900 |
| FRIENDS OF WLRN | |||||||
| 172 NE 15 ST | MIAMI | FL | 33132 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $8,600 |
| IEEE FOUNDATION | |||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | NONE | PC | SUPPORT EDUCATIONAL ACTIVITIES | $100 |
| MERCY CORPS | |||||||
| PO BOX 37800 | BOONE | IA | 500374800 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,030 |
| MIT ALUMNI ASSOCIATION | |||||||
| 600 MEMORIAL DRIVE | CANBRIDGE | MA | 021394822 | NONE | PC | SUPPORT EDUCATIONAL ACTIVITIES | $1,000 |
| NATIONAL ACADEMY OF ENGINEERING | |||||||
| 2101 CONSTITUTION AVE NW | WASHINGTON | DC | 20418 | NONE | PC | SUPPORT EDUCATIONAL ACTIVITIES | $10,000 |
| PARKINSON'S FOUNDATION | |||||||
| 5757 WATERFORD DISTRICT DR STE 310 | MIAMI | FL | 33126 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| PAUL J SUMANTH MINISTRIES | |||||||
| 13930 SW 132 AVE | MIAMI | FL | 33186 | NONE | PC | SUPPORT MINISTRIES | $5,000 |
| PEOPLE FOR AN AMERICAN WAY PFAWORG | |||||||
| 1101 15 ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $500 |
| PROJECT HOPE | |||||||
| 1220 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT WORLDWIDE HEALTH CARE | $1,000 |
| SF JOB FORUM - SAN FRANCISCO CHAMBER OF COMMERCE | |||||||
| 235 MONTGOMERY ST STE 760 | SAN FRANCISCO | CA | 941042803 | NONE | PC | SUPPORT JOB FORUM PROGRAM | $10,000 |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | NONE | PC | SUPPORT CHARITABLE MISSION | $1,500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| THE STONY BROOK SCHOOL | |||||||
| 1 CHAPMAN PARKWAY | STONY BROOK | NY | 11790 | NONE | PC | SUPPORT EDUCATIONAL ACTIVITIES | $10,000 |
| THE TAU BETA PI ASSOCIATION | |||||||
| PO BOX 2697 | KNOXVILLE | TN | 379012697 | NONE | PC | SUPPORT EDUCATIONAL ACTIVITIES | $23,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | CORAL GABLES | FL | 33102 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $40,500 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $500 |
| WOODLAND HILL MONTESSORI SCHOOL | |||||||
| 100 MONTESSORI PLACE | RENSSELAER | NY | 12144 | NONE | PC | SUPPORT EDUCATIONAL ACTIVITIES | $6,000 |
| WORLD FOOD PROGRAM | |||||||
| 1725 EYE ST NW | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $1,915 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24 ST NW | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT CHARITABLE ACTIVITIES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,075 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $897 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,708 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,695 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $4,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADURO CLEAN TECHNOLOGIES (ADUR) | $3,108 | $3,108 |
| AMERICAN EXPRESS CO (AXP) | $212,721 | $212,721 |
| AMGEN INC (AMGN) | $163,655 | $163,655 |
| APPLE INC (AAPL) | $752,135 | $752,135 |
| BAIDU IN (BIDU) | $26,132 | $26,132 |
| BOEING CO (BA) | $21,712 | $21,712 |
| BRISTOL MYERS SQUIBB (BMY) | $26,970 | $26,970 |
| CRESCO LABS (CRLBF) | $2,422 | $2,422 |
| INTL BUSINESS MACH (IBM) | $118,484 | $118,484 |
| IONQ INC | $17,948 | $17,948 |
| KYNDRYL HLDGS (KD) | $2,125 | $2,125 |
| MERCK & CO (MRK) | $42,104 | $42,104 |
| MICROSOFT CORP (MSFT) | $386,896 | $386,896 |
| NVIDIA CORP (NVDA) | $753,460 | $753,460 |
| SONY CORP (SNE) | $95,744 | $95,744 |
| SONY FINANCIAL GROUP (SFGYY) | $3,912 | $3,912 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $72 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $72 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $165,788 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $86 | $86 | $0 |
| FEDERAL INCOME TAXES | $478 | $0 | $0 |