UCAT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UCAT FOUNDATION INC (EIN 82-4128111)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-16
- IRS object ID
- 202631369349100513
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-16T01:02:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 TURNPIKE ROAD SUITE 300 | AddressLine1Txt |
| City | SOUTHBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01772 | 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 | 824128111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCAT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UCAT | BusinessNameControlTxt |
| Phone | 9133382727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH ST | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA KRULAK | PersonNm |
| Person Title | DIRECTOR AND PRESIDENT | PersonTitleTxt |
| Phone | 9133382727 | PhoneNum |
| Signature | 2026-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL SOLOMON CPA | PreparerPersonNm |
| PTIN | P01971702 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Preparation | 2026-05-16 | 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 | $2,011,813 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $877,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,771 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,944 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,360 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,870,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,706,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,990,453 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,886,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,728,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,011,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,886,531 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,728,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,886,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,886,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,728,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,886,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,728,326 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB -3049 | 2025-01-13 | $480,874 | $489,727 | -$8,853 | -$8,853 |
| SCHWAB -3049 | 2025-01-28 | $21,346 | $21,380 | -$34 | -$34 |
| SCHWAB -3049 | 2025-11-05 | $65,239 | $62,768 | $2,471 | $2,471 |
| SCHWAB -3049 - DFSCX | 2025-12-12 | $967 | $873 | $94 | $94 |
| SCHWAB -3049 - DFSCX | 2025-12-12 | $86,788 | $69,594 | $17,194 | $17,194 |
| SCHWAB -3049 - SPSB | 2025-12-12 | $2,265 | $2,269 | -$4 | -$4 |
| SCHWAB -3049 - SPSB | 2025-12-12 | $8,063 | $7,930 | $133 | $133 |
| SCHWAB -3049 | 2025-12-12 | $42,007 | $33,414 | $8,593 | $8,593 |
| SCHWAB -3049 | 2025-12-12 | $170,266 | $131,089 | $39,177 | $39,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,771 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $65 | EsPenaltyAmt |
| Tax Due | $1,339 | TaxDueAmt |
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 | OH | 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 | CREATIVE PLANNING LLC | IndividualWithBooksNm |
| Phone | 9133382727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 |
|---|---|---|---|---|---|---|---|---|
| PAULA KRULAK | ||||||||
| 5454 W 110TH STREET | OVERLAND PARK | KS | 66211 | DIRECTOR AND PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT KRULAK | ||||||||
| 5454 W 110TH STREET | OVERLAND PARK | KS | 66211 | DIRECTOR AND TREASURER | 1.00 | $0 | $0 | $0 |
| ROGER KRULAK | ||||||||
| 5454 W 110TH STREET | OVERLAND PARK | KS | 66211 | DIRECTOR AND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LORA KRULAK | ||||||||
| 5454 W 110TH STREET | OVERLAND PARK | KS | 66211 | DIRECTOR AND SECRETARY | 1.00 | $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 | $2,075,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,087,148 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,087,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,055,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,274 | TotalTaxAmt |
| Distributable Before Adj | $101,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,719 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,142 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,482 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $402,624 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $402,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,967 | ExcessFromYear4Amt |
| Excess From Year3 | $58,769 | ExcessFromYear3Amt |
| Excess From Year2 | $74,719 | ExcessFromYear2Amt |
| Excess From Year1 | $114,687 | ExcessFromYear1Amt |
| Excess From Current Year | $143,482 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAULA KRULAK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD ST FL 18 | NEW YORK | NY | 10004 | N/A | PC | ANNUAL FUND | $25,000 |
| AKC CANCINE HEALTH FOUNDATION | |||||||
| 8051 ARCO CORPORATE DRIVE STE 300 | RALEIGH | NC | 27617 | N/A | PC | ANNUAL FUND | $1,500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 307 W BROADWAY | NEW YORK | NY | 10013 | N/A | PC | ANNUAL FUND | $3,000 |
| BOWERY RESIDENTS COMMITTEE | |||||||
| 131 W 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | ANNUAL FUND | $7,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH 8TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | ANNUAL FUND | $12,000 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | ANNUAL FUND | $15,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | N/A | PC | ANNUAL FUND | $2,500 |
| COOL CULTURE | |||||||
| 80 HENSON PLACE SUITE 605 | BROOKLYN | NY | 11217 | N/A | PC | ANNUAL FUND | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | ANNUAL FUND | $10,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | ANNUAL FUND | $5,000 |
| FOOTSTEPS | |||||||
| 114 JOHN ST UNIT 930 | NEW YORK | NY | 10272 | N/A | PC | ANNUAL FUND | $5,000 |
| GROUNDSWELL COMMUNITY MURAL PROJECT | |||||||
| 540 PRESIDENT ST SUITE 1A | BROOKLYN | NY | 11215 | N/A | PC | ANNUAL FUND | $10,000 |
| LANDMARK WEST | |||||||
| 45 WEST 67TH STREET | NEW YORK | NY | 10023 | N/A | PC | ANNUAL FUND | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | ANNUAL FUND-NYC | $45,000 |
| WORLD ANIMAL PROTECTION | |||||||
| 535 8TH AVE 3RD FLOOR | NEW YORK | NY | 10018 | N/A | PC | ANNUAL FUND | $5,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST | WASHINGTON | DC | 20037 | N/A | PC | ANNUAL FUND | $8,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | ANNUAL FUND | $2,500 |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5016 | HAGERSTOWN | MD | 217415016 | N/A | PC | ANNUAL FUND | $35,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | N/A | PC | ANNUAL FUND | $5,000 |
| DORRANCE DANCE | |||||||
| 520 8TH AVENUE RM 363 | NEW YORK | NY | 10018 | N/A | PC | ANNUAL FUND | $5,000 |
| FORTUNE SOCIETY DEVELOPMENT DEPARTMENT | |||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | N/A | PC | ANNUAL FUND | $5,000 |
| NEW YORK PUBLIC LIBRARY DEVELOPMENT OFFICE | |||||||
| 270 MADISON AVE 12TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | ANNUAL FUND | $5,000 |
| RAINN | |||||||
| 1220 L ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | ANNUAL FUND | $2,500 |
| WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | ANNUAL FUND | $10,000 |
| WNYC | |||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | N/A | PC | ANNUAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | 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 | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,771 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,944 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - CHARLES SCHWAB -3049 | AT COST | $96,647 | $110,840 |
| EQUITY FUNDS - CHARLES SCHWAB -3049 | AT COST | $1,610,319 | $1,879,613 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $16,146 | $16,146 | $0 |
| OTHER FEES DUE TO TRANSFER OF ASSETS | $34 | $34 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEE | CategoryTxt |
| Amt | $115 | Amt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $577 | $0 | $0 |
| EXCISE TAX | $4,277 | $0 | $0 |