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MINDYS HOPE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MINDYS HOPE FOUNDATION (EIN 47-3640237)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-25
IRS object ID
202412079349100801
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-25T09:27:47-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473640237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mindy's Hope FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMINDY LEFEVREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-07-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMINDYPersonFirstNm
Person LastLEFEVREPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,065,510FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,799InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,799InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$57,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,550DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,104NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$264,970GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,104CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,453TotalRevAndExpnssAmt
Total Net Invst Incm$90,453TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,607OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,607OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,208OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,208OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,615TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,607TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,208TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$236,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$236,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$262,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,607TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$251,208TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$172,162ExcessRevenueOverExpensesAmt
Net Investment Income$79,846NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$234,930SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,659SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,659SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,676,255CorporateStockBOYAmt
Corporate Stock EOY$1,692,364CorporateStockEOYAmt
Corporate Stock EOYFMV$2,018,851CorporateStockEOYFMVAmt
Total Assets BOY$1,911,185TotalAssetsBOYAmt
Total Assets EOY$1,739,023TotalAssetsEOYAmt
Total Assets EOYFMV$2,065,510TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,911,185RetainedEarningBOYAmt
Retained Earning EOY$1,739,023RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,911,185TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,739,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,911,185TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,739,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,911,185TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$172,162ExcessRevenueOverExpensesAmt
Subtotal$1,739,023SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,739,023TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$264,970GrossSalesPriceAmt
Cost Or Other Basis$233,866CostOrOtherBasisAmt
Gain Or Loss$31,104GainOrLossAmt
Gains Minus Excess Or Losses$31,104GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$31,104CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,110InvestmentIncomeExciseTaxAmt
Subtotal$1,110SubtotalAmt
Tax Based On Investment Income$1,110TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$408EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$702ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,110TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMindy KS LefevrePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,915,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,365AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,038,900TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,038,900AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,584CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,008,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,416MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,416MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,110TaxBasedOnInvestmentIncomeAmt
Total Tax$1,110TotalTaxAmt
Distributable Before Adj$99,306DistributableBeforeAdjAmt
Distributable Before Ded$99,306DistributableBeforeDedAmt
Distributable As Adjusted$99,306DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$251,208ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$251,208QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,306DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$150,333ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,581ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$53,620ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$344,534TotalExcessDistributionCyovAmt
Qualifying Distributions$251,208QualifyingDistributionsAmt
Applied To Current Year$99,306AppliedToCurrentYearAmt
Remaining Distri From Corpus$151,902RemainingDistriFromCorpusAmt
Total Corpus$496,436TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$150,333ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$346,103ExcessDistriCyovToNextYrAmt
Excess From Year4$140,581ExcessFromYear4Amt
Excess From Year1$53,620ExcessFromYear1Amt
Excess From Current Year$151,902ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMindy KS LefevreContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BILL DASCH MINISTRIES INC
600 STRADA CIR STE 210MANSFIELDTX76063N/APCGeneral & Unrestricted$10,000
CAREITY FOUNDATION
PO BOX 126038FORT WORTHTX76126N/APCCharitable Event$10,000
COWBOY ARTISTS OF AMERICA JOE BEELER FOUNDATION
PO BOX 186CLIFTONTX76634N/APCCharitable Event$10,000
EBONY HORSEWOMEN INC
337 VINE STHARTFORDCT06112N/APCGeneral & Unrestricted$30,000
FORT WORTH STOCKSHOW SYNDICATE
PO BOX 17005FORT WORTHTX76102N/APCStock fund$6,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3600 WILSHIRE BLVD STE 1810LOS ANGELESCA90010N/APCFilm project$85,000
RONALD MCDONALD HOUSE OF FORT WORTH INC
1004 7TH AVEFORT WORTHTX76104N/APCCharitable Event$5,000
STRONGER TOGETHER TEXAS
6309 N RIDGE RDFORT WORTHTX76135N/APCCharitable Event$5,000
VALOR MISSION PROJECT
5160 TENNYSON PKWY STE 1000PLANOTX75024N/APCGeneral & Unrestricted$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$236,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,799ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,550ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,104ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$90,453ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,453TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$10,566$10,669
ISHARES BARCLAYS MBS BOND FUND$89,330$79,121
ISHARES BARCLAYS US AGGREGATE$169,900$163,266
ISHARES MSCI CANADA INDEX FD$38,203$40,128
ISHARES MSCI PACIFIC EX-JAPAN$33,696$29,823
ISHARES MSCI-JAPAN$60,781$65,808
ISHARES TRUST CORE MSCI EUROPE$27,539$30,261
ISHARES TRUST MSCI EAFE INDEX$19,652$23,208
PRUDENTIAL HIGH YIELD FUND CLA$39,126$39,269
VANGUARD FTSE EUROPEAN ETF$142,688$143,919
VANGUARD INTERMEDIATE TERM COR$137,951$143,378
VANGUARD S&P 500 ETF$402,339$792,793
VANGUARD TOT INTL BOND IX ADMI$148,857$129,869
VANGUARD TOTAL INTL BD IDX ETF$371,736$327,339

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,183$15,183
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$10,607Amt
Net Investment Income$10,607NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$400
990-PF Extension for 2022$400

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