RENEE FLEMING FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RENEE FLEMING FOUNDATION (EIN 47-3185660)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349100905
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:14:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133497978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hummel and Butler CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Evelyn Avenue | AddressLine1Txt |
| City | East Meadow | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11554 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473185660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE FLEMING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JESSELL 1750 TYSONS BLVD STE 100 | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE FLEMING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128739878 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS HUMMEL CPA | PreparerPersonNm |
| PTIN | P00570193 | PTIN |
| Phone | 5164095400 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,691,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,118 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $70,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,550 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $70,550 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$151,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,157,681 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $2,185 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$30,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,550 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,735 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,928 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $434 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,622 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,735 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,376 | CashBOYAmt |
| Cash EOY | $24,627 | CashEOYAmt |
| Cash EOYFMV | $24,627 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,498,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,473,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,667,024 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,526,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,497,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,691,651 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $218,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $218,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,526,084 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,279,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,526,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,526,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,497,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,526,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,584 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,279,500 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 1124 ISHARES CORE US AGGREGATE BOND | P | 2023-08-14 | 2023-12-26 | $111,268 | $107,887 | $3,381 |
| 48 ISHARES TR AGENCY BOND ETF | P | 2023-08-14 | 2023-12-26 | $5,195 | $5,100 | $95 |
| 462 ISHARES TR US TREAS BOND ETF | P | 2023-08-14 | 2023-12-26 | $10,621 | $10,367 | $254 |
| 11684 DOUBLELINE CORE FIXED INCOME | P | 2021-12-30 | 2023-08-14 | $106,095 | $129,517 | -$23,422 |
| 1218 VANGUARD SCOTTSDALE FDS INTER | P | 2022-03-17 | 2023-10-24 | $68,896 | $77,666 | -$8,770 |
| 41335 WESTERN ASSET CORE BOND FUND | P | 2021-12-31 | 2023-08-14 | $430,708 | $543,608 | -$112,900 |
| 654 ARISTOTLE INTL EQUITY | P | 2023-03-01 | 2023-03-01 | $7,794 | $7,321 | $473 |
| 520 BERNZOTT US SMALL CAP VALUE | P | 2023-03-01 | 2023-09-11 | $5,215 | $6,813 | -$1,598 |
| 341 LEGG MASON ETF INVT TR FRANKLIN | P | 2022-11-02 | 2023-09-11 | $12,133 | $12,670 | -$537 |
| 46 LEGG MASON ETF INVT TR FRANKLIN | P | 2023-01-03 | 2023-09-11 | $1,649 | $1,767 | -$118 |
| 8 LEGG MASON ETF INVT TR FRANKLIN | P | 2023-02-06 | 2023-09-11 | $272 | $293 | -$21 |
| 337 TRANSAMERICA INTL SMALL CAP VAL | P | 2023-03-01 | 2023-08-15 | $4,533 | $4,277 | $256 |
| 10623 ARISTOTLE INTL EQUITY | P | 2021-07-01 | 2023-03-01 | $126,417 | $118,746 | $7,671 |
| 97 ARTISIAN INTL SMALL CAP | P | 2019-12-09 | 2023-03-01 | $1,618 | $1,625 | -$7 |
| 4334 BERNZOTT US SMALL CAP VALUE | P | 2021-07-01 | 2023-09-11 | $43,425 | $56,737 | -$13,312 |
| 259 GOLDMAN SACHS GQG PARTNERS INTL | P | 2019-03-18 | 2023-09-11 | $4,825 | $4,048 | $777 |
| 171 GRANDEUR PEAK INTL WARTS | P | 2019-12-09 | 2023-03-01 | $2,901 | $3,081 | -$180 |
| 388 LEGG MASON ETF INVT TR FRANKLIN | P | 2022-08-15 | 2023-09-11 | $137,736 | $155,205 | -$17,469 |
| 1239 TOUCHSTONE SANDS CAP EMERG MKT | P | 2021-07-01 | 2023-03-01 | $16,214 | $20,369 | -$4,155 |
| 157 VANGUARD INDEX FDS GROWTH | P | 2020-03-09 | 2023-03-01 | $36,267 | $24,445 | $11,822 |
| 170 VANGUARD INDEX VALUE | P | 2018-02-05 | 2023-03-01 | $23,899 | $17,379 | $6,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$151,240 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,185 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $801 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $201 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2128739878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JESSELL 1750 TYSONS BLVD | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RENEE FLEMING | ||||||||
| CO JESSELL 1750 TYSONS BLVD | MC LEAN | VA | 22102 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TIMOTHY JESSELL | ||||||||
| CO JESSELL 1750 TYSONS BLVD | MC LEAN | VA | 22102 | SECRETARY | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING FOR THE PURPOSES OF THE PERFORMING ARTS INDUSTRY | Description1Txt |
| Expenses1 | $200,900 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,485,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,511,992 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,511,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,474,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $801 | TotalTaxAmt |
| Distributable Before Adj | $122,915 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,915 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,084 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,084 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,915 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $203,084 | QualifyingDistributionsAmt |
| Applied To Current Year | $122,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,169 | RemainingDistriFromCorpusAmt |
| Total Corpus | $80,169 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $80,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $80,169 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETH MORRISON PROJECT | ||||||
| 666 OCEAN AVENUE | BROOKLNY | NY | 11226 | PC | SUPPORT OPERA INTO THE FUTURE ASSISTING NEW TALENT | $10,000 |
| AGMA RELIEF FUND | ||||||
| PO BOX 908 | NEW YORK | NY | 10108 | PC | PROVIDE SUPPORT TO MUSICAL ARTISTS IN NEED | $5,000 |
| NATIONAL SAWDUST | ||||||
| 80 NORTH 6TH STREET | BROOKLYN | NY | 11249 | PC | SUPPORT OF MUSIC DISCOVERY OF EMERGING ARTISTS | $10,000 |
| SING FOR HOPE | ||||||
| 575 8TH AVENUE | NEW YORK | NY | 10018 | PC | SUPPORT ARTISTS THAT GIVE BACK TO THEIR COMMUNIT | $10,000 |
| THE ASPEN INSTITUTE | ||||||
| 419 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PC | COMMITTMENT TO A FREE AND JUST SOCIETY | $153,400 |
| EASTMAN SCHOOL OF MUSIC | ||||||
| 26 GIBBS STREET | ROCHESTER | NY | 14604 | PC | CREATE A MUSICAL COMMUNITY RICH IN DIVERSITY | $25,000 |
| WONDERFUL WORLD FRIENDS OF MUSIC TH | ||||||
| 1610 RICHMOND ROAD | STATEN ISLAND | NY | 10304 | PC | PROVIDE THERAPY FOR THOSE IN NEED THROUGH MUSIC | $5,000 |
| OPERA ON TAP | ||||||
| 190 OCEAN PARKWAY | BROOKLYN | NY | 11218 | PC | TO EXPOSE NEW AUDIENCES TO CLASSICAL MUSIC | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$151,240 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$80,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$80,690 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JERALYN GLASS | ||||||
| 1 | 326 CALLE DE ARBOLES | REDONDO BEACH | CA | 90277 | $25,000 | Yes (X) |
| SURVIVORS TRUST OF THE GLASS FAMILY | ||||||
| 2 | 1733 PASEO DEL MAR | PALOS VERDES ESTATES | CA | 90274 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MILL CREEK EQUITY | $597,246 | $641,398 |
| MILL CREEK FIXED INCOME | $208,944 | $207,833 |
| MILL CREEK EXCHANGE TRADED | $1,419,821 | $1,570,531 |
| MILL CREEK MONEY MARKET | $247,262 | $247,262 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $434 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,928 | Amt |
| Net Investment Income | $12,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |