PEDIATRIC EPILEPSY RESEARCH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PEDIATRIC EPILEPSY RESEARCH FOUNDATION (EIN 20-1779737)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349102058
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T17:07:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813925878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICK & GROHMAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 E CENTERVILLE RD | AddressLine1Txt |
| City | GARLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750414638 | 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 | 201779737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEDIATRIC EPILEPSY RESEARCH FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEDI | BusinessNameControlTxt |
| Phone | 4694981658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 LYNDON B JOHNSON FWYSTE 350 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE SHELLHAAS | PersonNm |
| Person Title | PRESIDENT-ELECT | PersonTitleTxt |
| Phone | 4694981658 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | CHRISTOPHER GROHMAN | PreparerPersonNm |
| PTIN | P01974969 | PTIN |
| Phone | 9722781090 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,418,993 | 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 | $44 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $160,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,068 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $160,068 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $530,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $530,039 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $530,039 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $504,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $504,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $504,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,891,793 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,891,793 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,891,793 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,086,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,086,627 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,581,900 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $173,730 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $34,261 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $8,965 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $47,174 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $11,400 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $79,187 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $34,712 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $451,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $765,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $760,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,217,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $760,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,869,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,086,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,581,900 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,602 | CashBOYAmt |
| Cash EOY | $191,233 | CashEOYAmt |
| Cash EOYFMV | $191,232 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,617,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,227,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,227,761 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,653 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,395 | PrepaidExpensesEOYAmt |
| US Government Obligations EOY | $500,000 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $9,354,967 | CorporateStockBOYAmt |
| Other Assets BOY | $2,987 | OtherAssetsBOYAmt |
| Total Assets BOY | $28,110,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,948,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,418,993 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,084,140 | GrantsPayableBOYAmt |
| Grants Payable EOY | $755,911 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $18,895 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,084,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $774,806 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,026,028 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,173,583 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,026,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,173,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,110,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,948,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,026,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,869,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,278,506 | OtherIncreasesAmt |
| Subtotal | $32,173,583 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,173,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $504,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,904 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,904 | SubtotalAmt |
| Tax Based On Investment Income | $42,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,270 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,270 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $354 | EsPenaltyAmt |
| Tax Due | $10,988 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY ELTERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4694981658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 LYNDON B JOHNSON FWY | AddressLine1Txt |
| Address Line2 | 3RD FLOOR STE 350 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (14 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROY D ELTERMAN MD | |||||||||||||
| 6 SAIL VIEW AVE | RANCHO PALOS VERDES | CA | 90275 | PRESIDENT | 000.00 | $0 | $0 | $0 | |||||
| W DONALD SHIELDS MD | |||||||||||||
| 5711 STONECREST DRIVE | AGOURA HILLS | CA | 91301 | VICE PRESIDE | 000.00 | $0 | $0 | $0 | |||||
| STEPHEN ASHWAL MD | |||||||||||||
| 11175 CAMPUS STREET RM A 1120G | LOMA LINDA | CA | 92350 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| E MARTINA BEBIN MD | |||||||||||||
| 23053 FOUNDERS CIRCLE | ATHENS | AL | 35613 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| HERBERT WINOKUR | |||||||||||||
| 125 MASON ST | GREENWICH | CT | 06830 | EMERITUS | 000.00 | $0 | $0 | $0 | |||||
| PETER CAMFIELD MD | |||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 1208 BLENHEIM TERRACE | HALIFAX | NOVA SCOTIA | CA | B3H-Q32 | ||||
| DEBORAH HIRTZ MD | |||||||||||||
| 38 PLAINS ROAD | JERICHO | VT | 05465 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| SOOKYONG KOH MD | |||||||||||||
| 831 N 89TH CIRCLE | OMAHA | NE | 68114 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| JOHN MURRAY | |||||||||||||
| 4004 BRYN MAWR DRIVE | DALLAS | TX | 75225 | EMERITUS | 000.00 | $0 | $0 | $0 | |||||
| RENEE SHELLHAAS | |||||||||||||
| 6 LADUE MANOR | ST LOUIS | MO | 63124 | PRESIDENT-EL | 8.00 | $62,500 | $0 | $0 | |||||
| NIKO KACIROTI | |||||||||||||
| 1425 CULVER RD | AN ARBOR | MI | 48103 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| LORI JORDAN | |||||||||||||
| 1712 RICHBOUGH PARK DR | BRENTWOOD | TN | 37037 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| TERI BEHNKE | |||||||||||||
| 1400 N WATERLOO ST | JACKSON | MI | 49202 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| DENNIS DLUGOS | |||||||||||||
| 59 LETITIA LANE | MEDIA | PA | 19063 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KAREN MCEWEN | ||||||
| 1509 RESTON | RICHARDSON | TX | 75082 | ADMINISTRATO | 40.00 | $86,865 |
| JOANNE NAKAGAWA | ||||||
| 3034 MASON LN | SAN MATEO | CA | 94403 | GRANTS LIAIS | 40.00 | $86,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SIXTEEN NON-PROFIT ORGANIZATIONS WERE SUPPLIED GRANTS FOR PEDIATRIC EPILEPSY AND NEUROLOGY RESEARCH. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,752,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,267,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,020,123 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $34,020,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $510,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,509,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,675,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,675,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,904 | TotalTaxAmt |
| Distributable Before Adj | $1,632,587 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,632,587 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,632,587 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $760,693 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $760,693 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,632,587 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,123,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,611,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $653,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $481,452 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $518,315 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,388,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $760,693 | QualifyingDistributionsAmt |
| Applied To Current Year | $760,693 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $871,894 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $871,894 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,516,699 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,252,041 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,264,658 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,611,125 | ExcessFromYear4Amt |
| Excess From Year3 | $653,766 | ExcessFromYear3Amt |
| Excess From Year2 | $481,452 | ExcessFromYear2Amt |
| Excess From Year1 | $518,315 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PEDIATRIC EPILEPSYNEUROLOGY RESEAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 LYNDON B JOHNSON FWY STE 350 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4694981658 | RecipientPhoneNum |
| Recipient Email Address | PERF2004@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD CONTACT THE FOUNDATION TO OBTAIN THEIR APPLICATION FORMS AND A LISTING OF REQUIRED MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS ON AWARDS:AWARDS ARE FOR RESEARCH IN THE FIELDS OF PEDIATRIC EPILEPSY AND NEUROLOGY RESEARCH ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EPILEPSY SOCIETY | |||||||||||
| 135 S LASALLE SUITE 2850 | CHICAGO | IL | 60603 | NONE | PC | RESEARCH | $25,000 | ||||
| CAMP BRIGADOON VILLAGE | |||||||||||
| NONE | PC | EPILEPSY CAMP | $20,000 | 5523A YOUNG ST | HALIFAX | CA | |||||
| CHILD NEUROLOGY SOCIETY | |||||||||||
| 1000 W COUNTY ROAD E 290 | ST PAUL | MN | 55126 | NONE | PC | RESEARCH | $50,000 | ||||
| HOSPITAL FOR SICK CHILDREN | |||||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | RESEARCH | $10,000 | ||||
| OHSU | |||||||||||
| PO BOX 3003 | PORTLAND | OR | 97208 | NONE | PC | RESEARCH | $90,000 | ||||
| PEDIATRIC EPILEPSY RESEARCH CONSORT | |||||||||||
| CNDC 789 SHERMAN ST 250 | DENVER | CO | 80203 | NONE | PC | RESEARCH | $288,300 | ||||
| PHOENIX CHILDREN'S HOSPITAL | |||||||||||
| 1919 E THOMAS RD | PHOENIX | AZ | 85016 | NONE | PC | RESEARCH | $90,000 | ||||
| REGENTS OF U OF NEBRASKA | |||||||||||
| 8200 DODGE ST | OMAHA | NE | 68114 | NONE | PC | RESEARCH | $10,000 | ||||
| THE ARC OF THE US | |||||||||||
| 1825 K STREET NW 1200 | WASHINGTON | DC | 20006 | NONE | PC | RESEARCH | $10,000 | ||||
| THE ARC OF THE US | |||||||||||
| 1825 K STREET NW 1200 | WASHINGTON | DC | 20006 | NONE | PC | RESEARCH | $10,000 | ||||
| UNIVERSITY OF ALABAMA | |||||||||||
| 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | NONE | PC | RESEARCH | $10,000 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 1000 VICTORS WAY 1A | ANN ARBOR | MI | 48108 | NONE | PC | RESEARCH | $10,000 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| PO BOX 223131 | PITTSBURGH | PA | 15251 | NONE | PC | RESEARCH | $90,000 | ||||
| UT DALLAS | |||||||||||
| 800 W CAMPBELL RD | RICHARDSON | TX | 75080 | NONE | PC | STUDENT SUPPORT | $2,393 | ||||
| UT SOUTHWESTERN MEDICAL CENTER | |||||||||||
| PO BOX 910888 | DALLAS | TX | 75391 | NONE | PC | RESEARCH | $10,000 | ||||
| WASHINGTON UNIVERSITY | |||||||||||
| 7000 ROSEDALE | ST LOUIS | MO | 63112 | NONE | PC | RESEARCH | $10,000 | ||||
| WEILL CORNELL MEDICINE | |||||||||||
| 575 LEXINGTON AVE 9TH FL | NEW YORK | NY | 10022 | NONE | PC | RESEARCH | $25,000 | BOX 76 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $760,693 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,068 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $530,039 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $504,727 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME - RESEARCH | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,891,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,891,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,194,834 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,086,627 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THE INVESTMENT FUND FOR FOUNDA | StockNm |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $500,000 | USGovtObligationsBookVlEOYAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| FMV ROYALTY RIGHTS ON DRUG STU | FMV |
| OTHER FUND |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $8,965 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID PR | Desc |
| BOY Book Value | $2,987 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGE | $30 |
| INSURANCE | $5,752 |
| OFFICE EXPENSE | $27,780 |
| REPAIR AND MAINTENANCE | $1,150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME - RESEARCH | Desc |
| Revenue And Expenses Per Books | $1,891,793 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,891,793 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,891,793 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN UNPAID GRANT | $328,229 |
| UNREALIZED LOSS ON INVESTMENT | $2,911,861 |
| RETURN OF UNUSED GRANT | $38,416 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| PR LIA | $3,809 |
| PAYROLL PAYABLE | $15,086 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $3,783 |
| INCOME TAX ON 2023 TAX | $43,258 |
| PROPERTY TAX | $133 |