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NATHANIEL A MESNIKOFF FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NATHANIEL A MESNIKOFF FOUNDATION INC (EIN 23-7450437)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-10
IRS object ID
202321919349100712
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-10T09:58:27-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237450437EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MESNIKOFF FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ANN R MESNIKOFF-CRYSTALBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMESNBusinessNameControlTxt
Phone2023758296PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1813 A STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN R MESNIKOFF-CRYSTALPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2023758296PhoneNum
Signature2023-06-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastMESNIKOFF-CRYSTALPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY WECHSLERPreparerPersonNm
PTINP00293702PTIN
Phone2129498700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,256,572FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,606DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,709NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,405GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,709CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,000OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$37,315TotalRevAndExpnssAmt
Total Net Invst Incm$37,315TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,576AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,788AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,788AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,954TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,753OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,253OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,283TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,041TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$123,283TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,041TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$85,968ExcessRevenueOverExpensesAmt
Net Investment Income$30,274NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$11,590SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,590SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$48,412CorporateStockBOYAmt
Corporate Stock EOY$23,654CorporateStockEOYAmt
Corporate Stock EOYFMV$22,541CorporateStockEOYFMVAmt
Corporate Bonds BOY$97,643CorporateBondsBOYAmt
Corporate Bonds EOY$101,274CorporateBondsEOYAmt
Corporate Bonds EOYFMV$82,893CorporateBondsEOYFMVAmt
Other Investments BOY$727,538OtherInvestmentsBOYAmt
Other Investments EOY$647,868OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,139,548OtherInvestmentsEOYFMVAmt
Total Assets BOY$873,593TotalAssetsBOYAmt
Total Assets EOY$784,386TotalAssetsEOYAmt
Total Assets EOYFMV$1,256,572TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,239AccountsPayableBOYAmt
Total Liabilities BOY$3,239TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$870,354NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$784,386NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$870,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$784,386TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$873,593TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$784,386TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$870,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$85,968ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$784,386SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$784,386TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BAILLIE GIFFORD INTLP2021-01-012022-07-08$56,499$85,823-$29,324-$29,324
HARDING LOEVNERP2021-01-012022-07-18$24,110$22,142$1,968$1,968
AT DISCIPLINED EQUITY INSTP2021-01-012022-12-14$19,985$19,974$11$11
ISHARES TR INTRM GOVP2021-01-012022-12-27$23,654$24,757-$1,103-$1,103
CAPITAL GAINS DIVIDENDSP$36,157$36,157$36,157
FieldValueIRS element (for citing)
Capital Gain Net Income$7,709CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$421InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$421SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$421TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,739OverpaymentAmt
Applied To ES Tax$1,739AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANN R MESNIKOFF-CRYSTALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023758296PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1813 A STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL MESNIKOFF
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
RACHEL MESNIKOFF GUGGENHEIM
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
STEVEN GUGGENHEIM
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
ANN MESNIKOFF CRYSTAL
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
HOWARD CRYSTAL
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUCATIONAL AND ENVIRONMENTAL CAUSESDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,391,801AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,529AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,430,330TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,430,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,455CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,408,875NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,444MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,444MinimumInvestmentReturnAmt
Tax Based On Investment Income$421TaxBasedOnInvestmentIncomeAmt
Total Tax$421TotalTaxAmt
Distributable Before Adj$70,023DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,023DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,023DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,288ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,288QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,023DistributableAsAdjustedAmt
Undistributed Income PY$26,635UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$113,288QualifyingDistributionsAmt
Applied To Year1$26,635AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,023AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,630RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,630TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,630ExcessDistriCyovToNextYrAmt
Excess From Current Year$16,630ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVOCATES FOR COMMUNITY ALTERNATIVES
341 W 24TH ST APT 21CNEW YORKNY10011NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,500
ALAMEDA COUNTY COMMUNITY FOODBANK
PO BOX 2599OAKLANDCA94614NONEOTHER PUBLIC CHARITYEDUCATIONAL$15,000
CAPITOL AREA FOOD BANK
645 TAYLOR STREET NEWASHINGTONDC20017NONEOTHER PUBLIC CHARITYEDUCATIONAL$15,000
CAPITOL HILL COMMUNITY FOUNDATION
419 EAST CAPITOL STREETWASHINGTONDC20003NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
DISABILITY RIGHTS INTERNATIONAL
1825 K ST NW 600WASHINGTONDC20006NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
EAST BAY SPCA
8323 BALDWIN STREETOAKLANDCA94621NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,000
GOOD NEIGHBORS CAPITAL HILL
212 EAST CAPITAL STREET NEWASHINGTONDC20003NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,000
HEBREW IMMIGRATION AID SOCIETY
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910NONEOTHER PUBLIC CHARITYEDUCATIONAL$8,000
HUMANE RESCUE ALLIANCE
7319 GEORGIA AVENUE NWWASHINGTONDC20012NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,000
JDC - MULTI FAITH ALLIANCE FOR SYRIAN REFUGEES IN JORDAN
6 EAST 43RD STREET FLOOR 22NEW YORKNY10017NONEOTHER PUBLIC CHARITYEDUCATIONAL$8,000
KIDS CONNECTION HAITI
1372 S CAROLINA AVE SEWASHINGTONDC20003NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,500
KIDS OF KATMANDU
184 KENT AVE A-202BROOKLYNNY11249NONEOTHER PUBLIC CHARITYEDUCATIONAL$4,000
LAKE MERRITT INSTITUTE
568 BELLEVUE AVENUEOAKLANDCA94610NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
MAZON
PO BOX 96119WASHINGTONDC20090NONEOTHER PUBLIC CHARITYEDUCATIONAL$10,000
OPEN MEDICINE FOUNDATION - HARVARD RESEARCH
29302 LARO DRIVEAGOURA HILLSCA91301NONEOTHER PUBLIC CHARITYEDUCATIONAL$13,000
OXFAM AMERICA (YEMEN AND REFUGEE CRISIS)
226 CAUSEWAY STREETBOSTONMA02114NONEOTHER PUBLIC CHARITYEDUCATIONAL$10,000
RURAL DOG RESCUE
105 PARKS ROADCHESTERMD21619NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,606ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,000ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,709ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,315ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,315TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3&4THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S
7&8EDUCATIONAL AND ENVIRONMENTAL PROTECTION GOALS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,576Amt
Net Investment Income$2,788NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,788DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$101,274EOYBookValueAmt
EOYFMV$82,893EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$23,654EOYBookValueAmt
EOYFMV$22,541EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$647,868BookValueAmt
EOYFMV$1,139,548EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$4,253$4,253$0
REGISTRATION FEES$500$0$500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$12,000RevenueAndExpensesPerBooksAmt
Net Investment Income$12,000NetInvestmentIncomeAmt
Adjusted Net Income$12,000AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$2,954Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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