BETA

MAY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MAY FOUNDATION (EIN 11-3243700)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-16
IRS object ID
202322899349101312
Schema version
2021v4.0
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)
Return2023-10-16T15:21:24-04:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273718376PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARKAN & GOLDBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 CUTTERMILL RD STE 511AddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113243700EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MAY FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAYFBusinessNameControlTxt
Phone2129495959PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O BARKAN 60 CUTTERMILL ROADAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOLLEEN MAYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129495959PhoneNum
Signature2023-10-16SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCOLLEEN JPersonFirstNm
Person LastMAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL F BARKANPreparerPersonNm
PTINP01282080PTIN
Phone2129495959PhoneNum
Preparation2023-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,304,099FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$211InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$211InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$211InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$40,592DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,592DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,592DividendsAdjNetIncmAmt
Total Rev And Expnss$70,803TotalRevAndExpnssAmt
Total Net Invst Incm$40,803TotalNetInvstIncmAmt
Total Adj Net Incm$40,803TotalAdjNetIncmAmt
Taxes Rev And Expnss$46TaxesRevAndExpnssAmt
Taxes Net Invst Incm$46TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$183OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$183OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$229TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$229TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$229TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,426ExcessRevenueOverExpensesAmt
Net Investment Income$40,574NetInvestmentIncomeAmt
Adjusted Net Income$40,803AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,214CashBOYAmt
Cash EOY$16,200CashEOYAmt
Cash EOYFMV$16,200CashEOYFMVAmt
Corporate Stock BOY$211,016CorporateStockBOYAmt
Corporate Stock EOY$210,604CorporateStockEOYAmt
Corporate Stock EOYFMV$2,287,899CorporateStockEOYFMVAmt
Total Assets BOY$255,230TotalAssetsBOYAmt
Total Assets EOY$226,804TotalAssetsEOYAmt
Total Assets EOYFMV$2,304,099TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$255,230RetainedEarningBOYAmt
Retained Earning EOY$226,804RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$255,230TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$226,804TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$255,230TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$226,804TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$255,230TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,426ExcessRevenueOverExpensesAmt
Subtotal$226,804SubtotalAmt
Tot Net Ast Or Fund Balances EOY$226,804TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$564InvestmentIncomeExciseTaxAmt
Subtotal$564SubtotalAmt
Tax Based On Investment Income$564TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$590TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BARKAN & GOLDBERG LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129495959PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 CUTTERMILL ROADAddressLine1Txt
Address Line2SUITE 511AddressLine2Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
COLLEEN MAY
31 FORRESTER LANE POBOX 2448YOUNTVILLECA94599TRUSTEE000.00$0$0$0
MICHAEL F BARKAN
60 CUTTERMILL ROADGREAT NECKNY11021TRUSTEE000.00$0$0$0SUITE 511
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,579,163AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,609,370TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,609,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,141CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,570,229NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,511MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,511MinimumInvestmentReturnAmt
Tax Based On Investment Income$564TaxBasedOnInvestmentIncomeAmt
Total Tax$564TotalTaxAmt
Distributable Before Adj$127,947DistributableBeforeAdjAmt
Distributable Before Ded$127,947DistributableBeforeDedAmt
Distributable As Adjusted$127,947DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,000ExpensesAndContributionsAmt
Qualifying Distributions$99,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,947DistributableAsAdjustedAmt
Undistributed Income PY$73,571UndistributedIncomePYAmt
Qualifying Distributions$99,000QualifyingDistributionsAmt
Applied To Year1$73,571AppliedToYear1Amt
Applied To Current Year$25,429AppliedToCurrentYearAmt
Undistributed Income CY$102,518UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE RESOURCE FOUNDATION
237 WEST 35 STREETNEW YORKNY10001501(C)(3)CHARITY$25,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREETOAKLANDCA94612501(C)(3)CHARITY$2,000SUITE 1250
NAPA COMMUNITY ANIMAL RESPONSE TEAM
PO BOX 67NAPACA94559501(C)(3)CHARITY$2,000
SUNRISE HORSE RESCUE
1251 TUBBS LANECALISTOGACA94515501(C)(3)CHARITY$20,000
VENTANA WILDLIFE SOCIETY
9699 BLUE LARKSPUR LANEMONTEREYCA93940501(C)(3)CHARITY$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001501(C)(3)CHARITY$2,000
PARTNERS IN HEALTH
800 BOYLSTON STREET 300BOSTONMA02199501(C)(3)CHARITY$2,000
FEEDING AMERICA
161 NORTH CLARK STREETCHICAGOIL60601501(C)(3)CHARITY$1,000STE 700
WILDLIFE RESCUE OF NAPA VALLEY
PO BOX 2571NAPACA94558501(C)(3)CHARITY$25,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NWWASHINGTONDC20009501((C)(3)CHARITY$1,000STE 600
PLANNED PARENTHOOD FEDERATION OF AM
123 WILLIAM STREETNEW YORKNY10038501(C)(3)CHARITY$6,00010TH FLOOR
PUERTAS ABIERTAS COMMUNITY RESOURCE
952 NAPA STREETNAPACA94559501(C)(3)CHARITY$1,000
REPAIRERS OF THE BREACH
PO BOX 1638GOLDSBORONC27533501(C)(3)CHARITY$500
INTERNEWS (UKRAINE)
2000 M STREET NWWASHINGTONDC20036501(C)(3)CHARITY$500SUITE 850
HUMANE SOCIETY INTERNATIONAL
1255 23RD STREET NWWASHINGTONDC20037501(C)(3)CHARITY$1,000SUITE 450
MUTTVILLE SENIOR DOG RESCUE
255 ALABAMA STREETSAN FRANCISCOCA94103501(C)(3)CHARITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$211ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,592ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,803ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,803TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCOLLEEN J MAYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line160 CUTTERMILL ROADAddressLine1Txt
Address Line2SUITE 511AddressLine2Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$210,604EOYBookValueAmt
EOYFMV$2,287,899EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT EXPENSES$183$183

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCOLLEEN J MAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 CUTTERMILL ROADAddressLine1Txt
Address Line2SUITE 511AddressLine2Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$46Amt
Net Investment Income$46NetInvestmentIncomeAmt

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