PEDIATRIC EPILEPSY RESEARCH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEDIATRIC EPILEPSY RESEARCH FOUNDATION (EIN 20-1779737)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349105265
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2023-11-14T16:50:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENEE | PersonFirstNm |
| Person Last | SHELLHAAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,720,559 | 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 | $6,152 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $39,847 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,847 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,847 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $245,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,005 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $245,005 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,351,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,351,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,351,559 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,076,187 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,076,187 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,076,187 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,718,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,712,598 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,361,039 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $108,866 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $24,423 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,019 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $75 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $69,259 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $52,311 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,895 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $307,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,068,969 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,046,969 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,376,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,046,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,341,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,712,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,361,039 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,220 | CashBOYAmt |
| Cash EOY | $102,602 | CashEOYAmt |
| Cash EOYFMV | $102,600 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,215,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,617,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,617,959 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $19,377 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,653 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $10,403,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,354,967 | CorporateStockEOYAmt |
| Other Assets EOY | $2,987 | OtherAssetsEOYAmt |
| Total Assets BOY | $30,762,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,110,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,720,559 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,112,321 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,084,140 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,145 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,114,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,084,140 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,647,631 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,026,028 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,647,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,026,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,762,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,110,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,647,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,341,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,181 | OtherIncreasesAmt |
| Subtotal | $32,017,745 | SubtotalAmt |
| Other Decreases | $4,991,717 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,026,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,351,559 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,505 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $65,505 | SubtotalAmt |
| Tax Based On Investment Income | $65,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $78,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $225 | EsPenaltyAmt |
| Overpayment | $12,270 | OverpaymentAmt |
| Applied To ES Tax | $12,270 | AppliedToESTaxAmt |
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 | 40.00 | $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 | $25,000 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MCEWEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1509 RESTON | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,225 | CompensationAmt |
| 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 | $29,101,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,267,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,368,714 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $32,368,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $485,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,883,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,594,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,594,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,505 | TotalTaxAmt |
| Distributable Before Adj | $1,528,654 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,528,654 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,528,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,046,969 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,046,969 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,528,654 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,179,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,123,935 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,611,125 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $653,766 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $481,452 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,049,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,046,969 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,528,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $518,315 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,568,225 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,179,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,388,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,123,935 | ExcessFromYear4Amt |
| Excess From Year3 | $1,611,125 | ExcessFromYear3Amt |
| Excess From Year2 | $653,766 | ExcessFromYear2Amt |
| Excess From Year1 | $481,452 | ExcessFromYear1Amt |
| Excess From Current Year | $518,315 | ExcessFromCurrentYearAmt |
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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EPILEPSY SOCIETY | |||||||||||
| 135 S LASALLE SUITE 2850 | CHICAGO | IL | 60603 | NONE | PC | RESEARCH | $25,000 | ||||
| CHILD NEUROLOGY FOUNDATION | |||||||||||
| PO BOX 1226 | LEXINGTON | KY | 40588 | NONE | PC | RESEARCH | $305,000 | ||||
| CHILD NEUROLOGY SOCIETY | |||||||||||
| 1000 W COUNTY ROAD E 290 | ST PAUL | MN | 55126 | NONE | PC | RESEARCH | $50,000 | ||||
| CHILD NEUROLOGY SOCIETY | |||||||||||
| 1000 W COUNTY ROAD E 290 | ST PAUL | MN | 55126 | NONE | PC | RESEARCH | $10,000 | ||||
| CHILDREN'S HOSPITAL OF ORANGE COUNT | |||||||||||
| 1201 WEST LA VETA AVE | ORANGE | CA | 92868 | NONE | PC | RESEARCH | $100,000 | ||||
| EMORY UNIVERSITY | |||||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PC | RESEARCH | $90,000 | NE 4TH FLOOR | |||
| OPERATION SMILE | |||||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PC | RESEARCH | $10,000 | ||||
| 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 | $20,000 | ||||
| TSC ALLIANCE | |||||||||||
| 8737 COLEVILLE RD 400 | SILVER SPRING | MD | 20910 | NONE | PC | RESEARCH | $15,000 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 710 N LAKE SHOR DR | CHICAGO | IL | 60611 | NONE | PC | RESEARCH | $9,942 | 14TH FL | |||
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||||||
| 1 INVENTA PLACE WEST TOW | SILVER SPRING | MD | 20910 | NONE | PC | RESEARCH | $100,000 | 3RD FL | |||
| DOCTOR'S WITHOUT BORDERS | |||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | ENDOWMENT | $5,000 | ||||
| INTERNATIONAL LEAGUE AGAINST EPILEP | |||||||||||
| 2221 JUSTIN RD 119-352 | FLOWER MOUND | TX | 75028 | NONE | PC | RESEARCH | $20,000 | ||||
| WEILL CORNELL MEDICINE | |||||||||||
| 575 LEXINGTON AVE 9TH FL | NEW YORK | NY | 10022 | NONE | PC | RESEARCH | $25,000 | BOX 76 | |||
| UNIVERSITY OF ALABAMA | |||||||||||
| 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | NONE | PC | RESEARCH | $10,000 | ||||
| WEILL CORNELL MEDICINE | |||||||||||
| 575 LEXINGTON AVE 9TH FL | NEW YORK | NY | 10022 | NONE | PC | RESEARCH | $225,000 | BOX 76 | |||
| PEDIATRIC EPILEPSY RESEARCH CONSORT | |||||||||||
| CNDC 789 SHERMAN ST 250 | DENVER | CO | 80203 | NONE | PC | RESEARCH | $161,700 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 1000 VICTORS WAY 1A | ANN ARBOR | MI | 48108 | NONE | PC | RESEARCH | $20,000 | ||||
| CAMP BRIGADOON VILLAGE | |||||||||||
| NONE | PC | RESEARCH | $20,000 | 5523A YOUNG ST | HALIFAX | CA | |||||
| UNIVERSITY OF TENNESSEE | |||||||||||
| 910 MADISON 823 | MEMPHIS | TN | 38163 | NONE | PC | RESEARCH | $110,568 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 1000 VICTORS WAY 1A | ANN ARBOR | MI | 48108 | NONE | PC | RESEARCH | $100,000 | ||||
| WASHINGTON UNIVERSITY | |||||||||||
| 7000 ROSEDALE | ST LOUIS | MO | 63112 | NONE | PC | RESEARCH | $90,000 | ||||
| UNIVERSITY OF COLORADO - KNUPP | |||||||||||
| PO BOX 910238 | DENVER | CO | 80291 | NONE | PC | RESEARCH | $408,788 | ||||
| BAYLOR COLLEGE OF MEDICINE | |||||||||||
| PO BOX 301207 | DALLAS | TX | 75303 | NONE | PC | RESEARCH | $105,971 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,046,969 | 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 | $39,847 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $245,005 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,351,559 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME - RESEARCH | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,076,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,076,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,636,411 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,712,598 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $75 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THE INVESTMENT FUND FOR FOUNDA | StockNm |
| EOY Book Value | $9,354,967 | EOYBookValueAmt |
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 | $3,019 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID PR | Desc |
| EOY Book Value | $2,987 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $4,991,717 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGE | $76 |
| INSURANCE | $500 |
| OFFICE EXPENSE | $11,644 |
| DUES | $675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME - RESEARCH | Desc |
| Revenue And Expenses Per Books | $3,076,187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,076,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,076,187 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNPAID GRANT 01/21-12/21 | Desc |
| Amt | $28,181 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PR LIA | Desc |
| BOY Book Value | $2,145 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $3,535 |
| INCOME TAX ON 2021 TAX | $65,724 |