THE MERAGE INSTITUTE FOR THE AMERICAN DREAM: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MERAGE INSTITUTE FOR THE AMERICAN DREAM (EIN 68-0529693)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349104879
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:43:19-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | 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 | 680529693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERAGE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERA | BusinessNameControlTxt |
| Phone | 9494745800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 NEWPORT CENTER DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE MERAGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9494745800 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | MERAGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BINA PATEL | PreparerPersonNm |
| PTIN | P00971719 | PTIN |
| Phone | 7144367100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,407,098 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,874,161 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $531 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $531 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $531 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $580 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $580 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,875,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,111 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,111 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $553,700 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $872,706 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,496 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,447 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $94,631 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $94,631 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $43 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,157 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $484 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $484 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,131 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $3,131 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $955 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $955 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,077,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,043 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,043 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,075,338 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,800,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,658 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,108,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,141,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,658 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,443,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$266,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $277,736 | CashBOYAmt |
| Cash EOY | $13,836 | CashEOYAmt |
| Cash EOYFMV | $13,836 | CashEOYFMVAmt |
| Acct Rcvbl | $14,233 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,126 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,233 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,233 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $16,573 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,573 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $4,245,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,354,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,354,173 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,816 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,533 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,462 | LandBOYAmt |
| Land EOY | $8,283 | LandEOYAmt |
| Land EOYFMV | $8,283 | LandEOYFMVAmt |
| Total Assets BOY | $4,546,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,407,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,407,098 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $424,120 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,156 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $2,480,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $424,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,587,156 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,122,253 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,819,942 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,122,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,819,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,546,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,407,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,122,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$266,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,855,888 | SubtotalAmt |
| Other Decreases | $1,035,946 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,819,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DOVER FOUNDATIONS, LLC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-12-31 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gain Or Loss | -$3 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,064 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,064 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,064 | OverpaymentAmt |
| Applied To ES Tax | $1,064 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MERAGEFOUNDATIONS.COM | WebsiteAddressTxt |
| Individual With Books | STEFFANIE RUFENACHT | IndividualWithBooksNm |
| Phone | 9494745800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 NEWPORT CENTER DRIVE SUITE 1300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | PRES/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELISABETH MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | SECR/TREAS/DIR | 0.00 | $0 | $0 | $0 |
| RICHARD MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAUREN MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YISHAY AISIK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 NEWPORT CENTER DRIVE STE 1300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC. DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $295,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMBATING TERRORISM TECHNICAL SUPPORT OFFICE/IRREGULAR WARFARE SUPPORT DIRECTORATE - PROGRAM DESIGNED TO PLAN AND EXECUTE AN INNOVATION CHALLENGE IN ISRAEL TO ILLUMINATE CUTTING EDGE TECHNOLOGIES THAT ENABLE SMALL TACTICAL TEAMS TO MORE EFFECTIVELY OPERATE IN COMPLEX CONGESTED ENVIRONMENTS. | Description1Txt |
| Expenses1 | $755,787 | Expenses1Amt |
| Description2 | ENTREPRENEURS' COMPETITION 45+ - THE COMPETITION IS INTENDED TO ENCOURAGE AND SUPPORT ENTREPRENEURS OVER THE AGE OF 45 TO DEVELOP UNIQUE IDEAS/PROJECTS/VENTURES/TECHNOLOGIES INTO THE PROMISING SUCCESSFUL BUSINESS. | Description2Txt |
| Expenses2 | $459,981 | Expenses2Amt |
| Description3 | MEDICAL DEVICES - THE LEADERSHIP PROGRAM FOR LIFE SCIENCES EXECUTIVES IS FOCUSED ON ENHANCING A COMPANY'S ABILITY TO OPERATE IN THE US AND TO SUCCEED IN THE GLOBAL MARKET. PROGRAM TARGETS ISRAELI STARTUP COMPANIES FROM LIFE SCIENCES-RELATED INDUSTRIES. | Description3Txt |
| Expenses3 | $255,560 | Expenses3Amt |
| Description4 | HOMELAND SECURITY - THE LEADERSHIP PROGRAM FOR HLS EXECUTIVES IS FOCUSED ON ENHANCING COMPANY'S ABILITY TO OPERATE IN THE UNITED STATES AND TO SUCCEED IN THE GLOBAL MARKETPLACE. THE PROGRAM IS TARGETED TOWARDS ISRAELI STARTUP COMPANIES' HLS-RELATED INDUSTRIES INCLUDING TRAFFIC AND ARMS CONTROL, BORDER SECURITY, PERSONAL SAFETY, CYBER PROTECTION, LAW ENFORCEMENT OFFICERS TRAINING EQUIPMENT, AIR AND ENVIRONMENT SAFETY AND CONTROL, COMMAND AND CONTROL SYSTEMS, SURVEILLANCE SYSTEMS, PROTECTIVE EQUIPMENT, MILITARY ELECTRONICS, ANTI-TERROR SYSTEMS, NON-LETHAL WEAPONS FIRE CONTROL, ENERGY STORAGE SYSTEMS RANGE FINDERS AND OPTICAL EQUIPMENT. | Description4Txt |
| Expenses4 | $243,693 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,725,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,026 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,881,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,881,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,822,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,443,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,443,761 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $153,120 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $153,120 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $130,152 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $130,152 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,443,761 | CurrentYearAmt |
| Year1 | $3,152,738 | Year1Amt |
| Year2 | $2,331,013 | Year2Amt |
| Year3 | $2,400,955 | Year3Amt |
| Total | $11,328,467 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $335,000 | CurrentYearAmt |
| Year1 | $2,190,000 | Year1Amt |
| Year2 | $585,486 | Year2Amt |
| Year3 | $730,000 | Year3Amt |
| Total | $3,840,486 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,108,761 | CurrentYearAmt |
| Year1 | $962,738 | Year1Amt |
| Year2 | $1,745,527 | Year2Amt |
| Year3 | $1,670,955 | Year3Amt |
| Total | $7,487,981 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $127,431 | CurrentYearAmt |
| Year1 | $149,831 | Year1Amt |
| Year2 | $116,146 | Year2Amt |
| Year3 | $127,953 | Year3Amt |
| Total | $521,361 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELISABETH MERAGE | ContributingManagerNm |
| Contributing Manager | PAUL MERAGE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORANGE COUNTY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 CORPORATE PARK | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $335,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $531 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,108 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANDRE & KATHERINE MERAGE FOUNDATION | ||||||
| 1 | 660 NEWPORT CENTER DR | NEWPORT BEACH | CA | 92660 | $2,480,000 | Yes (X) |
| NAVY ENGINEERING LOGISTICS OFFICE | ||||||
| 2 | JBAB | WASHINGTON | DC | 20373 | $394,161 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DOVER FOUNDATIONS, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,354,173 | BookValueAmt |
| EOYFMV | $5,354,173 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $94,631 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $94,631 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,035,946 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $4,040 | $2,020 | $2,020 | $2,020 |
| DUES & SUBSCRIPTIONS | $1,214 | $0 | $0 | $1,214 |
| INSURANCE | $32,624 | $0 | $0 | $32,624 |
| OFFICE AND OTHER EXPENSE | $5,921 | $0 | $0 | $5,921 |
| TECHNOLOGY AND COMMUNICATIONS | $112,536 | $0 | $0 | $112,536 |
| ADVERTISING AND PROMOTION | $1,363 | $0 | $0 | $1,363 |
| DOVER FOUNDATIONS, LLC | $23 | $23 | $23 | $0 |
| PROGRAM EXPENSES-ISRAELI COORDINATION | $110,004 | $0 | $0 | $110,004 |
| PROGRAM EXPENSES-MEALS&ENTERTAINMENT | $296,207 | $0 | $0 | $296,207 |
| PROGRAM EXPENSES-OTHER | $31,767 | $0 | $0 | $31,767 |
| PROGRAM EXPENSES-PRESENTATION DEVELOPMENT | $156,335 | $0 | $0 | $156,335 |
| PROGRAM EXPENSES-PRIZES | $335,368 | $0 | $0 | $335,368 |
| PROGRAM EXPENSES-SPEAKERS | $209,472 | $0 | $0 | $209,472 |
| RECRUITMENT | $1,064 | $0 | $0 | $1,064 |
| CREDIT CARD EXPENSES | $207 | $0 | $0 | $207 |
| PROGRAM EXPENSES-LODGING | $78,418 | $0 | $0 | $78,418 |
| PROGRAM EXPENSES-TRAVEL | $58,459 | $0 | $0 | $58,459 |
| PROGRAM EXPENSES-EVENT PRODUCTION | $642,359 | $0 | $0 | $642,359 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,157 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,157 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $3,916 | $0 | $0 | $0 |
| STATE TAX | $484 | $0 | $484 | $484 |
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