BETA

MAY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MAY FOUNDATION (EIN 11-3243700)
Tax period
2019-12-01 to 2020-11-30
Filed
2022-02-15
IRS object ID
202200469349100330
Schema version
2019v5.0
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)
Return2022-02-15T15:51:41-06:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

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 Begin2019-12-01TaxPeriodBeginDt

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BARKAN 60 CUTTERMILL ROAD 511AddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL F BARKANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2022-02-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL F BARKANPreparerPersonNm
PTINP01282080PTIN
Phone2129495959PhoneNum
Preparation2022-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,111,336FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$49,728ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,020DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,020DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$93,431NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,317GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$222CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$52OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$52OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$52OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$179,239TotalRevAndExpnssAmt
Total Net Invst Incm$36,302TotalNetInvstIncmAmt
Total Adj Net Incm$36,080TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$175TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$84,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$84,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$94,914ExcessRevenueOverExpensesAmt
Net Investment Income$36,127NetInvestmentIncomeAmt
Adjusted Net Income$36,080AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$452CashBOYAmt
Cash EOY$89,794CashEOYAmt
Cash EOYFMV$89,794CashEOYFMVAmt
Corporate Stock BOY$404,728CorporateStockBOYAmt
Corporate Stock EOY$410,300CorporateStockEOYAmt
Corporate Stock EOYFMV$2,021,542CorporateStockEOYFMVAmt
Total Assets BOY$405,180TotalAssetsBOYAmt
Total Assets EOY$500,094TotalAssetsEOYAmt
Total Assets EOYFMV$2,111,336TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$405,180NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$500,094NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$405,180TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$500,094TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$405,180TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$500,094TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$405,180TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$94,914ExcessRevenueOverExpensesAmt
Subtotal$500,094SubtotalAmt
Tot Net Ast Or Fund Balances EOY$500,094TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$222CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$723InvestmentIncomeExciseTaxAmt
Subtotal$723SubtotalAmt
Tax Based On Investment Income$723TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$17EsPenaltyAmt
Tax Due$740TaxDueAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL F BARKANIndividualWithBooksNm
Phone2129495959PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 CUTTERMILL ROADAddressLine1Txt
Address Line2STE 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$0STE 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$1,603,570AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,123AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,648,693TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,648,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,730CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,623,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$723TaxBasedOnInvestmentIncomeAmt
Total Tax$723TotalTaxAmt
Distributable Before Adj$80,475DistributableBeforeAdjAmt
Distributable Before Ded$80,475DistributableBeforeDedAmt
Distributable As Adjusted$80,475DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,150ExpensesAndContributionsAmt
Qualifying Distributions$84,150QualifyingDistributionsAmt
Adjusted Qualifying Distri$84,150AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,475DistributableAsAdjustedAmt
Qualifying Distributions$84,150QualifyingDistributionsAmt
Applied To Current Year$80,475AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,675RemainingDistriFromCorpusAmt
Total Corpus$3,675TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,675ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,675ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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$18,150
SIERRA CLUB FOUNDATION
2101 WEBSTER STREETOAKLANDCA94612501(C)(3)CHARITY$1,000SUITE 1250
NAPA COMMUNITY ANIMAL RESPONSE TEAM
PO BOX 67NAPACA94559501(C)(3)CHARITY$2,000
SUNRISE HORSE RESCUE
1251 TUBBS LANECALISTOGACA94515501(C)(3)CHARITY$2,500
VENTANA WILDLIFE SOCIETY
9699 BLUE LARKSPUR LANEMONTEREYCA93940501(C)(3)CHARITY$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001501(C)(3)CHARITY$6,000
PARTNERS IN HEALTH
800 BOYLSTON STREET 300BOSTONMA02199501(C)(3)CHARITY$500
COMMUNITY ACTION OF NAPA VALLEY
2521 OLD SONOMA ROADNAPACA94558501(C)(3)CHARITY$7,000
FEEDING AMERICA
161 NORTH CLARK STREETCHICAGOIL60601501(C)(3)CHARITY$500STE 700
WILDLIFE RESCUE OF NAPA VALLEY
PO BOX 2571NAPACA94558501(C)(3)CHARITY$8,000
NAPA NEWS - COVID 19
1615 SOSCOL AVENUENAPACA94559501(C)(3)CHARITY$500
MOLLY'S ANGELS
433 SOSCOL AVENUENAPACA94559501(C)(3)CHARITY$500
NAPA VALLEY - SHARE THE CARE
162 SOUTH COOMBS STREETNAPACA94559501(C)(3)CHARITY$500
NAPA VALLEY COMMUNITY FDN-COVID 19
3299 CLAREMONT WAYNAPACA94558501(C)(3)CHARITY$5,000STE 4
NORTH FORK WOMEN
PO BOX 804GREENPORTNY11944501(C)(3)CHARITY$1,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NWWASHINGTONDC20009501((C)(3)CHARITY$1,000STE 600
THE AUDOBON SOCIETY
225 VARICK STREETNEW YORKNY10014501(C)(3)CHARITY$5,000
VINE VILLAGE
4059 OLD SONOMA ROADNAPACA94559501(C)(3)CHARITY$5,000
FOCUSING PHILANTHROPY (KRISTOF )
1637 16TH STREETSANTA MONICACA90404501(C)(3)CHARITY$15,000STE 3801
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$84,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,020ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,431ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$129,511ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,511TotalIncomeProducingActyAmt

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 MAYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1BARKAN GOLDBERG LLPAddressLine1Txt
Address Line260 CUTTERMILL RD STE 511AddressLine2Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$49,728TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property230 SHS MICROSOFTNoncashPropertyDesc
Fair Market Value$49,728FairMarketValueAmt
Received2020-11-30ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset620 SHARES MICROSOFTAssetDesc
Acquired1996-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-04SoldDt
Gross Sales Price$99,095GrossSalesPriceAmt
Basis$5,886BasisAmt
Total Net$93,209TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS$211,446$2,021,542
VALUE OF DONAED STOCK$198,854

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT EXPENSES$175$175

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSEC. 1202 GAINDesc
Revenue And Expenses Per Books$52RevenueAndExpensesPerBooksAmt
Net Investment Income$52NetInvestmentIncomeAmt
Adjusted Net Income$52AdjustedNetIncomeAmt

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