MEDIATHE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MEDIATHE FOUNDATION INC (EIN 11-3641353)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-03-02
- IRS object ID
- 202200619349100005
- Schema version
- 2020v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-02T09:02:29-06:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113641353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDIATHE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9494994154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32932 PACIFIC CST HIGHWY NO 14-48 | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WALKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9494994154 | PhoneNum |
| Signature | 2022-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | WALKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,168,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $589,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,342 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $210,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $210,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $210,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $210,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $55,527 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $38,507 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $38,507 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,135,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,182,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,182,626 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $624,059 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $584,611 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $584,611 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $36,584 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $19,413 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $19,413 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $85,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,099 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,171,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,168,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,168,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,171,610 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,168,598 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,171,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,168,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,171,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,168,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,171,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $151,032 | OtherIncreasesAmt |
| Subtotal | $2,168,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,168,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $583,802 | $546,873 | $36,929 | $36,929 | |
| CAPITAL GAINS DIVIDENDS | $6,119 | $6,119 | $6,119 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,048 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $847 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $847 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | 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 | $5,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,753 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $3,553 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MEDIATHE.ORG | WebsiteAddressTxt |
| Individual With Books | LUTZ AND CARR | IndividualWithBooksNm |
| Phone | 2126972299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A WALKER | ||||||||
| 32932 PACIFIC COAST HIGHWAY | DANA POINT | CA | 92629 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY M WALKER | ||||||||
| 32932 PACIFIC COAST HIGHWAY | DANA POINT | CA | 92629 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| GILBERT HSIAO | ||||||||
| POBOX 1460 | OLIVEBRIDGE | NY | 12461 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,894,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,940,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,940,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,911,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $847 | TotalTaxAmt |
| Distributable Before Adj | $94,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,920 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $205,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $235,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $499,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,204 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $611,035 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $606,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,250 | ExcessFromYear4Amt |
| Excess From Year3 | $235,364 | ExcessFromYear3Amt |
| Excess From Year2 | $141,460 | ExcessFromYear2Amt |
| Excess From Year1 | $42,654 | ExcessFromYear1Amt |
| Excess From Current Year | $111,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH A WALKER | ContributingManagerNm |
| Contributing Manager | NANCY M WALKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMAIL APPLICATIONS ONLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDIATHEYAHOOCOM | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9494994154 | RecipientPhoneNum |
| Recipient Email Address | MEDIATHE@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE, WWW.MEDIATHE.ORG, FOR APPLICATION FORMAT AND MATERIALS TO BE INCLUDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 7, EACH YEAR FOR ALL GRANT APPLICATIONS FOR THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | MEDIATHE FOUNDATION INC. SUPPORTS NOT-FOR-PROFIT ORGANIZATIONS FOCUSING ON NEW MEDIA (INCLUDING MUSIC) PERFORMANCE ARTS, THE DEVELOPMENT OF NEW MEDIA (INCLUDING MUSIC) CONTENT, HUMANITARIAN CAUSES, AND THE ENVIRONMENT, PARTICULARLY ALTERNATIVE ENERGY SOURCES AND NATURE PRESERVATION. ALL APPLICATES MUST BE A U.S.A. NOT-FOR-PROFIT ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGEL CITY ARTS | ||||||||
| 520 BAUGHMAN AVENUE | CLAREMONT | CA | 91711 | NONE | PC | FUNDS FOR PRESENTER OF NEW MUSIC | $10,000 | |
| BLANK FORMS | ||||||||
| 468 GRAND AVE 3D | BROOKLYN | NY | 11238 | NONE | PC | SUPPORT FOR CATHERINE CHRISTER HENNIX PROJECT | $4,000 | |
| COAXIAL ARTS FOUNDATION | ||||||||
| 1815 S MAIN ST | LOS ANGELES | CA | 90015 | NONE | PC | SUPPORT PRESENTER OF NEW VIDEO AND MUSIC | $3,000 | |
| DIGITAL DIVIDE DATA | ||||||||
| 115 WEST 30TH STREET SUITE 500 | NEW YORK | NY | 10001 | NONE | PC | SUPPORT SOCIAL SERVICES, EDUCATION & JOBS TO POOR CHILDREN IN UNDERDEVELOPED COUNTRIES | $3,000 | |
| DUNES ARTS FOUNDATION | ||||||||
| 228 SHADY OAK DR | MICHIGAN CITY | IN | 46360 | NONE | PC | SUPPORT THEATER'S NEW WORK | $3,000 | |
| ELASTIC ARTS | ||||||||
| 3429 W DIVERSEY AVE 208 | CHICAGO | IL | 60647 | NONE | PC | SUPPORT PRESENTER OF NEW VIDEO, ART AND MUSIC | $3,200 | |
| EXPERIMENTAL SOUND STUDIO | ||||||||
| 5925 N RAVENSWOOD AVE | CHICAGO | IL | 60660 | NONE | PC | SUPPORT PRESENTER OF EXPERIMENTAL MUSIC FOR COMMISSIONS | $4,500 | |
| FUTURE ROOTS | ||||||||
| 4519 SANTA MONICA BLVD | LOS ANGELES | CA | 90029 | NONE | PC | SUPPORT NEW MUSIC RADIO STATION FOR LIVE AV PROJECT | $2,000 | |
| HARVEST WORKS INC | ||||||||
| C/O C PARKINSON 596 BROADWAY STE | NEW YORK | NY | 100123210 | NONE | PC | SUPPORT COMMISSIONER AND PRESENTER OF NEW VIDEO AND MUSIC | $10,000 | 602 |
| ISSUE PROJECT ROOM | ||||||||
| 22 BOERUM PLACE GROUND FL | BROOKLYN | NY | 11201 | NONE | PC | SUPPORT PRESENTER OF NEW MUSIC AND VIDEO | $15,000 | |
| MAUI NUI RESOURCES | ||||||||
| PO BOX 331204 | KAHULUI | HI | 96753 | NONE | PC | WATER QUALITY MONITORING PROGRAM | $2,500 | |
| NEW MUSIC USA | ||||||||
| PO BOX 370550 | BROOKLYN | NY | 11237 | NONE | PC | SUPPORT FOR COMMISSIONER OF NEW MUSIC AND GENERAL SUPPORT | $61,750 | |
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||
| 20 JOY STREET 74D | BROOKLYN | NY | 11201 | NONE | PC | MUTUAL MENTORSHIP FOR MUSICIANS COMMISSION | $10,850 | |
| OUTPOST ARTIST RESOURCES | ||||||||
| 1665 NORMAN STREET | RIDGEWOOD | NY | 11385 | NONE | PC | SUPPORT PRESENTER OF NEW MUSIC AND VIDEO | $5,000 | |
| PARALLEL STUDIOS | ||||||||
| 167 SOARING HAWK TRAIL | SANTA FE | NM | 87508 | NONE | PC | SUPPORT PRESENTER OF NEW VIDEO, MUSIC AND INSTALLATION ART | $5,000 | |
| PIANO SPHERES | ||||||||
| 4209 VIA ARBOLADA 231 | LOS ANGELES | CA | 90042 | NONE | PC | PRESENTER OF NEW MUSIC AND VIDEO, GENERAL SUPPORT | $4,000 | |
| PUBLIC SPACE ONE | ||||||||
| 120 N DUBUQUE ST | IOWA CITY | IA | 52245 | NONE | PC | SUPPORT ARTIST RESIDENCY FOR NEW YORK | $2,920 | |
| ROULETTE INTERMEDIUM INC | ||||||||
| C/O JSTALEY 228 W BROADWAY2 | NEW YORK | NY | 100132456 | NONE | PC | SUPPORT MIXOLOGY FESTIVAL & GENERAL OPERATING SUPPORT | $52,000 | |
| TIMES SQUARE ALLIANCE | ||||||||
| 1560 BROADWAY 1001 | NEW YORK | NY | 10036 | NONE | PC | PRESENTER OF FILM AND VIDEO | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,720 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,048 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,285 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LUTZ AND CARR - ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LORD ABBETT SHRT DUR | $39,188 | $39,188 |
| PIMCO TOTAL RETURN FD | $18,219 | $18,219 |
| SIX CIRCLES CREDIT OPPORT | $38,717 | $38,717 |
| SIX CIRCLES GLOBAL BOND | $196,618 | $196,618 |
| SIX CIRCLES ULTRA SHORT DURATION | $18,146 | $18,146 |
| VANGUARD SHORT-TERM BOND ETF | $57,900 | $57,900 |
| VANGUARD TOTAL BOND MKT INDEX FD | $24,701 | $24,701 |
| VANGUARD TOTAL BOND MKT | $13,582 | $13,582 |
| VANGUARD TOTAL INTL BOND ETF | $39,260 | $39,260 |
| VANGUARD TOTAL INTL BND | $138,280 | $138,280 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FD | $22,133 | $22,133 |
| FIDELITY INTL INDEX | $16,985 | $16,985 |
| JPM BETABUILDERS ASIA ETF | $35,678 | $35,678 |
| JPM BETABUILDERS CANADA ETF | $37,706 | $37,706 |
| JPM BETABUILDERS EUROPE ETF | $75,038 | $75,038 |
| JPM BETABUILDERS JAPAN ETF | $56,190 | $56,190 |
| SIX CIRCLES INTL UNCONSTRAINED EQ | $150,623 | $150,623 |
| SIX CIRCLES US UNCONSTRAINED | $199,690 | $199,690 |
| SPDR S&P 500 ETF TRUST | $588,583 | $588,583 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $38,507 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $38,507 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EVENT DRIVEN STRAT | FMV | $18,232 | $18,232 |
| BLACKSTONE ALT MULTI STRAT | FMV | $31,644 | $31,644 |
| NEUBERGER BERMAN LONG SH - INS | FMV | $19,414 | $19,414 |
| PIMCO MRTG OPP & BND | FMV | $25,809 | $25,809 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $0 |
| MAILING AND SHIPPING | $119 | $0 | $0 |
| POSTAGE AND COPYING | $200 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $151,032 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $12,182 | Amt |
| Net Investment Income | $12,182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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