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MINDYS HOPE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MINDYS HOPE FOUNDATION (EIN 47-3640237)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202231889349101003
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-07T11:25:05-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473640237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mindy's Hope FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMINDY LEFERREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMINDYPersonFirstNm
Person LastLEFERREPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,575,005FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$160InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$160InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,911DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,911DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,823NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$690,815GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$118,823CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$167,894TotalRevAndExpnssAmt
Total Net Invst Incm$167,894TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$12,960OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,960OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,320TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,757OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,757OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,960TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,757TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,037TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,960TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,757TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,857ExcessRevenueOverExpensesAmt
Net Investment Income$154,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$114,976SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$206,417SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$206,417SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,837,590CorporateStockBOYAmt
Corporate Stock EOY$1,849,006CorporateStockEOYAmt
Corporate Stock EOYFMV$2,368,588CorporateStockEOYFMVAmt
Total Assets BOY$1,952,566TotalAssetsBOYAmt
Total Assets EOY$2,055,423TotalAssetsEOYAmt
Total Assets EOYFMV$2,575,005TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,952,566RetainedEarningBOYAmt
Retained Earning EOY$2,055,423RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,952,566TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,055,423TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,952,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,055,423TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,952,566TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,857ExcessRevenueOverExpensesAmt
Subtotal$2,055,423SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,055,423TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$690,815GrossSalesPriceAmt
Cost Or Other Basis$571,992CostOrOtherBasisAmt
Gain Or Loss$118,823GainOrLossAmt
Gains Minus Excess Or Losses$118,823GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$118,823CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,154InvestmentIncomeExciseTaxAmt
Subtotal$2,154SubtotalAmt
Tax Based On Investment Income$2,154TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,027EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,127ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,154TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 SILVERSIDE ROAD SUITE 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

FieldValueIRS element (for citing)
PersonMindy KS LefevrePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,376,694AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,461AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,477,155TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,477,155AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,439,998NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,000MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,154TaxBasedOnInvestmentIncomeAmt
Total Tax$2,154TotalTaxAmt
Distributable Before Adj$119,846DistributableBeforeAdjAmt
Distributable Before Ded$119,846DistributableBeforeDedAmt
Distributable As Adjusted$119,846DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,757ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$50,757QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,846DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$25,438ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$142,171ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$150,333ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$140,581ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$458,523TotalExcessDistributionCyovAmt
Qualifying Distributions$50,757QualifyingDistributionsAmt
Applied To Current Year$50,757AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$69,089ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$69,089ExcessDistributionCyovAppCYAmt
Total Corpus$389,434TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$389,434ExcessDistriCyovToNextYrAmt
Excess From Year4$98,520ExcessFromYear4Amt
Excess From Year3$150,333ExcessFromYear3Amt
Excess From Year2$140,581ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMindy KS LefevreContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAREITY FOUNDATION
PO BOX 126038FORT WORTHTX76126N/APCCharitable Event$10,000
CLOUD COVERED STREETS
7428 N COTTON LNWADDELLAZ85355N/APCCloud Covered Streets - Fort Worth$10,000
COWBOY ARTISTS OF AMERICA JOE BEELER FOUNDATION
1149 FM 2136CLIFTONTX76634N/APCCharitable Event$10,000
FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC
330 E 4TH STFORT WORTHTX76102N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,911ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$118,823ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$167,894ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,894TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES BARCLAYS MBS BOND FUND$75,231$73,267
ISHARES BARCLAYS US AGGREGATE$96,595$96,968
ISHARES MSCI CANADA INDEX FD$43,332$48,845
ISHARES MSCI PACIFIC EX-JAPAN$45,000$44,465
ISHARES MSCI-JAPAN$60,781$68,701
ISHARES TRUST CORE MSCI EUROPE$136,363$163,895
ISHARES TRUST MSCI EAFE INDEX$35,953$43,982
PIMCO HIGH-YIELD INSTL$43,076$47,552
VANGUARD CHARLOTTE INTL BD IDX$287,422$274,476
VANGUARD FTSE EUROPEAN ETF$92,226$93,898
VANGUARD S&P 500 ETF$489,046$975,734
VANGUARD SHOR-TERM GOV BOND$24,190$23,906
VANGUARD ST BOND ETF$215,907$211,936
VANGUARD TOT INTL BOND IX ADMI$203,884$200,963

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,732$15,732
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$12,960Amt
Net Investment Income$12,960NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$1,000
990-PF Extension for 2020$320

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