MARLENE NATHAN MEYERSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARLENE NATHAN MEYERSON FAMILY FOUNDATION (EIN 75-2797176)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349107588
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:48:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N PEARL STREET SUITE 2000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752797176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE NATHAN MEYERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 2144432000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8604 TURTLE CREEK BLVD 12408 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORTON H MEYERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2144432000 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MORTON | PersonFirstNm |
| Person Last | MEYERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB POPOVITCH | PreparerPersonNm |
| PTIN | P01612249 | PTIN |
| Phone | 2149991400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $607,475 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,580,778 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $69 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,580,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Legal Fees Rev And Expnss | $1,233 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $986 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $247 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,158 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,054 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,376,562 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,376,562 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,421,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,385,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $159,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,866 | CashBOYAmt |
| Cash EOY | $60,811 | CashEOYAmt |
| Cash EOYFMV | $60,811 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $296,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $546,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $546,664 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $448,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $607,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $607,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $448,461 | RetainedEarningBOYAmt |
| Retained Earning EOY | $607,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $607,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $607,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $159,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $607,475 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $607,475 | TotNetAstOrFundBalancesEOYAmt |
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 | $3,775 | 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 | $3,775 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,775 | OverpaymentAmt |
| Applied To ES Tax | $3,775 | 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 | TX | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | 2M COMPANIES LLC | IndividualWithBooksNm |
| Phone | 2144432000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8604 TURTLE CREEK BLVD 12408 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTI A MEYERSON | ||||||||
| 8604 TURTLE CREEK BLVD 12408 | DALLAS | TX | 75225 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| IAN N TRUMPOWER | ||||||||
| 8604 TURTLE CREEK BLVD 12408 | DALLAS | TX | 75225 | VICE PRESIDENT AND SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORTON H MEYERSON | ||||||||
| 8604 TURTLE CREEK BLVD 12408 | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $744,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $744,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $744,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $733,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,686 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $36,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,385,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,385,616 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $692,083 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,936,161 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $705,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,185,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,095,310 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,615,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,385,616 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,686 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,348,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,964,334 | 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 | $692,083 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,272,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,936,161 | ExcessFromYear4Amt |
| Excess From Year3 | $705,864 | ExcessFromYear3Amt |
| Excess From Year2 | $1,185,986 | ExcessFromYear2Amt |
| Excess From Year1 | $1,095,310 | ExcessFromYear1Amt |
| Excess From Current Year | $1,348,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORTON H MEYERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TEXAS HILLEL FOUNDATION | ||||||||
| 2105 SAN ANTONIO ST | AUSTIN | TX | 78705 | NONE | PC | PROGRAM SUPPORT | $17,500 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 2227 | SANTA FE | NM | 10022 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| COMIC RELIEF INC | ||||||||
| 488 MADISON AVE FL 10 | NEW YORK | NY | 10022 | NONE | PC | PROGRAM SUPPORT | $125,000 | |
| DEEP MEDICINE CIRCLE | ||||||||
| 1570 LA HONDA RD | SAN GREGORIO | CA | 94074 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| ACHILLES INTERNATIONAL INC | ||||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $3,600 | |
| LGBT COMMUNITY CENTER | ||||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| BRING CHANGE TO MIND | ||||||||
| 155 SANSOME STREET SUITE NUMBER 530 | SAN FRANCISCO | CA | 94104 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| MUSEUM AT ELDRIDGE STREET | ||||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PC | PROGRAM SUPPORT | $360 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| EDMOND J SAFRA PLAZA 36 BATTERY | NEW YORK | NY | 10280 | NONE | PC | PROGRAM SUPPORT | $1,000 | PLACE |
| BIG VISION FOUNDATION | ||||||||
| 34 WEST 27TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| SITE SANTA FE | ||||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $16,202 | |
| THE BROTHERHOODSISTER SOL INC | ||||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | NONE | PC | PROGRAM SUPPORT | $1,050,000 | |
| THE HUN SCHOOL OF PRINCETON | ||||||||
| 176 EDGERSTOUNE RD | PRINCETON | NJ | 08540 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| MOVING TRADITIONS | ||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | NONE | PC | PROGRAM SUPPORT | $5,400 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 6301 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CAPE ELEUTHERA FOUNDATION INC | ||||||||
| 1900 MARKET STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| MOUNTAIN SCHOOL OF MILTON ACADEMY | ||||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 05079 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| LEADERSHIP ENTERPRISE DIVERSE AMERICA | ||||||||
| 315 WEST 39TH STREET SUITE 607 | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,376,562 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEGACY VENTURE VII LLC | ||||||
| 1 | 180 LYTTON AVENUE | PALO ALTO | CA | 94031 | $80,778 | Yes (X) |
| MORTON H MEYERSON | ||||||
| 2 | 8604 TURTLE CREEK BLVD 12408 | DALLAS | TX | 75225 | $1,000,000 | Yes (X) |
| G40 REVOCABLE TRUST | ||||||
| 3 | 8604 TURTLE CREEK BLVD 12408 | DALLAS | TX | 75225 | $500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,233 | LegalFeesAmt |
| Net Investment Income | $986 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $247 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL OFFICE EXPENSES | $1,761 | $1,409 | $0 | $352 |
| INSURANCE EXPENSES | $485 | $388 | $0 | $97 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LABOR | $31,592 | $25,274 | $0 | $6,318 |
| CONSULTANT | $4,200 | $3,360 | $0 | $840 |
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