MARSHALL MATHERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL MATHERS FOUNDATION (EIN 01-0706738)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349105794
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T18:33:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208161914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NKSFB LLC DBA - FOCUS OPERATING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA STE 510 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 | 010706738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARSHALL MATHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 8189900550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD 370 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914362909 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ROSENBERG | PersonNm |
| Person Title | REPRESENTATIVE | PersonTitleTxt |
| Phone | 8189900550 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | ROSENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD KNICE CPA | PreparerPersonNm |
| PTIN | P00529934 | PTIN |
| Phone | 6317536300 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $289,841 | 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 | $172,660 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,411 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,411 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,020 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,433 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,413 | 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 |
| Other Expenses Rev And Expnss | $520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,818 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,818 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,413 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $291,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,841 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $291,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $289,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $289,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $291,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $289,841 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $291,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $289,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $291,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $289,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $291,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,220 | OtherIncreasesAmt |
| Subtotal | $289,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $289,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JP MORGAN # 8617 - APPLE | PropertyDesc |
| Acquired | 2015-08-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $35,600 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,580 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,020 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,020 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,020 | 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 | $270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $270 | TaxDueAmt |
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 | MI | 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 | HOWARD HERTZ | IndividualWithBooksNm |
| Phone | 2483355000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 S TELEGRAPH RD 300 | AddressLine1Txt |
| City | BLOOMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48302 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARSHALL B MATHERS III | ||||||||
| 15821 VENTURA BLVD 370 | ENCINO | CA | 914362909 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PAUL ROSENBERG | ||||||||
| 15821 VENTURA BLVD 370 | ENCINO | CA | 914362909 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| HOWARD HERTZ | ||||||||
| 1760 S TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48302 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MICHAEL OPPENHEIM | ||||||||
| 15821 VENTURA BLVD 370 | ENCINO | CA | 914362909 | TREASURER | 0.00 | $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 | TO PROVIDE AT-RISK BOYS AND GIRLS (AGES 5 - 24) ACCESS TO MUCH NEEDED SPORTS PROGRAMS AND ACADEMIC SERVICES. TO THAT END, OUR ORGANIZATION FOCUSES ON PROVIDING BOTH TRADITIONAL AND NON-TRADITIONAL SPORTS SUCH AS FOOTBALL, SOCCER, BASKETBALL, BASEBALL, CHESS, LACROSSE, SWIMMING, GYMNASTICS, DANCE, AND CHEER; AS WELL AS THEATER, CULINARY ARTS, TUTORING AND MENTORING SERVICES, STEAM PROGRAMMING, ROBOTICS, CONFLICT RESOLUTION, LEADERSHIP DEVELOPMENT, FINANCIAL LITERACY AND YOUTH EMPLOYMENT. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | TO PROVIDE SUPPORT FOR PEOPLE WHO ARE VISUALLY IMPAIRED, EXPANDING THEIR OPPORTUNITIES AND BUILDING TOWARD A WORLD IN WHICH NO PERSON IS LIMITED BY THEIR VISION/VISUAL CAPACITY. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | TO PROVIDE SUPPORT FOR GENERAL OPERATIONS. | Description4Txt |
| Expenses4 | $0 | 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 | $228,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $388,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $388,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $382,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable Before Adj | $18,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,818 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $163,333 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $580,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,181 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $191,197 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,311,430 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,421,126 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $211,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,633,070 | 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 | $163,333 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,469,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $580,985 | ExcessFromYear4Amt |
| Excess From Year3 | $174,181 | ExcessFromYear3Amt |
| Excess From Year2 | $191,197 | ExcessFromYear2Amt |
| Excess From Year1 | $1,311,430 | ExcessFromYear1Amt |
| Excess From Current Year | $211,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARSHALL B MATHERS III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DETROIT CITY LIONS YOUTH CLUB | ||||||||
| 8425 W MCNICHOLS RD | DETROIT | MI | 48221 | TO PROVIDE AT-RISK BOYS AND GIRLS (AGES 5 - 24) ACCESS TO MUCH NEEDED SPORTS PROGRAMS AND ACADEMIC SERVICES. TO THAT END, OUR ORGANIZATION FOCUSES ON PROVIDING BOTH TRADITIONAL AND NON-TRADITIONAL SPORTS SUCH AS FOOTBALL, SOCCER, BASKETBALL, BASEBALL, CHESS, LACROSSE, SWIMMING, GYMNASTICS, DANCE, AND CHEER; AS WELL AS THEATER, CULINARY ARTS, TUTORING AND MENTORING SERVICES, STEAM PROGRAMMING, ROBOTICS, CONFLICT RESOLUTION, LEADERSHIP DEVELOPMENT, FINANCIAL LITERACY AND YOUTH EMPLOYMENT. | $30,000 | |||
| GLEANERS COMMUNITY FOOD BANK | ||||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $25,000 | NONE | 501(C)(3) | |
| LIGHTHOUSE | ||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | TO PROVIDE SUPPORT FOR PEOPLE WHO ARE VISUALLY IMPAIRED, EXPANDING THEIR OPPORTUNITIES AND BUILDING TOWARD A WORLD IN WHICH NO PERSON IS LIMITED BY THEIR VISION/VISUAL CAPACITY. | $25,000 | NONE | ||
| FORMAN MILLS | ||||||||
| 1070 THOMAS BUSCH MEMORIAL HIGHWAY | PENNSAUKEN | NJ | 08110 | TO PROVIDE SUPPORT FOR GENERAL OPERATIONS. | $20,000 | |||
| WOLVERINE HUMAN SERVICES | ||||||||
| 15100 MACK AVENUE | GROSSEE POINTE PARK | MI | 48230 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $10,000 | NONE | 501(C)(3) | |
| ELTON JOHN AIDS FOUNDATION | ||||||||
| 584 BROADWAY STE 906 | NEW YORK | NY | 10012 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $10,000 | NONE | 501(C)(3) | |
| SOUTHWEST SOLUTIONS | ||||||||
| 2535-B TX-121 110 | LEWISVILLE | TX | 75056 | GENERAL OPERATIONS | $10,000 | NONE | ||
| ASCENSION PROVIDENCE FOUNDATION | ||||||||
| PO BOX 850429 | MOBILE | AL | 36685 | GENERAL OPERATIONS | $10,000 | |||
| ILITCH CHARITIES FOR CHILDREN | ||||||||
| 2211 WOODWARD AVE | DETROIT | MI | 48201 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $7,500 | NONE | 501(C)(3) | |
| HENRY FORD HEALTH SYSTEM | ||||||||
| 1 FORD PLACE STE 5A | DETROIT | MI | 48202 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $7,500 | NONE | 501(C)(3) | |
| FAMILIES AGAINST NARCOTICS | ||||||||
| 33000 GARFIELD | FRASER | MI | 48026 | TO EDUCATE ABOUT THE DANGERS OF NARCOTICS AND SUBSTANCE ABUSE | $5,000 | NONE | 501(C)(3) | |
| FORGOTTEN HARVEST | ||||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | TO RELIEVE HUNGER IN METRO DETROIT | $5,000 | NONE | 501(C)(3) | |
| HEALTH UNIT ON DAVISON AVENUE | ||||||||
| 13240 WOODROW WILSON | DETROIT | MI | 48238 | TO IMPROVE THE LIVES OF THOSE IN NEED THROUGH COMPREHENSIVE HEALTH CARE, EDUCATION, AND RESOURCES. | $5,000 | NONE | 501(C)(3) | |
| THE RAINBOW CONNECTION | ||||||||
| 621 W UNIVERSITY | ROCHESTER | MI | 48307 | GENERAL OPERATIONS | $5,000 | |||
| ST VINCENT DE PAUL - DETROIT | ||||||||
| 3000 GRATIOT AVE | DETROIT | MI | 48207 | PROVIDE EMERGENCY SERVICES SUCH AS FOOD, CLOTHING, HOUSING ASSISTANCE AND OTHER BASIC NEEDS. | $5,000 | NONE | 501(C)(3) | |
| SHAR HOUSE | ||||||||
| 1852 WEST GRAND BLVD | DETROIT | MI | 48208 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $5,000 | NONE | 501(C)(3) | |
| PLAYWORKS FOR EVERY KID | ||||||||
| 2990 W GRAND BLVD STE 231 | DETRIOT | MI | 48202 | TO PROVIDE SAFE AND HEALTHY PLAY TO SCHOOLS IN MICHIGAN. | $5,000 | NONE | 501(C)(3) | |
| VISTA MARIA | ||||||||
| 20651 WEST WARREN AVENUE | DEARBORN HEIGHTS | MI | 48127 | TO DELIVER INNOVATIVE CARE, SUPPORT, TREATMENT AND EDUCATION TO VULNERABLE YOUTH | $3,500 | NONE | 501(C)(3) | |
| SPHINX ORGANIZATION | ||||||||
| 400 RENAISSANCE CTR STE 2550 | DETROIT | MI | 48243 | HELPING TO TRANSFORM LIVES THROUGH DIVERSITY IN ART | $3,000 | NONE | 501(C)(3) | |
| ST CLAIR BUTTERFLY FOUNDATION | ||||||||
| PO BOX 210643 | AUBURN HILLS | MI | 48321 | EMPOWERS STUDENTS ALL ACROSS THE COUNTRY, THROUGH MENTORSHIP PROGRAMS BASED IN THE CREATIVE ARTS, TO REACH THEIR POTENTIAL TO SOAR. | $3,000 | NONE | 501(C)(3) | |
| RESTORE WORLDWIDE INC | ||||||||
| 435 N ROXBURY DR STE 205 | BEVERLY HILLS | CA | 90210 | GENERAL OPERATIONS | $2,500 | |||
| DETROIT PUBLIC TV | ||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | GENERAL OPERATIONS | $2,500 | NONE | ||
| FRATERNAL ORDER OF POLICE FERNDALE | ||||||||
| 2233 BURDETTE ST | FERNDALE | MI | 48220 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 | NONE | 501(C)(3) | |
| REMEMBER THE CHILD | ||||||||
| 1760 S TELEGRAPH RD SUITE 300 | BLOOMFIELD HILLS | MI | 48302 | GENERAL OPERATIONS | $2,500 | NONE | ||
| MATRIX HUMAN SERVICES | ||||||||
| 120 PARSONS ST | DETRIOT | MI | 48201 | PROVIDE INFORMATION, RISK REDUCTION TRAINING, COUNSELING AND TESTING, AND CASE MANAGEMENT SERVICES FOR HIV FOR AT-RISK POPULATIONS IN SOUTHEASTERN MICHIGAN. | $2,500 | NONE | 501(C)(3) | |
| GIFFORDS | ||||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | TO SAVE LIVES FROM GUN VIOLENCE. | $2,500 | NONE | 501(C)(4) | |
| NOTES FOR NOTES | ||||||||
| 1900 CHURCH STREET SUITE 300 | NASHVILLE | TN | 37203 | PROVIDES SUPPORT FOR MUSIC APPRECIATION | $2,500 | NONE | 501(C)(3) | |
| THE HORATIO WILLIAMS FOUNDATION | ||||||||
| 1010 ANTIETAM | DETROIT | MI | 48207 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 | NONE | 501(C)(3) | |
| THE YOUTH CONNECTION | ||||||||
| 4777 EAST OUTER DR | DETROIT | MI | 48234 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 | NONE | 501(C)(3) | |
| WIGS 4 KIDS | ||||||||
| 30126 HARPER AVE | ST CLAIR SHORES | MI | 48082 | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 | NONE | 501(C)(3) | |
| UNION COMMISSARY | ||||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | GENERAL OPERATIONS | $2,000 | NONE | ||
| INSIDE OUT LITERARY ARTS PROJECT | ||||||||
| 5143 CASS AVE ROOM 225 | DETRIOT | MI | 48202 | INSPIRE YOUTH TO THINK BROADLY, CREATE BRAVELY AND SHARE THEIR VOICES WITH THE WIDER WORLD. | $1,500 | NONE | 501(C)(3) | |
| 826 MICHIGAN | ||||||||
| 115 E LIBERTY STREET | ANN ARBOR | MI | 48104 | TO HELP AMPLIFY THE VOICES OF THOUSANDS OF YOUNG WRITERS IN OUR COMMUNITIES, LETTING THEM KNOW THAT THEIR STORIES MATTER. | $1,000 | NONE | 501(C)(3) | |
| DETROIT WRITER'S GUILD | ||||||||
| 5057 WOODWARD AVE 9TH FLOOR | DETROIT | MI | 48202 | TO CREATE AND ADVANCE KNOWLEDGE, PREPARE A DIVERSE STUDENT BODY TO THRIVE, AND POSITIVELY IMPACT LOCAL AND GLOBAL COMMUNITIES. | $1,000 | NONE | 501(C)(3) | |
| THE HAVEN FOUNDATION | ||||||||
| PO BOX 128 | BREWER | ME | 044120128 | GENERAL OPERATIONS | $500 | |||
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | GENERAL OPERATIONS | $313 | NONE | 501(C)(3) | 200 |
| COMMUNITY HAPPENS HERE INC | ||||||||
| 6238 MONTGOMERY RD | CINCINNATI | OH | 45213 | TO CREATE RESILIENT COMMUNITY BY TEACHING BUSINESS BASICS, MODELING AUTHENTIC HOSPITALITY, AND CONNECTING PEOPLE ACROSS DIFFERENCE. | $5 | NONE | 501(C)(3) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,818 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,413 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FAME HOUSE | ||||||
| 1 | 2220 COLORADO AVE | SANTA MONICA | CA | 90404 | $152,971 | Yes (X) |
| HOWARD STERTZ | ||||||
| 2 | 1760 S TELEGRAPH RD SUITE 300 | BLOOMFIELD HILLS | MI | 48302 | $1,000 | Yes (X) |
| JUSTGIVE | ||||||
| 3 | 830 MENLO AVE SUITE 100 | MENLO PARK | CA | 94025 | $119 | Yes (X) |
| BRUCE LAXER | ||||||
| 4 | 15821 VENTURA BLVD | ENCINO | CA | 914362909 | $500 | Yes (X) |
| NICOLE BOWNES | ||||||
| 5 | 15821 VENTURA BLVD | ENCINO | CA | 914362909 | $50 | Yes (X) |
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 |
|---|---|---|---|---|
| BANK SERVICE CHARGE | $455 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $65 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $55,220 | Amt |
Comments