THE MAC AIDS FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MAC AIDS FUND (EIN 13-4144722)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202101349349100430
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T09:05:10-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134144722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAC AIDS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MAC AIDS FUND | InCareOfNm |
| Business Name Control | MACA | BusinessNameControlTxt |
| Phone | 2129656300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Soho Square 233 Spring Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY MAHON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6466136460 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Young | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,087 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,087 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,474 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $491,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $491,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $491,624 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $655,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $603,185 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $24,747 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,187 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,560 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,056 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,514 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,165 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,501 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,124 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,964 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,964 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,733,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,733,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,824,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,795,202 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,169,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $569,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,013,540 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $15,189 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $8,836,407 | CorporateStockBOYAmt |
| Other Assets BOY | $387,165 | OtherAssetsBOYAmt |
| Total Assets BOY | $10,252,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,163 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $20,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,232,138 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,232,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,252,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,232,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,169,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $937,458 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LT GAIN ON INVESTMENTS | P | $283,272 | $283,272 | $283,272 | |
| LT GAIN ON INV | $395,874 | $62,874 | $62,874 | $333,000 | |
| CAPITAL GAIN DIVIDENDS | P | $145,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $491,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,491,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,256,604 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.014452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,264,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,706,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.536907 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,838,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,612,518 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.61199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,173,671 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,301,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.039131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,824,262 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,159,606 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.267711 | DistributionYr5Rt |
| Total Distribution | 4.470191 | TotalDistributionRt |
| Average Distribution | 0.894038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,196,894 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,010,449 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,700 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,016,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,795,202 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,700 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,700 | SubtotalAmt |
| Tax Based On Investment Income | $5,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,467 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,467 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,767 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $3,767 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAC AIDS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6466136460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOHO SQUARE 233 SPRING STREET | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN D DEMSEY | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| mary renaud | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | director | 0 | $0 | $0 | $0 |
| IAN NESS | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CLYDE WILLIAMS | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CAREY MALONEY | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | TREASURER/director | 1.0 | $0 | $0 | $0 |
| NANCY MAHON | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | GLOBAL EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| Peter JuEptner | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | Director | 1.0 | $0 | $0 | $0 |
| Jennifer BalbieR | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | Secretary/director | 1.0 | $0 | $0 | $0 |
| QUARRAISHA ABDOOL KARIM | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEAN WILLIAM PAPE | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Anthony Thompson | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Patrick Sullivan MD PhD | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| toni lakis | ||||||||
| One Soho Square 233 Spring Street | NEW YORK | NY | 10013 | director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,021,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,345,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,367,405 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,367,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,196,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $559,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $559,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,700 | TotalTaxAmt |
| Distributable Before Adj | $554,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $52,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $606,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $606,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,795,202 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,795,202 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,700 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,789,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $606,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,770,104 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,443,253 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,713,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,908,890 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,686,803 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,522,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,795,202 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $606,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,189,057 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,711,902 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,770,104 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,941,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,443,253 | ExcessFromYear4Amt |
| Excess From Year3 | $12,713,795 | ExcessFromYear3Amt |
| Excess From Year2 | $11,908,890 | ExcessFromYear2Amt |
| Excess From Year1 | $15,686,803 | ExcessFromYear1Amt |
| Excess From Current Year | $11,189,057 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Nancy Mahon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Soho Square 233 Spring Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129656300 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS DETAILING THE PURPOSE OF THE GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PURPOSE OF THE FUND IS TO RAISE MONEY AND PROVIDE FUNDS TO ORGANIZATIONS THAT PROVIDE SUPPORT, CARE AND/OR ESSENTIAL SERVICES FOR PEOPLE AFFECTED BY HIV AND AIDS AND TO OTHER ORGANIZATIONS ENGAGED IN VARIOUS FORMS OF OTHER SOCIAL SERVICE PROJECTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the estee lauder com charitable fdn | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT PERSONS AFFECTED BY HIV/AIDS. | GrantOrContributionPurposeTxt |
| Amt | $11,733,389 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,733,389 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,087 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $491,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNUSED GRANT FUNDS | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $52,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $655,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $655,185 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT & TAX FEES | $24,910 | $6,228 | $0 | $18,683 |
| BOOKKEEPING FEES | $5,146 | $1,286 | $0 | $14,482 |
Depreciation Schedule DepreciationSchedule
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | the estee lauder com charitable fd | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 fifth avenue | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | as of february 10, 2020, The M.A.C AIDS Fund transferred all remaining assets to The Estee Lauder Companies Charitable Foundation, a tax-exempt private foundation. see attachment 14. | ShortExplanationTxt |
| Dissolution | $11,733,389 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ESTEE LAUDER COM CHARITABLE FDN | |||||||||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | 2019-05-31 | $1,000,000 | SUPPORT PERSONS AFFECTED BY HIV/AIDS. | $1,000,000 | NO | 10/30/2019 and 09/08/2020 | 2020-09-08 | THE GRANTEE HAS REMAINED IN COMPLIANCE WITH THE TERMS OF THE GRANT. SEE ATTACHMENT 15. |
| THE ESTEE LAUDER COM CHARITABLE FDN | |||||||||||
| 767 FIFTH AVENUE | new york | NY | 10017 | 2020-02-10 | $11,733,389 | SUPPORT PERSONS AFFECTED BY HIV/AIDS. | $1,335,434 | NO | 08/31/2020 | 2020-08-31 | THE GRANTEE HAS REMAINED IN COMPLIANCE WITH THE TERMS OF THE GRANT. SEE ATTACHMENT 15b. |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,747 | LegalFeesAmt |
| Net Investment Income | $6,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,560 | 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 |
|---|---|---|---|---|
| INSURANCE EXPENSE | $3,789 | $0 | $0 | $3,789 |
| BANK SERVICE FEES | $175 | $0 | $0 | $175 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Unused Grant Funds | Desc |
| Revenue And Expenses Per Books | $52,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $937,458 |
| GRANTED TO THE ESTEE LAUDER | $0 |
| COMPANIES CHARITABLE FOUNDATION | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PA | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $19,501 | $19,501 | $0 | $0 |
| WEBSITE CONSULTING | $4,200 | $0 | $0 | $4,200 |
| OTHER CONSULTING FEE | $1,924 | $0 | $0 | $1,924 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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