PEDIATRIC EPILEPSY RESEARCH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PEDIATRIC EPILEPSY RESEARCH FOUNDATION (EIN 20-1779737)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349103080
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:04:05-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813925878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICK & GROHMAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 E CENTERVILLE RD | AddressLine1Txt |
| City | GARLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750414638 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201779737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEDIATRIC EPILEPSY RESEARCH FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEDI | BusinessNameControlTxt |
| Phone | 4694981658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 LYNDON B JOHNSON FWYSTE 350 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY D ELTERMAN MD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4694981658 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROY | PersonFirstNm |
| Person Last | ELTERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER GROHMAN | PreparerPersonNm |
| PTIN | P01974969 | PTIN |
| Phone | 9722781090 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,478,090 | 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 | $692 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,321 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,321 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $180,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,541 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $180,541 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $599,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $599,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,337,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,337,873 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,337,873 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,122,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,121,695 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,521,735 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $74,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $20,599 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $289 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,370 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $86,206 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,000 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,696 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,690 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $214,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $629,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $629,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $844,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $629,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,277,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,121,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,521,735 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,222 | CashBOYAmt |
| Cash EOY | $209,193 | CashEOYAmt |
| Cash EOYFMV | $209,192 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,457,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,001,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,001,533 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $20,786 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,494 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $7,722,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,589,246 | CorporateStockEOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,267,365 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $322 | OtherAssetsBOYAmt |
| Other Assets EOY | $658 | OtherAssetsEOYAmt |
| Total Assets BOY | $22,368,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,081,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,478,090 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,466,096 | GrantsPayableBOYAmt |
| Grants Payable EOY | $943,378 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,466,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $943,378 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,902,406 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,137,746 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,902,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,137,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,368,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,081,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,902,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,277,900 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,957,440 | OtherIncreasesAmt |
| Subtotal | $27,137,746 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,137,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,960 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,292 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,292 | SubtotalAmt |
| Tax Based On Investment Income | $57,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $67,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $169 | EsPenaltyAmt |
| Overpayment | $9,539 | OverpaymentAmt |
| Applied To ES Tax | $9,539 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | ROY ELTERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4694981658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 LYNDON B JOHNSON FWY | AddressLine1Txt |
| Address Line2 | 3RD FLOOR STE 350 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (11 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROY D ELTERMAN MD | |||||||||||||
| 6 SAIL VIEW AVE | RANCHO PALOS VERDES | CA | 90275 | PRESIDENT | 10.00 | $0 | $0 | $1,696 | |||||
| W DONALD SHIELDS MD | |||||||||||||
| 5711 STONECREST DRIVE | AGOURA HILLS | CA | 91301 | VICE PRESIDE | 1.00 | $0 | $0 | $0 | |||||
| STEPHEN ASHWAL MD | |||||||||||||
| 11175 CAMPUS STREET RM A 1120G | LOMA LINDA | CA | 92350 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| E MARTINA BEBIN MD | |||||||||||||
| 502 GOVERNORS DR SW | HUNTSVILLE | AL | 35801 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||||
| HERBERT WINOKUR | |||||||||||||
| 125 MASON ST | GREENWICH | CT | 06830 | EMERITUS | 1.00 | $0 | $0 | $0 | |||||
| PETER CAMFIELD MD | |||||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | 1208 BLENHEIM TERRACE | HALIFAX | NOVA SCOTIA | CA | B3H-Q32 | ||||
| DEBORAH HIRTZ MD | |||||||||||||
| 38 PLAINS ROAD | JERICHO | VT | 05465 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| SOOKYONG KOH MD | |||||||||||||
| 831 N 89TH CIRCLE | OMAHA | NE | 68114 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||||
| ERIC WEATHERFORD | |||||||||||||
| 6642 GREENWICH LANE | DALLAS | TX | 75230 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||||
| JOHN MURRAY | |||||||||||||
| 4004 BRYN MAWR DRIVE | DALLAS | TX | 75225 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
| MICHAEL V JOHNSTON MD | |||||||||||||
| 509 WOODLAWN ROAD | BALTIMORE | MD | 21210 | DIRECTOR | 000.00 | $0 | $0 | $0 | |||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MCEWEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1509 RESTON | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $74,844 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SIXTEEN NON-PROFIT ORGANIZATIONS WERE SUPPLIED GRANTS FOR PEDIATRIC EPILEPSY AND NEUROLOGY RESEARCH. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,958,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,267,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,225,400 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,225,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $408,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,817,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,340,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,340,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,292 | TotalTaxAmt |
| Distributable Before Adj | $1,283,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,283,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,283,559 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $629,793 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $629,793 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $629,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,283,559 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,141,945 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,586,527 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,179,632 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,123,935 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,611,125 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,643,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $629,793 | QualifyingDistributionsAmt |
| Applied To Current Year | $629,793 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $653,766 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $653,766 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,989,398 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $488,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,501,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,586,527 | ExcessFromYear4Amt |
| Excess From Year3 | $2,179,632 | ExcessFromYear3Amt |
| Excess From Year2 | $2,123,935 | ExcessFromYear2Amt |
| Excess From Year1 | $1,611,125 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PEDIATRIC EPILEPSYNEUROLOGY RESEAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 LYNDON B JOHNSON FWY STE 350 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4694981658 | RecipientPhoneNum |
| Recipient Email Address | PERF2004@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD CONTACT THE FOUNDATION TO OBTAIN THEIR APPLICATION FORMS AND A LISTING OF REQUIRED MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS ON AWARDS:AWARDS ARE FOR RESEARCH IN THE FIELDS OF PEDIATRIC EPILEPSY AND NEUROLOGY RESEARCH ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PEDIATRIC STROKE ORGA | ||||||||||||
| 675 NELSON RISING LN | RM 402 BOX 0663 | SAN FRANCISCO | CA | 94158 | NONE | PC | RESEARCH | $110,000 | ||||
| THE HOSPITAL FOR SICK CHILDREN | ||||||||||||
| NONE | PC | RESEARCH | $100,000 | 686 BAY STREET | 3RD FLOOR | TORONTO | CA | |||||
| LURIE CHILDREN'S HOSPTIAL | ||||||||||||
| 225 EAST CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | RESEARCH | $100,000 | |||||
| CHILDREN'S NATIONAL HOSPITAL | ||||||||||||
| 1 INVENTA PLACE | FL 3 | SILVER SPRINGS | MD | 20910 | NONE | PC | RESEARCH | $90,000 | ||||
| CHILD NEUROLOGY SOCIETY | ||||||||||||
| 1000 W COUNTY ROAD E 290 | ST PAUL | MN | 55126 | NONE | PC | RESEARCH | $50,000 | |||||
| AMERICAN EPILEPSY SOCIETY | ||||||||||||
| 135 S LASALLE SUITE 2850 | CHICAGO | IL | 60603 | NONE | PC | RESEARCH | $25,000 | |||||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PC | RESEARCH | $20,000 | |||||
| UCSF | ||||||||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | NONE | GOV | RESEARCH | $12,708 | |||||
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | GOV | COMPETITION | $10,000 | |||||
| UCLA | ||||||||||||
| 10833 LE CONTE AVENUE | BOX 957296 | LOS ANGELES | CA | 92350 | NONE | GOV | ENDOWMENT | $10,000 | ||||
| THE ARC OF THE US | ||||||||||||
| 1825 K STREET NW 1200 | WASHINGTON | DC | 20006 | NONE | PC | RESEARCH | $10,000 | |||||
| EMORY UNIVERSITY | ||||||||||||
| 1599 CLIFTON ROAD | NE 4TH FLOOR | ATLANTA | GA | 30322 | NONE | PC | RESEARCH | $10,000 | ||||
| EPILEPSY FOUNDATION | ||||||||||||
| 8301 PROFESSIONAL PLACE E | NUMBER 200 | LANDOVER | MD | 20785 | NONE | PC | RESEARCH | $10,000 | ||||
| TUBEROUS SCLEROSIS ALLIANCE | ||||||||||||
| 801 ROEDER RD | STE 750 | SILVER SPRING | MD | 20910 | NONE | PC | RESEARCH | $10,000 | ||||
| BRIGADOON VILLAGE | ||||||||||||
| NONE | PC | RESEARCH | $10,000 | 5523A YOUNG STREET | HALIFAX | CA | ||||||
| OPERATION SMILE | ||||||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PC | RESEARCH | $10,000 | |||||
| BOSTON MEDICAL CENTER | ||||||||||||
| 660 HARRISON AVE | 2ND FL | BOSTON | MA | 02118 | NONE | PC | RESEARCH | $10,000 | ||||
| UNIVERSITY OF ALABAMA | ||||||||||||
| 1720 7TH AVE SOUTH SC350E | BIRMINGHAM | AL | 35233 | NONE | PC | SCHOLASHIP TO ATTEND MEETING | $10,000 | |||||
| CHILDREN'S HEALTHCARE OF ATLANTA | ||||||||||||
| 3395 NE EXPRESSWAY 100 | ATLANTA | GA | 30341 | NONE | PC | RESEARCH | $5,575 | |||||
| THE HOSPITAL FOR SICK CHILDREN | ||||||||||||
| NONE | PC | RESEARCH | $5,010 | 686 BAY STREET | 3RD FLOOR | TORONTO | CA | |||||
| EPILEPSY FOUNDATION | ||||||||||||
| 8301 PROFESSIONAL PLACE E | NUMBER 200 | LANDOVER | MD | 20785 | NONE | PC | COMPETITION | $5,000 | ||||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PC | RESEARCH | $5,000 | |||||
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | GOV | RESEARCH | $1,000 | |||||
| AMERICAN BRIAN FOUNDATION | ||||||||||||
| 201 CHICAGO AVENUE | MIMMEAPOLIS | MN | 55415 | NONE | PC | RESEARCH | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $629,793 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,321 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $180,541 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $599,960 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME - RESEARCH | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,337,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,337,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $783,822 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,121,695 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $8,370 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THE INVESTMENT FUND FOR FOUNDA | StockNm |
| EOY Book Value | $9,589,246 | EOYBookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FMV ROYALTY RIGHTS ON DRUG STU | FMV | $3,267,365 | |
| OTHER FUND | $250,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $289 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID PR | Desc |
| BOY Book Value | $322 | BOYBookValueAmt |
| EOY Book Value | $658 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGE | $29 |
| INSURANCE | $5,223 |
| GROUP MEAL | $45 |
| OFFICE EXPENSE | $4,363 |
| AUTOMOBILE | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME - RESEARCH | Desc |
| Revenue And Expenses Per Books | $3,337,873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,337,873 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,337,873 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENT | $2,434,722 |
| INCREASE IN UNPAID GRANT 01/20-12/20 | $2,522,718 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PR LIA | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID | $1,942 |
| INCOME TAX ON 2019TAX | $26,972 |
| INCOME TAX ON 2020 TAX | $57,292 |