NISSAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NISSAN FOUNDATION (EIN 95-4413799)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-02
- IRS object ID
- 202103069349100645
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T19:11:42-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954413799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NISSAN FNDTN JASON LAETZ | InCareOfNm |
| Business Name Control | NISS | BusinessNameControlTxt |
| Phone | 6157255924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685001 MAILSTOP B5B | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370765001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON LAETZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6157255924 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | LAETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $12,689,224 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $423,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $312,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,496,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $312,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,783 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,783 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $739,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,023 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,023 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,056 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,519 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $483 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,362,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,362,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,407,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,367,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$667,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $713,647 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,449 | CashBOYAmt |
| Cash EOY | $15,629 | CashEOYAmt |
| Cash EOYFMV | $15,629 | CashEOYFMVAmt |
| US Government Obligations BOY | $8,248,930 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,015,650 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,015,650 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,190,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,652,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,652,385 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,900,254 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,005,560 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,005,560 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,353,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,689,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,689,224 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,353,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,689,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,353,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,689,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,353,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,689,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,353,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$667,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,006,381 | OtherIncreasesAmt |
| Subtotal | $12,692,189 | SubtotalAmt |
| Other Decreases | $2,965 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,689,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,114,991 | $915,802 | $199,189 | $199,189 |
| PUBLICLY TRADED SECURITIES | P | $290,009 | $267,667 | $22,342 | $22,342 |
| CAPITAL GAIN DIVIDENDS | P | $91,323 | |||
| CAPITAL GAIN DIVIDENDS | P | $91,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $312,854 | 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 | $9,920 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,920 | SubtotalAmt |
| Tax Based On Investment Income | $9,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $880 | OverpaymentAmt |
| Applied To ES Tax | $880 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | 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 | WWW.NISSANUSA.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FNDTN JASON LAETZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6157255924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NISSAN WAY | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | 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 |
| 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 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW J TAVI | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| HOLLY BRACCO | ||||||||
| 39001 SUNRISE DRIVE | FARMINGTON HILLS | MI | 48331 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LORI A MCPHERSON | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | SECRETARY/DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALLESANDRA THARP | ||||||||
| 9800 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRYAN HORN | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CALANDRA TURNER | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PARUL BAJAJ | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | EXECUTIVE DIRECTOR/DIRECTOR | 1.0 | $0 | $0 | $0 |
| FRED DEPEREZ | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR (THRU 7/15/2020) | 1.0 | $0 | $0 | $0 |
| JEFFREY MILLS | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ERIKA SANTOS | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR (THRU 1/11/2021) | 1.0 | $0 | $0 | $0 |
| RODNEY FRANCIS | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR (THRU 12/4/2020) | 1.0 | $0 | $0 | $0 |
| JASON LAETZ | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEREMIE H PAPIN | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| TRAVIS PARMAN | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHISHIR BHUSHAN | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,573,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,587,247 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,587,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,398,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,920 | TotalTaxAmt |
| Distributable Before Adj | $610,002 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $610,002 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $610,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,367,591 | 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 | $1,367,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,367,591 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,492 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,367,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,492 | AppliedToYear1Amt |
| Applied To Current Year | $610,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $597,097 | RemainingDistriFromCorpusAmt |
| Total Corpus | $597,097 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $597,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $597,097 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVIC | ||||||||
| 2651 SAULINO CT | DEARBORN | MI | 48120 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| ATLANTA HISTORICAL SOCIETY INC | ||||||||
| 130 WEST PACES FERRY RD | ATLANTA | GA | 30305 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| AUTRY NATIONAL CENTER | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 900271462 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| BROOKLYN HISTORICAL SOCIETY | ||||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PL | BROOKLYN | NY | 11238 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA | ||||||||
| 2401 LAKE PARK DR | SMYRNA | GA | 30080 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CHILDREN'S MUSEUM CORPORATION OF RUTHERFORD COUNTY | ||||||||
| 502 SOUTHEAST BROAD ST | MURFREESBORO | TN | 37130 | NONE | PC | GENERAL SUPPORT | $120,000 | |
| CLEVELAND MUSIC FOUNDATIONGRAMMY MUSEUM | ||||||||
| 800 W SUNFLOWER RD | CLEVELAND | MS | 38732 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| DALLAS HOLOCAUST MUSEUM | ||||||||
| 300 N HOUSTON ST | DALLAS | TX | 75202 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DETROIT EDUCATIONAL TELEVISION FOUNDATION | ||||||||
| RILEY BROADCAST CENTER | WIXOM | MI | 48393 | NONE | PC | GENERAL SUPPORT | $50,000 | 1 CLOVER CT |
| FERNBANK INC | ||||||||
| 767 CLIFTON RD NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| FOUNDATION FOR MISSISSIPPI HISTORY | ||||||||
| PO BOX 571 | JACKSON | MS | 39205 | NONE | SO III FI | GENERAL SUPPORT | $30,000 | |
| GLOBAL EDUCATION CENTER | ||||||||
| 4822 CHARLOTTE AVE | NASHVILLE | TN | 372093423 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HOLOCAUST MEMORIAL CENTER ZEKELMAN FAMILY | ||||||||
| 28123 ORCHARD LAKE RD | FARMINGTON HILLS | MI | 48334 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| JAPANESE AMERICAN NATIONAL MUSEUM | ||||||||
| 100 NORTH CENTRAL AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| JEWISH CHILDREN'S MUSEUM | ||||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVE | New York | NY | 10128 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JOBS FOR MISSISSIPPI GRADUATES INC | ||||||||
| 6055 RIDGEWOOD RD STE A | JACKSON | MS | 39211 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 615 CHURCH ST | NASHVILLE | TN | 37219 | NONE | SO III FI | GENERAL SUPPORT | $75,000 | |
| NASHVILLE PUBLIC TELEVISION | ||||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| ONE TO WORLD INC | ||||||||
| 307 SEVENTH AVE STE 2003 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| SAN DIEGO CHILDREN'S DISCOVERY MUSEUM | ||||||||
| 320 N BROADWAY | ESCONDIDO | CA | 92025 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| SAN DIEGO MUSEUM OF MAN | ||||||||
| 1350 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| STARS NASHVILLE | ||||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||
| 55 BROAD ST 17TH FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $67,000 | |
| TENNESSEE IMMIGRANT & REFUGEE RIGHTS COALITION | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE COMMUNITY HOUSE | ||||||||
| 380 SOUTH BATES ST | BIRMINGHAM | MI | 48009 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE INTERFAITH LEADERSHIP COUNCIL OF METRO DETROIT | ||||||||
| 10821 CAPITAL | OAK PARK | MI | 48237 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| US COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | ||||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 222023794 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| YWCA NASHVILLE & MIDDLE TENNESSEE | ||||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,362,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423,089 | 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 | $312,854 | 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 | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $738,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $738,726 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,046 | Amt |
| Net Investment Income | $5,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,023 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MFO BLACKROCK FDS HIGH YIELD B | BondNm |
| EOY Book Value | $2,005,560 | EOYBookValueAmt |
| EOYFMV | $2,005,560 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO ADVISORS INNER CIRCLE FD L | $1,294,294 | $1,294,294 |
| MFO DEUTSCHE REAL ESTATE SEC | $1,358,091 | $1,358,091 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,015,650 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,015,650 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR ACCRUED INCOME | Desc |
| Amt | $2,965 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $483 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $483 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,783 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,783 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,006,381 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $20,056 | Amt |
| Net Investment Income | $20,056 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAX ON NET INVEST. INC. | $14,434 | |
| STATE FILING FEES | $85 | $85 |
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