MARSHALL MATHERS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL MATHERS FOUNDATION (EIN 01-0706738)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349109515
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:07:08-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 15821 VENTURA BLVD STE 370 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914362909 | 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 | 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 NO 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 | 2021-11-12 | SignatureDt |
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 | CATHERINE RIDGEWAY CPA | PreparerPersonNm |
| PTIN | P00529956 | PTIN |
| Phone | 8189900550 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $291,886 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,514,671 | 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 | $820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $820 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $820 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $226,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,515,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,655 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $822 | 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 | $22,002 | 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 | $22,002 | 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 | $1,345,874 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,345,874 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,367,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,345,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $822 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $291,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $291,886 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $71,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $291,886 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $71,256 | CapitalStockBOYAmt |
| Capital Stock EOY | $291,886 | 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 | $71,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $291,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $291,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,013 | OtherIncreasesAmt |
| Subtotal | $291,886 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $291,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN # 8617 - APPLE | 2015-08-01 | 2020-06-18 | $176,011 | $175,795 | $216 | $216 |
| JP MORGAN # 8617 - APPLE | 2015-08-01 | 2020-12-29 | $50,139 | $32,522 | $17,617 | $17,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,833 | 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 | $259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259 | 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 | $259 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 AID TO IMPOVERISHED CHILDREN. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PROVIDE FINANCIAL SUPPORT TO AN EDUCATIONAL INSTITUTION | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | PROVIDE SCHOOL SUPPLIES TO CHILDREN IN NEED | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | TO EDUCATE ABOUT THE DANGERS OF NARCOTICS AND SUBSTANCE ABUSE | 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 | $129,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $574,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $704,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $704,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $694,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $34,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,444 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,345,874 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,345,874 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,345,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $154,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,333 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $580,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,181 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,264,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,345,874 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,311,430 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,575,458 | 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 | $154,332 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,421,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,333 | ExcessFromYear4Amt |
| Excess From Year3 | $580,985 | ExcessFromYear3Amt |
| Excess From Year2 | $174,181 | ExcessFromYear2Amt |
| Excess From Year1 | $191,197 | ExcessFromYear1Amt |
| Excess From Current Year | $1,311,430 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 MICHIGAN | |||||||
| 115 E LIBERTY STREET | ANN ARBOR | MI | 48104 | NONE | 501(C)(3) | TO HELP AMPLIFY THE VOICES OF THOUSANDS OF YOUNG WRITERS IN OUR COMMUNITIES, LETTING THEM KNOW THAT THEIR STORIES MATTER. | $1,000 |
| BRADY | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | 501(C)(4) | TO PREVENT GUN VIOLENCE. | $50,000 |
| CARE OF SOUTHEASTERN MICHIGAN | |||||||
| 31900 UTICA ROAD | FRASER | MI | 48026 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $10,000 |
| COMMON GROUND | |||||||
| 1410 S TELEGRAPH | BLOOMFIELD HILLS | MI | 48302 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $5,000 |
| COMMUNITY HAPPENS HERE INC | |||||||
| 6238 MONTGOMERY RD | CINCINNATI | OH | 45213 | 501(C)(3) | TO CREATE RESILIENT COMMUNITY BY TEACHING BUSINESS BASICS, MODELING AUTHENTIC HOSPITALITY, AND CONNECTING PEOPLE ACROSS DIFFERENCE. | $5,000 | |
| DETROIT CHILDREN'S CHOIR | |||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | NONE | 501(C)(3) | TO USE THE POWER OF CHORAL MUSIC EDUCATION AS A CULTURAL PLATFORM TO UNITE CHILDREN OF DIVERSE BACKGROUNDS | $2,500 |
| DETROIT WRITER'S GUILD | |||||||
| 5057 WOODWARD AVE 9TH FLOOR | DETROIT | MI | 48202 | NONE | 501(C)(3) | TO CREATE AND ADVANCE KNOWLEDGE, PREPARE A DIVERSE STUDENT BODY TO THRIVE, AND POSITIVELY IMPACT LOCAL AND GLOBAL COMMUNITIES. | $1,000 |
| DOWNTOWN BOXING GYM | |||||||
| 6445 E VERNOR HWY | DETRIOT | MI | 48207 | NONE | 501(C)(3) | TO EMPOWER DETROIT STUDENTS TO BE POSITIVE AND PRODUCTIVE MEMBERS OF SOCIETY | $190,000 |
| ELTON JOHN AIDS FOUNDATION | |||||||
| 584 BROADWAY STE 906 | NEW YORK | NY | 10012 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $10,000 |
| FAMILIES AGAINST NARCOTICS | |||||||
| 33000 GARFIELD | FRASER | MI | 48026 | NONE | 501(C)(3) | TO EDUCATE ABOUT THE DANGERS OF NARCOTICS AND SUBSTANCE ABUSE | $5,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | NONE | 501(C)(3) | TO RELIEVE HUNGER IN METRO DETROIT | $10,000 |
| FRATERNAL ORDER OF POLICE FERNDALE | |||||||
| 2233 BURDETTE ST | FERNDALE | MI | 48220 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 |
| GIFFORDS | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | NONE | 501(C)(4) | TO SAVE LIVES FROM GUN VIOLENCE. | $52,500 |
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $50,000 |
| HEALTH UNIT ON DAVISON AVENUE | |||||||
| 13240 WOODROW WILSON | DETROIT | MI | 48238 | NONE | 501(C)(3) | TO IMPROVE THE LIVES OF THOSE IN NEED THROUGH COMPREHENSIVE HEALTH CARE, EDUCATION, AND RESOURCES. | $1,000 |
| HENRY FORD HEALTH SYSTEM | |||||||
| 1 FORD PLACE STE 5A | DETROIT | MI | 48202 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $30,000 |
| ILITCH CHARITIES FOR CHILDREN | |||||||
| 2211 WOODWARD AVE | DETROIT | MI | 48201 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $7,500 |
| INSIDE OUT LITERARY ARTS PROJECT | |||||||
| 5143 CASS AVE ROOM 225 | DETRIOT | MI | 48202 | NONE | 501(C)(3) | INSPIRE YOUTH TO THINK BROADLY, CREATE BRAVELY AND SHARE THEIR VOICES WITH THE WIDER WORLD. | $2,500 |
| LIFETIES | |||||||
| 2205 PENNINGTON ROAD | EWING | NJ | 08638 | NONE | 501(C)(3) | PROVIDE CARE AND SERVICES TO YOUTH IN CRISIS | $2,000 |
| LIVING ARTS | |||||||
| 8701 W VERNOR STE 301 | DETROIT | MI | 48209 | NONE | 501(C)(3) | TO CLOSE THE GAP IN ARTS EDUCATION IN OUR CITY WITH INSPIRING ARTISTS-IN-RESIDENCE IN PREK TO 12TH GRADE CLASSROOMS AND AFTER SCHOOL AND SUMMER CLASSES THAT NURTURE CREATIVITY AND SELF CONFIDENCE | $2,500 |
| MATRIX HUMAN SERVICES | |||||||
| 120 PARSONS ST | DETRIOT | MI | 48201 | NONE | 501(C)(3) | PROVIDE INFORMATION, RISK REDUCTION TRAINING, COUNSELING AND TESTING, AND CASE MANAGEMENT SERVICES FOR HIV FOR AT-RISK POPULATIONS IN SOUTHEASTERN MICHIGAN. | $2,500 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 509 E CIRCLE DRIVE ROOM 306 | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | PROVIDE FINANCIAL SUPPORT TO AN EDUCATIONAL INSTITUTION | $132,000 |
| MOSAIC YOUTH THEATRE OF DETROIT | |||||||
| 2251 ANTIETAM AVENUE | DETROIT | MI | 48207 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $3,000 |
| NOTES FOR NOTES | |||||||
| 1900 CHURCH STREET SUITE 300 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) | PROVIDES SUPPORT FOR MUSIC APPRECIATION | $2,500 |
| PLAYWORKS FOR EVERY KID | |||||||
| 2990 W GRAND BLVD STE 231 | DETRIOT | MI | 48202 | NONE | 501(C)(3) | TO PROVIDE SAFE AND HEALTHY PLAY TO SCHOOLS IN MICHIGAN. | $1,500 |
| SHAR HOUSE | |||||||
| 1852 WEST GRAND BLVD | DETROIT | MI | 48208 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $15,000 |
| SPHINX ORGANIZATION | |||||||
| 400 RENAISSANCE CTR STE 2550 | DETROIT | MI | 48243 | NONE | 501(C)(3) | HELPING TO TRANSFORM LIVES THROUGH DIVERSITY IN ART | $5,000 |
| ST CLAIR BUTTERFLY FOUNDATION | |||||||
| PO BOX 210643 | AUBURN HILLS | MI | 48321 | NONE | 501(C)(3) | EMPOWERS STUDENTS ALL ACROSS THE COUNTRY, THROUGH MENTORSHIP PROGRAMS BASED IN THE CREATIVE ARTS, TO REACH THEIR POTENTIAL TO SOAR. | $3,000 |
| ST VINCENT DE PAUL - DETROIT | |||||||
| 3000 GRATIOT AVE | DETROIT | MI | 48207 | NONE | 501(C)(3) | PROVIDE EMERGENCY SERVICES SUCH AS FOOD, CLOTHING, HOUSING ASSISTANCE AND OTHER BASIC NEEDS. | $1,000 |
| THE AVALON VILLAGE | |||||||
| 24 AVALON ST | HIGHLAND PARK | MI | 48203 | NONE | 501(C)(3) | TO TRANSFORM ONE OF THE CITY'S MOST BLIGHTED BLOCKS INTO A SAFE, FUNCTIONAL, AND BEAUTIFUL SPACE FOR THE ENTIRE COMMUNITY. | $2,500 |
| THE HORATIO WILLIAMS FOUNDATION | |||||||
| 1010 ANTIETAM | DETROIT | MI | 48207 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,000 |
| THE YOUTH CONNECTION | |||||||
| 4777 EAST OUTER DR | DETROIT | MI | 48234 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 |
| THE YUNION | |||||||
| 111 EAST KIRBY ST | DETRIOT | MI | 48202 | NONE | 501(C)(3) | TO COUNTER NEGATIVE CULTURAL INFLUENCES THAT MISDIRECT THE LIVES OF YOUTH BY RAISING AWARENESS AND STRENGTHENING FAMILIES THROUGH INNOVATIVE PREVENTION PROGRAMMING, EDUCATION, PARENTAL ENGAGEMENT, MENTORING, AND COUNSELING. | $2,500 |
| VISTA MARIA | |||||||
| 20651 WEST WARREN AVENUE | DEARBORN HEIGHTS | MI | 48127 | NONE | 501(C)(3) | TO DELIVER INNOVATIVE CARE, SUPPORT, TREATMENT AND EDUCATION TO VULNERABLE YOUTH | $3,500 |
| WIGS 4 KIDS | |||||||
| 30126 HARPER AVE | ST CLAIR SHORES | MI | 48082 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $2,500 |
| WOLVERINE HUMAN SERVICES | |||||||
| 15100 MACK AVENUE | GROSSEE POINTE PARK | MI | 48230 | NONE | 501(C)(3) | TO PROVIDE AID TO IMPOVERISHED CHILDREN. | $7,500 |
| ARTS BEATS AND EATS | |||||||
| 301 W 4TH ST STE 440 | ROYAL OAK | MI | 48067 | GENERAL OPERATIONS | $25,000 | ||
| BEAUMONT HEALTH FOUNDATION | |||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | GENERAL OPERATIONS | $25,000 | ||
| BETTER HELP | |||||||
| 990 VILLA STREET | MOUNTAIN VIEW | CA | 94041 | GENERAL OPERATIONS | $10,000 | ||
| BLM DETROIT | |||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | GENERAL OPERATIONS | $25,000 | ||
| BURNITDOWNGROUP LLC | |||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | GENERAL OPERATIONS | $17,500 | ||
| CASS COMMUNITY SOCIAL SERVICES | |||||||
| 11745 ROSA PARKS BLVD | DETROIT | MI | 48206 | GENERAL OPERATIONS | $100,000 | ||
| CDI COMPUTERS | |||||||
| 500 5TH AVE SUITE 1500 | NEW YORK | NY | 10110 | GENERAL OPERATIONS | $24,900 | ||
| CHILDREN'S FOUNDATION | |||||||
| 3011 WEST GRAND BLVD SUITE 218 | DETRIOT | MI | 482023042 | GENERAL OPERATIONS | $26,000 | ||
| DETROIT NAACP | |||||||
| 8220 SECOND AVE | DETRIOT | MI | 48202 | GENERAL OPERATIONS | $75,000 | ||
| DETROIT PUBLIC TV | |||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | GENERAL OPERATIONS | $2,500 | ||
| DETROIT RESCUE MISSION | |||||||
| 150 STIMSON STREET | DETROIT | MI | 48201 | GENERAL OPERATIONS | $100,000 | ||
| ENNIS CENTER | |||||||
| 129 EAST THIRD STREET | FLINT | MI | 48502 | GENERAL OPERATIONS | $25,000 | ||
| EVERY TOWN SURVIVOR NETWORK | |||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | GENERAL OPERATIONS | $10,000 | ||
| JAMIE DANIELS FOUNDATION | |||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | GENERAL OPERATIONS | $10,000 | ||
| LIGHTHOUSE | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | GENERAL OPERATIONS | $25,000 | ||
| NAMI OF SOUTHERN NEVADA | |||||||
| 2770 S MARYLAND PKWY 215E | LAS VEGAS | NV | 89109 | GENERAL OPERATIONS | $10,000 | ||
| NATIONAL COMPASSION FUND | |||||||
| 1450 DUKE STREET | ALEXANDRIA | VA | 22314 | GENERAL OPERATIONS | $10,000 | ||
| ONSITE FOUNDATION | |||||||
| PO BOX 92247 | NASHVILLE | TN | 37209 | GENERAL OPERATIONS | $10,000 | ||
| PERFECTING COMMUNITY | |||||||
| 15055 OXNARD ST | VAN NUYS | CA | 91411 | GENERAL OPERATIONS | $69,654 | ||
| REMEMBER THE CHILD | |||||||
| 1760 S TELEGRAPH RD SUITE 300 | BLOOMFIELD HILLS | MI | 48302 | GENERAL OPERATIONS | $2,000 | ||
| SOUTHWEST SOLUTIONS | |||||||
| 2535-B TX-121 110 | LEWISVILLE | TX | 75056 | GENERAL OPERATIONS | $50,000 | ||
| ST JOHN PROVIDENCE FOUNDATION | |||||||
| 19251 MACK AVE SUITE 102 | DETROIT | MI | 48236 | GENERAL OPERATIONS | $25,000 | ||
| THE AFR FOUNDATION | |||||||
| 26300 TELEGRAPH RD - 2ND FLOOR | SOUTHFIELD | CA | 48033 | GENERAL OPERATIONS | $10,000 | ||
| THE ARC OF NW WAYNE COUNTY | |||||||
| 26049 FIVE MILE RD | REDFORD CHARTER TWP | MI | 48239 | GENERAL OPERATIONS | $2,000 | ||
| THE REBELS PROJECT | |||||||
| 8180 SW BROOKRIDGE ST | PORTLAND | OR | 97225 | GENERAL OPERATIONS | $10,000 | ||
| UNION COMMISSARY | |||||||
| 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | GENERAL OPERATIONS | $8,820 | ||
| WHY NOT CARE | |||||||
| 54 CATHERINE STREET | NEW YORK | NY | 10038 | GENERAL OPERATIONS | $9,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,345,874 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $820 | 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 | $822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $822 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARSHALL MATHERS | ||||||
| 1 | 15821 VENTURA BLVD STE 370 | ENCINO | CA | 91436 | $601,590 | Yes (X) |
| FAME HOUSE | ||||||
| 2 | 2220 COLORADO AVE | SANTA MONICA | CA | 90404 | $135,248 | Yes (X) |
| NKSFB LLC | ||||||
| 3 | 15821 VENTURA 370 | ENCINO | CA | 914362909 | $2,000 | Yes (X) |
| HOWARD STERTZ | ||||||
| 4 | 1760 S TELEGRAPH RD SUITE 300 | BLOOMFIELD HILLS | MI | 48302 | $1,000 | Yes (X) |
| PARR STUDIOS | ||||||
| 5 | 15821 VENTURA BLVD STE 370 | ENCINO | CA | 914362909 | $2,000 | Yes (X) |
| SPOTIFY | ||||||
| 6 | 150 GREENWICH ST 62ND FLOOR | NEW YORK | NY | 10007 | $5,000 | Yes (X) |
| START SMALL LLC | ||||||
| 7 | 511 6TH AVE 4151 | NEW YORK | NY | 10011 | $750,000 | 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 | $510 | $0 | $0 | $0 |
| LEGAL FEES | $21,492 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $73,013 | Amt |
Comments