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NATURAL HEALTH RESEARCH FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NATURAL HEALTH RESEARCH FOUNDATION INC (EIN 22-3936343)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-08
IRS object ID
202113129349101416
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T11:14:48-08:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363430638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PBG FINANCIAL SERVICES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1666 Dundee Road Suite 401AddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223936343EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATURAL HEALTH RESEARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATUBusinessNameControlTxt
Phone2396732123PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 SW 3RD PLACE 205AddressLine1Txt
CityCAPE CORALCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33991ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR JOSEPH M MERCOLAPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDR JOSEPH MPersonFirstNm
Person LastMERCOLAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER PORTERAPreparerPersonNm
PTINP00294457PTIN
Phone8472911400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,533,626FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$73InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$73InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,245DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,245DividendsAdjNetIncmAmt
Other Income Rev And Expnss$109,046OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$618,364TotalRevAndExpnssAmt
Total Net Invst Incm$9,318TotalNetInvstIncmAmt
Total Adj Net Incm$9,318TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$840LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$840LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,650OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,650OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$238TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$238TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,961OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,961OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,689TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,689TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,544,047ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,544,047ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,556,736TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,556,736TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$938,372ExcessRevenueOverExpensesAmt
Net Investment Income$9,318NetInvestmentIncomeAmt
Adjusted Net Income$9,318AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,452,799SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$435,808SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$435,808SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,019,199OtherInvestmentsBOYAmt
Other Investments EOY$2,097,818OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,097,818OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,471,998TotalAssetsBOYAmt
Total Assets EOY$2,533,626TotalAssetsEOYAmt
Total Assets EOYFMV$2,533,626TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,471,998RetainedEarningBOYAmt
Retained Earning EOY$2,533,626RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,471,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,533,626TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,471,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,533,626TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,471,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$938,372ExcessRevenueOverExpensesAmt
Subtotal$2,533,626SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,533,626TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130InvestmentIncomeExciseTaxAmt
Subtotal$130SubtotalAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Tax Due$130TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AMALIA LEGASPIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2396732123PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1125 SW 3RD PLACE SUITE 205AddressLine1Txt
CityCAPE CORALCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33991ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DR JOSEPH M MERCOLA
125 SW 3RD PLACE SUITE 205CAPE CORALFL33991President0.00$0
STEVEN RYE
125 SW 3RD PLACE SUITE 205CAPE CORALFL33991CEO0.00$0
AMALIA LEGASPI
125 SW 3RD PLACE SUITE 205CAPE CORALFL33991TREAS/SECRETARY0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,776,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,776,682TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,776,682AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,650CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,750,032NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,502MinimumInvestmentReturnAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Total Tax$130TotalTaxAmt
Distributable Before Adj$87,372DistributableBeforeAdjAmt
Distributable Before Ded$87,372DistributableBeforeDedAmt
Distributable As Adjusted$87,372DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,556,736ExpensesAndContributionsAmt
Qualifying Distributions$1,556,736QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,556,736AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,372DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,668,337ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,973,529ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,849,853ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,573,857ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,563,233ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,628,809TotalExcessDistributionCyovAmt
Qualifying Distributions$1,556,736QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$87,372AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,469,364RemainingDistriFromCorpusAmt
Total Corpus$10,098,173TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,668,337ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,429,836ExcessDistriCyovToNextYrAmt
Excess From Year4$1,973,529ExcessFromYear4Amt
Excess From Year3$1,849,853ExcessFromYear3Amt
Excess From Year2$1,573,857ExcessFromYear2Amt
Excess From Year1$1,563,233ExcessFromYear1Amt
Excess From Current Year$1,469,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL VACCINE INFORMATION CENTER
21525 Ridgetop Circle Ste 100SterlingVA20166NONEEOFDONATION$400,000
CONSUMERS FOR DENTAL CHOICE
316 F STREET NE SUITE 210WASHINGTONDC20002NONEEOFDONATION$240,000
AMERICAN ENVIRONMENTAL HEALTH STUDI
104 Walnut StBinghamptonNY13905NONEEOFDONATION$15,000
ORGANIC CONSUMER ASSOCIATION
6771 S SILVER HILL DRIVEFINLANDMN55603NONEEOFDONATION$744,700
MERCURY POLICY PROJECT TIDES
1014 Torny AvenueSAN FRANCISCOCA94129NONEEOFDONATION$40,000
COMPANION ANIMAL NUTRITION WELLNESS
112 W 18TH STREETNEW YORKNY10011NONEEOFDONATION$20,000
GRASSROOTS HEALTH
315 S COAST HWY 101ENCINITASCA92024NONEEOFDONATION$20,000
MRSA SURVIVORS NETWORK
PO BOX 296MorrisIL60450NONEEOFDONATION$1,000
PETS LIVING WELL FOUNDATION
17314 E ALTA LOMAFOUNTAIN HILLSAZ85268NONEEOFDONATION$12,347
CAMINOS DE AGUA
4 Parton CtLake ForestIL60045NONEEOFDONATION$50,000
SWFL ALPHA EDU AND LEADERSHIP FOUND
PO BOX 61551FORT MYERSFL33906NONEEOFDONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,544,047TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,245ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ORD INC.- FLORIDA HEALTH-$859
ORD INC.-NATURAL HEALTH P$102,747
ORDINARY INCOME - MERCOLA$7,158

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,318ExclusionAmt
Related Or Exempt Function Incm$109,046RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,364TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATURAL HEALTH PARTNERS LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1125 SW 3RD PLACE SUITE 205AddressLine1Txt
CityCAPE CORALCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33991ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$840LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$840DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$9,900$9,900
FILING FEES$61$61

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ORD INC.- FLORIDA HEALTH-$859
ORD INC.-NATURAL HEALTH P$102,747
ORDINARY INCOME - MERCOLA$7,158

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,650DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$238Amt
Disbursements Charitable Prps$238DisbursementsCharitablePrpsAmt

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