MAYER-PHILLIPS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAYER-PHILLIPS FOUNDATION INC (EIN 06-1331577)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202113139349101176
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:11:30-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 061331577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mayer-Phillips Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MAYE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | barbara meyer | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | barbara | PersonFirstNm |
| Person Last | meyer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $9,729,143 | 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 | $350,354 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $860 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $860 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,852,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $413,512 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,717 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,717 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $686,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $595,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,993 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,993 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,343 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,343 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,580 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $48,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $453,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $196,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $569,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,477 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,682,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,724,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,996,914 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,440 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,934 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $259,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $421,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $598,818 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,076,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,273,025 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,729,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,076,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,273,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,076,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,273,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,076,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,273,025 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,076,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $196,388 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,273,025 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,273,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,852,231 | $2,448,356 | $403,875 | $403,875 | |||
| Passthrough K1 Capital Gain/(Loss) | $15,775 | ||||||
| FS STOCK ESCROW | $6,138 | -$6,138 | -$6,138 | P | 2020-01-27 | 2020-12-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $413,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,911 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,911 | SubtotalAmt |
| Tax Based On Investment Income | $7,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,479 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,479 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,568 | OverpaymentAmt |
| Applied To ES Tax | $3,568 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Alessandra Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 12.0 | $35,000 | $316 | $0 |
| Barbara P Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Christa A Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John A Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Timothy P Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $8,134,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $589,254 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,925,709 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,925,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,791,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $439,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $439,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,911 | TotalTaxAmt |
| Distributable Before Adj | $431,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $431,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $431,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $453,978 | 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 | $453,978 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $453,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $431,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $256,274 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $453,978 | QualifyingDistributionsAmt |
| Applied To Year1 | $256,274 | AppliedToYear1Amt |
| Applied To Current Year | $197,704 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $233,976 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barbara P Mayer | ContributingManagerNm |
| Contributing Manager | John A Mayer | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5280 HIGH SCHOOL | |||||||
| 899 N BROADWAY | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $50,000 |
| ACTIVATE WORK INC | |||||||
| 1700 LINCOLN ST 17TH FL | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $25,000 |
| BIDWELL TRAINING CENTER INC | |||||||
| 1815 METROPOLITAN ST | PITTSBURGH | PA | 15233 | N/A | PC | General & Unrestricted | $1,500 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $1,000 |
| CAREERWISE COLORADO | |||||||
| 400 S COLORADO BLVD STE 700 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $50,000 |
| CHALLENGE FOUNDATION INC | |||||||
| 4545 S UNIVERSITY BLVD | ENGLEWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $2,500 |
| COLORADO ASSOCIATION OF FUNDERS | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $200 |
| COLORADO THERAPEUTIC RIDING CENTER | |||||||
| 11968 MINERAL RD | LONGMONT | CO | 80504 | N/A | PC | General & Unrestricted | $500 |
| ELEVATE NEW YORK INC | |||||||
| 1065 6TH AVE FL 17 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| FII - NATIONAL | |||||||
| 1203 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | N/A | PC | Up Together Partner Fund | $50,000 |
| MEDICINE HORSE PROGRAM | |||||||
| 9143 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $3,500 |
| MEDICINE HORSE PROGRAM | |||||||
| 9143 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | Colorado Gives Day program | $5,000 |
| MILE HIGH UNITED WAY INC | |||||||
| 711 PARK AVE W | DENVER | CO | 80205 | N/A | PC | Colorado COVID-19 Relief Fund | $25,000 |
| ONE WORLD CHILDRENS FUND | |||||||
| 3108 GLENDALE BLVD 506 | LOS ANGELES | CA | 90039 | N/A | PC | Empowering Youth in Cambodia | $1,000 |
| ONE WORLD CHILDRENS FUND | |||||||
| 3108 GLENDALE BLVD 506 | LOS ANGELES | CA | 90039 | N/A | PC | Empowering Youth in Cambodia | $3,500 |
| ST VRAIN VALLEY SCHOOL DISTRICT | |||||||
| 395 S PRATT PKWY | LONGMONT | CO | 80501 | N/A | PC | General & Unrestricted | $75,000 |
| THE CUBE CORP | |||||||
| 3399 HOLLY ST | DENVER | CO | 80207 | N/A | GOV | General & Unrestricted | $50,000 |
| THE GATHERING PLACE A REFUGE FOR REBUILDING LIVES | |||||||
| 1535 HIGH ST | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $300 |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $2,500 |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | N/A | PC | Nature Kids Lafayette | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $860 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,356 | 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 | $153,988 | 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 | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,717 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $335,921 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,921 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Mayer John A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Upland Drive | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,354 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FOUNDATION SOURCE INC. SERIES AA 350997XV9, 240240 sh. | $235,038 | 2020-01-09 |
| 1 | FOUNDATION SOURCE INC SERIES BB 350998XY1, 84005 sh. | $105,478 | 2020-01-09 |
| 1 | FOUNDATION SOURCE PHILANTHROPIC SERVICE 412509XX4, 1511 sh. | $865 | 2020-01-09 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE - 7.900% - 12/3 | BondNm |
| EOY Book Value | $25,440 | EOYBookValueAmt |
| EOYFMV | $31,934 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $1,175,652 | $1,472,511 |
| FIDELITY INTERNATL INDEX INSTL | $54,353 | $59,095 |
| ISHARES 20+ YR TREAS BD | $148,314 | $150,632 |
| ISHARES CORE MSCI EAFE ETF | $214,501 | $236,564 |
| ISHARES CORE MSCI EMERGING MAR | $159,795 | $179,296 |
| ISHARES TRUST MSCI EAFE INDEX | $478,945 | $602,868 |
| JPMORGAN BETA BUILDERS EUROPE | $321,050 | $350,426 |
| JPMORGAN BETABUILDERS CANADA E | $228,957 | $263,524 |
| JPMORGAN BETABUILDERS DEVELOPE | $84,206 | $85,888 |
| JPMORGAN BETABUILDERS JAPAN ET | $144,866 | $176,316 |
| JPMORGAN U.S. LARGE CAP CORE P | $69,757 | $59,932 |
| JPMORGAN US I&G DOMESTIC REIT | $970 | $1,000 |
| MFS INTERNATIONAL VALUE FUND C | $12,379 | $20,070 |
| PIMCO HIGH-YIELD INSTL | $172,532 | $189,890 |
| PRUDENTIAL HIGH YIELD FUND CLA | $232,094 | $271,472 |
| SPDR S&P 500 ETF TRUST | $2,055,620 | $3,645,330 |
| VANGUARD INTERMEDIATE TERM COR | $75,512 | $76,838 |
| VANGUARD MORTGAGE-BACKED SEC I | $75,850 | $75,752 |
| VANGUARD TOT INTL BOND IX ADMI | $670,777 | $699,964 |
| VANGUARD TOTAL BOND MARKET IND | $348,553 | $379,546 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HPS CORE SR LENDING OFFSHORE F | $12,500 | $13,833 |
| JPM US RE I&G DOMESTIC LP | $189,721 | $277,151 |
| ORBIMED ROYALTIES III PRVTE IN | $110,175 | $197,878 |
| PEG GLOBAL PRIVATE EQUITY VIII | $109,029 | $109,956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $42,840 | $42,840 | |
| Bank Charges | $96 | $96 | |
| Foundation Dues & Memberships | $595 | $595 | |
| K-1 Exp JPM US RE I&G DOMESTIC | $4,890 | $4,890 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss JPM US RE I&G DOMESTIC LP | Desc |
| Revenue And Expenses Per Books | $1,717 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,717 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $21,343 | Amt |
| Net Investment Income | $21,343 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $5,000 |
| 990-PF Extension for 2019 | $4,580 |
Comments