MENEZES FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MENEZES FOUNDATION INC (EIN 13-4147704)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-10
- IRS object ID
- 202000109349100110
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-10T15:39:43-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134147704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MENEZES FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NORTHERN TRUST J VOLTAGGIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VICTOR J MENEZES | InCareOfNm |
| Business Name Control | MENE | BusinessNameControlTxt |
| Phone | 2128521000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST 57TH STREET STE 2100 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR J MENEZES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2019-12-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STALLONE CPA | PreparerPersonNm |
| PTIN | P00104108 | PTIN |
| Phone | 2127519100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.124.179.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220200105000012 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-01-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14C7DAFAFC3D0163E87C6757779D63A0175A89BF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 14C7DAFAFC3D0163E87C6757779D63A0175A89BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,215,407 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $156,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,227,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,382 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,532 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $320,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,635 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,118 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,118 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,402 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $268,543 | CashBOYAmt |
| Cash EOY | $185,265 | CashEOYAmt |
| Cash EOYFMV | $185,264 | CashEOYFMVAmt |
| Acct Rcvbl | $875 | AcctRcvblAmt |
| Acct Rcvbl BOY | $875 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $875 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $875 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,279,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,328,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,016,242 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,026 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,026 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,548,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,527,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,215,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,548,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,527,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,548,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,527,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,548,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,527,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,548,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,448 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,527,205 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,527,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SHORT-TERM TRANSACTIONS - CITIGROUP INC | 2019-09-30 | $787,635 | $832,117 | -$44,482 | -$44,482 | |
| LONG-TERM TRANSACTIONS - CITIGROUP | 2019-09-30 | $1,431,319 | $1,233,791 | $197,528 | $197,528 | |
| CAPITAL GAIN DIVIDENDS | $8,336 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,066,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,617,829 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,068,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $282,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,602,009 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061448 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $292,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,524,592 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064629 | DistributionYr5Rt |
| Total Distribution | 0.271664 | TotalDistributionRt |
| Average Distribution | 0.054333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,956,832 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,653 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,640 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $326,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $274,135 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,280 | SubtotalAmt |
| Tax Based On Investment Income | $5,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,920 | OverpaymentAmt |
| Applied To ES Tax | $2,920 | 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 | NY | 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 | VICTOR J MENEZES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WSB PC 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| VICTOR J MENEZES | |||||||||
| C/O WITHUMSMITHBROWN PC | 1411 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR/PRESIDENT | 10.0 | $0 | $0 | $0 |
| TARA A MENEZES | |||||||||
| C/O WITHUMSMITHBROWN PC | 1411 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR/SECRETARY | 10.0 | $0 | $0 | $0 |
| PIA A MENEZES | |||||||||
| C/O WITHUMSMITHBROWN PC | 1411 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR/TREASURER | 10.0 | $0 | $0 | $0 |
| M ALIA MENEZES | |||||||||
| C/O WITHUMSMITHBROWN PC | 1411 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR | 10.0 | $0 | $0 | $0 |
| MITA N MENEZES | |||||||||
| C/O WITHUMSMITHBROWN PC | 1411 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR | 10.0 | $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 | $5,836,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,047,545 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,047,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,956,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,280 | TotalTaxAmt |
| Distributable Before Adj | $292,562 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,562 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,135 | 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 | $274,135 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $274,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,198 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,548 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $171,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $274,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,427 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,427 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,162 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,771 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,391 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,843 | ExcessFromYear4Amt |
| Excess From Year3 | $46,548 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR J MENEZES | ContributingManagerNm |
| Contributing Manager | TARA A MENEZES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $269,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,161 | 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 | $161,382 | 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 | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $320,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,075 | 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 | WITHUMSMITH+BROWN, PC | CategoryTxt |
| Amt | $4,635 | Amt |
| Disbursements Charitable Prps | $4,635 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI INC. 5838 - SEE ATTACHED | $4,750,597 | $5,522,804 |
| CITI INC. 6508 - SEE ATTACHED | $2,577,442 | $493,438 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCEEDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $13,026 | EOYBookValueAmt |
| EOYFMV | $13,026 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,532 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $51,082 | $51,082 |
| BANK FEE | $36 | $36 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX PAYMENTS | $13,868 | |
| FOREIGN TAXES | $2,402 | $2,402 |
Comments