The Maloney Family Foundation Inc: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The Maloney Family Foundation Inc (EIN 20-1296117)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202023029349100612
- Schema version
- 2019v5.1
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-28T15:56:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201296117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Maloney Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MALO | 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 | NICOLE MALONEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203025000042 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 477C46ACF28576814DDF279F7270F1EC72C6F4AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $791,515 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $680 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $680 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,919 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $128,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,869 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,745 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $29,293 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,293 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,260 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $743,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $631,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $742,255 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $783,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $791,515 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $783,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $680,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $783,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $680,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $783,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $783,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,219 | ExcessRevenueOverExpensesAmt |
| Subtotal | $680,875 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $680,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $296,734 | GrossSalesPriceAmt |
| Cost Or Other Basis | $237,459 | CostOrOtherBasisAmt |
| Gain Or Loss | $59,275 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $59,275 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,275 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,482 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $980,956 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.173792 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,015,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $162,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $550,366 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.296127 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,695 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $628,006 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.208111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,804 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $743,215 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138323 | DistributionYr5Rt |
| Total Distribution | 0.977707 | TotalDistributionRt |
| Average Distribution | 0.195541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $846,880 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $166,389 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $228,607 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $789 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $789 | SubtotalAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $917 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,617 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $828 | OverpaymentAmt |
| Applied To ES Tax | $828 | 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 | DE | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Nicole M Maloney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Robert K Maloney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VISION SYMPOSIUM - EDUCATIONAL SYMPOSIUM DIRECTED AT PRIMARY EYE CARE PROVIDERS TO INFORM THEM ABOUT NEW DEVELOPMENT IN EYE CARE & THE EFFECT OF THESE DEVELOPMENTS ON PRIMARY CARE | Description1Txt |
| Expenses1 | $44,945 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $806,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $859,777 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $859,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $846,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $789 | TotalTaxAmt |
| Distributable Before Adj | $41,555 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,555 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,607 | 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 | $228,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $789 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,555 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $66,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,492 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $552,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,607 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $187,052 | RemainingDistriFromCorpusAmt |
| Total Corpus | $739,759 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $673,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,273 | ExcessFromYear4Amt |
| Excess From Year3 | $147,492 | ExcessFromYear3Amt |
| Excess From Year2 | $116,493 | ExcessFromYear2Amt |
| Excess From Year1 | $122,120 | ExcessFromYear1Amt |
| Excess From Current Year | $187,052 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TRUST FBO OXFORD UNIVERSITY | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | The Scholars Fund | $2,000 |
| AMERICAN TRUST FBO OXFORD UNIVERSITY | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | Class of 1979 Rhodes Trust Fund | $13,000 |
| ARTLAB21 FOUNDATION | |||||||
| 208 MAIN ST | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $10,500 |
| ASSOCIATION OF AMERICAN RHODES SCHOLARS | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | General & Unrestricted | $2,500 |
| CHILD BRIDGE INC | |||||||
| PO BOX 310 | BIGFORK | MT | 59911 | N/A | PC | General & Unrestricted | $3,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Emily Lorraine Dell Memorial Fund | $500 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 637 LUCAS 3RD FL | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $7,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Annual Fund | $3,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Faculty and Staff Assistance Fund | $500 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | US River Park Campus Fund | $50,000 |
| NATIONAL BREAST CANCER COALITION FUND | |||||||
| 1010 VERMONT AVE NW STE 900 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 220 WESTWOOD PLZ RM B10 | LOS ANGELES | CA | 90095 | N/A | PC | Political Theory graduate professional development via the political theory workshop | $10,000 |
| THE UCLA FOUNDATION Mattel Children's Hospital UC | |||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | Communication Chair's Greatest Needs Fund | $10,000 |
| THE UCLA FOUNDATION Mattel Children's Hospital UC | |||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | Fund in honor of Dr. Brandon Koretz | $15,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | Friends of the Men's Water Polo TAGD | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $680 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,914 | 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 | $59,275 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VISION SYMPOSIUM EXHIBITOR INCOME | 01 | $38,775 |
| Federal Tax Refund | 01 | $1,144 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,788 | 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 | Maloney-Shamie Vision Institute | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10921 Wilshire Blvd Suite 900 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGIANT LIMITED MATURITY BON | $45,741 | $44,601 |
| ANGEL OAK MULTI-STRATEGY INCOM | $55,757 | $54,425 |
| CLARKSON PARTNERS INSTITUTIONA | $30,419 | $32,074 |
| DOUBLELINE TOTAL RETURN BOND | $20,325 | $19,987 |
| EATON VANCE FLOATING RATE FUND | $19,525 | $19,183 |
| EATON VANCE FLOATING-RATE & HI | $10,020 | $9,842 |
| ISHARES TRUST RUSSELL 1000 GRO | $40,140 | $45,272 |
| MATTHEWS ASIA DIVIDEND FUND IN | $52,166 | $45,389 |
| VANGUARD DIVIDEND APPRECIATION | $55,921 | $81,279 |
| VANGUARD FTSE ALL-WORLD EX-US | $56,785 | $56,626 |
| VANGUARD SHORT TRM TREAS INDX | $65,545 | $65,342 |
| VANGUARD TOTAL STOCK MARKET ET | $138,351 | $218,270 |
| WCM FOCUSED INTL GROWTH FUNDS | $40,920 | $49,965 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,637 | $6,637 |
| OFFICE SUPPLIES | $3,707 | $3,707 |
| CREDIT CARD PROCESSING FEES | $200 | $200 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Federal Tax Refund | $1,144 |
| vision symposium exhibitor income | $38,775 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GUEST SPEAKER SERVICES | $1,500 | $1,500 |
| AUDIO VISUAL SERVICES | $10,245 | $10,245 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-T 1st Extension for 2018 | CategoryTxt |
| Amt | $2,400 | Amt |