MEDIATHE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEDIATHE FOUNDATION INC (EIN 11-3641353)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-03-20
- IRS object ID
- 202030809349100103
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-20T11:07:44-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113641353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDIATHE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9494994154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32932 PACIFIC CST HIGHWY NO 14-485 | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WALKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9494994154 | PhoneNum |
| Signature | 2020-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.140.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-10 | IPDt |
| IP Tm | 09:14:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6B84DD1F518B96753207BD5099AA33ACBC10C80 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6B84DD1F518B96753207BD5099AA33ACBC10C80 | 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 | $1,823,662 | 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 | $266,665 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,062,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,341 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $354,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,193 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,597 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,596 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,596 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,612 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $210,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $210,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $210,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $210,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,358,497 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,587,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,587,050 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,578,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,823,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,823,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,578,040 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,823,662 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,578,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,823,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,578,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,823,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,578,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $115,505 | OtherIncreasesAmt |
| Subtotal | $1,823,662 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,823,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $793,918 | $748,383 | $45,535 | $45,535 |
| PUBLICLY TRADED SECURITIES | D | $265,316 | $119,883 | $145,433 | $145,433 |
| CAPITAL GAINS DIVIDENDS | P | $3,490 | $3,490 | $3,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $306,407 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,461,584 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.209640 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,229 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,506,268 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099736 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,092 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,491,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052374 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,571,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054667 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,883 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $795,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.179526 | DistributionYr5Rt |
| Total Distribution | 0.595943 | TotalDistributionRt |
| Average Distribution | 0.119189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,581,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $188,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,746 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,296 | 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 | $2,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,042 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MEDIATHE.ORG | WebsiteAddressTxt |
| Individual With Books | LUTZ AND CARR | IndividualWithBooksNm |
| Phone | 2126972299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A WALKER | ||||||||
| 32932 PACIFIC COAST HIGHWAY | DANA POINT | CA | 92629 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY M WALKER | ||||||||
| 32932 PACIFIC COAST HIGHWAY | DANA POINT | CA | 92629 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| GILBERT HSIAO | ||||||||
| 133 CLINTON STREET | BROOKLYN | NY | 11201 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,586,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,605,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,605,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,581,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,242 | TotalTaxAmt |
| Distributable Before Adj | $76,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,836 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $218,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,242 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $115,748 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,557 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $443,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $584,482 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $115,748 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $468,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,557 | ExcessFromYear4Amt |
| Excess From Year3 | $4,103 | ExcessFromYear3Amt |
| Excess From Year2 | $76,250 | ExcessFromYear2Amt |
| Excess From Year1 | $235,364 | ExcessFromYear1Amt |
| Excess From Current Year | $141,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH A WALKER | ContributingManagerNm |
| Contributing Manager | NANCY M WALKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMAIL APPLICATIONS ONLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDIATHEYAHOOCOM | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9494994154 | RecipientPhoneNum |
| Recipient Email Address | MEDIATHE@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE, WWW.MEDIATHE.ORG, FOR APPLICATION FORMAT AND MATERIALS TO BE INCLUDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1, EACH YEAR FOR ALL GRANT APPLICATIONS FOR THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | MEDIATHE FOUNDATION INC. SUPPORTS NOT-FOR-PROFIT ORGANIZATIONS FOCUSING ON NEW MEDIA PERFORMANCE ARTS, THE DEVELOPMENT OF NEW MEDIA CONTENT, HUMANITARIAN CAUSES, AND THE ENVIRONMENT, PARTICULARLY ALTERNATIVE ENERGY SOURCES AND NATURE PRESERVATION. ALL APPLICATES MUST BE A U.S.A. NOT-FOR-PROFIT ORGANIZATION. | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGEL CITY ARTS | ||||||||
| 520 BAUGHMAN AVENUE | CLAREMONT | CA | 91711 | NONE | PC | FUNDS FOR PRESENTATION OF ANGEL CITY JAZZ FESTIVAL | $10,000 | |
| BROOKLYN RAIL INC | ||||||||
| 253 36TH ST STE C304 UNIT 20 | BROOKLYN | NY | 11232 | NONE | PC | SUPPORT NEWSPAPER DEVOTED TO THE ARTS | $3,000 | |
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||
| 39 WATERMILL TOWER RD | WATER MILL | NY | 11976 | NONE | PC | SUPPORT RESIDENCIES AND EDUCATION FOR EMERGING ARTISTS | $1,500 | |
| COAXIAL ARTS FOUNDATION | ||||||||
| 1815 S MAIN ST | LOS ANGELES | CA | 90015 | NONE | PC | SUPPORT PRESENTER OF NEW VIDEO AND MUSIC | $3,000 | |
| DIGITAL DIVIDE DATA | ||||||||
| 115 WEST 30TH STREET SUITE 500 | NEW YORK | NY | 10001 | NONE | PC | SUPPORT PRESENTER OF SOCIAL SERVICES, EDUCATION & JOBS TO POOR CHILDREN | $5,000 | |
| ELASTIC ARTS | ||||||||
| 3429 W DIVERSEY AVE 208 | CHICAGO | IL | 60647 | NONE | PC | SUPPORT PRESENTER OF NEW VIDEO, ART AND MUSIC | $3,200 | |
| HARVEST WORKS INC | ||||||||
| C/O CAROL PARKINSON 596 BROADWAY | NEW YORK | NY | 100123210 | NONE | PC | SUPPORT COMMISSIONER AND PRESENTER OF NEW VIDEO AND MUSIC | $5,000 | STE 602 |
| HOME FOR CONTEMPORARY THEATER (HERE) | ||||||||
| 145 6TH AVENUE | NEW YORK | NY | 10013 | NONE | PC | SUPPORT PRESENTER OF NEW THEATER WORKS | $5,000 | |
| HONOLULU BIENNIAL FOUNDATION | ||||||||
| 1111 NUUANA AVE SUITE 210/211 | HONOLULU | HI | 968134609 | NONE | PC | SUPPORT PRESENTER OF HONOLULU BIENNIAL ART SHOW | $5,000 | |
| INTERNATIONAL CONTEMPORARY ENSEMBLE | ||||||||
| 4045 N ROCKWELL ST | CHICAGO | IL | 60618 | NONE | PC | SUPPORT NEW MUSIC ENSEMBLE | $5,000 | |
| ISSUE PROJECT ROOM | ||||||||
| 22 BOERUM PLACE GROUND FL | BROOKLYN | NY | 11201 | NONE | PC | SUPPORT PRESENTER OF NEW MUSIC AND VIDEO | $10,000 | |
| JAZZ BAKERY INC | ||||||||
| 1836 BENEDICT CANYON DR | BEVERLY HILLS | CA | 90210 | NONE | PC | SUPPORT PRESENTER OF MUSIC PERFORMANCES | $10,000 | |
| MISHINNAH PRODUCTIONS | ||||||||
| 3008 NORTHMOOR TRAIL | LONG BEACH | IN | 46360 | NONE | PC | SUPPORT THEATRICAL PRODUCTION COMPANY | $5,000 | |
| MY HERO PROJECT | ||||||||
| 1278 GLENNEYRE 286 | LAGUNA BEACH | CA | 92651 | NONE | PC | SUPPORT PRODUCER OF NEW MEDIA ARTS FESTIVAL FOCUSED ON ART,CULTURE & THE ENVIRONMENT | $2,500 | |
| OUTPOST ARTIST RESOURCES | ||||||||
| 1665 NORMAN STREET | RIDGEWOOD | NY | 11385 | NONE | PC | SUPPORT PRESENTER OF NEW MUSIC AND VIDEO | $1,000 | |
| PARALLEL STUDIOS | ||||||||
| 167 SOARING HAWK TRAIL | SANTA FE | NM | 87508 | NONE | PC | SUPPORT PRESENTER OF NEW VIDEO, MUSIC AND INSTALLATION ART | $5,000 | |
| PARRISH MUSEUM | ||||||||
| 279 MONTAUK HWY | WATER MILL | NY | 11975 | NONE | PC | SUPPORT ART MUSEUM | $5,000 | |
| PUBLIC SPACE ONE | ||||||||
| 120 N DUBUQUE ST | IOWA CITY | IA | 52245 | NONE | PC | SUPPORT ART CENTER, GALLERY AND PERFORMANCE SPACE RESIDENCY PROGRAM | $2,500 | |
| ROULETTE INTERMEDIUM INC | ||||||||
| C/O JSTALEY 228 WEST BROADWAY 2 | NEW YORK | NY | 100132456 | NONE | PC | MIXOLOGY FESTIVAL & GENERAL OPERATING SUPPORT | $120,000 | |
| SIGNAL CULTURE | ||||||||
| 68 NORTH AVENUE 3RD FLOOR | OWEGO | NY | 13827 | NONE | PC | SUPPORT PRESENTER OF RESIDENCIES FOR VIDEO ART | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,676 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,615 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH WALKER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32932 PACIFIC COAST HIGHWAY | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $266,665 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 297 SHARES OF HD, 566 SHARES OF MCD, 536 SHARES OF ITW AND 195 SHARES OF UHC. | NoncashPropertyDesc |
| Fair Market Value | $266,665 | FairMarketValueAmt |
| Received | 2018-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LUTZ AND CARR - ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $3,193 | Amt |
| Net Investment Income | $1,597 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,596 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER FNDS INTL | FMV | $30,180 | $30,180 |
| BLACKROCK EVENT DRIVEN STRAT | FMV | $14,311 | $14,311 |
| BLACKSTONE ALT MULTI STRAT | FMV | $41,106 | $41,106 |
| CRM LONG/SHORT OPPO F | FMV | $13,887 | $13,887 |
| DOUBLELINE FDS TR | FMV | $26,539 | $26,539 |
| FIDELITY 500 INDEX FD | FMV | $42,257 | $42,257 |
| FIDELITY INTERNATIONAL INDEX FD | FMV | $14,624 | $14,624 |
| ISHARES MSCI EAFEINTL INDEX FD | FMV | $44,830 | $44,830 |
| JPM BETABUILDERS ASIA ETF | FMV | $14,348 | $14,348 |
| JPM BETABUILDERS CANADA ETF | FMV | $28,325 | $28,325 |
| JPM BETABUILDERS EUROPE ETF | FMV | $29,184 | $29,184 |
| JPM BETABUILDERS JAPAN ETF | FMV | $43,707 | $43,707 |
| LORD ABBETT SHRT DUR | FMV | $28,541 | $28,541 |
| PIMCO INVESTMENT GRADE CORP BOND FD | FMV | $27,967 | $27,967 |
| PIMCO TOTAL RETURN FD | FMV | $13,464 | $13,464 |
| SCHWAB US TIPS ETF | FMV | $14,964 | $14,964 |
| SIX CIRCLES INTERNATIONAL UNCONSTRAINED | FMV | $54,311 | $54,311 |
| SIX CIRCLES ULTRA SHORT DURATION | FMV | $27,633 | $27,633 |
| SIX CIRCLES US UNCONSTRAINED | FMV | $115,828 | $115,828 |
| SPDR S&P 500 ETF TRUST | FMV | $406,089 | $406,089 |
| VANGUARD TOTAL BOND MKT INDEX FD | FMV | $100,020 | $100,020 |
| VANGUARD TOTAL INTL BND ASM | FMV | $200,215 | $200,215 |
| ISHARES BARCLAY 7-10 YR TREASURY | FMV | $56,231 | $56,231 |
| ISHARES BARCLAY 20 YR TREASURY | FMV | $28,084 | $28,084 |
| JPM MANAGED INCOME FUND | FMV | $170,405 | $170,405 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,341 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,341 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $115,505 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $4,270 | Amt |
| Net Investment Income | $4,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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