BETA

NATHANIEL A MESNIKOFF FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NATHANIEL A MESNIKOFF FOUNDATION INC (EIN 23-7450437)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-04
IRS object ID
202033099349100013
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-04T09:56:19-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112336434PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAICH ENDE MALTER & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237450437EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MESNIKOFF FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ANN R MESNIKOFF-CRYSTALBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMESNBusinessNameControlTxt
Phone2023758296PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1813 A STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN R MESNIKOFF-CRYSTALPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2023758296PhoneNum
Signature2020-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY WECHSLERPreparerPersonNm
PTINP00293702PTIN
Phone2129444433PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.248.131.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-26IPDt
IP Tm11:10:17IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id58907542BDD029FFBDD9BEAB49F88DD8FC1E2D99AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,373,875FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$660InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$660InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,917DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,917DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,836NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,836CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,162OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$662OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$60,575TotalRevAndExpnssAmt
Total Net Invst Incm$47,075TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,427AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,714AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,713AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,652TaxesRevAndExpnssAmt
Taxes Net Invst Incm$203TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,569OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,319OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,963TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,648TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,236TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,963TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,073ExcessRevenueOverExpensesAmt
Net Investment Income$39,839NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,141SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,810SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,810SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$48,412CorporateStockBOYAmt
Corporate Stock EOY$48,412CorporateStockEOYAmt
Corporate Stock EOYFMV$50,697CorporateStockEOYFMVAmt
Corporate Bonds BOY$20,477CorporateBondsBOYAmt
Corporate Bonds EOY$20,307CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,554CorporateBondsEOYFMVAmt
Other Investments BOY$776,810OtherInvestmentsBOYAmt
Other Investments EOY$760,238OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,287,814OtherInvestmentsEOYFMVAmt
Total Assets BOY$852,840TotalAssetsBOYAmt
Total Assets EOY$843,767TotalAssetsEOYAmt
Total Assets EOYFMV$1,373,875TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$852,840CapitalStockBOYAmt
Capital Stock EOY$843,767CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$852,840TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$843,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$852,840TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$843,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$852,840TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,073ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$843,767SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$843,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyAT DISCIPLINED EQUITY INSTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-12-22AcquiredDt
Sold2019-11-21SoldDt
Gross Sales Price$59,985GrossSalesPriceAmt
Cost Or Other Basis$46,149CostOrOtherBasisAmt
Gain Or Loss$13,836GainOrLossAmt
Gains Minus Excess Or Losses$13,836GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,836CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$56,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,243,072NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045251DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,849AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,169,663NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049458DistributionYr2Rt
Adjusted Qlfy Distri Yr3$58,813AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,099,682NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053482DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,264AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,163,176NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047511DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,926AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,170,828NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043496DistributionYr5Rt
Total Distribution0.239198TotalDistributionRt
Average Distribution0.047840AverageDistributionRt
Net Vl Noncharitable Assets$1,298,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$62,133AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$398NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,531AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$57,963QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$797InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$797SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$797TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,960EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,960TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,163OverpaymentAmt
Applied To ES Tax$2,163AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANN R MESNIKOFF-CRYSTALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023758296PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1813 A STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL MESNIKOFF
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
RACHEL MESNIKOFF GUGGENHEIM
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
STEVEN GUGGENHEIM
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
ANN MESNIKOFF CRYSTAL
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
HOWARD CRYSTAL
1375 BROADWAYNEW YORKNY10018DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUCATIONAL AND ENVIRONMENTAL CAUSESDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,298,970AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,568AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,318,538TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,318,538AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,298,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,938MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,938MinimumInvestmentReturnAmt
Tax Based On Investment Income$797TaxBasedOnInvestmentIncomeAmt
Total Tax$797TotalTaxAmt
Distributable Before Adj$64,141DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,141DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,141DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,963ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,963QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$57,963AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,141DistributableAsAdjustedAmt
Undistributed Income PY$55,105UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$57,963QualifyingDistributionsAmt
Applied To Year1$55,105AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,858AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$61,283UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVOCATES FOR COMMUNITY ALTERNATIVES
341 W 24TH ST APT 21CNEW YORKNY10011NONEOTHER PUBLIC CHARITYEDUCATIONAL$500
ALAMEDA COUNTY COMMUNITY FOODBANK
PO BOX 2599OAKLANDCA94614NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,500
CAPITOL AREA FOOD BANK
645 TAYLOR STREET NEWASHINGTONDC20017NONEOTHER PUBLIC CHARITYEDUCATIONAL$4,000
CAPITOL HILL COMMUNITY FOUNDATION
419 EAST CAPITOL STREETWASHINGTONDC20003NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
DISABILITY RIGHTS INTERNATIONAL
1825 K ST NW 600WASHINGTONDC20006NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
EAST BAY SPCA
410 HEGENBERGER LOOPOAKLANDCA94621NONEOTHER PUBLIC CHARITYEDUCATIONAL$3,000
HEBREW IMMIGRANT AID SOCIETY
411 FIFTH AVENUE STE 1006NEW YORKNY10016NONEOTHER PUBLIC CHARITYEDUCATIONAL$4,000
HUMANE RESCUE ALLIANCE
7319 GEORGIA AVENUE NWWASHINGTONDC20012NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
JDC - MULTI FAITH ALLIANCE FOR SYRIAN REFUGEES IN JORDAN
PO BOX 4124NEW YORKNY10163NONEOTHER PUBLIC CHARITYEDUCATIONAL$7,000
KIDS CONNECTION HAITI
1376 EAST CAPITOL STREET NEWASHINGTONDC20013NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,500
KIDS OF KATMANDU
184 KENT AVE A-202BROOKLYNNY11249NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,500
LAKE MERRITT INSTITUTE
568 BELLEVUE AVENUEOAKLANDCA94610NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
MAZON
PO BOX 96119WASHINGTONDC20090NONEOTHER PUBLIC CHARITYEDUCATIONAL$3,000
OPEN MEDICINE FOUNDATION - HARVARD RESEARCH
29302 LARO DRIVEAGOURA HILLSCA91301NONEOTHER PUBLIC CHARITYEDUCATIONAL$11,000
OXFAM USA - DESIGNATED SYRIAN AND ROHINGYA REFUGEE RELIEF
226 CAUSEWAY STREETBOSTONMA02114NONEOTHER PUBLIC CHARITYEDUCATIONAL$7,000
RURAL DOG RESCUE
105 PARKS ROADCHESTERMD21619NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$660ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,917ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,162ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,836ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,575ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,575TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3&4THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S
8EDUCATIONAL AND ENVIRONMENTAL PROTECTION GOALS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,427Amt
Net Investment Income$2,714NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,713DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$20,307EOYBookValueAmt
EOYFMV$20,554EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$48,412EOYBookValueAmt
EOYFMV$50,697EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$760,238BookValueAmt
EOYFMV$1,287,814EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$4,150$4,150$0
REGISTRATION FEES$250$0$250
AMORTIZATION-BOND PREMIUM$169$169$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$14,162RevenueAndExpensesPerBooksAmt
Net Investment Income$662NetInvestmentIncomeAmt
Adjusted Net Income$13,500AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$203$203$0
EXCISE TAX$4,449$0$0

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