MARLENE NATHAN MEYERSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARLENE NATHAN MEYERSON FAMILY FOUNDATION (EIN 75-2797176)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349100334
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:33:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 752797176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE NATHAN MEYERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 2144432000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN TRUMPOWER | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 2144432000 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.51.12.244 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:21:56 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A46177609735670F35317F7A008FB0886B1856D3 | 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 | $589,639 | 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 | $1,023,477 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,083 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,029,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,083 | 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 |
| Other Prof Fees Rev And Expnss | $40,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,164,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,164,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,205,315 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,205,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,912 | CashBOYAmt |
| Cash EOY | $89,252 | CashEOYAmt |
| Cash EOYFMV | $89,252 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $694,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $500,387 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $500,387 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $765,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $589,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $765,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $589,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $765,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $589,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $765,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $589,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $765,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $589,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $589,639 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $721,370 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $426,393 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.691796 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,995,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,302,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.531748 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $797,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,137,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.373166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $604,680 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,893,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.209005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $776,328 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,542,211 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.219165 | DistributionYr5Rt |
| Total Distribution | 4.024880 | TotalDistributionRt |
| Average Distribution | 0.804976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,790 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $312,162 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $312,223 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,205,315 | 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 | $61 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,836 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,836 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,775 | OverpaymentAmt |
| Applied To ES Tax | $3,775 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2M COMPANIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144432000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTI A MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| IAN N TRUMPOWER | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | VICE PRESIDENT & SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORTON H MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $393,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $393,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61 | TotalTaxAmt |
| Distributable Before Adj | $19,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,205,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,205,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $61 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,205,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $605,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $464,493 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $692,083 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,936,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $705,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,404,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,205,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,185,986 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,590,080 | 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 | $605,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,984,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $464,493 | ExcessFromYear4Amt |
| Excess From Year3 | $692,083 | ExcessFromYear3Amt |
| Excess From Year2 | $1,936,161 | ExcessFromYear2Amt |
| Excess From Year1 | $705,864 | ExcessFromYear1Amt |
| Excess From Current Year | $1,185,986 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORTON H MEYERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION B'NAI ISRAEL | |||||||
| 2710 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| FRIENDS OF THE KATY TRAIL | |||||||
| 5207 MCKINNEY AVE STE 19A | DALLAS | TX | 75205 | NONE | PC | PROGRAM SUPPORT | $600 |
| ON THE RISE | |||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE BROTHERHOODSISTER SOL INC | |||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | NONE | PC | PROGRAM SUPPORT | $550,000 |
| THE SHEFA SCHOOL | |||||||
| 40 EAST 29TH ST | NEW YORK | NY | 10016 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| PANZI FOUNDATION | |||||||
| 5185 MACARTHUR BLVD | WASHINGTON | DC | 20016 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| CAPE ELEUTHERA FOUNDATION INC | |||||||
| PO BOX 842484 | BOSTON | MA | 022842484 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| MOUNTAIN SCHOOL OF MILTON ACADEMY | |||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 05079 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | PROGRAM SUPPORT | $125,000 |
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | PROGRAM SUPPORT | $118,750 |
| THE WINDWARD SCHOOL | |||||||
| 40 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $58,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| MEDIA MATTERS FOR AMERICA | |||||||
| PO BOX 52155 | WASHINGTON DC | DC | 20091 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| CREATIVE GROWTH INC | |||||||
| 355 24TH ST | OAKLAND | CA | 94612 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE HUN SCHOOL OF PRINCETON | |||||||
| 176 EDGERSTOUNE RD | PRINCETON | NJ | 08540 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| REBOOT INC | |||||||
| 1608 S ASHLAND AVE 86038 | CHICAGO | IL | 60608 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| BIGVISION FOUNDATION | |||||||
| 34 WEST 27TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HOUSING PLUS SOLUTIONS INC | |||||||
| 260 ESSEX ST | BROOKLYN | NY | 11208 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN GREATER DALLAS SECTION | |||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| RAINBOW RAILROAD USA INC | |||||||
| 601 WEST 26TH STREET 325-41 | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| WHIN MUSIC COMMUNITY CHARTER SCHOOL | |||||||
| 401 WEST 164TH STREET | NEW YORK | NY | 10032 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| TIDES CENTER | |||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 100053304 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ARS NOVA | |||||||
| 511 W 54TH STREET | NEW YORK | NY | 10019 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,164,850 | 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 | $6,083 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,261 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEGACY VENTURE VII LLC | ||||||
| 1 | 180 LYTTON AVENUE | PALO ALTO | CA | 94031 | $23,477 | Yes (X) |
| MORTON H MEYERSON | ||||||
| 2 | 4441 BUENA VISTA ST | DALLAS | TX | 75205 | $1,000,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GENERAL OFFICE EXPENSES | $53 | $0 | $53 |
| INSURANCE EXPENSE | $412 | $0 | $412 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $178 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $178 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $9,000 | $0 | $9,000 |
| LABOR | $31,000 | $0 | $31,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORTON H MEYERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
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