NIELSEN FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NIELSEN FOUNDATION INC (EIN 47-5513015)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349102334
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)
Return2020-11-16T12:24:51-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Madison AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475513015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NIELSEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE NIELSEN FOUNDATION INCInCareOfNm
Business Name ControlNIELBusinessNameControlTxt
Phone2035633154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O NIELSEN 40 DANBURY ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA LONGOPersonNm
Person TitleSR VICE PRESIDENTPersonTitleTxt
Phone2035633154PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEREDITH MONROEPreparerPersonNm
PTINP01441362PTIN
Phone6464713000PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.35.117IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13049920203215000163FederalOriginalSubmissionId
Federal Original Submission Id2020-11-16FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC3A24384C7FB6CB8AB7906F598D11C961889714CAtSubmissionCreationDeviceId
At Submission Filing Device IdD139EDDEDB8871A69FAE6DEC10CB9D13BE3B197AAtSubmissionFilingDeviceId
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$38,157,187FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$127InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$127InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,119,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,119,930DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$362,141NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$363,404GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$363,404CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,291OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,495,198TotalRevAndExpnssAmt
Total Net Invst Incm$1,484,752TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$6,712LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,712LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$154,055OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$115,055OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$39,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,322TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,322TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$59,016OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$59,016OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$230,405TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$115,055TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$108,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,710,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,710,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,940,705TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$115,055TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,818,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$445,507ExcessRevenueOverExpensesAmt
Net Investment Income$1,369,697NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$434,510SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$710,380SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$710,380SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$46,809AcctRcvblAmt
Acct Rcvbl BOY$33,346AcctRcvblBOYAmt
Acct Rcvbl EOY$46,809AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$46,809AcctRcvblEOYFMVAmt
US Government Obligations BOY$2,309,657USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,894,322USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,912,816USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,189,215CorporateStockBOYAmt
Corporate Stock EOY$19,202,123CorporateStockEOYAmt
Corporate Stock EOYFMV$21,805,272CorporateStockEOYFMVAmt
Corporate Bonds BOY$20,235,447CorporateBondsBOYAmt
Corporate Bonds EOY$10,786,706CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,149,015CorporateBondsEOYFMVAmt
Other Investments BOY$2,258,886OtherInvestmentsBOYAmt
Other Investments EOY$2,375,211OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,532,895OtherInvestmentsEOYFMVAmt
Total Assets BOY$35,461,061TotalAssetsBOYAmt
Total Assets EOY$35,015,551TotalAssetsEOYAmt
Total Assets EOYFMV$38,157,187TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$35,461,061RetainedEarningBOYAmt
Retained Earning EOY$35,015,551RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,461,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,015,551TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,461,061TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,015,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,461,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$445,507ExcessRevenueOverExpensesAmt
Subtotal$35,015,554SubtotalAmt
Other Decreases$3OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,015,551TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$362,440$362,440$362,440
BLACKSTONE K-1 INCOMEP$964$964$964
FieldValueIRS element (for citing)
Capital Gain Net Income$363,404CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,795,432AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$36,514,166NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049171DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,451,172AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,665,296NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039579DistributionYr2Rt
Adjusted Qlfy Distri Yr3$116,161AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,080,709NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.004137DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Total Distribution0.092887TotalDistributionRt
Average Distribution0.023222AverageDistributionRt
Net Vl Noncharitable Assets$36,010,199NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$836,229AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,697NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$849,926AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,818,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,697InvestmentIncomeExciseTaxAmt
Subtotal$13,697SubtotalAmt
Tax Based On Investment Income$13,697TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,655EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$15,155TotalPaymentsAndCreditsAmt
Overpayment$1,458OverpaymentAmt
Applied To ES Tax$1,458AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE NIELSEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2035632882PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 DANBURY ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY EPSTEIN
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897PRES/SEC/EXEC DIR-GOVERNANCE0.5$0$0$0
ERIC DALE
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897SECRETARY, DIRECTOR UNTIL FEB0.75$0$0$0
LISA LONGO
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897VICE PRESIDENT-FINANCE2.0$0$0$0
GEORGE CALLARD
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897DIRECTOR AS OF FEB0.5$0$0$0
WILLIAM BRADLEY
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897TREASURER, DIRECTOR2.0$0$0$0
NANCY PHILLIPS
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897DIRECTOR UNTIL DEC0.5$0$0$0
LAURA NELSON
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897DIRECTOR AS OF FEB0.5$0$0$0
ANDREA BERTELS
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897EXE DIR-GRANTMAKING AS OF FEB6.0$0$0$0
CRYSTAL BARNES
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897EXEC DIR-GOVERNANCE UNTIL FEB0.5$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMT FEESServiceTypeTxt
Compensation$115,055CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,537,574AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,558,578TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,558,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$548,379CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,010,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,800,510MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,800,510MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,697TaxBasedOnInvestmentIncomeAmt
Total Tax$13,697TotalTaxAmt
Distributable Before Adj$1,786,813DistributableBeforeAdjAmt
Distributable Before Ded$1,786,813DistributableBeforeDedAmt
Distributable As Adjusted$1,786,813DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,818,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,818,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,697PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,804,653AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,786,813DistributableAsAdjustedAmt
Undistributed Income PY$1,642,187UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,818,350QualifyingDistributionsAmt
Applied To Year1$1,642,187AppliedToYear1Amt
Applied To Current Year$176,163AppliedToCurrentYearAmt
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
Taxable1$0Taxable1Amt
Undistributed Income CY$1,610,650UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
URBAN SCHOOL FOOD ALLIANCE
252 W 37TH ST 4TH FLOORNEW YORKNY100186641NONEPCPROCUREMENT DATABASE CREATION AND ANALYTICS$50,000
CAROLE KNEELAND PROJECT FOR RESPONSIBLE TELEVISION
PO BOX 28012AUSTINTX787558012NONEPCGENERAL OPERATING SUPPORT FOR HIGH-QUALITY CONTINUING EDUCATION FOR TELEVISION NEWS MANAGERS FROM ACROSS THE COUNTRY$1,000
INNOVATIONS FOR LEARNING INC
649 MICHIGAN AVEEVANSONIL602022552NONEPCTUTORMATE ONLINE LITERACY PROGRAM BENEFITING AT RISK PRIMARY GRADE STUDENTS$10,000
LIVEGIRL
237 ELM STNEW CANAANCT068405336NONEPCTO PARTNER WITH THE CT ALLIANCE OF BOYS & GIRLS CLUBS TO ROLL-OUT LIVEGIRLTALK TO BOYS & GIRLS CLUBS IN FAIRFIELD & NEW HAVEN COUNTIES$23,400
CHAPEL HAVEN INCORPORATED
1040 WHALLEY AVENEW HAVENCT065151740NONEPCTO BE USED TOWARDS A WHEELCHAIR ACCESSIBLE VAN AND SIX WHEELCHAIR EVACUATION CHAIRS$25,000
WOMENS WORLD BANKING INC
122 E 42ND ST FL 42NEW YORKNY101684200NONEPCDISSEMINATION OF INDIVIDUAL LEVEL WORLD BANK FINDEX SURVEY ANALYSIS AND REPORT$10,000
FUTURE 5
135 ATLANTIC STREETSTAMFORDCT060912424NONEPCSUPPORT FOR COLLEGE AP PROGRAM. THIS PROGRAM ENCOMPASSES ALL ASPECTS OF POST-SECONDARY SUCCESS, FROM (A)CCESS TO HIGHER EDUCATION TO (P)ERSISTENCE TO A 2 OR 4 YEAR DEGREE$50,000
INTERNATIONAL RADIO TELEVISION SOCIETY FOUNDATION
1697 BROADWAY STE 404NEW YORKNY100195911NONEPCPROVIDES OUTSTANDING, COMPETITIVELY SELECTED COLLEGE STUDENTS FROM ACROSS THE NATION WITH A 9-WEEK, EXPENSE-PAID OPPORTUNITY THAT INCLUDES TRAVEL TO AND FROM NEW YORK, 9 WEEKS OF ACCOMMODATIONS, A COMPREHENSIVE INDUSTRY ORIENTATION, A PAID INTERNSHIP PLACEMENT WITHIN THE MEDIA INDUSTRY, AND ONE-ON-ONE CAREER COUNSELING$42,500
NATIONAL COLLEGE ACCESS NETWORK INC
1001 CONNECTICUT AVE NW STE 300WASHINGTONDC200365539NONEPCFOLLOWING NCAN MEMBER ORGANIZATIONS' COMPLETION OF A SURVEY INSTRUMENT, THE IMPACT GENOME PROJECT TEAM WILL CREATE A "PORTFOLIO ANALYSIS" SHOWING THE LANDSCAPE OF THESE ORGANIZATIONS' ACTIVITIES AND OUTCOMES; THE EXTENT TO WHICH THEY EMPLOY THE EFFECTIVE STRATEGIES IDENTIFIED BY THE IGP; AND THE COSTS PER SUCCESSFUL OUTCOME FOR EACH PROGRAM$50,000
BROADCASTERS FOUNDATION OF AMERICA
125 WEST 55TH STREET 4TH FLOORNEW YORKNY100195366NONEPCPROVIDE CRITICAL FINANCIAL SUPPORT TO DESTITUTE BROADCASTERS, THROUGH EMERGENCY GRANTS AND MONTHLY GRANTS$50,000
NATIONAL ASS'N OF BROADCASTERS LEADERSHIP FDN
1771 N ST NWWASHINGTONDC200362800NONESO ITO SUPPORT THE BROADCAST LEADERSHIP TRAINING (BLT) AND THE MEDIA SALES INSTITUTE (MSL) INTENSIVE SALES TRAINING PROGRAMS$25,000
ADVERTISING COUNCIL INC
815 SECOND AVE 9TH FLRNEW YORKNY100174500NONEPCGENERAL OPERATING SUPPORT$75,000
UNITED WAY WORLDWIDE
701 NORTH FAIRFAX STREETALEXANDRIAVA22314NONEPCCAUSE CARDS PROGRAM (ADMINISTERED BY YOURCAUSE AS FISCAL SPONSOR); 292 CAUSE CARDS REDEEMED BY NIELSEN ASSOCIATES TO HAVE A $200 DONATION DIRECTED TO AN ELIGIBLE NON-PROFIT ORGANIZATION. EMPLOYEES ACCESS A CAUSE CARD WHEN THEY LOG 12+ HOURS OF VOLUNTEERING IN A QUARTER.$58,400
CARVER FOUNDATION OF NORWALK INC
7 ACADEMY STNORWALKCT068504016NONEPCSUPPORT OF THE YOUTH DEVELOPMENT PROGRAM$12,500
EDUCATIONAL ALLIANCE INC
197 E BROADWAYNEW YORKNY100025507NONEPCSUPPORTING THE 14TH STREET Y PROGRAMS$5,000
A BETTER CHANCE INC
253 W 35TH STREET 6TH FLOORNEW YORKNY100011907NONEPCSUPPORTING A BETTER CHANCE COLLEGE PREPARATORY SCHOOLS PROGRAM$12,500
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX752315129NONEPCTO SUPPORT STEM GOES RED PROGRAM TO IGNITE A PASSION WITHIN TAMPA BAY GIRLS TO PURSUE CAREERS IN STEM AND PROVIDE FEMALE LEADERS AN OUTLET TO MENTOR THESE YOUNG GIRLS$10,000
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
2025 M ST NW STE 610WASHINGTONDC200363363NONEPCGRANT RENEWAL FOR THE 2019 APIA SCHOLARS (FORMERLY APIASF) HIGHER EDUCATION SUMMIT$10,000
FIGURE SKATING IN HARLEM INC
361 WEST 125TH STREET 4TH FLOORNEW YORKNY100274843NONEPCTO PROVIDE QUALITY ACADEMIC, LEADERSHIP, HEALTH AND WELLNESS PROGRAMS TO GIRLS FROM UNDER-RESOURCED NYC COMMUNITIES$10,000
LA PROMISE FUND
202 W 1ST ST STE 160LOS ANGELESCA900124055NONEPCTO SUPPORT GIRLS BUILD, WHICH CHALLENGES YOUNG WOMEN FROM PUBLIC MIDDLE AND HIGH SCHOOLS IN L.A. AND 10 OTHER U.S. CITIES TO USE STEM PRINCIPLES AND 21ST CENTURY SKILLS TO EFFECT SOCIAL CHANGE THROUGH CIVIC ENGAGEMENT$5,000
NATIONAL CARES MENTORING MOVEMENT INC
5 PENN PLAZA 23RD FLOORNEW YORKNY100011810NONEPCCONTINUED DELIVERY OF GROUP-MENTORING PROGRAMS AND REPLICATION OF THEM THROUGH AFFILIATE NETWORK$15,000
PINELLAS COUNTY EDUCATION FOUNDATION INC
12090 STARKEY RDLARGOFL337732727NONEPCCLOSING THE GAP AND FUTURE PLANS PROGRAMS$15,000
UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC
4202 EAST FOWLER AVENUE ALC 100TAMPAFL336209951NONEPCUNIVERSITY OF SOUTH FLORIDA/NIELSEN FOUNDATION SCHOLARSHIP PROGRAM$20,000
UNIVERSITY OF TAMPA
401 W KENNEDY BLVD BOX HTAMPAFL336061490NONEPCNIELSEN FOUNDATION SCHOLARSHIP FOR FIRST GENERATION STUDENT, WITH A PREFERENCE WILL ALSO BE GIVEN TO STUDENTS FROM A DIVERSE BACKGROUND$5,000
SPECIAL SERVICE FOR GROUPS INC
905 E 8TH STLOS ANGELESCA900211848NONEPCTO SUPPORT ASIAN PACIFIC ISLANDER FORWARD MOVEMENT TO BRING FRESH, LOCAL ASIAN FRUITS AND VEGETABLES TO COMMUNITIES IN NEED IN THE SAN GABRIEL VALLEY$5,000
COMMUNITY PARTNERS
1000 N ALAMEDA ST SUITE 240LOS ANGELESCA900121804NONEPCCORE OPERATING SUPPORT THROUGH SPONSORSHIP OF ANNUAL BENEFIT EVENT, THE LOS ANGELES GOOD FOOD GALA$1,000
WALTER KAITZ FOUNDATION
25 MASSACHUSETTS AVE NW STE 100WASHINGTONDC200011434NONEPCSUPPORT THE FOUNDATION'S PROGRAM TO ADVANCE DIVERSITY, EQUITY AND INCLUSION IN CABLE & BROADBAND INDUSTRY$12,500
T HOWARD FOUNDATION
8630 FENTON ST STE 316SILVER SPRINGMD209103814NONEPCCAREER SERVICES AND INTERNSHIP PROGRAM$17,500
ST PETERSBURG COLLEGE FOUNDATION INC
PO BOX 13489ST PETERSBURGFL337333489NONEPCFOUR $1,000 NIELSEN FOUNDATION SCHOLARSHIPS$4,000
FOUNDATION FOR MINORITY INTERESTS IN MEDIA INC
30 ROCKEFELLER PLAZA CAMPUS 12NEW YORKNY101120015NONEPCGENERAL SUPPORT OF THE EMMA BOWEN FOUNDATION WORK TO BUILD AND SUPPORT MEDIA AND TECH WITH A DIVERSE TALENT PIPELINE$10,000
GIRL RISING
114 W 26TH ST 7TH FLOORNEW YORKNY100016812NONEPCMOVING BEYOND SILOED EVALUATIONS TO ACHIEVE A DEEPER UNDERSTANDING TO BETTER INFORM GR'S OVERALL PROGRAM DESIGN AND DELIVERY. THEY WANT TO AGGREGATE PAST, CURRENT AND FUTURE INSIGHTS, DATA AND RESULTS TO CREATE A COMPREHENSIVE M&E SYSTEM THAT WILL ALLOW FOR A REAL-TIME ASSESSMENT OF GR'S PROGRAMMATIC AND MEDIA REACH/IMPACT ACROSS THE GLOBE$50,000
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PKWY STE 140ORLANDOFL328263257NONEPCHISPANIC MEDIA INITIATIVE$5,000
HISPANIC FEDERATION INC
55 EXCHANGE PLACENEW YORKNY100053301NONEPCGENERAL SUPPORT TO ENHANCE DIVERSITY & INCLUSION BY PROVIDING DIRECT SERVICES TO LATINO INDIVIDUALS AND CAPACITY-BUILDING SUPPORT TO LATINO INSTITUTIONS$70,000
TAMPA BAY WAVE
500 E KENNEDY BLVD 300TAMPAFL336024934NONEPCTECHDIVERSITY ACCELERATOR COHORT POWERED BY NIELSEN FOUNDATION$175,000
GEENA DAVIS INSTITUTE AT MOUNT SAINT MARY'S UNIV
10 CHESTER PLACELOS ANGELESCA90007NONEPCGRANT SUPPORT FOR THE CONTINUED DEVELOPMENT OF THE GEENA DAVIS INCLUSION QUOTIENT (GD-IQ) MEDIA MEASUREMENT TOOL$75,000
AFTERSCHOOL ALLIANCE
1101 14TH ST NW SUITE 700WASHINGTONDC20005NONEPCDISCOVER DATA PROGRAM - MIDDLE SCHOOL DATA SCIENCE ACTIVITIES PROGRAM (YEAR 2)$300,000
FPF EDUCATION AND INNOVATION FOUNDATION
1400 EYE ST NWWASHINGTONDC20005NONEPCCONTINUED YEAR 3 OF 3-YEAR AGREEMENT FOR THE ELISE BERKOWER FELLOWSHIP$50,000
HOWARD UNIVERSITY
2244 10TH STREET ROOM 402WASHINGTONDC200590001NONEPCSCHOOL OF COMMUNICATIONS BOARD OF VISITORS SCHOLARSHIP AWARD$5,000
BLACK AND BROWN FOUNDERS INC
PO BOX 883093SAN FRANCISCOCA941883093NONEPCSUPPORT FOR BOOTSTRAPPING BOOTCAMP: A 10-WEEK TRAINING PROGRAM FOR BLACK/LATINX TECH FOUNDERS$22,500
LATINO COMMUNITY FUND INC
50 HURT PLAZA SE SUITE 1434ATLANTAGA303032946NONEPCFUNDING A SOCIAL MEDIA TOOLKIT AS WELL AS OUTREACH EXPENSES FOR 2020 CENSUS MESSAGING SPECIFIC TO HARD TO COUNT LATINX COMMUNITIES IN GEORGIA$12,500
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY ST STE 1160SAN FRANCISCOCA941043004NONEPCGENERAL OPERATING EXPENSES RELATED TO ENSURING A FAIR AND ACCURATE COUNT OF CALIFORNIA'S LATINO COMMUNITY IN THE 2020 CENSUS$12,500
ONEGOAL
180 N WABASH AVE STE 800CHICAGOIL606013608NONEPCGENERAL OPERATING SUPPORT TO BUILD THE LARGEST PIPELINE OF COLLEGE GRADUATES FROM LOW-INCOME COMMUNITIES IN CHICAGO$2,000
NEW IMAGE EMERGENCY SHELTER FOR THE HOMELESS INC
1008 E 59TH STLOS ANGELESCA900011010NONEPCSUPPORTING SUPERMARKET GIFT CARDS FOR PURCHASE OF PERISHABLES AS PART OF WEEKLY FOOD BASKET PROGRAM$2,000
COLLEGIATE PATHWAYS INC
12124 HIGH TECH AVE STE 160ORLANDOFL328178374NONEPCSUPPORT OF THE TECH SASSY GIRLZ STEM PROGRAM FOR UNDERSERVED GIRLS$22,500
FRIENDS OF THE CHILDRENS PARK IN CHESTNUT HILL
PO BOX 4355PHILADELPHIAPA191188355NONEPCGENERAL OPERATING SUPPORT FOR PLAYGROUND EQUIPMENT REPAIR$2,000
THE CEDARMORE CORPORATION
161 LAKEVIEW AVEFREEPORTNY115202515NONEPCSUPPORT OF THE CYNTHIA P. ROBERTS YOUTH EMPOWERMENT SERIES OF EVENTS$5,000
HISPANIC INTEREST COALITION OF ALABAMA
117 S CREST DRIVEBIRMINGHAMAL352094750NONEPCFULLY FUND A CENSUS FELLOW TO ORGANIZE AND EDUCATE ABOUT THE IMPORTANCE OF COMPLETING CENSUS 2020 FOR HISPANICS IN NORTH CENTRAL ALABAMA$12,500
PUBLIC KNOWLEDGE
1818 N STREET NWWASHINGTONDC20036NONEPCTHE SHORT TERM GOAL OF THE TECH POLICY DIVERSITY AND INCLUSION PROJECT IS TO CONDUCT AND PUBLISH A STUDY THAT EXAMINES DIVERSITY IN TECHNOLOGY POLICY ORGANIZATIONS (OR A MORE BROAD GROUP OF ORGANIZATIONS IF STUDY DESIGN SO REQUIRES)$50,000
CITIZEN SCHOOLS INC
1 BEACON STREETBOSTONMA043259160NONEPCTO SUPPORT THEIR CATALYST PROGRAM, DESIGNED TO PROVIDE 6TH-9TH GRADE SCIENCE TEACHERS IN UNDERSERVED COMMUNITIES WITH THE TOOLS AND RESOURCES THEY NEED TO INTEGRATE HIGH QUALITY PROJECT-BASED LEARNING WITH EXPERTS INTO THE CLASSROOM$50,000
ASIAN AMERICANS ADVANCING JUSTICE - AAJC INC
1620 L ST NW STE 1050WASHINGTONDC200365660NONEPCTO PRODUCE COMMUNITY EDUCATION MATERIALS TRANSLATED INTO 23 LANGUAGES FOR OUTREACH TO ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER COMMUNITIES TO ENSURE PARTICIPATION IN THE 2020 CENSUS$50,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST 12TH FLOORNEW YORKNY101681299NONEPCTO GROW THE BETTER DATA 2 PROGRAM TO SUPPORT THE EFFECTIVE USE OF CLIENT DATA BY SENIOR DECISION MAKERS IN THE DEVELOPMENT OF THE IRC'S NEXT ORGANIZATIONAL STRATEGY$50,000
CHINESE FOR AFFIRMATIVE ACTION
17 WALTER U LUM PLSAN FRANCISCOCA941081801NONEPCGENERAL OPERATING SUPPORT FOR THE ASIAN PRISONER SUPPORT PROGRAM, INCLUDING EDUCATION, REENTRY AND ANTI-DEPORTATION EFFORTS$2,000
LATINO FILM INSTITUTE YOUTH CINEMA PROJECT
18034 VENTURA BLVD STE 288ENCINOCA913163516NONEPCGENERAL OPERATING SUPPORT TOWARD THE 2019-20 YCP SCHOOL YEAR$2,000
GIRL TALK INC
3490 PDMN RD NE STE 1104ATLANTAGA303054809NONEPCENHANCED DIGITAL EXPERIENCE TO ACHIEVE GREATER LEVELS OF EFFICIENCY AND INCREASE AUTOMATION CAPABILITIES TO MEET THE EVOLVING NEEDS OF GIRLS AGES 10-18$25,000
HILLSBOROUGH COMMUNITY COLLEGE FOUNDATION INC
39 COLUMBIA DRIVE NO 719TAMPAFL336063584NONEPCAWARDING TWO STEM STUDENTS $2500 EACH TO HELP THEM REACH THEIR FINANCIAL NEED IN COMPLETING HCC$5,000
LATINO POLICY FORUM
180 N MICHIGAN AVE STE 1250CHICAGOIL606017464NONEPCCOLLABORATIVE CENSUS MESSAGING AND OUTREACH EFFORTS TO ENCOURAGE LATINX CENSUS PARTICIPATION$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,710,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,119,930ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$362,141ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXES REFUNDDesc
Exclusion01ExclusionCd
Exclusion$13,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,495,198ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,495,198TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (67 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANTHEM INC 4.65%$10,907$11,283
AMERN INTL GROUP 6.4%$0$0
AT&T INC 3.6%$20,271$21,171
AT&T INC 6.375%$17,810$19,887
BANK AMER CORP 4%$20,672$21,334
BANK AMER CORP 5.875%$19,284$21,313
BARNABAS HLTH SYS 4%$9,917$10,634
BOARDWALK 5.95%$16,987$16,880
CAP 1 FINL CORP 4.2%$20,684$21,590
CAP 1 FINL CORP 4.75%$21,598$20,829
CHARTER 4.908%$21,402$22,024
CHENIERE CORPUS 5.875%$16,181$16,867
CITIGROUP INC 3.5%$20,413$20,817
CITIGROUP INC 6.675%$20,619$21,902
COMCAST CORP NEW 3.3%$6,213$7,077
CONOCOPHILLIPS CO 4.95%$16,971$17,262
CONTL RES INC 4.5$10,170$10,448
CVS HEALTH CORP SR NT FLTG$0$0
D R HORTON INC SR NT 4.375%$16,046$15,726
DIAMOND 1 FIN CORP 3.48%$0$0
DOW CHEM CO 4.125%$0$0
DOW CHEM CO 3.5%$10,452$10,502
DUKE RLTY LTD PART 4%$4,946$5,453
ENERGY TRANSFER 5.25%$10,221$11,237
ENERGY TRANFER 7.5%$5,911$6,441
FORD MTR CO DEL 4.346%$20,806$20,666
GENERAL ELEC CAP CORP 3.15%$32,402$35,740
GENERAL MLS INC 5.4%$5,262$6,188
GEN MOTORS FINL 3.45%$15,298$15,341
GEORGIA PWR CO 4.3%$5,296$5,465
GOLDMAN SACHS GROUP INC MEDIUM$16,121$15,102
GOLDMAN SACHS 6.75%$26,421$27,783
HALLIBURTON CO 3.8%$20,727$21,336
HLTH CARE REIT INC 4.5%$32,401$32,399
HSBC FIN CORP 6.676%$22,664$20,824
INGERSOLL-RAND 3.5%$4,995$5,231
INTL LEASE FIN 5.875%$5,332$5,448
JPMORGAN CHASE & CO 5.625%$18,519$20,093
JPMORGAN CHASE & CO 4.125%$20,943$21,911
KIMCO RLTY CORP 3.8%$9,921$10,579
KINDER MORGAN 4.25%$0$0
KROGER CO 2.95%$10,130$10,162
LIBERTY PPTY LTD 3.25%$24,602$26,118
LOCKHEED MARTIN 3.6%$0$0
MACYS RETAIL HLDGS 3.875$9,951$10,192
MARATHON OIL CORP 5.2%$15,069$17,455
MICROSOFT CORP 4.1%$5,386$5,915
MORGAN STANLEY 4.875%$21,763$21,430
MORGAN STANLEY 5%$21,887$22,528
MPLX LP 4.5%$21,369$21,256
N SHORE LING IS 6.15%$33,224$33,401
NEWFIELD EXPL CO 5.375%$10,739$10,846
OWENS CONRNING NEW 4.4%$4,930$4,837
PACKAGING CORP 3.4%$4,984$5,235
PRUDENTIAL FINL INC MED TRM NT$27,018$27,750
PVTPL ALLISON TRANSMISSION BND$15,606$15,356
RADIAN GROUP INC 7%$0$0
REGENCY ENERGY 5.875%$15,926$15,921
SEMPRA ENERGY 3.4%$4,584$5,183
TIME WARNER INC FIXED 3.6%$0$0
TOLEDO HOSP 5.75%$31,875$34,295
VALERO ENERGY CORP 6.625%$25,232$26,463
VENTAS RLTY LTD 4.4%$10,215$11,006
VERIZON COMMUNICATIONS$14,883$14,683
ISHARES US AGGREGATE BOND ETF$0$0
MFC ISHARES IBOXX $ HIGH YIELD$2,916,376$2,964,985
MFC ISHARES TRUST CORE US$6,966,174$7,249,215

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHN EMERGING MKTS EQTY$2,299,680$2,433,296
MFB NORTHN EQTY INDEX FND INL$5,720,243$6,214,184
MFB NORTHN MID CAP INDEX FUND$1,346,267$1,448,273
MFB NORTHN SMALL CAP INDEX FD$783,146$847,356
MFB NORTHN STK INDEX FD$6,453,693$7,866,118
NPX SEMICONDUCTORS NV COM STK$0$0
GOLAR LNG LIMITED$0$0
ADOBE SYS INC COM$69,405$127,966
AMERICAN TOWER CORP$96,684$148,923
ASPEN TECHNOLOGY INC COM$69,021$62,642
BLACKROCK INC COM STK$90,718$93,502
BOEING CO COM$87,498$84,372
BRISTOW GROUP INC COM$0$0
FAIR ISAAC CORPORATION COM$75,364$148,748
INTELSAT SA COM$0$0
LAM RESH CORP COM$79,801$121,638
LOCKHEED MARTIN CORP COM$105,069$123,433
MLP BLACKSTONE GROUP L P COM$121,448$187,791
MOELIS & CO CL A$52,331$49,093
NORTHROP GRUMMAN CORP COM$143,815$160,290
NOW INC COM$0$0
RAYTHEON CO$89,496$105,695
TRANSDIGM GROUP INC COM$103,167$189,280
MFO ARIEL INVT TR GLOBAL FD IN$1,415,277$1,392,672

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,894,322USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,912,816USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (43 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHN FDS GLOBAL REAL ESTAT COST$1,765,508$1,916,518
MFO PIMCO FDS PAC INVT MGMTAT COST$0$0
BANK SER 2017-BKN8 3.731%AT COST$15,004$15,836
BANK SR 2018-BNK10 3.898%AT COST$15,207$16,024
CMO BENCHMARK MTG TRAT COST$10,358$10,913
CMO CITIGROUP COML MTG TRAT COST$10,060$10,523
CMO CITIGRP COML MTG TRAT COST$24,740$25,058
CMO COMM 2013-CCRE12 MTG TRAT COST$31,903$31,245
CMO J P MORGAN CHASE COML MTGAT COST$25,238$25,394
CMO JPMBB COML MTG SECS TR 201AT COST$31,699$31,897
CMO JPMBB COML MTG SECS TR 201AT COST$30,844$31,572
CMO JPMCC COML MTG SECS TR 201AT COST$20,020$21,165
CMO JPMCC COML MTG SECS TR 201AT COST$25,256$26,044
CMO MORGAN STANLEY BK OF AMERAT COST$16,209$16,040
CMO WELLS FARGO COML MTG SRAT COST$16,007$15,903
CMO WELLS FARGO COMM MTG TSTAT COST$20,600$21,411
CMO WFRBS COML MTG TR 2014-C19AT COST$32,355$31,986
CMO WFRBS COML MTG TR 2014-C21AT COST$31,163$31,352
JPMBB COMMERCIAL MORTGAGE SECAT COST$0$0
JPMBB COMMERCIAL MORTGAGE SECAT COST$31,959$32,122
JPMCC COML MTG 3.5855%AT COST$0$0
PVTPL CMO GREAT WOLFAT COST$0$0
WELLS FARGO COMLAT COST$36,891$36,501
AMERICREDIT 1.83%AT COST$0$0
AMERICREDIT 2.24%AT COST$0$0
AMERICREDIT 2.4%AT COST$0$0
AMERICREDIT 3.45%AT COST$0$0
CAP AUTO 1.89%AT COST$0$0
CAPITAL AUTO RECEIVABLE ASSETAT COST$0$0
CARMAX AUTO OWNER 1.9%AT COST$30,933$31,160
CNH EQUIP TR 1.44%AT COST$6,078$6,121
DR AUTO 3.63%AT COST$0$0
DRIVE AUTO RCVBLE TR SER 2017-AT COST$0$0
FORD CR AUTO LEASE FIXED 3.25%AT COST$29,994$30,414
GM FINL AUTOMOBILE 2.48%AT COST$0$0
PVTPL DT AUTO OWNER TR SER 201AT COST$15,002$15,141
PVTPL SANTANDER RETAIL AT LEASAT COST$0$0
SANTANDER DR AUTO 3.27%AT COST$0$0
SANTANDER DR AUTO 3.56%AT COST$24,965$25,336
WESTLAKE 3.5%AT COST$10,026$10,098
JPMORGAN MTG TR 2019-9AT COST$25,156$25,146
JPMORGAN MTG TR 3%AT COST$19,537$19,554
PVTPL CMO JPMORGAN MTG TR 2018AT COST$22,499$22,421

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SUPPORT ON GOVERNANCECategoryTxt
Legal Fees$6,712LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,712DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACH OVERPAYMENTDesc
Amt$3Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CHARITABLE GIVING PORTAL$46,755$46,755
BANK FEES$2,744$2,744
CAUSECARD PROCESSING$9,277$9,277
CT CORPORATION FILING FEES$240$240$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP K-1 - OTHER INCOME$0$1,291$0
FEDERAL EXCISE TAXES REFUND$13,000$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$115,055$115,055$0$0
GRANTEE REVIEW FEES$39,000$0$0$39,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXES PAIDCategoryTxt
Amt$7,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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