MELAMED FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MELAMED FAMILY FOUNDATION (EIN 80-0031024)
Tax period
2018-06-01 to 2019-05-31
Filed
2019-10-15
IRS object ID
201912889349100016
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-15T11:32:35-05:00ReturnTs
Tax Period End2019-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561761295PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RABON & DAILEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17610 SIX FORKS RD STE 200AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27615ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800031024EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MELAMED FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELABusinessNameControlTxt
Phone9196913875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19832 KOUPELA DRIVEAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH MELAMEDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9196913875PhoneNum
Signature2019-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E PROCTORPreparerPersonNm
PTINP00352187PTIN
Phone9198440565PhoneNum
Preparation2019-10-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.57.239.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-15IPDt
IP Tm11:32:35IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id781825FCEED99A06439B88254AB98E0C395A2C16AtSubmissionCreationDeviceId
At Submission Filing Device Id781825FCEED99A06439B88254AB98E0C395A2C16AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$967,239FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,061DividendsNetInvstIncmAmt
Total Rev And Expnss$27,061TotalRevAndExpnssAmt
Total Net Invst Incm$27,061TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$239TaxesRevAndExpnssAmt
Taxes Net Invst Incm$239TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,439TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$339TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,626ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,626ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$339TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,626TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,004ExcessRevenueOverExpensesAmt
Net Investment Income$26,722NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$43,635SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,631SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$267,853CorporateStockBOYAmt
Corporate Stock EOY$267,853CorporateStockEOYAmt
Corporate Stock EOYFMV$948,608CorporateStockEOYFMVAmt
Total Assets BOY$311,488TotalAssetsBOYAmt
Total Assets EOY$286,484TotalAssetsEOYAmt
Total Assets EOYFMV$967,239TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$311,488CapitalStockBOYAmt
Capital Stock EOY$286,484CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$311,488TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$286,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$311,488TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$286,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$311,488TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,004ExcessRevenueOverExpensesAmt
Subtotal$286,484SubtotalAmt
Tot Net Ast Or Fund Balances EOY$286,484TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,340AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,017,298NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045552DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,763AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$942,927NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044291DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,768AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$838,576NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048616DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$834,385NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037153DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,832AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$675,243NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044180DistributionYr5Rt
Total Distribution0.219792TotalDistributionRt
Average Distribution0.043958AverageDistributionRt
Net Vl Noncharitable Assets$926,287NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,718AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$267NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,985AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,626QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$267InvestmentIncomeExciseTaxAmt
Subtotal$267SubtotalAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Tax Due$267TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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
Individual With BooksJOSEPH MELAMEDIndividualWithBooksNm
Phone9196913875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19832 KOUPELA DRAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27614ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH MELAMED
9832 KOUPELA DRRALEIGHNC27614DIRECTOR000.00$0$0$0
DANIEL MELAMED
111 KOZLOWSKI RDELIZAVILLENY12523DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$909,260AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,133AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$940,393TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$940,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,106CashDeemedCharitableAmt
Net Vl Noncharitable Assets$926,287NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,314MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,314MinimumInvestmentReturnAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Total Tax$267TotalTaxAmt
Distributable Before Adj$46,047DistributableBeforeAdjAmt
Distributable Before Ded$46,047DistributableBeforeDedAmt
Distributable As Adjusted$46,047DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,626ExpensesAndContributionsAmt
Qualifying Distributions$50,626QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$267PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,359AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,047DistributableAsAdjustedAmt
Undistributed Income PY$50,626UndistributedIncomePYAmt
Qualifying Distributions$50,626QualifyingDistributionsAmt
Applied To Year1$50,626AppliedToYear1Amt
Undistributed Income CY$46,047UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UPPER HUDSON PLANNED PARENTHOOD
855 CENTRAL AVENUEALBANYNY12206GENERAL PURPOSE$25,313
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065GENERAL PURPOSE$25,313
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,626TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,061ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,061ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,061TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,100Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJOHNSON & JOHNSONStockNm
EOY Book Value$267,853EOYBookValueAmt
EOYFMV$948,608EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL FILING FEE$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINTERNAL REVENUE SERVICECategoryTxt
Amt$239Amt
Net Investment Income$239NetInvestmentIncomeAmt

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