NIELSEN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NIELSEN FOUNDATION INC (EIN 47-5513015)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201913169349102236
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T20:26:56-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475513015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NIELSEN FOUNDATION INC | InCareOfNm |
| Business Name Control | NIEL | BusinessNameControlTxt |
| Phone | 2035633154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NIELSEN 40 DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LONGO | PersonNm |
| Person Title | SR VICE PRESIDENT | PersonTitleTxt |
| Phone | 2035633154 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH MONROE | PreparerPersonNm |
| PTIN | P01441362 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.125.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13049920193165000015 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C3A24384C7FB6CB8AB7906F598D11C961889714C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3A24384C7FB6CB8AB7906F598D11C961889714C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,529,610 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $132,748 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132,748 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $898,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $898,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $636,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $637,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $637,644 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,705 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,666,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,671,185 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,132 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,132 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,148 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,490 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,370 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,370 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,477 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,672,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,672,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,947,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,810,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$280,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,543,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,278,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $434,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $434,510 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $33,346 | AcctRcvblAmt |
| Acct Rcvbl BOY | $32,947 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $33,346 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $33,346 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,813,541 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,309,657 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,216,702 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,723,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,189,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,926,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,615,535 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,235,447 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,826,947 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,277,539 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,258,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,091,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,741,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,461,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,529,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $35,741,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,461,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,741,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,461,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,741,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,461,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,741,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$280,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,461,061 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $35,461,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $636,116 | $0 | $636,116 | $636,116 |
| BLACKSTONE K-1 INCOME | P | $1,528 | $0 | $1,528 | $1,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $637,644 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,451,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,665,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039579 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,080,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004137 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.043716 | TotalDistributionRt |
| Average Distribution | 0.014572 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,514,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $532,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $547,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,810,868 | 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 | $15,436 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,436 | SubtotalAmt |
| Tax Based On Investment Income | $15,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,791 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $37,091 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,655 | OverpaymentAmt |
| Applied To ES Tax | $21,655 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035632882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MITCH BARNS | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | PRESIDENT, DIRECTOR | 0.5 | $0 | $0 | $0 |
| ERIC DALE | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | SECRETARY, DIRECTOR | 0.75 | $0 | $0 | $0 |
| LISA LONGO | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | VICE PRESIDENT-FINANCE | 2.0 | $0 | $0 | $0 |
| JAMERE JACKSON | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| KAREN KORNBLUH | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | VICE PRESIDENT-GRANTS,DIRECTOR | 6.0 | $0 | $0 | $0 |
| WILLIAM BRADLEY | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | TREASURER, DIRECTOR | 2.0 | $0 | $0 | $0 |
| NANCY PHILLIPS | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MGMT FEES | $88,442 |
| THE PHILANTHROPIC INITIATIVE | |||||
| 75 ARLINGTON STREET SUITE 710 | BOSTON | MA | 02116 | REVIEW PROPOSALS | $54,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,028,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,070,219 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,070,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $556,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,514,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,825,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,825,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,436 | TotalTaxAmt |
| Distributable Before Adj | $1,810,272 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,810,272 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,810,272 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,810,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,810,868 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,436 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,795,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,810,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,642,783 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,810,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,642,783 | AppliedToYear1Amt |
| Applied To Current Year | $168,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $1,642,187 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FUTURE 5 | |||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06091 | NONE | PC | GENERAL OPERATING SUPPORT FOR LOW-INCOME HIGH SCHOOL STUDENTS CONNECT TO THE RESOURCES ESSENTIAL TO MAKING THE TRANSITION TO POST-SECONDARY EDUCATION, CAREERS, AND ULTIMATELY INDEPENDENCE AND PRODUCTIVE CITIZENSHIP | $50,000 |
| INTERNATIONAL RADIO AND TELEVISION SOCIETY FDN INC | |||||||
| 1697 BROADWAY 10TH FLOOR | NEW YORK | NY | 100195904 | NONE | PC | SUPPORT OF THE IRTS SUMMER FELLOWSHIP, IRTS MULTICULTURAL CAREER WORKSHOP, AND IRTS FACULTY SEMINAR | $42,500 |
| BROADCASTERS FOUNDATION OF AMERICA | |||||||
| 125 WEST 55TH STREET 4TH FLOOR | NEW YORK | NY | 100195366 | NONE | PC | PROVIDE FINANCIAL ASSISTANCE TO TELEVISION AND RADIO BROADCASTERS WHO CAN NO LONGER PROVIDE FOR THEMSELVES OR HAVE BEEN RAVAGED BY NATURAL DISASTERS | $50,000 |
| TRI-COUNTY URBAN LEAGUE | |||||||
| 317 S MACARTHUR HWY | PEORIA | IL | 616053875 | NONE | PC | 2ND YOUTH EMPOWERMENT SUMMIT IN PEORIA, ILLINOIS | $15,000 |
| NATIONAL ASSOCIATION OF BROADCASTERS EDUCATION FDN | |||||||
| 1771 N ST NW | WASHINGTON | DC | 200362800 | NONE | SO I | 6 FELLOWSHIPS ACROSS THE BROADCAST LEADERSHIP TRAINING PROGRAM (BLT), MANAGEMENT DEVELOPMENT SEMINAR (MDS AND FORMERLY THE EXECUTIVE DEVELOPMENT SEMINAR) AND MEDIA SALES INSTITUTE (MSI) | $21,000 |
| ADVERTISING COUNCIL INC | |||||||
| 815 SECOND AVE 9TH FLR | NEW YORK | NY | 100174500 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| JACKIE ROBINSON FOUNDATION | |||||||
| 75 VARICK ST FRNT 2 | NEW YORK | NY | 100131947 | NONE | PC | RACHEL ROBINSON INTERNATIONAL FELLOWSHIP | $25,000 |
| UNITED WAY WORLDWIDE (YOURCAUSE AS FISCAL AGENT) | |||||||
| 701 NORTH FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | PC | CAUSE CARDS PROGRAM | $67,641 |
| CARVER FOUNDATION OF NORWALK | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | NONE | PC | YOUTH DEVELOPMENT PROGRAM | $25,000 |
| EDUCATIONAL ALLIANCE INC (14TH STREET Y) | |||||||
| 197 E BROADWAY | NEW YORK | NY | 100025507 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GIVE3D INC | |||||||
| 1032 E PARK AVE | VINELAND | NJ | 083603331 | NONE | PC | CORE PROJECT TO FACILITATE THE TRANSFORMATION OF LEARNING VIA 3D TECHNOLOGY ANDSTEM CONTENT | $10,000 |
| A BETTER CHANCE | |||||||
| 253 W 35TH STREET 6TH FLOOR | NEW YORK | NY | 100011907 | NONE | PC | DELIVER THE WORKSHOPS AND ACTIVITIES OF THE COLLEGE PREPARATORY SCHOOLS PROGRAM TOSTUDENTS AND THEIR FAMILIES | $12,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | NONE | PC | STEM GOES RED PROGRAM IN TAMPA BAY | $15,000 |
| ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FD | |||||||
| 2025 M ST NW STE 610 | WASHINGTON | DC | 200363363 | NONE | PC | 2018 HIGHER EDUCATION SUMMIT | $10,000 |
| FIGURE SKATING IN HARLEM | |||||||
| 361 WEST 125TH STREET 4TH FLOOR | NEW YORK | NY | 100274843 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LA PROMISE FUND | |||||||
| 202 W 1ST ST STE 160 | LOS ANGELES | CA | 900124055 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NATIONAL CARES MENTORING MOVEMENT | |||||||
| 5 PENN PLAZA 23RD FLOOR | NEW YORK | NY | 100011810 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| PINELLAS COUNTY EDUCATION FOUNDATION | |||||||
| 12090 STARKEY RD | LARGO | FL | 337732727 | NONE | PC | FUTURE PLANS, TAKE STOCK IN CHILDREN AND FINANCE PARK PROGRAMS | $20,000 |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE ALC 100 | TAMPA | FL | 336209951 | NONE | PC | THREE NIELSEN FOUNDATION SCHOLARSHIPS | $21,000 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD BOX H | TAMPA | FL | 33606 | NONE | PC | SCHOLARSHIP SUPPORT | $5,000 |
| WALTER KAITZ FOUNDATION | |||||||
| 25 MASSACHUSETTS AVE NW STE 100 | WASHINGTON | DC | 200011434 | NONE | PC | 35TH ANNIVERSARY WALTER KAITZ FOUNDATION FUNDRAISER | $12,500 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | THE ?INSIGHTS FOR ACTION? INITIATIVE LOOKS TO INCREASE CROSS-CUTTING DATA AND RESEARCH TO BETTER ANALYZE ISSUES OF HUNGER AND FOOD INSECURITY, INCLUDING HOW FOOD INSECURITY INTERSECTS WITH OTHER ISSUES LIKE HOUSING AND WORKFORCE. | $100,000 |
| IMENTOR | |||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 100042971 | NONE | PC | EXPANDED PROGRAM SUPPORT TO SUPPORT MENTOR MATCHES IN BOTH NYC AND CHICAGO. FUNDING HELPS ENSURE THAT EVERY STUDENT IS MATCHED WITH A MENTOR AND EVERY STUDENT ENGAGES IN RESEARCH-BASED, COLLEGE AND CAREER SUCCESS CURRICULUM. | $30,000 |
| HEART FOR AFRICA | |||||||
| PO BOX 1308 | ROSWELL | GA | 300771308 | NONE | PC | TO SUPPORT THE HUNGER INITIATIVE TO FEED ORPHANS AND VULNERABLE CHILDREN IN SWAZILAND | $25,000 |
| T HOWARD FOUNDATION | |||||||
| 8630 FENTON ST STE 316 | SILVER SPRING | MD | 209103814 | NONE | PC | T. HOWARD FOUNDATION?S INTERNSHIP AND CAREER & ALUMNI SERVICES PROGRAMS | $17,500 |
| COALITION FOR HISPANIC FAMILY SERVICES | |||||||
| 315 WYCKOFF AVE STE 4 | BROOKLYN | NY | 112375842 | NONE | PC | GENERAL OPERATING SUPPORT FOR A STRATEGIC PLANNING PROCESS THAT WILL RESULT IN A THREE TO FIVE YEAR PLAN FOR THE ORGANIZATION, AND THEIR EXPANSION TO A NEW LOCATION | $50,000 |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 I ST NW STE 510 | WASHINGTON | DC | 200062425 | NONE | PC | PROOF-OF-CONCEPT FOR THEIR INTEGRATED DEMAND ANALYSIS PLATFORM (IDAP) TO IMPROVE DEMAND ANALYSIS FOR BETTER WFP PROGRAMMES | $54,299 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERBURG | FL | 337333489 | NONE | PC | NIELSEN FOUNDATION SCHOLARSHIP FUND | $3,000 |
| ASIAN PACIFIC POLICY & PLANNING COUNCIL | |||||||
| 905 EAST 8TH ST | LOS ANGELES | CA | 900211848 | NONE | PC | ORGANIZATION?S EFFORTS TO INCREASE PARTICIPATION OF API COMMUNITIES IN THE 2020 CENSUS | $15,000 |
| KOREAN COMMUNITY SERVICES OF METROPOLITAN NEW YORK | |||||||
| 20305 32ND AVE | BAYSIDE | NY | 113611021 | NONE | PC | HOME-BOUND MEAL DELIVERY PROGRAM | $10,000 |
| NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE | |||||||
| 233 5TH AVE RM 4A | NEW YORK | NY | 100168733 | NONE | PC | LGBT ASIAN PROFESSIONAL DEVELOPMENT AND CAREER ADVANCEMENT PROGRAM | $10,000 |
| EMMA BOWEN FDN (MINORITY INTERESTS IN MEDIA) | |||||||
| 30 ROCKEFELLER PLAZA | NEW YORK | NY | 10112 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ASIAN AMERICAN FEDERATION | |||||||
| 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 100053911 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE UNIT 5473 | RICHMOND | CA | 948054021 | NONE | PC | HBCUVC VENTURE CAPITAL FELLOWSHIP | $20,000 |
| A M I E INC | |||||||
| 5200 PERRING PARKWAY | BALTIMORE | MD | 212510001 | NONE | PC | 2018 HBCU BRAINTRUST SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION | |||||||
| 12424 RESEARCH PKWY STE 140 | ORLANDO | FL | 328263257 | NONE | PC | HISPANIC MEDIA INITIATIVE | $5,000 |
| INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 066062845 | NONE | PC | 2018 ANNUAL BENEFIT SPONSORSHIP | $25,000 |
| TRAINING GROUNDS INC | |||||||
| 3526 STANTON RD SE | WASHINGTON | DC | 200202286 | NONE | PC | INFORMATION TECH ACADEMY | $10,000 |
| NEXT WAVE IN BUSINESS INCORPORATED | |||||||
| 4518 11TH AVE | LOS ANGELES | CA | 900435408 | NONE | PC | GENERAL OPERATING EXPENSES RELATED TO ANNUAL CONFERENCE | $14,000 |
| CONNECTICUT FOOD BANK | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 064921929 | NONE | PC | WILTON ROCKS EVENT | $5,000 |
| HISPANIC FEDERATION | |||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 100053301 | NONE | PC | MATCHING GRANT FOR LATINO IMMIGRANT FAMILY TOGETHER (LIFT) FUND | $3,000 |
| HILLSBOROUGH EDUCATION FOUNDATION | |||||||
| 2306 N HOWARD AVE | TAMPA | FL | 336072613 | NONE | PC | STEM INITIATIVES | $5,000 |
| PACE CENTER FOR GIRLS | |||||||
| 1 W ADAMS ST STE 301 | JACKSONVILLE | FL | 322023644 | NONE | PC | STUDENT BREAKFAST AND LUNCH PROGRAM | $2,500 |
| TAMPA BAY WAVE | |||||||
| 500 E KENNEDY BLVD 300 | TAMPA | FL | 336024934 | NONE | PC | TECHDIVERSITY ACCELERATOR COHORT POWERED BY NIELSEN FOUNDATION | $164,000 |
| GEENA DAVIS INSTITUTE AT MOUNT SAINT MARY'S UNIV | |||||||
| 4712 ADMIRALTY WAY STE 455 | MARINA DEL REY | CA | 900491526 | NONE | PC | GEENA DAVIS INSTITUTE ON GENDER IN MEDIA IMPACT STUDY AND STORYTELLING CAMPAIGN | $75,000 |
| CHI CHI RODRIQUEZ YOUTH FOUNDATION | |||||||
| 3030 N MCMULLEN BOOTH RD | CLEARWATER | FL | 337613331 | NONE | PC | THE CHI CHI ACADEMY FULL LIFE SKILLS EXPERIENCE | $2,000 |
| JUNIOR ACHIEVEMENT OF TAMPA BAY | |||||||
| 13707 N 22ND ST | TAMPA | FL | 336134412 | NONE | PC | JA FINANCE PARK | $2,500 |
| OLDSMAR ELEMENTARY | |||||||
| 302 DARTMOUTH AVE W | OLDSMAR | FL | 34677 | NONE | PC | IPADS TO SUPPORT STEM / MAKERSPACE STUDENT ACTIVITIES | $2,000 |
| NATIONAL ASSOCIATION OF BLACK JOURNALISTS | |||||||
| 1100 KNIGHT HALL SUITE 3100 | COLLEGE PARK | MD | 207420001 | NONE | PC | GENERAL OPERATING GRANT | $6,000 |
| ACADEMY PREP CENTER OF TAMPA INC | |||||||
| PO BOX 530512 | ST PETERBURG | FL | 337470512 | NONE | PC | GENERAL OPERATING GRANT | $2,000 |
| AMI KIDS | |||||||
| 6500 102ND AVE N | PINELLAS PARK | FL | 337823028 | NONE | PC | SCIENCE AND MATH MATERIALS TO ENHANCE THEIR EDUCATIONAL PROGRAM | $2,000 |
| COMPUTER MENTORS GROUP | |||||||
| 2802 DR MLK BLVD STE F | TAMPA | FL | 336107782 | NONE | PC | TEENTECH YOUTH PROGRAM | $2,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | |||||||
| 40 RECTOR STREET 5TH FL | NEW YORK | NY | 100061738 | NONE | PC | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE AND LAW SCHOOL STUDENTS | $25,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 200013186 | NONE | PC | ESTABLISH A SCHOLARSHIP FUND THAT WILL ALLOW 6 TALENTED YOUNG SCHOLARS TO PURSUE A DEGREE IN A STEM DISCIPLINE | $15,000 |
| AFTERSCHOOL ALLIANCE | |||||||
| 1101 14TH ST NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | DISCOVER DATA PROGRAM - MIDDLE SCHOOL DATA SCIENCE ACTIVITIES PROGRAM (YEAR 2) | $300,000 |
| FPF EDUCATION AND INNOVATION FOUNDATION | |||||||
| 1400 EYE ST NW | WASHINGTON | DC | 20005 | NONE | PC | ELISE BERKOWER FELLOWSHIP (YEAR 2) | $50,000 |
| ALL HANDS AND HEARTS - SMART RESPONSE | |||||||
| 6 COUNTY RD STE 6 | MATTAPOISETT | MA | 027391585 | NONE | PC | DISASTER RELIEF IN PUERTO RICO | $2,501 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 200363380 | NONE | PC | IMPROVING PROFITABILITY AND SUSTAINABILITY OF SELF-EMPLOYED WOMEN IN NIGERIA | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,672,441 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,748 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $898,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $636,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,666,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,666,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $17,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,300 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (53 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERN INTL GROUP 6.4% | $22,528 | $21,120 |
| AT&T INC 6.375% | $17,810 | $16,244 |
| BANK AMER CORP 4% | $20,672 | $19,483 |
| BANK AMER CORP 5.875% | $19,284 | $17,410 |
| BOARDWALK 5.95% | $16,987 | $15,497 |
| CAP 1 FINL CORP 4.2% | $20,684 | $19,243 |
| CAP 1 FINL CORP 4.75% | $21,598 | $20,495 |
| CHARTER 4.908% | $21,402 | $19,887 |
| CHENIERE CORPUS 5.875% | $16,181 | $14,925 |
| CITIGROUP INC 3.5% | $20,413 | $19,635 |
| CITIGROUP INC 6.675% | $20,619 | $17,695 |
| COMCAST CORP NEW 3.3% | $9,997 | $10,038 |
| CONOCOPHILLIPS CO 4.95% | $16,971 | $16,052 |
| CONTL RES INC 4.5 | $10,170 | $9,841 |
| CVS HEALTH CORP SR NT FLTG | $10,014 | $9,982 |
| D R HORTON INC SR NT 4.375% | $16,046 | $15,174 |
| DIAMOND 1 FIN CORP 3.48% | $20,399 | $19,941 |
| DOW CHEM CO 4.125% | $10,635 | $10,176 |
| DUKE RLTY LTD PART 4% | $4,946 | $4,973 |
| FORD MTR CO DEL 4.346% | $20,806 | $17,816 |
| GENERAL ELEC CAP CORP 3.15% | $32,402 | $33,078 |
| GENERAL MLS INC 5.4% | $5,262 | $5,006 |
| GEN MOTORS FINL 3.45% | $15,298 | $14,506 |
| GEORGIA PWR CO 4.3% | $5,296 | $4,594 |
| GOLDMAN SACHS GROUP INC MEDIUM | $16,121 | $15,335 |
| GOLDMAN SACHS 6.75% | $26,421 | $22,586 |
| HALLIBURTON CO 3.8% | $20,727 | $19,380 |
| HLTH CARE REIT INC 4.5% | $32,401 | $30,764 |
| HSBC FIN CORP 6.676% | $22,664 | $20,931 |
| INTL LEASE FIN 5.875% | $5,332 | $5,238 |
| JPMORGAN CHASE & CO 5.625% | $18,519 | $16,489 |
| JPMORGAN CHASE & CO 4.125% | $20,943 | $19,514 |
| KINDER MORGAN 4.25% | $10,425 | $9,940 |
| KROGER CO 2.85% | $10,130 | $9,822 |
| LIBERTY PPTY LTD 3.25% | $24,602 | $23,345 |
| LOCKHEED MARTIN 3.6% | $14,987 | $13,968 |
| MACYS RETAIL HLDGS 3.875 | $9,951 | $9,896 |
| MARATHON OIL CORP 5.2% | $20,091 | $18,481 |
| MICROSOFT CORP 4.1% | $5,386 | $5,131 |
| MORGAN STANLEY 4.875% | $21,763 | $20,610 |
| MORGAN STANLEY 5% | $21,887 | $20,393 |
| MPLX LP 4.5% | $21,369 | $20,200 |
| N SHORE LING IS 6.15% | $5,994 | $6,029 |
| NEWFIELD EXPL CO 5.375% | $10,739 | $9,800 |
| OWENS CONRNING NEW 4.4% | $4,930 | $3,779 |
| PACKAGING CORP 3.4% | $4,984 | $4,689 |
| PRUDENTIAL FINL INC MED TRM NT | $27,018 | $24,163 |
| PVTPL ALLISON TRANSMISSION BND | $15,606 | $14,400 |
| RADIAN GROUP INC 7% | $22,758 | $20,800 |
| TIME WARNER INC FIXED 3.6% | $20,140 | $18,942 |
| VALERO ENERGY CORP 6.625% | $25,232 | $21,913 |
| ISHARES US AGGREGATE BOND ETF | $16,436,572 | $16,249,842 |
| MFC ISHARES IBOXX $ HIGH YIELD | $2,941,335 | $2,777,756 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHN EMERGING MKTS EQTY | $593,197 | $586,530 |
| MFB NORTHN EQTY INDEX FND INL | $2,838,985 | $2,724,852 |
| MFB NORTHN MID CAP INDEX FUND | $681,625 | $594,482 |
| MFB NORTHN SMALL CAP INDEX FD | $391,068 | $339,667 |
| MFB NORTHN STK INDEX FD | $3,174,437 | $3,334,572 |
| NPX SEMICONDUCTORS NV COM STK | $24,881 | $18,320 |
| GOLAR LNG LIMITED | $32,141 | $30,943 |
| ADOBE SYS INC COM | $47,181 | $70,587 |
| AMERICAN TOWER CORP | $78,761 | $89,377 |
| APTIV PLC COM | $0 | $0 |
| BLACKROCK INC COM STK | $90,718 | $73,065 |
| BRISTOW GROUP INC COM | $64,538 | $11,613 |
| CHARTER COMMUNICATIONS INC NEW | $0 | $0 |
| DELPHI TECHNOLOGIES PLC COM | $0 | $0 |
| EQUINIX INC COM PAR | $0 | $0 |
| FACEBOOK INC COM | $0 | $0 |
| FAIR ISAAC CORPORATION COM | $164,788 | $175,967 |
| INTELSAT SA COM | $16,083 | $94,801 |
| LAM RESH CORP COM | $153,605 | $120,510 |
| LOCKHEED MARTIN CORP COM | $76,922 | $63,103 |
| MLP BLACKSTONE GROUP L P COM | $113,423 | $105,080 |
| NORTHROP GRUMMAN CORP COM | $108,635 | $89,878 |
| NOW INC COM | $29,693 | $34,629 |
| RAYTHEON CO | $66,069 | $53,826 |
| TIME WARNER INC | $0 | $0 |
| TRANSDIGM GROUP INC COM | $90,551 | $116,641 |
| MFO ARIEL INVT TR GLOBAL FD IN | $1,351,914 | $1,197,700 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,309,657 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,216,702 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHN FDS GLOBAL REAL EST | AT COST | $559,687 | $569,258 |
| MFO PIMCO FDS PAC INVT MGMT | AT COST | $959,495 | $794,256 |
| BANK SER 2017-BKN8 3.731% | AT COST | $15,004 | $14,918 |
| BANK SR 2018-BNK10 3.898% | AT COST | $15,207 | $14,777 |
| CMO CITIGROUP COML MTG TR | AT COST | $10,060 | $10,086 |
| CMO COMM 2013-CCRE12 MTG TR | AT COST | $31,903 | $30,976 |
| CMO J P MORGAN CHASE COML MTG | AT COST | $25,238 | $24,591 |
| CMO JPMBB COML MTG SECS TR 201 | AT COST | $31,699 | $30,680 |
| CMO JPMCC COML MTG SECS TR 201 | AT COST | $25,256 | $24,218 |
| CMO WELLS FARGO COMM MTG TST | AT COST | $30,900 | $29,803 |
| CMO WFRBS COML MTG TR 2014-C19 | AT COST | $32,355 | $30,990 |
| CMO WFRBS COML MTG TR 2014-C21 | AT COST | $31,163 | $30,126 |
| COMM 2015-CCRE22 FIXED 2.856% | AT COST | $0 | $0 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $9,805 | $9,963 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $31,959 | $30,376 |
| JPMCC COML MTG 3.5855% | AT COST | $9,835 | $10,065 |
| PVTPL CMO GREAT WOLF | AT COST | $29,972 | $29,576 |
| AMERICREDIT 1.83% | AT COST | $29,895 | $29,641 |
| AMERICREDIT 2.21% | AT COST | $0 | $0 |
| AMERICREDIT 2.24% | AT COST | $23,932 | $23,696 |
| AMERICREDIT 2.4% | AT COST | $30,108 | $29,627 |
| AMERICREDIT 3.45% | AT COST | $9,999 | $10,053 |
| CAP AUTO 1.89% | AT COST | $24,828 | $24,746 |
| CAPITAL AUTO RECEIVABLE ASSET | AT COST | $45,153 | $44,620 |
| CARMAX AUTO OWNER 1.9% | AT COST | $29,726 | $29,450 |
| CNH EQUIP TR 1.44% | AT COST | $20,656 | $20,603 |
| DR AUTO 3.63% | AT COST | $30,038 | $30,126 |
| DRIVE AUTO RCVBLE TR SER 2017- | AT COST | $29,999 | $29,924 |
| DRIVE AUTO RCVBLE TR SER 17-1 | AT COST | $0 | $0 |
| GM FINL AUTOMOBILE 2.48% | AT COST | $30,029 | $29,758 |
| PVTPL DT AUTO OWNER TR SER 201 | AT COST | $15,002 | $15,071 |
| PVTPL SANTANDER RETAIL AT LEAS | AT COST | $29,996 | $29,768 |
| SANTANDER DR AUTO FIXED 2.21% | AT COST | $0 | $0 |
| SANTANDER DR AUTO 2.46% | AT COST | $0 | $0 |
| SANTANDER DR AUTO 3.09% | AT COST | $0 | $0 |
| SANTANDER DR AUTO 3.27% | AT COST | $24,996 | $25,061 |
| SANTANDER DR AUTO 3.56% | AT COST | $24,965 | $25,189 |
| WESTLAKE 3.5% | AT COST | $10,026 | $9,970 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SUPPORT ON GOVERNANCE | CategoryTxt |
| Legal Fees | $6,132 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,132 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE GIVING PORTAL | $45,000 | $0 | $0 | $45,000 |
| BANK FEES | $2,565 | $0 | $0 | $2,565 |
| CAUSECARD PROCESSING | $9,449 | $0 | $0 | $9,449 |
| WEBSITE FEES | $413 | $0 | $0 | $413 |
| CT CORPORATION FILING FEES | $50 | $0 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP K-1 - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,705 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $114,086 | $114,086 | $0 | $0 |
| GRANTEE REVIEW FEES | $54,148 | $0 | $0 | $54,148 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $0 | $13,490 | $0 | $0 |
| FEDERAL EXCISE TAXES | $22,400 | $0 | $0 | $0 |
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