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MAHLER FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MAHLER FOUNDATION (EIN 46-3466957)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-10
IRS object ID
201911619349200701
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)
Return2019-06-10T06:19:15-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PlanRightBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1413 Western Dr Apt 15AddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95060ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463466957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAHLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAHLBusinessNameControlTxt
Phone8312393514PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11362 PACIFIC AVENUE STE 217AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950603932ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark KalowPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8312393514PhoneNum
Signature2019-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEJ Wagner IRS Regist Tax PreparerPreparerPersonNm
PTINP00178181PTIN
Phone8314232323PhoneNum
Preparation2019-06-10PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.210.245.92IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-10IPDt
IP Tm06:19:08IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id26E1AC1B1C57247550FE671BCF726C7430111BFCAtSubmissionCreationDeviceId
At Submission Filing Device Id26E1AC1B1C57247550FE671BCF726C7430111BFCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.mahlerfoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$112,863GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$112,863ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$112,863TotalRevenueAmt
Grants And Similar Amounts Paid$86,230GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$34,315FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$381OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$4,943PrintingPublicationsPostageAmt
Other Expenses Total$7,891OtherExpensesTotalAmt
Total Expenses$133,760TotalExpensesAmt
Excess Or Deficit For Year-$20,897ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$8,749NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY-$29,646NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$53,751BOYAmt
EOY$40,592EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$53,751BOYAmt
EOY$40,592EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,500BOYAmt
EOY$70,238EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$8,749BOYAmt
EOY-$29,646EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePromote the spirit and legacy of Gustav MahlerPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
A. Grant to Mahler & LeWitt Studios in Spoleto, Italy, under a fiscal sponsorship agreement. Several artists in training in painting,sculpture, dance, poetry, film and other arts were provided$86,230Yes (X)$126,362
housing, studios and exhibition space for summer stays, aswell as extended support and networking resources. B. Plannedthe May 2020 Mahler Festival event in Amsterdam to celebrate
Gustav Mahler and his impact on modern culture. C. Providednon-financial support and guidance to various Mahler events,including in Steinbach, Austria and Toblach, Italy.
FieldValueIRS element (for citing)
Total Program Service Expenses$126,362TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Marina Mahler
Director/President35.00$0$0$0
Martin Campbell-White
Director/Chair10.00$0$0$0
Morten Solvik
Director/Vice President2.00$0$0$0
Mark Kalow
Director/CFO2.00$0$0$0
Bill Richter
Director/Secretary3.00$0$0$0
Paul Lester
Director0.10$0$0$0
Alexandra Sasha Mahler Havlicek
Director0.10$0$0$0
Bruno Megevand
Director0.10$0$0$0
Dominique Meyer
Director0.10$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersYes (true)MadeLoansToFromOfficersInd
Loans To From Officers$70,238LoansToFromOfficersAmt
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonElizabeth GummerePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 Berkeley WayAddressLine1Txt
CitySanta CruzCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950621007ZIPCd
FieldValueIRS element (for citing)
Phone8313453608PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,485CurrentTaxYearMinus1YearAmt
Current Tax Year$112,863CurrentTaxYearAmt
Total$201,448TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,485CurrentTaxYearMinus1YearAmt
Current Tax Year$112,863CurrentTaxYearAmt
Total$201,448TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$137,758SubstantialContributorsTotAmt
Public Support Total170$63,690PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$201,448TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.31620PublicSupportCY170Pct
Public Support PY1700.30250PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 17aFormAndLineReferenceDesc
ExplanationThe organization qualifies as publicly supported because it meets the "facts and circumstances" test in Regulations section 1.170A-9(f)(3) in the following ways: 1. Percentage of public support: The 2018 tax year was the first year in which the organization was required to calculate its cumulative public support, which was 31.62%. (Its 2017 cumulative public support was retroactively calculated at 30.25%.) In other words, even though the organization is relatively new, its public support has been very close to 33-1/3%. 2. New organization: As a new organization, it has naturally sought support from members of the public who would be most inclined to provide such support. This has made it challenging to meet the 33-1/3% support test. But as the organization grows, it is expected that it will broaden its support base. 3. Ongoing program for public support: The organization conducts periodic outreach to new potential sources of financial support in the form of correspondence and person-to-person contact with individuals who are known personally by its governing body and/or its current supporters. 4. Sources of support: The organization has been actively fundraising for only 3 years, yet in that time it has garnered support from twelve (12) distinct parties, including individuals, families, and four family foundations, despite the fact that its exempt-purpose activities (commemoration of Gustav Mahler) could be said to appeal to a limited number of persons. In other words, its support has come not from a single family but from a relatively broad section of the public given the nature of its activities. 5. Representative governing body: Rather than representing the personal interests of a limited number of persons, the organization's governing body includes individuals with expertise in the field which the organization is devoted to as well as individuals who are community leaders. 6. Public participation in programs: The organization helps to sponsor, or provides expert guidance to, programs that have drawn (or will draw) wide participation by the public, namely public festivals that commemorate the work and artistic influence of Gustav Mahler.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonMarina MahlerPersonNm
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposeProgramsLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$62,500OriginalPrincipalAmt
Balance Due$70,238BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementfalseWrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$70,238TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 10Support of artists in training; Grant; Mahler & LeWitt Studios: Via Brignone, 18, Spoleto, Italy, , 06049; N/A, 86230.
Form 990EZ, Part I, Line 16Bank fees 565.
Form 990EZ, Part I, Line 16Computer/Internet/software 1500.
Form 990EZ, Part I, Line 16Supplies 320.
Form 990EZ, Part I, Line 16Conferences, conventions, meetings 920.
Form 990EZ, Part I, Line 16Travel 4586.
Form 990EZ, Part II, Line 26Loan payable Marina Mahler 62500. 70238.

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