NEGOTIATION STRATEGIES INSTITUTE: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NEGOTIATION STRATEGIES INSTITUTE (EIN 47-2289205)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-06-11
- IRS object ID
- 201911629349100626
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-11T16:05:40-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHECHTER DOKKEN KANTER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WASHINGTON AVE SO 1600 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472289205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 2025344920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NEW JERSEY AVENUE NW Suite 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IHAB KHATIB | PersonNm |
| Person Title | CO-EXECUTIVE DIRECTO | PersonTitleTxt |
| Phone | 6123325500 | PhoneNum |
| Signature | 2019-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES SELCER CPA | PreparerPersonNm |
| PTIN | P00437250 | PTIN |
| Phone | 6123325500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 41415920191625000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B15BDD0177494A0D00D05663874F3B20B4E34771 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B15BDD0177494A0D00D05663874F3B20B4E34771 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $151,782 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $535,723 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $535,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $85,356 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,644 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,920 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,957 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,963 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,766 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,766 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,744 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,744 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,286 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $23,286 | OtherProfFeesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $366 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $366 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $27,298 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $3,963 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,335 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $103,106 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $49,608 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,498 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $50,762 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $521,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $227,808 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $293,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $227,808 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,908 | CashBOYAmt |
| Cash EOY | $136,684 | CashEOYAmt |
| Cash EOYFMV | $136,684 | CashEOYFMVAmt |
| Pledges Rcvbl | $14,063 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $4,983 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $14,063 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $14,063 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $366 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,035 | LandEOYAmt |
| Land EOYFMV | $1,035 | LandEOYFMVAmt |
| Total Assets BOY | $173,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,782 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $53,733 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,305 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $390 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $54,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,305 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $119,768 | UnrestrictedBOYAmt |
| Unrestricted EOY | $134,477 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $134,477 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $134,477 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $272,757 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $116,448 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.342307 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.177446 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,056 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,785 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 18.332496 | DistributionYr3Rt |
| Total Distribution | 24.852249 | TotalDistributionRt |
| Average Distribution | 8.284083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,861 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,357,438 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,357,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $293,206 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
| 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025344920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NEW JERSEY ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|
| IHAB KHATIB | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | CO-EXECUTIVE DIRECTOR | 40.0 | $80,000 | $0 | $0 |
| LIOR FRANKIENSZTAJN | |||||||||
| 500 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | CO-EXECUTIVE DIRECTOR | 40.0 | $80,000 | $0 | $0 | |
| DAN SHAPIRO | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| ANGELA HOMSI | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | SUITE | DC | 20001 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| ALAIN LEMPURER | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| JANE SHERBURNE | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | CHAIRMAN OF THE BOARD | 1.0 | $0 | $0 | $0 |
| OLIVER MCTERNAN | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| JULISSA REYNOSO | |||||||||
| 500 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | BOARD MEMBER | 1.0 | $0 | $0 | $0 | |
| KEY HYATT | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| ZUHANA FAWAKA | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | PROGRAM ASSOCIATE | 40.0 | $24,000 | $0 | $0 |
| MUTASEM HAMAD | |||||||||
| 500 NEW JERSEY AVENUE NW | SUITE 800 | WASHINGTON | DC | 20001 | FINANCIAL OFFICER | 40.0 | $30,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXECUTIVE TRAINING PROGRAM BASED ON HARVARD METHODOLOGY IN NEGOTIATION & LEADERSHIP: ONE YEAR EXECUTIVE TRAINING PROGRAM THAT CONSISTS OF EIGHT WORKSHOPS. | Description1Txt |
| Expenses1 | $293,206 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,356 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,206 | 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 | $293,206 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $293,206 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $293,206 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $293,206 | RemainingDistriFromCorpusAmt |
| Total Corpus | $293,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $293,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $293,206 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-10-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $293,206 | CurrentYearAmt |
| Year1 | $272,757 | Year1Amt |
| Year2 | $152,694 | Year2Amt |
| Year3 | $51,056 | Year3Amt |
| Total | $769,713 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $293,206 | CurrentYearAmt |
| Year1 | $272,757 | Year1Amt |
| Year2 | $152,694 | Year2Amt |
| Year3 | $51,056 | Year3Amt |
| Total | $769,713 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,782 | CurrentYearAmt |
| Year1 | $173,891 | Year1Amt |
| Year2 | $67,534 | Year2Amt |
| Total | $393,207 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,782 | CurrentYearAmt |
| Year1 | $173,891 | Year1Amt |
| Year2 | $67,534 | Year2Amt |
| Total | $393,207 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $154 | Year3Amt |
| Total | $154 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp | |
| Subtotals Incm Producing Acty | SubtotalsIncmProducingActyGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM JAMES FOUNDATION-SILVERSTEI | ||||||||||
| 1 | 1025 NW COUCH ST APT 810 | PORTLAND | OR | 97209 | $80,000 | Yes (X) | ||||
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||||
| 2 | 2441 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | $10,000 | Yes (X) | ||||
| AMERICAN ENDOWMENT FOUNDATION | ||||||||||
| 3 | 1521 GEORGE TOWN ROAD STE 104 | HUDSON | OH | 44236 | $12,000 | Yes (X) | ||||
| JAMES SEBENIUS NANCY BUCK | ||||||||||
| 4 | 15 LOWELL STREET | CAMBRIDGE | MA | 02138 | $10,000 | Yes (X) | ||||
| DAVID MARY ANN WARK | ||||||||||
| 5 | 1588 NORTHRUP | ST PAUL | MN | 55108 | $8,000 | Yes (X) | ||||
| MINNEAPOLIS JEWISH FEDERATION | ||||||||||
| 6 | 111 CHESHIRE LANE SUITE 50 | MINNETONKA | MN | 55305 | $10,000 | Yes (X) | ||||
| SOCIAL CAPITAL STITCHING FOUNDATION | ||||||||||
| 7 | $25,000 | Yes (X) | 1443 BOULEVARD EDOUARD VII | BEAULIEU SU MER | FR | 06310 | ||||
| US AGENCY FOR INTERNATIONAL DEVELOP | ||||||||||
| 8 | 1801 F STREET NW | WASHINGTON | DC | 20006 | $140,632 | Yes (X) | ||||
| STATE OF NETHERLANDS | ||||||||||
| 9 | 4200 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | $125,480 | Yes (X) | ||||
| EMBASSY OF IRELAND | ||||||||||
| 10 | 2234 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | $67,246 | Yes (X) | ||||
| THE GEORGESCUE FAMILY FOUNDATION | ||||||||||
| 11 | PO BOX 2630 | WESTPORT | CT | 06880 | $5,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SDK FEES | CategoryTxt |
| Amt | $6,744 | Amt |
| Adjusted Net Income | $6,744 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,766 | LegalFeesAmt |
| Adjusted Net Income | $3,766 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOMODATIONS | $54,342 | $11,184 | $43,158 |
| MEALS | $27,528 | $7,566 | $19,962 |
| MATERIALS | $7,085 | $0 | $7,085 |
| BANK CHARGES | $6,359 | $6,359 | $0 |
| PRINTINGS | $5,267 | $0 | $5,267 |
| POSTAGE/TELEPHONE/COMMUNICATE | $3,755 | $342 | $3,413 |
| GRAPHIC & DESIGN | $2,719 | $0 | $2,719 |
| OFFICE EXPENSES | $565 | $565 | $0 |
| FOOD & BEVERAGES | $223 | $61 | $162 |
| OTHERS | $24,685 | $24,685 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIPS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,286 | Amt |
| Adjusted Net Income | $23,286 | AdjustedNetIncomeAmt |
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