RENEE FLEMING FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RENEE FLEMING FOUNDATION (EIN 47-3185660)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-30
- IRS object ID
- 201913039349100101
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-30T08:50:02-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133497978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hummel and Butler CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Evelyn Avenue | AddressLine1Txt |
| City | East Meadow | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11554 | 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 | 473185660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE FLEMING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6113 FRANKLIN PARK ROAD | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE FLEMING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128739878 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS HUMMEL CPA | PreparerPersonNm |
| PTIN | P00570193 | PTIN |
| Phone | 5164095400 | PhoneNum |
| Preparation | 2019-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.85.36.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 08:58:36 | IPTm |
| Federal Original Submission Id | 1331302019303wsmnozn | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EA77DC9F20DBCD482CCF4802E070CA68983FA2CE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA77DC9F20DBCD482CCF4802E070CA68983FA2CE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,033,039 | 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 | $11,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,446 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,446 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $290,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,811 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,811 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $41,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,257 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,257 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,285 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $445 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $945 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,676 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,257 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $368,445 | CashBOYAmt |
| Cash EOY | $349,959 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $407,032 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $697,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,109,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,033,039 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,472,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,459,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,033,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,472,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,459,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,472,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,459,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,472,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,459,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,472,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,459,409 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,459,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 567 ISAHARES INC MSCI JPN ETF | P | 2017-08-30 | 2018-02-05 | $34,691 | $32,832 | $1,859 |
| 250 ISHARES MSCI EMERGING MARKETS E | P | 2017-08-30 | 2018-02-05 | $12,771 | $12,068 | $703 |
| 228 ISHARES MSCI EUROZONE ETF | P | 2017-08-30 | 2018-02-05 | $10,184 | $9,544 | $640 |
| 16299 METROPOLITAN WEST TOTAL RETUR | P | 2017-08-30 | 2018-05-02 | $168,691 | $173,029 | -$4,338 |
| 1030 SPDR INDEX VANGUARD | P | 2017-08-30 | 2018-02-05 | $41,079 | $39,525 | $1,554 |
| 156 VANGUARD GROWTH ETF | P | 2017-08-30 | 2018-02-05 | $22,722 | $20,329 | $2,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,811 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,811 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $979,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.185961 | DistributionYr1Rt |
| Total Distribution | 0.185961 | TotalDistributionRt |
| Average Distribution | 0.037192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,444,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $234 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,621 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $468 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $468 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2128739878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6113 FRANKLIN PARK ROAD | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RENEE FLEMING | ||||||||
| 6113 FRANKLIN PARK ROAD | MC LEAN | VA | 22101 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TIMOTHY JESSELL | ||||||||
| 6113 FRANKLIN PARK ROAD | MC LEAN | VA | 22101 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING FOR THE PURPOSES OF THE PERFORMING ARTS INDUSTRY | Description1Txt |
| Expenses1 | $47,621 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $903,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $562,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,466,011 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,466,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,444,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $468 | TotalTaxAmt |
| Distributable Before Adj | $71,733 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,733 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,621 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,621 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,621 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,733 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $62,390 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,742 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,287 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $253,419 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,621 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,621 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,112 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,112 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $229,307 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $229,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,278 | ExcessFromYear3Amt |
| Excess From Year2 | $57,742 | ExcessFromYear2Amt |
| Excess From Year1 | $133,287 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INSTITUTE FOR YOUNG DRAMATIC VOICES | ||||||
| 5892 SOLEDAD ROAD | APPLE VALLEY | CA | 92307 | PC | CHARITABLE | $1,000 |
| SING FOR HOPE | ||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | PC | CHARITABLE | $1,000 |
| NATIONAL SAWDUST | ||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | PC | CHARITABLE | $20,000 |
| INSTITUTE FOR MUSIC AND NEUROLOGIC | ||||||
| ONE WARTBURG PLACE | MOUNT VERNON | NY | 10552 | PC | CHARITABLE | $1,000 |
| BETH MORRISON PROJECTS | ||||||
| 666 OCEAN AVENUE | BROOKLYN | NY | 11226 | PC | CHARITABLE | $10,000 |
| JAZZ FOUNDATION OF AMERICA | ||||||
| 322 WEST 48TH STREET | NEW YORK | NY | 10036 | PC | CHARITABLE | $3,000 |
| AGMA RELIEF FUND | ||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | PC | CHARITABLE | $5,000 |
| CARNEGIE HALL | ||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PC | CHARITABLE | $5,000 |
| IMPERIAL THEATRE | ||||||
| 249 WEST 45TH STREET | NEW YORK | NY | 10036 | PC | CHARITABLE | $676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,676 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,446 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,446 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOUSTON METHODIST MEDICINE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 FANNIN STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MILL CREEK EQUITY | $697,110 | $629,025 |
| MILL CREEK FIXED INCOME | $412,340 | $404,014 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK AND FILING FEES | $445 | $0 | $0 | $445 |
| ACCOUNT MANAGEMENT FEES | $6,840 | $6,840 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|
| INTL FOUNDATION FOR ARTS AND CULTUR | ||||||||
| 245 EAST 58TH STREET | NEW YORK | NY | 10022 | |||||
| CHARLSTON GAILLARD CORPORATION | ||||||||
| 95 CALHOUN STREET | CHARLESTON | SC | 29401 | |||||
| SEGERSTROM | ||||||||
| 1613 EAST BALBOA BLVD | NEWPORT BEACH | CA | 92661 | |||||
| OZ ARTS INC | ||||||||
| 6172 COCKRILL BEND CIRCLE | NASHVILLE | TN | 37209 | |||||
| UNIVERSITY OF MARY WASHINGTON FOUND | ||||||||
| 1125 JEFFERSON DAVIS HIGHWAY | FREDERICKSBURG | VA | 22401 | |||||
| UTAH SYMPHONY | ||||||||
| 338 NORTH 400TH STREET | SALT LAKE CITY | UT | 84103 | |||||
| THE MONUMENT TRUST | ||||||||
| 5 WILTON ROAD | LONDON | LONDON | UK | SW1VAP | ||||
| ESKANAZI HEALTH FOUNDATION | ||||||||
| 720 ESKANAZI AVENUE | INDIANAPOLIS | IN | 46202 | |||||