MEP FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEP FOUNDATION (EIN 47-2474770)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349100349
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T08:41:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LeoGroup Tax Service LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Wood Avenue South 209 | AddressLine1Txt |
| City | Iselin | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 472474770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The MEP Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD PERL | InCareOfNm |
| Business Name Control | MEPF | BusinessNameControlTxt |
| Phone | 7323720191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 West 67th Street Suite 500 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PERL | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7323720191 | PhoneNum |
| Signature | 2019-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gerard A Dimino | PreparerPersonNm |
| PTIN | P00916630 | PTIN |
| Phone | 7323720191 | PhoneNum |
| Preparation | 2019-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.151.62.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20869820191345000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DFFC668893FA819402EE685A9890268521C36EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DFFC668893FA819402EE685A9890268521C36EB | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,051,400 | 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 |
| Dividends Rev And Expnss | $59,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $430,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,461 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,902 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $191,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,494 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,921 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,921 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,235 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $160 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $160 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,105 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,469,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,404,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,620,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,077 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,823 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $407,830 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $408,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $408,657 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,899,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,835,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,051,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,899,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,835,017 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,899,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,899,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,835,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,899,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,728 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,835,017 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING, LLC | P | 2018-01-01 | 2018-12-31 | $28,416 | $24,568 | $3,848 | $3,848 |
| PERSHING, LLC | P | 2001-01-01 | 2018-12-31 | $402,112 | $283,511 | $118,601 | $118,601 |
| PERSHING, LLC - CAP GAIN DIST | P | 2001-01-01 | 2018-12-31 | $12 | $12 | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,608 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,210,103 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,507 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,031,074 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067209 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,956,327 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.007997 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $82,735 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.148781 | TotalDistributionRt |
| Average Distribution | 0.037195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,106,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,345 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,583 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,928 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,160 | 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 | $1,583 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,583 | SubtotalAmt |
| Tax Based On Investment Income | $1,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $703 | 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 | DE | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD PERL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323720191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 67TH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| Matthew Palevsky | |||||||||
| 100 West 67th Street | Apt 500 | New York | NY | 10023 | President | 0 | $0 | $0 | $0 |
| Richard Perl | |||||||||
| 100 West 67th Street | Apt 500 | New York | NY | 10023 | Treasurer | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | 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 | $2,138,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,138,405 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,138,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,106,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,583 | TotalTaxAmt |
| Distributable Before Adj | $103,733 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,733 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,160 | 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 | $232,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,583 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $103,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,427 | RemainingDistriFromCorpusAmt |
| Total Corpus | $132,521 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $132,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,094 | ExcessFromYear1Amt |
| Excess From Current Year | $128,427 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | None | PC | General Purpose | $7,500 |
| Center for Contemporary Arts | |||||||
| 220 Cypress St | Abilene | TX | 79601 | None | PC | General Purpose | $1,000 |
| Bard College | |||||||
| 30 Campus Road | Annadale on the Hudson | NY | 12504 | None | PC | General Purpose | $5,000 |
| Wise Fool | |||||||
| 1131 Siler Road | Santa Fe | NM | 87507 | None | PC | General Purpose | $2,500 |
| Rainforest Action Network | |||||||
| 425 Bush Street | San Francisco | CA | 94108 | None | PC | General Purpose | $2,500 |
| Drug Policy Alliance | |||||||
| 131 West 33rd St | New York | NY | 10001 | None | PC | General Purpose | $5,000 |
| Brown University | |||||||
| PO Box 1908 | Providence | RI | 02912 | None | PC | General Purpose | $2,000 |
| Social Venture Network | |||||||
| 1016 Torney Ave | San Francisco | CA | 94129 | None | PC | General Purpose | $5,000 |
| New Media Ventures | |||||||
| PO Box 441146 | Somerville | MA | 02144 | None | PC | General Purpose | $10,000 |
| Way to Win | |||||||
| 340 S Lemon | Walnut | CA | 91789 | None | PC | General Pupose | $25,000 |
| New Energy Economy | |||||||
| 343 E Alameda | Santa Fe | NM | 87501 | None | PC | General Purpose | $10,000 |
| Impact Assets | |||||||
| 7315 Wisconsin Ave | Bethesda | MD | 20814 | None | PC | General Purpose | $150,000 |
| St Johns College | |||||||
| 7207 Carver Ave | Austin | TX | 78752 | None | PC | General Purpose | $1,000 |
| Threshold Foundation | |||||||
| 2875 Route 35 | Katonah | NY | 10536 | None | General Purpose | $3,000 | |
| Independent World Television | |||||||
| 231 N Holliday | Baltimore | MD | 21202 | None | PC | General Purpose | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,574 | 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 | $122,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,902 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $191,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,937 | 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 | LEO GROUP | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $22,052 | EOYBookValueAmt |
| EOYFMV | $21,823 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,404,308 | EOYBookValueAmt |
| EOYFMV | $1,620,920 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOURISH | AT COST | $204,742 | $204,742 |
| RSF | AT COST | $80,000 | $80,000 |
| RSF | AT COST | $123,915 | $123,915 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RSF FEES | $1,085 | $1,085 |
| CHECK FEE | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income PY Reversal | Desc |
| Revenue And Expenses Per Books | $9,902 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,494 | Amt |
| Net Investment Income | $17,494 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $2,235 | Amt |
Comments