MEAD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEAD FAMILY FOUNDATION (EIN 52-1646030)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201803139349100310
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T09:53:29-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 530126010 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT PHILIPSON & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8601 GEORGIA AVE STE 1001 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521646030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEAD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER NO 350 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INTENTIONAL PHILANTHROPY LLC | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PHILIPSON | PreparerPersonNm |
| PTIN | P00169171 | PTIN |
| Phone | 3016083900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.253.0.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 10:53:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9AACE4A63D848072D332394280B958E1D9ECF7DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AACE4A63D848072D332394280B958E1D9ECF7DC | 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 | $27,350,747 | 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 | $1,787,060 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,617 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,617 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $445,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $443,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $927,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,357,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $927,141 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $180,394 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $180,394 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,345,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,556,281 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,805 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,805 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $233,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $143,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,157 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,413 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,413 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $282,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $168,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,092,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,092,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,374,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,260,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,970,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,444,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,305 | CashBOYAmt |
| Cash EOY | $49,497 | CashEOYAmt |
| Cash EOYFMV | $49,497 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,294,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $654,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $654,838 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,361,194 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,643,953 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,632,378 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,716,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,792,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,098,690 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,009,429 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,195,233 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,196,434 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $557,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $707,826 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,722 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,084 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,418,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,905,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,350,747 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $222 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $43,305 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,157 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,379 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,375,261 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,895,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,375,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,895,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,418,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,905,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,375,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,970,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,346,139 | SubtotalAmt |
| Other Decreases | $450,442 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,895,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SCHWAB #0002 | $61,112 | $61,294 | -$182 | -$182 | |
| SCHWAB #0002 RETURN OF PRINCIPAL | $20,062 | $20,062 | $0 | $0 | |
| SCHWAB #6608 | $1,570,810 | $869,123 | $701,687 | $701,687 | |
| SCHWAB #2635 | $49,803 | $49,783 | $20 | $20 | |
| SCHWAB #2635 | $433,763 | $430,070 | $3,693 | $3,693 | |
| MORGAN STANLEY #107374 | $250 | $250 | $250 | ||
| CAPITAL GAINS DIVIDENDS | $221,673 | $221,673 | $221,673 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $927,141 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,253,105 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,093,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,146,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,813,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052535 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $970,019 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,323,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045490 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $882,476 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,396,361 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $905,949 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,520,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051708 | DistributionYr5Rt |
| Total Distribution | 0.251948 | TotalDistributionRt |
| Average Distribution | 0.050390 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,141,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,266,865 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,281,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,260,226 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,551 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,551 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,669 | OverpaymentAmt |
| Applied To ES Tax | $36,669 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 350 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH MEAD | ||||||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| DIANA MEAD | ||||||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RITA BERG | ||||||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTELLE SIOHAN | ||||||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | CO-TREASURER | 0.00 | $0 | $0 | $0 |
| STEPHEN MEAD | ||||||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM TUEGEL | ||||||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 3 BETHESDA METRO 960 | BETHESDA | MD | 20814 | FOUNDATION MGMT | $138,000 |
| BRONFMAN EL ROTHSCHILD LP | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT ADVISOR | $90,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,476,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $891,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $155,378 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,524,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,524,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $382,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,141,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,257,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,257,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,882 | TotalTaxAmt |
| Distributable Before Adj | $1,228,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,228,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,228,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,260,226 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,260,226 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,260,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,228,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $65,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $256,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,260,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,228,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $288,197 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $30,713 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $257,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $65,125 | ExcessFromYear2Amt |
| Excess From Year1 | $160,311 | ExcessFromYear1Amt |
| Excess From Current Year | $32,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEAD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3017614433 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE CONTACT ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS BY MARCH 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE CONTACT ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION OTHER SOLICITED GRANTS ARE AWARDED THROUGH A THIRD GENERATION BOARD DEVELOPMENT PROGRAM. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTRIBUTIONS MADE BY MEAD FAMILY FOUNDATION - SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER STE 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PLEASE CONTACT INTENTIONAL PHILANTROPHY AT ABOVE ADDRESS FOR MORE DETAIL. | GrantOrContributionPurposeTxt |
| Amt | $1,092,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,092,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,617 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $445,312 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $180,394 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $927,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,558,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,558,464 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAYLEE MEAD 2008 CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 DELAWARE AVENUE 14TH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,787,060 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,610 | Amt |
| Net Investment Income | $3,805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,805 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| CAPITAL GAINS AND LOSSES | FORM 990 PF - PART IV LINE 1 CAPITAL GAINS & LOSSES | DETAILED SCHEDULE OF REALIZED GAINS & LOSSES AVAILABLE UPON REQUEST |
| GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR | FORM 990 PF - PART XV LINE 3 GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR O | DETAILED SCHEDULE OF CONTRIBUTIONSORGANIZATION NAME SUBTOTALASSOCIATION OF ARTISTS AND CRAFTSMEN OF PORTER COUNTY $15,000AU SCHOOL OF COMMUNICATION $ 5,000BOOMERANG YOUTH $15,000BOYS & GIRLS CLUBS OF CENTRAL FLORIDA $25,000CHILDREN'S INN AT NIH $20,000COLLEGE TRACKS $30,000COLLEGIATE DIRECTIONS $20,000COMMUNITY EMPOWERMENT FUND $15,000COMPASS CENTER FOR WOMEN & FAMILIES $30,000CROSSWAY COMMUNITY $ 1,000DRESS FOR SUCCESS TRIANGLE NC $25,000EAST DURHAM CHILDREN'S INITIATIVE $30,000EMILY K. CENTER $20,000FAMILY SERVICES INC. $25,000FARMER FOODSHARE $35,000FOOD RECOVERY NETWORK $20,000FREEDOM IN CREATION $ 5,000FUTURE LINK $35,000IDENTITY $20,000INTER-FAITH FOOD SHUTTLE $25,000KABOOM! $25,000KID MUSEUM $25,000KIDZNOTES $35,000MANNA FOOD CENTER $20,000MILITARY MISSIONS IN ACTION $20,000MONTGOMERY COUNTY FOOD COUNCIL $20,000NATIONAL FAMILY RESILIENCY CENTER $30,000NATIONAL MUSEUM OF AMERICAN JEWISH MILITARY HISTORY $10,000NEW BEGINNINGS $ 5,000NICK'S PLACE $ 5,000NORTH CAROLINA ARTS IN ACTION $25,000NOURISH INTERNATIONAL $20,000ORLANDO AFTERSCHOOL ALL STARS $25,000PARENT ENCOURAGEMENT PROGRAM $15,000PARTNERS FOR YOUTH OPPORTUNITY $30,000PICKARDS MOUNTAIN ECO-INSTITUTE $30,000POE CENTER FOR HEALTH EDUCATION $55,000REAL FOOD 4 KIDS $20,000RED WIGGLER COMMUNITY FARM $25,000REINVESTMENT PARTNERS: BULL CITY COOL FOOD HUB $25,000SEEDS $25,000STEPUP MINISTRY $20,000TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS $15,000TRANSPLANTING TRADITIONS $15,000TROSA $20,000UNITED WAY $21,000URBAN ALLIANCE $70,000YOUTH EMPOWERED SOLUTIONS $25,000TOTAL $1,092,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS - ESCROW LEHMAN BROTHERS HOLDINGS | $0 | $552 |
| SCHWAB #0002 | $515,015 | $512,620 |
| SCHWAB #2635 | $680,218 | $683,262 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB #6608 | StockNm |
| EOY Book Value | $18,792,558 | EOYBookValueAmt |
| EOYFMV | $23,098,690 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $599,804 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $592,623 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,044,149 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,039,755 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HAMILTON LANE PRIVATE EQUITY | AT COST | $0 | $82,532 |
| SCHWAB #0002 | AT COST | $307,349 | $309,106 |
| SCHWAB #2635 | AT COST | $250,564 | $243,342 |
| STEPSTONE MASTERS IV OFF TE A1 | AT COST | $0 | $72,846 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $8,722 | $9,157 | $9,157 |
| DISTRIBUTIONS RECEIVABLE | $1,927 | $1,927 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF FMV CONTRIBUTED SECURITIES TO COST BASIS | Desc |
| Amt | $450,442 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $750 | $0 | $750 |
| DUES & MEMBERSHIPS | $1,695 | $0 | $1,695 |
| AMORTIZATION OF BOND PREMIUMS | $8,887 | $8,887 | $0 |
| BANK FEES | $95 | $0 | $95 |
| SOFTWARE | $3,468 | $0 | $3,468 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MASTERS FUND II - DISTRIBUTION IN EXCESS OF BASIS | $30,102 | $30,102 | $30,102 |
| STEPSTONE MASTERS IV OFF TE A1 - DISTRIBUTIONS IN EXCESS OF BASIS | $126,340 | $126,340 | $126,340 |
| HAMILTON LANE - DISTRIBUTIONS IN EXCESS OF BASIS | $23,952 | $23,952 | $23,952 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FOREIGN TAXES PAYABLE | $8,722 | $9,157 |
| STEPSTONE MASTERS IV OFF TE A1 | $34,583 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $90,342 | $90,342 | $0 |
| INTENTIONAL PHILANTHROPY | $138,000 | $0 | $138,000 |
| PROFESSIONAL FEES | $5,000 | $0 | $5,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE JAYLEE MEAD 2008 CLAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 DELAWARE AVENUE 14TH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011621 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $9,157 | $9,157 | $0 |
| FEDERAL EXCISE TAXES | $2,229 | $0 | $0 |