BETA

MERCER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MERCER FAMILY FOUNDATION (EIN 20-1982204)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201803199349105420
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T22:01:39-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113501980PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLUB LACAPRA WILSON & DETIBERIIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 ROOSEVELT AVEAddressLine1Txt
CityPRT JEFF STACityNm
State AbbreviationNYStateAbbreviationCd
ZIP117763337ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201982204EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERCER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERCBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 WEST 72ND STREET 248AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10069ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBEKAH MERCERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6313310515PhoneNum
Signature2018-11-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELYN JAMES VARGAPreparerPersonNm
PTINP00289558PTIN
Phone6313310515PhoneNum
Preparation2018-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.89.153.146IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm21:01:39IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEE28BA8BED010EF97623607C1B7D12366281B55CAtSubmissionCreationDeviceId
At Submission Filing Device IdAA7C88C5486F56DE86267FB4D28DFCF3002A2CC3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,151,485FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$283,924InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$283,924InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$283,924InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,075,864NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,075,864GrossSalesPriceAmt
Total Rev And Expnss$9,359,788TotalRevAndExpnssAmt
Total Net Invst Incm$283,924TotalNetInvstIncmAmt
Total Adj Net Incm$283,924TotalAdjNetIncmAmt
Taxes Rev And Expnss$3,736TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,786TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,222,302ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,222,302ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,226,088TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,222,302TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,866,300ExcessRevenueOverExpensesAmt
Net Investment Income$283,924NetInvestmentIncomeAmt
Adjusted Net Income$283,924AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,505,967CashBOYAmt
Cash EOY$4,536,841CashEOYAmt
Cash EOYFMV$4,536,841CashEOYFMVAmt
Corporate Stock BOY$34,508,082CorporateStockBOYAmt
Corporate Stock EOY$25,614,644CorporateStockEOYAmt
Corporate Stock EOYFMV$25,614,644CorporateStockEOYFMVAmt
Other Assets BOY$3,736OtherAssetsBOYAmt
Total Assets BOY$36,017,785TotalAssetsBOYAmt
Total Assets EOY$30,151,485TotalAssetsEOYAmt
Total Assets EOYFMV$30,151,485TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$36,017,785RetainedEarningBOYAmt
Retained Earning EOY$30,151,485RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$36,017,785TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,151,485TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,017,785TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,151,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,017,785TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,866,300ExcessRevenueOverExpensesAmt
Subtotal$30,151,485SubtotalAmt
Tot Net Ast Or Fund Balances EOY$30,151,485TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,024,318AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$24,542,516AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$18,298,080AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$13,487,091AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$11,669,718AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,839NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,839AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,222,302QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,839InvestmentIncomeExciseTaxAmt
Subtotal$2,839SubtotalAmt
Tax Based On Investment Income$2,839TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$3,750ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,750TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$40EsPenaltyAmt
Overpayment$871OverpaymentAmt
Applied To ES Tax$871AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREBEKAH MERCERIndividualWithBooksNm
Phone6313310515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1240 RIVERSIDE BLVDAddressLine1Txt
Address Line2APT 24AAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10069ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonREBEKAH MERCERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1240 RIVERSIDE BLVDAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10069ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$2,839TaxBasedOnInvestmentIncomeAmt
Total Tax$2,839TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,222,302ExpensesAndContributionsAmt
Qualifying Distributions$15,222,302QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,839PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,219,463AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,677,197ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,492,358ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,300,979ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,544,570ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,025,582ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$87,040,686TotalExcessDistributionCyovAmt
Qualifying Distributions$15,222,302QualifyingDistributionsAmt
Remaining Distri From Corpus$15,222,302RemainingDistriFromCorpusAmt
Total Corpus$102,262,988TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,677,197ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,585,791ExcessDistriCyovToNextYrAmt
Excess From Year4$13,492,358ExcessFromYear4Amt
Excess From Year3$18,300,979ExcessFromYear3Amt
Excess From Year2$24,544,570ExcessFromYear2Amt
Excess From Year1$19,025,582ExcessFromYear1Amt
Excess From Current Year$15,222,302ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
THE HEARTLAND INSTITUE
19 SO LASALLE STE 903CHICAGOIL60603NON PROFITDONATION$800,000
MUSEUM OF NATURAL HISTORY
CPW 79TH STREETNEW YORKNY10024NON PROFITDONATION$625,000
MEDIA RESERACH CENTER
1900 CAMPUS COMMONS DRIVERESTONVA20191NON PROFITDONATION$2,000,000
MANHATTAN INST FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017NON PROFITDONATION$450,000SUITE 201
FOUNDATION FOR CULTURAL REVIEWING
900 BROADWAYNEW YORKNY10003NON PROFITDONATION$150,000SUITE 602THE NEW CRITERION
THE BECKET FUND
1200 NEW HAMPSHIRE AVE NWWASHINGTONDC20036NON PROFITDONATION$400,000SUITE 700
THE CALVIN COOLIDGE FOUNDATION
3780 VERMONT 100APLYMOUTHVT05056NON PROFITDONATION$130,000
LAW ENFORCEMENT EDUCATION FUND
667 EAST BIG BEAVER ROADTROYMI48083NON PROFITDONATION$635,802SUITE 205
OISM
PO BOX 1279CAVE JUNCTIONOR97523NON PROFITDONATION$500,000
GOVERNMENT ACCOUNTABILITY INSTITUTE
TALLAHASSETALLAHASSEEFL32301NON PROFITDONATION$1,725,000
CATO INSTITUTE
100 MASSACHUSETTS AVE NWWASHINGTONDC20001NON PROFITDONATION$300,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREETNEW YORKNY10005NON PROFITDONATION$550,000
GATESTONE INSTITUTE
750 3RD AVENUENEW YORKNY100172703NON PROFITDONATION$200,000
RECLAIM NEW YORK INC
597 5TH AVENUENEW YORKNY10017NON PROFITDONATION$1,760,000SUITE 2703
CENTER FOR UNION FACTS
1090 VERMONT AVE NWWASHINGTONDC200054961NON PROFITDONATION$150,000SUITE 800
TEXAS FREEDOM NETWORK
PO BOX 1624AUSTINTX73301NON PROFITDONTAION$10,000
DONORS TRUST
1800 DIAGONAL RD S-280ALEXANDRIAVA22314NON PROFITDONATION$500,000
MATHEMATICAL SCIENCES RESERACH INST
UCLA-BERKELEY CAMPUSBERKELEYCA94720NON PROFITDONATION$400,00017 GAUSS WAY
CO2 COALITION
1621 NORTH KENT ST 603ARLINGTONVA22209NON PROFITDONATION$170,000
THE FRICK COLLECTION
1E 70TH STREETNEW YORKNY10021NON PROFITDONATION$20,000
THE FAMILY LEADER FOUNDATION
PO BOX 42245URBANDALEIA50323NON PROFITDONATION$25,000
EMPRIE CENTER FOR PUBLIC POLICY
150 BROADWAYMENANDSNY12204NON PROFITDONATION$100,000SUITE 404
JDRF
26 BROADWAYNEW YORKNY10004NON-PROFITDONATION$132,00014TH FLOOR
WORLD SCIENCE FOUNDATION
475 RIVERSIDE DRIVENEW YORKNY10115NON-PROFITDONATION$294,500STE 950
AMERICAN ASSOC FOR AEROSOL RESEACH
11130 SUNRISE VALLEY DRIVRESTONVA20191NON-PROFITDONATION$30,000STE 350
THE ANGLOSPHERE SOCIETY
625 WYNDEMERE AVENUERIDGEWOODNJ07450NON-PROFITDONATION$25,000
THE ENERGY & ENVIRONMENT LEGAL INST
1155 15TH ST NW 900WASHINGTONDC20005NON-PROFITDONATION$200,000
VISION MEXICO
1514 HAWTHORNEEL PASOTX79902NON-PROFITDONATION$25,000
SUSAN B ANTHONY LIST INC ED FD
2800 S SHIRLINGTON RDARLINGTONVA22206NON PROFITDONATION$500,000STE 1200
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126NON-PROFITDONATION$10,000
THE PECONIC LAND TRUST
296 HAMPTON ROADSOUTHAMPTONNY11968NON PROFITDONATION$15,000
THE LEADERSHIP INSTITIUTE
1101 NORTH HIGHLAND STARLINGTONVA22201NON PROFITDONATION$15,000
AMERICAN PRINCIPALS PROJECT
2800 SHIRLINGTON ROADARLINGTONVA22206NON PROFITDONATION$25,000STE 1201
THE FEDERALIST SOCIETY
1015 18TH STREET NWWASHINGTONDC20036NON PROFITDONATION$500,000
COLD SPRING HARBOR LAB
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724NON PROFITDONATION$750,000
UNITED STATES COMMON SENSE
2483 OLD MIDDLEFIELD WAYMOUNTAN VIEWCA94043NON PROFITDONATION$100,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY10021NON PROFITDONATION$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,222,302TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$283,924RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,075,864RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,359,788RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,359,788TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
RIDA FUND LLCPURCHASE$656,491$656,491
MEDALLION FUNDPURCHASE$8,419,373$8,419,373

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MEDALLION INVESTMENTS$19,187,849$19,187,849
RIDA INVESTMENTS$6,426,795$6,426,795

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID FEDERAL EXCISE TAXESDesc
BOY Book Value$3,736BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$3,736Amt

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