MARLENE NATHAN MEYERSON FAMILY FOUNDATION: Form 990PF, tax year 2017
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- Organization
- MARLENE NATHAN MEYERSON FAMILY FOUNDATION (EIN 75-2797176)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349104185
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:29:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 752797176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE NATHAN MEYERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 2144432000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN TRUMPOWER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2144432000 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.0.230.112 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 08:53:53 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B5B50489232FC285D498B6E23FEEB827DEAB140 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4B5B50489232FC285D498B6E23FEEB827DEAB140 | 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 | $528,036 | 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 | $478,841 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,999,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,828 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,639 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $836 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $799,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,309 | 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 |
| Legal Fees Rev And Expnss | $14,591 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,296 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,295 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,207 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,208 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,123 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,782 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,490 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,116 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,975,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,975,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,026,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,998,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,226,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,166 | CashBOYAmt |
| Cash EOY | $912 | CashEOYAmt |
| Cash EOYFMV | $912 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $197,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,860 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $304 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,211,444 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $329,264 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $443,806 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,903,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $528,036 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,903,720 | RetainedEarningBOYAmt |
| Retained Earning EOY | $206,800 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,903,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,903,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $206,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,903,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,226,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $677,585 | SubtotalAmt |
| Other Decreases | $470,785 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $206,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 84124 | $122,336 | $113,058 | $9,278 | $9,278 | |||
| PUBLICLY TRADED SECURITIES - 84124 | $100,385 | $82,230 | $18,155 | $18,155 | |||
| PUBLICLY TRADED SECURITIES - 84577 | $7,999 | $3,382 | $4,617 | $4,617 | |||
| PUBLICLY TRADED SECURITIES - 85448 | $2,581 | $2,485 | $96 | $96 | |||
| PUBLICLY TRADED SECURITIES - 85448 | $16,638 | $16,421 | $217 | $217 | |||
| PUBLICLY TRADED SECURITIES - 85449 | $29,682 | $28,907 | $775 | $775 | |||
| PUBLICLY TRADED SECURITIES - 85449 | $53,175 | $56,093 | -$2,918 | -$2,918 | |||
| PUBLICLY TRADED SECURITIES - FIDELITY BROKERAGE | $211,338 | $177,944 | $33,394 | $33,394 | |||
| PUBLICLY TRADED SECURITIES - FIDELITY BROKERAGE | $1,430,348 | $1,134,871 | $295,477 | $295,477 | |||
| FIDELITY BROKERAGE - LTCG DISTRIBUTION | $23 | $23 | $23 | ||||
| SALE OF PASEO DEL RANCHO | $25,000 | $93,286 | -$68,286 | -$68,286 | P | 2016-11-17 | 2017-06-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $797,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,137,975 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.373166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $604,680 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,893,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.209005 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $776,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,542,211 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.219165 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $315,520 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,802,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $798,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,066,139 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.196364 | DistributionYr5Rt |
| Total Distribution | 1.080676 | TotalDistributionRt |
| Average Distribution | 0.216135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,302,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,567 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,916 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $284,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,998,382 | 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 | $2,916 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,916 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,916 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,659 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,659 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,743 | OverpaymentAmt |
| Applied To ES Tax | $6,743 | 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 | TX | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2M COMPANIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144432000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTI A MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | VICE PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| IAN N TRUMPOWER | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORTON H MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARLENE MEYERSON DECEASED 12817 | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | PRESIDENT, DIRECTOR | 1.00 | $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 |
| 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 | $1,103,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,322,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,322,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,302,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,916 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,916 | TotalTaxAmt |
| Distributable Before Adj | $62,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,998,382 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,998,382 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,916 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,995,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $596,392 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $132,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $605,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $464,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $692,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,491,304 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,998,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,936,161 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,427,465 | 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 | $596,392 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,831,073 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $132,843 | ExcessFromYear4Amt |
| Excess From Year3 | $605,493 | ExcessFromYear3Amt |
| Excess From Year2 | $464,493 | ExcessFromYear2Amt |
| Excess From Year1 | $692,083 | ExcessFromYear1Amt |
| Excess From Current Year | $1,936,161 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORTON H MEYERSON | ContributingManagerNm |
| Contributing Manager | MARLENE MEYERSON DECEASED 12817 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| COOPER-HEWITT NATIONAL DESIGN MUSEUM | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $200,000 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $816,666 |
| THE SHEFA SCHOOL | |||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| CONGREGATION B'NAI ISRAEL | |||||||
| 2710 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| DALLAS ISD'S HOMELESS EDUCATION PROGRAM | |||||||
| 9400 N CENTRAL EXPRESSWAY | DALLAS | TX | 75231 | NONE | PC | PROGRAM SUPPORT | $8,000 |
| FRIENDS OF THE KATY TRAIL | |||||||
| 5207 MCKINNEY AVE SUITE 19A | DALLAS | TX | 75205 | NONE | PC | PROGRAM SUPPORT | $600 |
| THE BROTHERHOODSISTER SOL INC | |||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | NONE | PC | PROGRAM SUPPORT | $800,000 |
| BIGVISION FOUNDATION | |||||||
| 1098 COUNTY WELFARE RD | LEESPORT | PA | 19533 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MASTER VOICES | |||||||
| 1441 BROADWAY SUITE 3024 | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2901 NORTH IH-35 SUITE 4100 | AUSTIN | TX | 78722 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,975,266 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| THE SHEFA SCHOOL | |||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $115,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,645 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,828 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $836 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $321,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321,112 | 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 Person | MORTON H MEYERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $478,841 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 237,050 SHARES OF PIVOT TECHNOLOGY SOLUTIONS INC COM STOCK | NoncashPropertyDesc |
| Fair Market Value | $478,841 | FairMarketValueAmt |
| Received | 2017-10-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,415 | Amt |
| Net Investment Income | $2,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,208 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY BROKERAGE - EQUITY | StockNm |
| EOY Book Value | $8,028 | EOYBookValueAmt |
| EOYFMV | $329,264 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,591 | LegalFeesAmt |
| Net Investment Income | $7,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,295 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $470,785 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,144 | $3,144 | $0 |
| BANK SERVICE CHARGES | $380 | $380 | $0 |
| D & O INSURANCE EXPENSE | $446 | $223 | $223 |
| TRAVEL | $2,232 | $0 | $2,232 |
| COMPUTER AND INTERNET | $70 | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | $1,803 | $0 | $1,803 |
| OTHER INCOME | $836 | $836 | $836 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $22,031 | $11,016 | $11,015 |
| FILING FEES | $216 | $108 | $108 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORTON H MEYERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX - UBS AND FIDELITY BROKERAGE | $2,226 | $2,226 | $0 |
| REAL ESTATE TAXES | $1,071 | $1,071 | $0 |
Comments