NIELSEN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NIELSEN FOUNDATION INC (EIN 47-5513015)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349102852
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:07:23-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 475513015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NIELSEN FOUNDATION INC | InCareOfNm |
| Business Name Control | NIEL | BusinessNameControlTxt |
| Phone | 2035633154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NIELSEN 40 DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LONGO | PersonNm |
| Person Title | SR VICE PRESIDENT | PersonTitleTxt |
| Phone | 2035633154 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J PARELLO | PreparerPersonNm |
| PTIN | P01080295 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13049920183185000095 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B486389694DC1413C92F68338A8BF44D4D3C6AC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 618ACE5A638F5610B23A87A01F7C418F45FC2D61 | 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 | $37,741,532 | 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 |
| Interest On Sav Rev And Expnss | $31,929 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,929 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $854,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $894,836 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,752 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $390 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,020,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,071,907 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,814 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,814 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $118,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,009 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,404 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,489 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,357,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,357,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,576,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,460,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$555,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $962,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,317,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,278,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,278,442 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,947 | AcctRcvblAmt |
| Acct Rcvbl BOY | $84 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,947 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,947 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,169,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,813,541 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,758,736 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,685,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,723,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,517,322 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,153,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,615,535 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,799,406 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,971,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,277,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,354,679 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,296,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,741,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,741,532 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $36,296,918 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,741,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,296,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,741,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,296,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,741,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,296,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$555,455 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,741,463 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $35,741,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $143,809 | $0 | $143,809 | $143,809 |
| BLACKSTONE K-1 INCOME | P | $943 | $0 | $943 | $943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,752 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,080,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.004137 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.004137 | TotalDistributionRt |
| Average Distribution | 0.001379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,665,296 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,561 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,621 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,460,793 | 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 | $9,621 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,621 | SubtotalAmt |
| Tax Based On Investment Income | $9,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,012 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,012 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,391 | OverpaymentAmt |
| Applied To ES Tax | $20,391 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035632882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|
| MITCH BARNS | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | PRESIDENT, DIRECTOR | 0.5 | $0 | $0 | $0 |
| ERIC DALE | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | SECRETARY, DIRECTOR | 0.75 | $0 | $0 | $0 |
| LISA LONGO | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | VICE PRESIDENT-FINANCE | 2.0 | $0 | $0 | $0 |
| JAMERE JACKSON | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| KAREN KORNBLUH | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | VICE PRESIDENT-GRANTS,DIRECTOR | 6.0 | $0 | $0 | $0 |
| BILL BRADLEY | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | TREASURER | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | ||||||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MGMT FEES | $94,378 | |||||
| BENEVITY | ||||||||||
| PORTAL PROVIDER | $63,000 | 171 E LIBERTY STREET | TORONTO | ONTARIO | CA | M6K 3P6 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,102,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,121,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,223,651 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,223,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $558,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,665,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,833,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,833,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,621 | TotalTaxAmt |
| Distributable Before Adj | $1,823,644 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,823,644 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,823,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,460,793 | 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 | $1,460,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,621 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,451,172 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,823,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,279,932 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,460,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,279,932 | AppliedToYear1Amt |
| Applied To Current Year | $180,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $1,642,783 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT MEASURING STATE OF YOUTH IN SUSTAINABLE DEVELOPMENT GOALS (SDGS), A DATA MONITORING INSTRUMENT TO TRACK PROGRESS OF YOUTH DEVELOPMENT IN CONTEXT OF SDGS + YOUNG LEADERS FOR SDG PROGRAM | $100,000 | |
| AFTERSCHOOL ALLIANCE | ||||||||
| 1616 H ST NW | WASHINGTON | DC | 20006 | NONE | PC | MIDDLE SCHOOL DATA SCIENCE ACTIVITIES PROGRAM | $100,000 | |
| TAMPA BAY WAVE | ||||||||
| 500 E KENNEDY BLVD SUITE 300 | TAMPA | FL | 33602 | NONE | PC | TECH DIVERSITY ACCELERATOR FOR DIVERSE START UPS | $100,000 | |
| THE ADVERTISING COUNCIL | ||||||||
| 815 SECOND AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| UNITED WAY WORLDWIDE (YOUR CAUSE AS FISCAL AGENT) | ||||||||
| 701 NORTH FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | PC | CAUSE CARDS PROGRAM | $63,800 | |
| BROADCASTERS FOUNDATION OF AMERICA | ||||||||
| 125 W 55TH ST | NEW YORK | NY | 10019 | NONE | PC | SUPPORTING BROADCASTERS IN ACUTE NEED | $50,000 | |
| RESULTS FOR AMERICA | ||||||||
| 1875 CONNECTICUT AVENUE NW 10TH FL | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT THE DEVELOPMENT, DISSEMINATION, AND PILOTING OF A "WHAT WORKS TOOLKIT" TO HELP SHIFT HUMAN SERVICES-FOCUSED GOVERNMENT INVESTMENTS TOWARDS MORE EFFECTIVE, EVIDENCE-BASED PRACTICES | $50,000 | |
| GEENA DAVIS INSTITUTE ON GENDER IN MEDIA | ||||||||
| VIA MOUNT SAINT MARYS UNIVERSITY | MARINA DEL RAY | CA | 90292 | NONE | PC | SUPPORT EXPANSION OF GEENA DAVIS INCLUSION QUOTIENT (GD-IQ), A MEDIA MEASUREMENT TOOL TO ANALYZE GENDER REPRESENTATION IN TV AND FILM WITH THE GOAL OF IMPACTING RESEARCHERS, CONTENT PRODUCERS, AND SOCIETY | $50,000 | 4712 ADMIRALTY WAY SUITE 455 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | SUPPORT THE BETTER DATA PROJECT TO STRENGTHEN CAPACITY TO MAKE DECISIONS THAT PROMOTE ACCOUNTABLE AND TRANSPARENT ACTIONS IN RESPONSE TO CLIENT FEEDBACK | $50,000 | |
| CITIZENS SCHOOLS | ||||||||
| 308 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | NONE | PC | SUPPORT DATA DASHBOARD PROJECT THAT WILL ENABLE SYSTEMIC IMPROVEMENTS TO HELP BUILD CAPACITY FOR DATA COLLECTION, ELEVATE UNDERSTANDING OF THE IMPACT ON STUDENTS' HIGH SCHOOL SUCCESS, AND ABILITY TO EFFECTIVELY COMMUNICATE THAT IMPACT TO KEY CONSTITUENTS | $50,000 | |
| DATAKIND | ||||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | SUPPORT DATA SCIENCE SOLUTION TO A NONPROFIT ORGANIZATION OR GOVERNMENT AGENCY THROUGH DATACORPS PROGRAM IN THE FORM OF A PROTOTYPE, TOOL, OR PREDICTIVE MODEL THAT INTEGRATES INTO THE ORGANIZATION'S CURRENT WORKFLOW | $50,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT MULTI-YEAR RANDOMIZED CONTROLLED TRIAL THAT RIGOROUSLY TESTS ECONOMIC EMPOWERMENT PROGRAMMATIC VARIATIONS WITH 800 WOMEN IN NIGERIA TO UNDERSTAND WHAT DRIVES THE PROFITABILITY AND SUSTAINABILITY OF WOMEN'S SELF-EMPLOYMENT IN FRAGILE SETTINGS MORE EFFECTIVELY | $50,000 | |
| HISPANIC HERITAGE FOUNDATION | ||||||||
| 9675 MAIN ST STE D | FAIRFAX | VA | 220313762 | NONE | PC | LOFT (DREAM) LAB | $50,000 | |
| FPF EDUCATION AND INNOVATION FOUNDATION | ||||||||
| 1400 EYE ST NW | WASHINGTON | DC | 20005 | NONE | PC | ELISE BERKOWER FELLOWSHIP | $50,000 | |
| AFRICAN LEADERSHIP FOUNDATION | ||||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | NONE | PC | SUPPORT DATA FLUENCY SKILLS MAP + AFRICAN DATA PILOT COURSE TO PROPEL A DATA FOR GOOD QUANTITATIVE SKILLS PROGRAM | $49,400 | |
| INTERNATIONAL RADIO & TELEVISION SOCIETY FDN | ||||||||
| 1697 BROADWAY 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | SUMMER FELLOWSHIP PROGRAM AND MULTICULTURAL CAREER WORKSHOP | $42,500 | |
| CARVER FOUNDATION OF NORWALK | ||||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | NONE | PC | YOUTH DEVELOPMENT PROGRAM | $25,000 | |
| PUBLIC KNOWLEDGE | ||||||||
| 1818 N ST NW SUITE 410 | WASHINGTON | DC | 20036 | NONE | PC | EXPLORING THE POTENTIAL SOCIAL AND ECONOMIC BENEFITS OF USING BIG DATA TO EXPAND OPPORTUNITIES FOR COMMUNITIES OF COLOR AND DISADVANTAGED POPULATIONS | $25,000 | |
| INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC | ||||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | NONE | PC | 2017 ANNUAL BENEFIT SPONSORSHIP | $25,000 | |
| NATIONAL ASSOC OF BROADCASTERS EDUCATION FDN | ||||||||
| 1771 N STREET NW | WASHINGTON | DC | 20036 | NONE | SO I | BROADCAST LEADERSHIP TRAINING, EXECUTIVE DEVELOPMENT SEMINAR, LEADERSHIP DEVELOPMENT PROGRAM | $21,000 | |
| WORLD FOOD PROGRAM USA (FRIENDS OF THE WORLD FOOD | ||||||||
| PROGRAME INC 1725 I ST NW STE 51 | WASHINGTON | DC | 20006 | NONE | PC | WFP'S EMERGENCY RESPONSE PROGRAM | $18,727 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DR STE 200 | CHICAGO | IL | 606012104 | NONE | PC | SUPPORT AND RELIEF TO VICTIMS OF DISASTERS | $18,711 | |
| RON CLARK ACADEMY | ||||||||
| 228 MARGARET ST SE | ATLANTA | GA | 30315 | NONE | PC | RON CLARK ACADEMY'S STUDENT SCHOLARSHIP FUND (TUITION AND EDUCATION-RELATED COSTS FOR ONE RCA STUDENT, NOT SELECTED BY NIELSEN FOUNDATION) | $18,000 | |
| IMENTOR | ||||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EXPAND MENTORING PROGRAM IN NYC | $15,000 | |
| ASPEN INSTITUTE | ||||||||
| ONE DUPONT CIRCLE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PC | COMMUNICATIONS AND SOCIETY PROGRAM | $15,000 | |
| BLACK TECH MECCA | ||||||||
| 1550 S STATE ST | CHICAGO | IL | 606057805 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| NEW YORK ON TECH (BROOKLYN ON TECH) | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT FOR NEW YORK ON TECH STUDENTS | $12,500 | |
| COLLEGIATE PATHWAYS | ||||||||
| 12124 HIGH TECH AVE STE 160 | ORLANDO | FL | 328178374 | NONE | PC | TECH SASSY GIRLZ PROGRAM | $12,500 | |
| CITY INCITE INC | ||||||||
| 9858 S GREENWOOD AVE | CHICAGO | IL | 606281613 | NONE | PC | TRANS*H4CK PROGRAM | $12,500 | |
| ALL HANDS AND HEARTS - SMART RESPONSE | ||||||||
| 6 COUNTY RD STE 6 | MATTAPOISETT | MA | 027391585 | NONE | PC | DISASTER RELIEF PROGRAMS | $12,343 | |
| PINELLAS EDUCATION FOUNDATION | ||||||||
| 12090 STARKEY ROAD | LARGO | FL | 33773 | NONE | PC | FUTURE PLANS PROGRAM | $10,000 | |
| FOUNDATION FOR MINORITY INTERESTS IN MEDIA INC | ||||||||
| 300 NEW JERSEY AVE NW STE 700 | WASHINGTON | DC | 20001 | NONE | PC | EMMA BOWEN FELLOWS PROGRAM | $10,000 | |
| INNOVATIONS FOR LEARNING INC | ||||||||
| 518 DAVIS ST | EVANSTON | IL | 602014644 | NONE | PC | TUTORMATE PROGRAM | $10,000 | |
| ASIAN AMERICAN FEDERATION | ||||||||
| 120 WALL STREET | NEW YORK | NY | 100053904 | NONE | PC | GENERAL OPERATING EXPENSES RELATED TO LEADERSHIP ROUNDTABLES FOR NYC'S PAN-ASIAN NONPROFIT COMMUNITY AND CENSUS PREPARATION ACTIVITIES | $10,000 | |
| COALITION OF ASIAN PACIFICS IN ENTERTAINMENT FDN | ||||||||
| 10600 W PICO BLVD STE 202 | LOS ANGELES | CA | 900642229 | NONE | PC | CAPE NEW WRITERS FELLOWSHIP PROGRAM | $10,000 | |
| JOHN A REISENBACH FOUNDATION | ||||||||
| PO BOX 1239 | NEW YORK | NY | 10113 | NONE | PC | 26TH ANNUAL GALA | $10,000 | |
| CENTER FOR ASIAN AMERICAN MEDIA | ||||||||
| 145 9TH STREET | SAN FRANCISCO | CA | 941032636 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| ASIAN AMERICAN WRITERS WORKSHOP | ||||||||
| 112 W 27TH ST STE 6TH FL | NEW YORK | NY | 100016240 | NONE | PC | GENERAL OPERATING EXPENSES RELATED TO 1) LIVE EVENTS, 2) FELLOWSHIPS, 3) ONLINE MAGAZINES, 4) VIDEO AND PODCAST SERIES, AND 5) COMMUNITY AND YOUTH PROGRAMS | $10,000 | |
| BILL EDWARDS FOUNDATION FOR THE ARTS | ||||||||
| 400 FIRST ST SOUTH | ST PETERSBURG | FL | 33701 | NONE | PC | CLASS ACTS EDUCATION PERFORMANCE SERIES | $10,000 | |
| NATIONAL ALLIANCE TO END HOMELESSNESS | ||||||||
| 1518 K ST NW STE 200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT TO THEIR MISSION OF PREVENTING AND ENDING HOMELESSNESS IN THE UNITED STATES | $5,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 100042471 | NONE | PC | GENERAL OPERATING SUPPORT TO PROTECT AND PROMOTE INTERNATIONAL HUMAN RIGHTS | $5,000 | |
| ASIAN AMERICAN FILM LAB INC | ||||||||
| 20 JAY ST STE 701 | BROOKLYN | NY | 112018352 | NONE | PC | WORKSHOP SERIES OF FOCUS GROUPS, SCREENINGS, INTERACTIVE READINGS, AND IMPROVISATIONS DESIGNED TO RAISE AWARENESS ABOUT GENDER-BASED BIAS AND VIOLENCE | $5,000 | |
| SPECIAL SERVICES FOR GROUPS INC | ||||||||
| 905 E 8TH ST | LOS ANGELES | CA | 900211848 | NONE | PC | ASIAN PACIFIC ISLANDER FORWARD MOVEMENT'S HEALTHY EATING, ACTIVE LIVING FOR ASIAN AND PACIFIC ISLANDERS (HEAL APIS) PROGRAM | $5,000 | |
| STARTING POINT INC | ||||||||
| PO BOX 9000 | MAYAGUEZ | PR | 006819000 | NONE | PC | MERIT SCHOLARSHIPS FOR TWO HISPANIC STUDENTS WITH OUTSTANDING ACADEMIC CREDENTIALS AND FINANCIAL NEED (NOT SELECTED BY NIELSEN FOUNDATION) | $5,000 | |
| KOREATOWN YOUTH AND COMMUNITY CENTER | ||||||||
| 3727 W 6TH STREET 300 | LOS ANGELES | CA | 90019 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHICAGO URBAN LEAGUE | ||||||||
| 4510 S MICHIGAN AVE | CHICAGO | IL | 60653 | NONE | PC | SUPPORT OF ONGOING EFFORTS TO ECONOMICALLY EMPOWER THE AFRICAN AMERICAN COMMUNITY THROUGH ENTREPRENEURSHIP, WORKFORCE DEVELOPMENT, HOUSING, ADULT AND YOUTH EDUCATION AND HUMAN CAPITAL DEVELOPMENT | $2,000 | |
| LAAMISTAD | ||||||||
| 3434 ROSWELL RD | ATLANTA | GA | 30305 | NONE | PC | AFTERSCHOOL SITE IN THE BUCKHEAD NEIGHBORHOOD OF ATLANTA, GEORGIA | $2,000 | |
| ASIAN BUSINESS CENTER | ||||||||
| 767 N HILL STREET | LOS ANGELES | CA | 90012 | NONE | PC | WORKSHOP ON WAYS TO UTILIZE TECHNOLOGY TO GAIN COMPETITIVENESS AS A SMALL BUSINESS | $2,000 | |
| KOREAN AMERICAN FAMILY SERVICES | ||||||||
| 3727 W 6TH ST STE 320 | LOS ANGELES | CA | 90020 | NONE | PC | CHILD CARE FOOD PROGRAM (CCFP) | $2,000 | |
| THE CEDARMORE CORPORATION | ||||||||
| 161 LAKEVIEW AVE | FREEPORT | NY | 11520 | NONE | PC | CONTINUING THE CONVERSATION SERIES PROGRAM | $2,000 | |
| LAO FAMILY COMMUNITY DEVELOPMENT | ||||||||
| 1551 23RD AVE | OAKLAND | CA | 94606 | NONE | PC | CARE PROJECT | $2,000 | |
| RESILIENCE PARTNERS NFP | ||||||||
| 58 EAST 26TH STREET | CHICAGO | IL | 60616 | NONE | PC | ALLIES OF INNOCENCE PROGRAM | $2,000 | |
| PERFORMING ARTS CENTER TRUST INC | ||||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | AILEYCAMP MIAMI 2017 PROGRAM | $1,000 | |
| PERFORMING ARTS CENTER TRUST INC | ||||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | LEARNING THROUGH THE ARTS: KITTY HAWK PROGRAM | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,357,481 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,929 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854,322 | 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 | $134,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,020,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,020,716 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (41 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERN INTL GROUP 6.4% | $22,528 | $22,172 |
| AT&T INC 6.375% | $17,810 | $17,694 |
| BANK AMER CORP 4% | $20,672 | $20,807 |
| BANK AMER CORP 5.875% | $19,284 | $19,862 |
| BOARDWALK 5.95% | $16,987 | $16,732 |
| CAP 1 FINL CORP 4.2% | $20,684 | $20,577 |
| CAP 1 FINL CORP 4.75% | $21,598 | $21,370 |
| CHARTER 4.908% | $21,402 | $21,264 |
| CHENIERE CORPUS 5.875% | $16,181 | $16,256 |
| CITIGROUP INC 3.5% | $20,413 | $20,358 |
| CITIGROUP INC 6.675% | $20,619 | $20,759 |
| CONOCOPHILLIPS CO 4.95% | $16,971 | $17,026 |
| D R HORTON INC SR NT 4.375% | $16,046 | $15,798 |
| DIAMOND 1 FIN CORP 3.48% | $20,399 | $20,251 |
| DOW CHEM CO 4.125% | $10,635 | $10,485 |
| FORD MTR CO DEL 4.346% | $20,806 | $20,852 |
| GEN MOTORS FINL 3.45% | $15,298 | $15,200 |
| GOLDMAN SACHS GROUP INC MEDIUM | $16,121 | $15,905 |
| GOLDMAN SACHS 6.75% | $26,421 | $26,773 |
| HALLIBURTON CO 3.8% | $20,727 | $20,785 |
| HLTH CARE REIT INC 4.5% | $32,401 | $32,058 |
| HSBC FIN CORP 6.676% | $22,664 | $22,236 |
| JPMORGAN CHASE & CO 5.625% | $18,519 | $18,623 |
| JPMORGAN CHASE & CO 4.125% | $20,943 | $21,098 |
| KINDER MORGAN 4.25% | $10,425 | $10,357 |
| KROGER CO 2.85% | $15,194 | $15,145 |
| LIBERTY PPTY LTD 3.25% | $24,602 | $24,604 |
| LOCKHEED MARTIN 3.6% | $14,987 | $15,121 |
| MARATHON OIL CORP 5.2% | $20,091 | $22,168 |
| MICROSOFT CORP 4.1% | $5,386 | $5,583 |
| MORGAN STANLEY 4.875% | $21,763 | $21,536 |
| MORGAN STANLEY 5% | $21,887 | $21,885 |
| MPLX LP 4.5% | $21,369 | $21,130 |
| PACKAGING CORP 3.4% | $4,984 | $5,012 |
| PRUDENTIAL FINL INC MED TRM NT | $27,018 | $28,053 |
| PVTPL ALLISON TRANSMISSION BND | $15,606 | $15,469 |
| RADIAN GROUP INC 7% | $22,758 | $22,425 |
| TIME WARNER INC FIXED 3.6% | $20,140 | $20,045 |
| VALERO ENERGY CORP 6.625% | $25,232 | $26,358 |
| ISHARES US AGGREGATE BOND ETF | $13,612,602 | $13,774,705 |
| MFC ISHARES IBOXX $ HIGH YIELD | $1,255,362 | $1,274,869 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHN EMERGING MKTS EQTY | $2,139,547 | $2,577,642 |
| MFB NORTHN EQTY INDEX FND INL | $3,545,882 | $4,115,469 |
| MFB NORTHN MID CAP INDEX FUND | $707,721 | $762,562 |
| MFB NORTHN SMALL CAP INDEX FD | $406,119 | $452,118 |
| MFB NORTHN STK INDEX FD | $3,502,003 | $4,192,667 |
| GOLAR LNG LIMITED | $38,718 | $51,064 |
| ADOBE SYS INC COM | $62,303 | $72,199 |
| AMERICAN TOWER CORP | $87,543 | $89,597 |
| APTIV PLC COM | $19,797 | $20,698 |
| CHARTER COMMUNICATIONS INC NEW | $34,312 | $35,612 |
| DELPHI TECHNOLOGIES PLC COM | $3,881 | $4,250 |
| EQUINIX INC COM PAR | $36,389 | $35,804 |
| FACEBOOK INC COM | $98,288 | $99,347 |
| FAIR ISAAC CORPORATION COM | $107,445 | $111,836 |
| INTELSAT SA COM | $26,846 | $25,669 |
| LAM RESH CORP COM | $89,062 | $85,777 |
| LOCKHEED MARTIN CORP COM | $102,457 | $103,057 |
| MLP BLACKSTONE GROUP L P COM | $102,138 | $99,262 |
| NORTHROP GRUMMAN CORP COM | $76,757 | $79,797 |
| RAYTHEON CO | $79,998 | $79,836 |
| TIME WARNER INC | $38,737 | $37,503 |
| TRANSDIGM GROUP INC COM | $109,295 | $113,693 |
| MFO ARIEL INVT TR GLOBAL FD IN | $1,308,221 | $1,271,863 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,813,541 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,758,736 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHN FDS GLOBAL REAL EST | AT COST | $559,687 | $632,770 |
| MFO PIMCO FDS PAC INVT MGMT | AT COST | $998,950 | $1,006,624 |
| CMO COMM 2013-CCRE12 MTG TR | AT COST | $31,903 | $31,643 |
| CMO J P MORGAN CHASE COML MTG | AT COST | $25,238 | $25,142 |
| CMO JPMBB COML MTG SECS TR 201 | AT COST | $31,699 | $31,343 |
| CMO JPMCC COML MTG SECS TR 201 | AT COST | $25,256 | $25,143 |
| CMO WELLS FARGO COMM MTG TST | AT COST | $30,900 | $30,967 |
| CMO WFRBS COML MTG TR 2014-C19 | AT COST | $32,355 | $31,514 |
| CMO WFRBS COML MTG TR 2014-C21 | AT COST | $31,163 | $30,883 |
| COMM 2015-CCRE22 FIXED 2.856% | AT COST | $30,492 | $30,297 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $31,959 | $31,592 |
| PVTPL CMO GREAT WOLF | AT COST | $29,972 | $30,000 |
| AMERICREDIT 1.83% | AT COST | $29,895 | $29,695 |
| AMERICREDIT 2.21% | AT COST | $9,995 | $9,993 |
| AMERICREDIT 2.24% | AT COST | $23,932 | $23,794 |
| AMERICREDIT 2.4% | AT COST | $30,108 | $29,964 |
| CAP AUTO 1.89% | AT COST | $24,828 | $24,796 |
| CAPITAL AUTO RECEIVABLE ASSET | AT COST | $45,153 | $44,934 |
| CARMAX AUTO OWNER 1.9% | AT COST | $29,726 | $29,625 |
| CNH EQUIP TR 1.44% | AT COST | $23,782 | $23,758 |
| DRIVE AUTO RCVBLE TR SER 2017- | AT COST | $29,999 | $30,015 |
| DRIVE AUTO RCVBLE TR SER 17-1 | AT COST | $30,257 | $30,133 |
| GM FINL AUTOMOBILE 2.48% | AT COST | $30,029 | $29,994 |
| PVTPL DT AUTO OWNER TR SER 201 | AT COST | $15,019 | $15,003 |
| PVTPL SANTANDER RETAIL AT LEAS | AT COST | $29,996 | $29,969 |
| SANTANDER DR AUTO FIXED 2.21% | AT COST | $29,994 | $29,983 |
| SANTANDER DR AUTO 2.46% | AT COST | $25,141 | $25,003 |
| SANTANDER DR AUTO 3.09% | AT COST | $10,111 | $10,102 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SUPPORT ON GOVERNANCE | CategoryTxt |
| Legal Fees | $4,814 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,814 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE GIVING PORTAL | $63,000 | $0 | $0 | $63,000 |
| BANK FEES | $7,386 | $0 | $0 | $7,386 |
| CAUSECARD PROCESSING | $3,517 | $0 | $0 | $3,517 |
| CT CORPORATION FILING FEES | $586 | $0 | $0 | $586 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP K-1 - OTHER INCOME | $0 | $342 | $0 |
| PARTNERSHIP K-1 - 965(A) INCOME | $0 | $48 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $94,378 | $94,378 | $0 | $0 |
| GRANTEE REVIEW FEES | $24,009 | $0 | $0 | $24,009 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $0 | $15,404 | $0 | $0 |
| FEDERAL EXCISE TAXES | $21,000 | $0 | $0 | $0 |
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