MAYER-PHILLIPS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAYER-PHILLIPS FOUNDATION INC (EIN 06-1331577)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-17
- IRS object ID
- 201821989349100327
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2018-07-17T14:34:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 061331577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mayer-Phillips Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MAYE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A MAYER | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,166,295 | 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 | $132,021 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $902,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,192 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,871 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,871 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,242 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,891 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,891 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,768 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,768 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,995 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,748 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $530 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $530 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,581 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,755 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $212,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $357,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $357,318 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,103,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,321,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,439,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,675 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,675 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,813 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $186,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $187,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $303,356 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,705,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,918,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,166,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,705,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,918,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,705,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,918,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,705,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,918,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,705,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $212,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,918,269 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,918,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $902,052 | $736,302 | $165,750 | $165,750 |
| Passthrough K1 Capital Gain/(Loss) | $14,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,133 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,892,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016823 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $473,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,802,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,610,729 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,524,737 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,729 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,653,130 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029763 | DistributionYr5Rt |
| Total Distribution | 0.186875 | TotalDistributionRt |
| Average Distribution | 0.037375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,624,223 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $233,544 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,353 | SubtotalAmt |
| Tax Based On Investment Income | $6,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,117 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,236 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,353 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Alessandra Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 12.0 | $35,000 | $0 | $0 |
| Barbara P Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Christa A Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John A Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Timothy P Mayer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $6,108,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $303,356 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,725,100 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,725,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,624,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,353 | TotalTaxAmt |
| Distributable Before Adj | $324,858 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $324,858 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $324,858 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,544 | 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 | $233,544 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $233,544 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $204,222 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $233,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $204,222 | AppliedToYear1Amt |
| Applied To Current Year | $29,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $295,536 | 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) |
|---|---|---|
| Contributing Manager | Barbara P Mayer | ContributingManagerNm |
| Contributing Manager | John A Mayer | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER DAWSON SCHOOL | |||||||
| 10455 DAWSON DR | LAFAYETTE | CO | 80026 | N/A | PC | Charitable Event | $3,200 |
| ALEXANDER DAWSON SCHOOL | |||||||
| 10455 DAWSON DR | LAFAYETTE | CO | 80026 | N/A | PC | Charitable Event | $7,500 |
| ALEXANDER DAWSON SCHOOL | |||||||
| 10455 DAWSON DR | LAFAYETTE | CO | 80026 | N/A | PC | Charitable Event | $1,200 |
| BIDWELL TRAINING CENTER INC | |||||||
| 1815 METROPOLITAN ST | PITTSBURGH | PA | 15233 | N/A | PC | General & Unrestricted | $2,500 |
| BRIDGE HOUSE | |||||||
| 5345 ARAPAHOE AVE 5 | BOULDER | CO | 80303 | N/A | PC | Community Table Kitchen | $20,000 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $1,000 |
| CAREERWISE COLORADO | |||||||
| 12850 E 40TH AVE | DENVER | CO | 80239 | N/A | PC | General & Unrestricted | $50,000 |
| CHALLENGE FOUNDATION INC | |||||||
| 4545 S UNIVERSITY BLVD | ENGLEWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $2,500 |
| COLORADO THERAPEUTIC RIDING CENTER | |||||||
| 11968 MINERAL RD | LONGMONT | CO | 80504 | N/A | PC | General & Unrestricted | $10,000 |
| ELEVATE NEW YORK INC | |||||||
| 353 LEXINGTON AVE 5TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,000 |
| FII - NATIONAL | |||||||
| 1203 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | N/A | PC | Founder's Community Fund | $50,000 |
| ONE WORLD CHILDRENS FUND | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | Empowering Youth in Cambodia Program | $2,000 |
| ONE WORLD CHILDRENS FUND | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | Empowering Youth in Cambodia Program | $1,000 |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $1,300 |
| WOMEN'S FOUNDATION OF COLORADO INC | |||||||
| 1901 E ASBURY AVE 3RD FL | DENVER | CO | 80208 | N/A | PC | PEP Program | $1,000 |
| COLORADO ASSOCIATION OF FUNDERS | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | n/a | PC | General & Unrestricted | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,400 | 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 | $1,644 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,535 | 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 | $180,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $338,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,241 | 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 |
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 | Mayer John A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Upland Drive | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $132,021 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 563 sh. | $107,187 | 2017-12-04 |
| 1 | SEVENTY SEVEN ENERGY SVNT, 600 sh. | $24,834 | 2017-04-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $1,768 | Amt |
| Disbursements Charitable Prps | $1,768 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE - 7.900% - 12/3 | BondNm |
| EOY Book Value | $51,675 | EOYBookValueAmt |
| EOYFMV | $65,813 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN US I&G DOMESTIC REIT | $970 | $1,000 |
| ISHARES JP MORGAN USD EM MKTS | $64,218 | $64,436 |
| ISHARES TR S & P MIDCAP 400 IN | $107,187 | $106,846 |
| PATTERSON-UTI ENERGY INC | $24,833 | $24,644 |
| ISHARES CORE MSCI EAFE ETF | $242,830 | $264,360 |
| PARNASSUS EQUITY INCOME FUND I | $178,957 | $186,417 |
| BROWN ADVISORY WMC JAPAN ALPHA | $62,956 | $67,292 |
| VANGUARD TOTAL BOND MARKET IND | $66,000 | $65,877 |
| DODGE & COX FUNDS INTERNATIONA | $245,131 | $286,215 |
| JPMORGAN U.S. LARGE CAP CORE P | $167,904 | $192,858 |
| MFS INTERNATIONAL VALUE FUND C | $186,000 | $279,522 |
| SPDR S&P 500 ETF TRUST | $1,479,462 | $2,014,792 |
| ISHARES TRUST MSCI EAFE INDEX | $555,453 | $671,461 |
| JPMORGAN STRATEGIC INCOME OPPO | $119,705 | $117,392 |
| NEUBERGER BERMAN MULTI CAP OPP | $164,481 | $207,598 |
| OAKMARK INTERNATIONAL FUND | $249,221 | $320,224 |
| VANGUARD TOT INTL BOND IX ADMI | $275,000 | $274,873 |
| DODGE & COX INCOME FUND | $179,649 | $181,135 |
| BLACKROCK HIGH YIELD BOND PORT | $120,235 | $131,215 |
| DOUBLELINE TOTAL RETURN BOND | $289,999 | $278,356 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $541,513 | $703,295 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPM US RE I&G DOMESTIC LP | CategoryOrItemTxt |
| Book Value | $187,572 | BookValueAmt |
| EOYFMV | $303,356 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,200 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,698 | $34,698 | |
| Foundation Dues & Memberships | $1,310 | $1,310 | |
| K-1 Exp JPM US RE I&G DOMESTIC | $5,581 | $5,581 | |
| Payroll Processing Fees | $747 | $747 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss JPM US RE I&G DOMESTIC LP | Desc |
| Revenue And Expenses Per Books | $6,871 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,871 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,995 | Amt |
| Net Investment Income | $14,995 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $3,100 |
| 990-PF Extension for 2016 | $648 |
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